Core Viewpoint - Albertsons Companies Inc. is experiencing a decline in stock price, but there is a positive sentiment among analysts regarding potential earnings growth, which may lead to a trend reversal in the future [1][3][4]. Group 1: Stock Performance - The stock price of Albertsons is currently $16.38, reflecting a slight increase of 1.80% or $0.29, after a decline of 5.7% over the past four weeks [2][5]. - The stock has fluctuated between $15.95 and $16.68 during the trading day, indicating volatility [2]. - Over the past year, the stock reached a high of $23.20 and a low of $15.80, showcasing significant price movement [3]. Group 2: Analyst Ratings and Market Sentiment - Telsey Advisory maintains an "Outperform" rating for Albertsons, with a revised price target adjusted from $24 to $22 [1][5]. - There is a strong consensus among Wall Street analysts to raise earnings estimates for Albertsons, suggesting a potential trend reversal for the stock [3][4]. - The current market conditions and analyst sentiment indicate potential opportunities for investors, particularly due to the stock's oversold status [4]. Group 3: Company Overview - Albertsons is a leading grocery retailer in the United States, offering a wide range of products including groceries, pharmacy services, and fuel [1]. - The company competes with major grocery chains such as Kroger and Walmart [1]. - Albertsons has a market capitalization of approximately $9 billion, with a trading volume of 3,323,899 shares on the NYSE [3].

Key Takeaways ACI's Q3 EPS was $0.72, beating estimates, while net sales rose 1.9% y/y.Albertsons saw identical sales up 2.4%, led by 18% pharmacy growth and a 21% jump in digital sales.ACI's gross margin fell 50 bps as digital and pharmacy mix, pricing investments, and costs weighed.Albertsons Companies, Inc. (ACI) reported third-quarter fiscal 2025 results, wherein sales lagged the Zacks Consensus Estimate and earnings beat the same. On a year-over-year basis, the company’s top and bottom lines increased. ...

Albertsons Companies, Inc. (ACI) has been on a downward spiral lately with significant selling pressure. After declining 5.7% over the past four weeks, the stock looks well positioned for a trend reversal as it is now in oversold territory and there is strong agreement among Wall Street analysts that the company will report better earnings than they predicted earlier.We use Relative Strength Index (RSI), one of the most commonly used technical indicators, for spotting whether a stock is oversold. This is a ...

Albertsons Companies reported increased sales and strong digital growth in the third quarter (Q3) of fiscal 2025 while net income declined from a year earlier. The US retailer said net income for the quarter ended 29 November 2025 fell to $293.3m, or $0.55 per share, from $400.6m, or $0.69 per share, in the same period of fiscal 2024. Adjusted net income reached $390.3m, or $0.72 per share, compared with $420.3m, or $0.71 per share, a year earlier. Operating income for the period was $489.7m, down from ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended November 29, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _____ to _____ Commission File Number: 001-39350 abscompanieslogoa24.jpg Albertsons Companies, Inc. (Exact name of registrant as specified in its charter) Delaware 47 ...

Core Insights - Albertsons Companies, Inc. (ACI) is a major player in the U.S. grocery industry, competing with large retailers like Kroger and Walmart, and offers a wide range of products including groceries, pharmacy services, and digital sales [1] Financial Performance - ACI reported an earnings per share (EPS) of $0.72, exceeding expectations of $0.67, indicating effective cost management [2][6] - The company's revenue was $19.12 billion, which fell short of the forecasted $20.56 billion, highlighting challenges in achieving sales targets [2][6] - The third-quarter performance was bolstered by growth in the pharmacy and digital business sectors, which are strategic areas for revenue generation [3][6] Market Valuation - ACI has a price-to-earnings (P/E) ratio of 9.20, suggesting a relatively low market valuation compared to competitors [4] - The price-to-sales ratio is 0.11 and the enterprise value to sales ratio is 0.29, indicating modest market valuation in relation to revenue and sales [4] Financial Health - The earnings yield stands at 10.87%, reflecting a strong return on investment for shareholders [5] - ACI has a high debt-to-equity ratio of 4.97, indicating significant reliance on debt financing [5] - The current ratio of 0.81 suggests potential challenges in covering short-term liabilities, pointing to areas for improvement in liquidity management [5]

