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Albertsons Companies (ACI) investor relations material

Albertsons Companies Q2 2025 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Q2 2025 earnings summary14 Oct, 2025

Executive summary

  • Identical sales increased 2.2% year-over-year, with digital sales up 23% and loyalty members rising 13% to 48.7 million, reflecting strong digital engagement and customer growth.

  • Net sales and other revenue rose 2.0% to $18.92 billion for Q2 2025, driven by pharmacy and digital sales.

  • Net income for Q2 2025 was $169 million ($0.30 per share), with adjusted net income at $248 million ($0.44 per share).

  • Digital and AI-powered technology initiatives are driving customer acquisition, retention, and operational efficiency.

  • Announced a $750 million accelerated share repurchase and increased total repurchase authorization to $2.75 billion.

Financial highlights

  • Adjusted EBITDA was $848 million (4.5% of revenue), down from $900.6 million (4.9%) year-over-year.

  • Gross margin rate decreased to 27.0% from 27.6% year-over-year, mainly due to pharmacy sales mix and higher digital delivery costs.

  • Selling and administrative expenses improved to 25.4% of revenue from 25.8%, aided by productivity initiatives.

  • Operating income was $295.3 million for Q2 2025, up from $292.0 million in Q2 2024.

  • Cash flow from operations for the first 28 weeks was $1.28 billion, with $837.9 million used in investing and $467.0 million used in financing activities.

Outlook and guidance

  • Fiscal 2025 identical sales growth expected between 2.2% and 2.75%, with adjusted EBITDA guidance at $3.8–$3.9 billion.

  • Adjusted net income per share outlook increased to $2.06–$2.19.

  • Continued investment in digital, technology, and store remodels, with capital expenditures guidance raised to $1.8–$1.9 billion.

  • Management expects sufficient liquidity for the next 12 months, with estimated needs of $6.5–$7.0 billion.

  • Focus on long-term value creation through digital engagement and targeted investments in own brands.

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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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