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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Albertsons Companies
Albertsons Companies (ACI) investor relations material
Albertsons Companies Q2 2027 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2027 earnings summary13 Oct, 2026
Executive summary
Q2 FY2026 net sales and other revenue fell 0.1% to $18.895B; identical sales excluding fuel declined 0.8%, while digital sales rose 11%.
GAAP net income was $51.5M, or $0.11 per diluted share; adjusted net income was $179.0M, or $0.36, and adjusted EBITDA was $784.0M versus $848.4M YoY.
Management acknowledged sales, earnings and market-share performance below expectations and accelerated a comprehensive turnaround review focused on execution, costs, customer value and portfolio choices.
Financial highlights
Gross margin was $5.057B versus $5.107B; operating income was $174.5M versus $295.3M YoY.
SG&A was 25.6% of revenue versus 25.4%; excluding fuel, the rate rose 38 bps, primarily due to sales deleveraging and lower pharmacy sales tied to the IRA.
First-28-week revenue was $43.836B versus $43.797B; adjusted net income was $389.3M and adjusted EBITDA was $1.797B, down from $567.3M and $1.959B, respectively.
Q2 interest expense rose $20M YoY to $125M, reflecting higher borrowings and slightly higher average rates.
Outlook and guidance
Fiscal 2026 outlook was suspended pending the comprehensive review; no incremental financial outlook was issued.
By the Q4 earnings call, management plans to provide a refreshed customer strategy, productivity and cost program, pricing framework, portfolio actions, capital allocation framework, KPIs and multi-year financial outlook.
Investor Day is planned for spring 2027 to detail the turnaround roadmap and refreshed financial framework.
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Latest events from Albertsons Companies
- Board proposals passed, human rights proposal failed, dividend raised, and new regional model launched.ACI
AGM 2026 - Identical sales fell 0.8% as digital and pharmacy growth led amid operational realignment and lower outlook.ACIQ1 2027
- Proxy covers director elections, governance reforms, and robust ESG and compensation practices.ACIProxy filing
- Key votes include director elections, auditor ratification, and governance amendments.ACIProxy filing
- Proxy covers director elections, compensation, governance reforms, and ESG priorities.ACIProxy filing
- Q4 net loss from opioid settlement; digital sales up 16% and dividend raised 13%.ACIQ4 2026
- Identical sales and digital growth lifted revenue, but margins narrowed and EBITDA declined.ACIQ1 2026
- Q4 delivered 2.3% ID sales growth and $855M adjusted EBITDA; 2025 targets 1.5%-2.5% growth.ACIQ4 2025
- Q3 delivered solid sales and digital growth, but faces post-merger litigation and margin pressure.ACIQ3 2025
Next Albertsons Companies earnings date
Q3 20276 Jan, 2027
Albertsons Companies
Next Albertsons Companies earnings date
Q3 20276 Jan, 2027
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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.