Companies /Consumer Defensive

Albertsons Companies Inc - Class A

NYSE: ACI Grocery Stores
$12.48
â–² $0.25 (+2.04%) today
Markets open · 1:56pm ET

Q4 2026 Earnings

Reported Apr 14, 2026, 7:30am ET · SEC source
$0.48
Beat +9.26%
EPS · est. $0.44
$20.3B
Miss −0.99%
Revenue · est. $20.5B
−6.7%
Trailing market
ACI vs S&P since report
1 quarter
Consecutive EPS misses

Market Reaction

% change · around the report
−4%−2%0+2%Apr 14Apr 15report 7:30am ETearnings+1.5%+0.1%
−4%−2%0+2%Apr 14Apr 15earnings+1.5%+0.1%
ACI +0.1%S&P 500 +1.5%
−4%−2%0+2%Apr 14Apr 15report 7:30am ETearnings+2.1%+0.1%
−4%−2%0+2%Apr 14Apr 15earnings+2.1%+0.1%
ACI +0.1%NASDAQ +2.1%
−3%0+3%Apr 13Apr 21report 7:30am ETearnings+2.8%+2.0%
−3%0+3%Apr 13Apr 21earnings+2.8%+2.0%
ACI +2.0%S&P 500 +2.8%
−3%0+3%Apr 13Apr 21report 7:30am ETearnings+4.4%+2.0%
−3%0+3%Apr 13Apr 21earnings+4.4%+2.0%
ACI +2.0%NASDAQ +4.4%
−3.03%
Day of report
+1.59%
Next session
+4.65%
One week
+1.04%
30 days

S&P 500 over the same 30 days: +7.73%.

Did ACI Beat Earnings? Q4 2026 Results

Albertsons Companies posted a mixed but ultimately encouraging set of Q4 fiscal 2026 results, beating Wall Street's earnings expectations for the fourth consecutive quarter even as revenue came in slightly below forecasts. The Boise-based grocer earned an adjusted $0.48 per share, clearing the $0.41 consensus estimate by 17.07%, while revenue of $20.25 billion grew 7.7% year over year but fell short of the $20.71 billion analysts had anticipated. The quarter's defining event, however, was a $773.80 million pre-tax opioid settlement charge that swung the company to a GAAP net loss of $480.80 million, compared to net income of $171.80 million a year ago. Beneath that headline noise, underlying trends were constructive: digital sales surged 16%, loyalty membership climbed 12% to 51.2 million members, and identical sales rose 0.7%. Looking ahead, management guided fiscal 2026 adjusted EPS of $2.22 to $2.32 and Adjusted EBITDA of $3.85 billion to $3.93 billion, while cautioning that IRA Medicare drug pricing reforms will create an estimated 150 basis point headwind to identical sales growth.

Key Takeaways
  • Identical sales increased 0.7% driven primarily by pharmacy sales
  • Digital sales increased 16% in Q4
  • Loyalty members grew 12% to 51.2 million
  • Extra (53rd) week contributed an estimated $68 million in incremental Adjusted EBITDA and $0.03 per adjusted share
  • Pharmacy gross margins improved driven by IRA-related pricing changes
  • Productivity initiatives and cost discipline offset lower-than-expected pharmacy sales

“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

Forward Guidance & Outlook

For fiscal 2026, the company expects identical sales growth of 0.0% to 1.0% (reflecting an estimated 150 basis point headwind from the IRA's Medicare Drug Price Negotiation Program effective January 1, 2026), Adjusted EBITDA of $3.850 billion to $3.925 billion, adjusted net income per share of $2.22 to $2.32, an effective income tax rate of 24% to 25%, and capital expenditures of $2.0 billion to $2.2 billion.

ACI YoY Financials

Q4 2026 vs Q4 2025 · SEC filings Q4 2025 Q4 2026
$0$6.0B$12.0B$18.0B$18.8B$20.3BRevenue$5.1B$5.5BGross Profit
$0$6.0B$12.0B$18.0BRevenueGross Profit

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