Albertsons Companies, Inc.

Albertsons Companies reported Q1 net sales and other revenue of $24,941.6 million, a slight increase from $24,880.8 million year-over-year. However, net income significantly decreased to $84.7 million from $236.4 million in the prior year period, with diluted EPS falling to $0.17 from $0.41. The company also provided updates on significant legal proceedings, including the Opioid Settlement Framework, which resulted in a $773.8 million loss recorded in Q4 fiscal 2025, and ongoing False Claims Act litigation.

Albertsons Companies reported Q1 fiscal 2026 results with identical sales decreasing 0.8% and net sales increasing 0.2% to $24.94 billion. Net income was $85 million ($0.17/share) and Adjusted EBITDA was $1.013 billion. The company announced "ACI Edge" restructuring to improve execution and lowered its fiscal 2026 outlook for identical sales, Adjusted EBITDA, and Adjusted EPS due to a cautious consumer and industry trends.

Albertsons Companies, Inc. announced that Sharon McCollam, President and Chief Financial Officer, plans to retire later this year. Ms. McCollam will continue in her role until a successor is appointed, after which she will serve in an advisory capacity until February 27, 2027, to facilitate a smooth transition. The company has commenced a comprehensive search for a new CFO.

Albertsons Companies, Inc. announced its Annual Meeting of Stockholders for August 6, 2026, where shareholders will vote on the election of 10 directors, a reduction from the current 11-member board. Key proposals include amendments to the Certificate of Incorporation to eliminate supermajority voting requirements and limit officer liability. The company also seeks an advisory vote on executive compensation, which received 97% support in 2025, and the ratification of Deloitte & Touche LLP as its auditor. CEO Susan Morris highlighted strong fiscal 2025 performance and strategic initiatives focused on customer experience, operational efficiency, and technology.

Albertsons Companies, Inc. (ACI) provided updates on its executive leadership, including the appointments of Allison Pinkham as EVP, Chief Human Resources Officer in February 2026, Thomas Moriarty as EVP, M&A and Corporate Affairs in March 2025, and Michelle Larson as Chief Merchandising Officer in May 2025. Susan Morris was also appointed CEO & Director in May 2025. The company reported strong operational performance, with Own Brands retail sales reaching $16.9 billion in fiscal 2025, and maintained a significant retail footprint with 2,244 stores and 280,000 associates as of February 28, 2026.

Albertsons Companies reported a 0.7% increase in identical sales for Q4 fiscal 2025, with digital sales growing 16%. The company posted a net loss of $(481) million, or $(0.94) per share, primarily due to a $600 million opioid settlement charge, but achieved adjusted net income of $252 million, or $0.48 per share. For the full fiscal year 2025, identical sales rose 2.0% and adjusted EBITDA reached $3.902 billion. Albertsons also announced a 13% increase in its common stock dividend and raised its share repurchase authorization to $2 billion, while providing a fiscal 2026 outlook.

Albertsons Companies reported its fourth quarter and full year fiscal 2025 results. For Q4, identical sales increased 0.7% and digital sales grew 16%, though the company posted a net loss of $(481) million due to a $600 million opioid settlement charge. Adjusted net income for the quarter was $252 million, or $0.48 per share. The company also announced a 13% increase in its common stock dividend and raised its remaining share repurchase authorization to $2 billion, while providing a fiscal 2026 outlook.