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Albertsons Companies
Albertsons Companies (ACI) investor relations material
Albertsons Companies Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary7 Jan, 2026
Executive summary
Identical sales increased 2.4% year-over-year in Q3 2025, with digital sales up 21% and loyalty membership rising 12% to 49.8 million, driven by strong pharmacy and digital performance.
Net sales and other revenue rose 1.9% to $19.1 billion, while adjusted EBITDA reached $1.039 billion and adjusted net income was $390 million ($0.72 per share).
Technology modernization, AI-driven transformation, and digital engagement remain strategic priorities, with partnerships involving Google, OpenAI, and Databricks.
Net income for Q3 2025 was $293 million ($0.55 per share), down from $401 million in Q3 2024, mainly due to the absence of prior year tax benefits.
Media Collective delivered double-digit growth, and the Own Brands portfolio is targeted to grow penetration from 25% to 30%.
Financial highlights
Gross margin was 27.4%, down from 27.9% year-over-year, impacted by higher delivery costs and pharmacy sales mix.
Selling and administrative expense rate improved to 24.9% of revenue, down from 25.1% year-over-year.
Adjusted EBITDA margin was 5.4%, down from 5.7% year-over-year.
Interest expense rose to $116 million due to higher borrowings, including for a $750 million accelerated share repurchase program.
Cash flow from operations was $1.65 billion for the first 40 weeks, down from $1.92 billion year-over-year.
Outlook and guidance
Fiscal 2025 identical sales growth guidance narrowed to 2.2%-2.5%, with adjusted EBITDA expected between $3.825 billion-$3.875 billion, including $65 million from a 53rd week.
Adjusted EPS guidance narrowed to $2.08-$2.16 per share.
Effective income tax rate expected at 23%-24%; capital expenditures guidance unchanged at $1.8-$1.9 billion.
Pharmacy sales to be impacted by the Inflation Reduction Act's Medicare Drug Price Negotiation, but profit impact is near neutral.
Management expects continued investment in digital, loyalty, and technology platforms to drive growth.
IRA impact on pharmacy sales outlook
Digital sales growth impact on profitability
Rationale for increased share repurchase program
Basket size increase from Ask AI search
Impact of price investments on unit trends
FY26 algo: IRA impact on comp sales
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Next Albertsons Companies earnings date
Q4 202614 Apr, 2026
Albertsons Companies
Next Albertsons Companies earnings date
Q4 202614 Apr, 2026
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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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