Core Insights - Albertsons Companies is integrating data and artificial intelligence (AI) into its operations, which is expected to be central to its transformation efforts [1][3] - The company reported a year-over-year growth of 2.4% in identical sales and 21% in digital sales for the third quarter of fiscal 2025 [2] AI Integration and Customer Experience - AI is not viewed as a short-term tool but is being embedded into merchandising, labor, and supply chain to create a sustainable competitive advantage [3] - The implementation of AI has led to increases in basket size, repeat customer visits, and overall loyalty [3] - The "Ask AI" feature has resulted in a 10% increase in basket size for users, indicating significant potential as adoption grows [4] Autonomous Shopping Assistants - Albertsons has introduced autonomous shopping assistants that help customers with meal planning, cart building, and completing grocery tasks [5] - These AI tools are designed to provide a seamless and personalized shopping experience, enhancing the omnichannel customer journey [6] Merchandising and Labor Optimization - AI is being utilized to transform category management and improve margins through enhanced merchandising intelligence [6] - Generative AI is being deployed for labor forecasting and scheduling, which enhances productivity and customer service by ensuring optimal staffing [7] Supply Chain Improvements - AI demand forecasting has become crucial for the supply chain, improving forecasting accuracy, fulfillment, quality, and on-shelf availability [8] - The company's tech and AI initiatives are aimed at being scalable and enterprise-wide, delivering measurable impacts and laying the groundwork for future growth [9]

The US Labor Market Has Weakened. What Will Friday's Jobs Report Reveal? 34 minutes ago A report Friday from the Bureau of Labor Statistics is expected to show the U.S. economy added 73,000 jobs in December, while the unemployment rate ticked down to 4.5% from 4.6% the month before, according to a survey of economists by Dow Jones Newswires and The Wall Street Journal. The job growth would be slightly higher than the 64,000 jobs added in November, when the unemployment rate hit its highest level since 2021. ...

Financial Data and Key Metrics Changes - Identical sales grew by 2.4%, while digital sales increased by 21% [5][22] - Adjusted EBITDA for Q3 was $1.039 billion, with adjusted EPS at $0.72 per diluted share [25] - Gross margin was reported at 27.4%, a decline of 55 basis points year-over-year, but improved sequentially from Q2 [24] - Selling and administrative expense rate decreased to 24.9%, down 33 basis points year-over-year [24] Business Line Data and Key Metrics Changes - Pharmacy and health sales increased by 18%, driven by strong execution in immunizations and core prescriptions [13][23] - Loyalty membership grew by 12% to over 49 million members, enhancing customer engagement [14][15] - The media collective saw double-digit growth year-over-year, contributing to high-margin growth [15] Market Data and Key Metrics Changes - Digital penetration reached 9.5%, with over half of orders delivered in three hours or less [12] - The company continues to gain market share in e-commerce, with sales up 21% this quarter [12] Company Strategy and Development Direction - The company is focused on leveraging technology and AI to enhance customer experience and operational efficiency [8][9] - Strategic priorities include modernizing capabilities, scaling digital engagement, and monetizing the media collective [8][12] - The company aims to grow its own brands penetration from 25% to 30% [16] Management's Comments on Operating Environment and Future Outlook - The operating environment remains mixed, with pressure across income segments, leading to cautious consumer spending [20] - The company is confident in its ability to deliver long-term profitable growth through strategic investments and productivity initiatives [29][30] - The outlook for fiscal 2025 has been updated, with identical sales expected to range from 2.2% to 2.5% [30] Other Important Information - The company is committed to a $1.5 billion productivity plan over the next three fiscal years [18] - Capital expenditures for Q3 were $462 million, focusing on store upgrades and digital technology [25] - The company refinanced $1.5 billion of existing indebtedness, demonstrating balance sheet strength [28] Q&A Session Summary Question: How is the overall pricing environment lined up relative to your initial expectations? - The company is taking a surgical and targeted approach to price investments, seeing positive results in categories where investments were made [39][40] Question: How are you progressing with getting new pharmacy shoppers to purchase more grocery items? - The company is pleased with pharmacy growth, noting that many customers are already shopping in grocery, leading to deeper engagement [47] Question: Can you comment on the potential headwinds for FY26? - The company remains confident in its strategy, with a focus on pharmacy and digital growth, despite potential headwinds from the Inflation Reduction Act [54][56] Question: What are the key drivers for the lower guide on ID sales? - The guidance reflects the impact of the Inflation Reduction Act, with potential upside from pharmacy growth depending on various factors [58][59] Question: How are you tracking against the cost savings plan? - The company is executing well against its $1.5 billion productivity plan, with ongoing process redesign and technology integration [68]

Albertsons Companies (NYSE:ACI) Q3 2025 Earnings Call January 07, 2026 08:30 AM ET Company ParticipantsCody Perdue - SVP of Treasury, Investor Relations and Risk ManagementEdward Kelly - Managing DirectorPaul Lejuez - Managing DirectorSusan Morris - CEOJohn Heinbockel - Managing DirectorSharon McCollam - President and CFOConference Call ParticipantsTom Palmer - Senior Equity Research AnalystRupesh Parikh - Managing Director and Senior AnalystKelly Bania - Equity Research AnalystNone - AnalystMark Carden - E ...