Albertsons (ACI) Q4 2025 Earnings
GAAP EPS of $(0.94) includes a $773.8 million pre-tax ($599.8 million net of tax, or $(1.18) per share) charge related to the Opioid Settlement Framework
How Did ACI Stock React to Q4 2025 Earnings?
S&P 500 over the same 30 days: +10.53%.
Did ACI Beat Earnings? Q4 2025 Results
Yes. Albertsons reported Q4 2025 earnings of $0.48 a share on Apr 14, 2026, beating the $0.44 consensus estimate by 9.3%. Revenue was $20.3B against a $20.5B estimate.
Albertsons delivered a mixed fourth-quarter result for the period ended February 28, 2026, beating profit expectations while falling just short on the top line. Adjusted EPS of $0.48 cleared the $0.44 consensus by 9.26%, a modest but meaningful margin, even as revenue of $20.25 billion came in 0.99% below estimates despite climbing 7.7% year over year, boosted in part by an extra 13th week that added roughly $1.40 billion in incremental sales. The headline GAAP result was sharply negative, with a $773.80 million pre-tax opioid settlement charge driving a net loss of $480.80 million for the quarter, a figure that overshadowed otherwise steady operational progress including 16% digital sales growth and loyalty membership expanding 12% to 51.2 million customers. Looking ahead, Albertsons guided fiscal 2026 adjusted EPS of $2.22 to $2.32 and identical sales growth of 0.0% to 1.0%, acknowledging an estimated 150 basis point headwind from the Inflation Reduction Act's Medicare drug pricing program as the company navigates pharmacy margin pressures in the year ahead.
- Identical sales increased 0.7% in Q4, primarily driven by pharmacy sales
- Digital sales increased 16% in Q4 and 21% for the full year
- Loyalty members grew 12% to 51.2 million
- Productivity initiatives and disciplined cost management offset pharmacy headwinds
- Extra 13th week contributed approximately $1.4 billion in incremental net sales and $68 million in Adjusted EBITDA
- Pharmacy pricing headwinds from Inflation Reduction Act impacted top-line more than expected
“Fiscal 2025 was a year of disciplined execution and resilience, as we closed the year with a solid fourth quarter that delivered strong Adjusted EBITDA despite meaningful top-line pharmacy-related headwinds.”
Albertsons CEO, on the earnings call
What Was Albertsons's Outlook in Q4 2025?
For fiscal 2026, Albertsons guided identical sales growth of 0.0% to 1.0% (reflecting an estimated 150 basis point headwind from the Inflation Reduction Act's Medicare Drug Price Negotiation Program effective January 1, 2026), Adjusted EBITDA of $3.850 billion to $3.925 billion, adjusted net income per Class A common share of $2.22 to $2.32, an effective tax rate of 24% to 25%, and capital expenditures of $2.0 billion to $2.2 billion.
ACI YoY Financials
| Metric | Q4 2025 | Q4 2024 | Year over year |
|---|---|---|---|
| Revenue | $20.3B | $18.8B | +7.7% |
| Gross Profit | $5.5B | $5.1B | +7.1% |
Figures from SEC filings and company reports. Not investment advice.