Companies /Consumer Defensive

Albertsons Companies Inc - Class A

NYSE: ACI Grocery Stores
$12.50
â–² $0.27 (+2.17%) today
Markets open · 12:38pm ET

Q4 2025 Earnings

Reported Apr 15, 2025, 7:30am ET · SEC source
$0.46
Beat +11.06%
EPS · est. $0.41
$18.8B
Beat +0.05%
Revenue · est. $18.8B
+0.3%
Beating market
ACI vs S&P since report
1 quarter
Consecutive EPS misses

Market Reaction

% change · around the report
−6%−3%0+3%Apr 15Apr 16report 7:30am ETearnings−2.1%+0.7%
−6%−3%0+3%Apr 15Apr 16earnings−2.1%+0.7%
ACI +0.7%S&P 500 −2.1%
−6%−3%0+3%Apr 15Apr 16report 7:30am ETearnings−2.6%+0.7%
−6%−3%0+3%Apr 15Apr 16earnings−2.6%+0.7%
ACI +0.7%NASDAQ −2.6%
−5%0+5%+10%Apr 14Apr 23report 7:30am ETearnings+0.7%+8.8%
−5%0+5%+10%Apr 14Apr 23earnings+0.7%+8.8%
ACI +8.8%S&P 500 +0.7%
−5%0+5%+10%Apr 14Apr 23report 7:30am ETearnings+0.5%+8.8%
−5%0+5%+10%Apr 14Apr 23earnings+0.5%+8.8%
ACI +8.8%NASDAQ +0.5%
−7.56%
Day of report
+6.07%
Next session
+12.39%
One week
+10.83%
30 days

S&P 500 over the same 30 days: +10.53%.

Did ACI Beat Earnings? Q4 2025 Results

Albertsons closed fiscal 2024 with a mixed but largely encouraging fourth quarter, posting adjusted EPS of $0.46 against a consensus estimate of $0.41 for a 12.20% beat, even as revenue of $18.80 billion fell just short of the $19.03 billion analysts had expected. The profitability outperformance came despite meaningful headwinds, most notably a sharp rise in property disposition and impairment losses to $36.40 million from just $800,000 a year earlier, alongside $34.00 million in merger-related costs that weighed on GAAP net income, which declined to $171.80 million from $250.50 million in the prior-year period. Identical sales grew 2.3%, fueled by pharmacy strength and a 24% surge in digital sales, while loyalty membership climbed 15% to 45.6 million members. Outgoing CEO Vivek Sankaran, who retires May 1 and will be succeeded by COO Susan Morris, pointed to positive momentum in the company's Customers for Life strategy. Looking ahead, management framed fiscal 2025 as an investment year, guiding for adjusted EPS of $2.03 to $2.16 and identical sales growth of 1.5% to 2.5%, with growth acceleration anticipated from fiscal 2026 onward.

Key Takeaways
  • Identical sales increased 2.3% in Q4, driven primarily by strong pharmacy sales growth
  • Digital sales increased 24% in Q4
  • Loyalty members increased 15% to 45.6 million
  • Productivity initiatives including reductions in shrink expense
  • Lower average outstanding borrowings reduced interest expense

“We delivered solid results in the fourth quarter and closed fiscal 2024 with positive momentum as we continued to invest in our Customers for Life strategy. This strategy has firmly positioned the Company for its next chapter of growth and value creation for shareholders. As previously announced, I am retiring as of May 1, 2025, and am delighted that the Board of Directors has selected Susan Morris to succeed me as CEO. Under Susan's leadership, I have the utmost confidence that she and the entire team will continue to drive future growth and continue to elevate our role with our customers and our communities.”

Albertsons CEO, on the earnings call

Forward Guidance & Outlook

For fiscal 2025, Albertsons expects identical sales growth of 1.5% to 2.5%, adjusted EBITDA of $3.8 billion to $3.9 billion (including approximately $65 million from a 53rd week), adjusted EPS of $2.03 to $2.16 per share (including approximately $0.03 from the 53rd week), an effective tax rate of 23.5% to 24.5%, and capital expenditures of $1.7 billion to $1.9 billion. Management characterized fiscal 2025 as an 'investment year,' with growth acceleration expected beginning in fiscal 2026 consistent with the long-term algorithm of 2%+ identical sales and adjusted EBITDA growth exceeding identical sales growth.

ACI YoY Financials

Revenue$18.8B
Gross Profit$5.1B
Operating Income$276.0M
Net Income$171.8M

Figures from SEC filings and company reports. Not investment advice.