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Albertsons Companies (ACI) investor relations material
Albertsons Companies Q1 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2025 earnings summary15 Jul, 2025
Executive summary
Identical sales increased 2.8% year-over-year, with digital sales up 25% and loyalty members rising 14% to 47.3 million, reflecting strong digital engagement and customer growth.
Adjusted EBITDA was $1.11 billion and adjusted EPS was $0.55, both down from last year, reflecting ongoing investments in digital, value, and productivity initiatives.
Net sales and other revenue rose 2.5% to $24.88 billion, with net income at $236 million ($0.41/share) and adjusted net income at $319 million ($0.55/share).
Investments focused on technology, store remodels, new brands, and digital platforms, with $400M+ returned to shareholders via dividends and share repurchases.
Labor negotiations covered nearly half of associates, with improved wages and benefits and a focus on operational flexibility.
Financial highlights
Gross margin rate declined to 27.1% from 27.8% year-over-year, mainly due to investments in value, digital, and pharmacy mix shift.
Adjusted EBITDA margin was 4.5% of revenue, down from 4.9% year-over-year.
Selling and administrative expense rate improved by 63 bps (excluding fuel), aided by productivity and lower merger costs.
Interest expense decreased to $142M from $146M; income tax expense rose to $75M (24.1% rate) from $69M (22.3%).
Capital expenditures were $585M in Q1, with three new stores opened and 36 remodels completed.
Outlook and guidance
FY25 identical sales growth guidance raised to 2–2.75%, driven by pharmacy and digital; adjusted EBITDA guidance at $3.8B–$3.9B.
Adjusted EPS guidance unchanged at $2.13–$2.16; effective tax rate expected at 23.5–24.5%.
Capital expenditures projected at $1.7–$1.9B; Q2 expected at lower end of sales guidance due to strike impact.
FY26 expected to return to long-term algorithm: 2%+ identical sales growth and higher adjusted EBITDA growth.
Management expects sufficient liquidity for the next 12 months, with estimated needs of $5.5B.
Explain the drivers behind the identical sales increase.
What factors drove the decrease in gross margin rate?
How did productivity initiatives impact operating expenses?
Detail e-commerce profitability drivers.
Assess media collective ramp vs expectations.
How do union contracts impact SG&A run rate?
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Next Albertsons Companies earnings date
Q2 202514 Oct, 2025
Next Albertsons Companies earnings date
Q2 202514 Oct, 2025
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Frequently asked questions
One of America's biggest food and drug retailers
Albertsons Companies Inc is one of the largest food and drug retailers in the US, operating over 2,200 stores across 33 states. The company generates revenue through a variety of channels, including its flagship stores, e-commerce platforms, and distribution services.
Growing by expansions
One of the key strategies that Albertsons has employed to grow its revenue base is expanding into new markets. The company has been actively acquiring smaller chains and independent stores in recent years, with a particular focus on markets where it has little or no presence. This has allowed Albertsons to tap into new sources of revenue and broaden its customer base. A strategy also employed by Walmart, Kroger, and Target, to name a few.
Leveraging E-commerce
Another important factor in Albertsons' revenue growth is its emphasis on e-commerce. The company has invested heavily in its online grocery delivery and pick-up services, which have become increasingly popular with customers, especially in the wake of the COVID-19 pandemic. Albertsons has also partnered with third-party platforms like Instacart to expand its reach and attract new customers.
The distribution services
In addition to its retail operations, Albertsons also generates revenue through its distribution services. The company operates a network of distribution centers that supply products to its stores, as well as to third-party customers like convenience stores and restaurants. Albertsons has also partnered with the likes of Starbucks and Chevron to provide distribution services for their products. This diversification of revenue streams has helped the company to weather market fluctuations and remain competitive in the retail industry.
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