Albertsons Companies Inc Stock Price, News & Analysis

Albertsons Companies (NYSE: ACI) announced a proposed senior notes offering of $1,100 million new senior notes due 2032 and $500 million additional 5.750% senior notes due 2034, to be co-issued by the company and certain subsidiaries.

The company intends to use net proceeds plus cash on hand to (i) redeem in full $1,350 million of 4.625% senior notes due January 15, 2027, (ii) redeem a portion of $750 million of 5.875% senior notes due February 15, 2028, and (iii) pay related fees and expenses. The Notes will be offered to qualified institutional buyers under Rule 144A and to non‑U.S. persons under Regulation S and are not registered under the Securities Act.

Albertsons Companies (NYSE: ACI) reported third quarter fiscal 2025 results for the 12 weeks ended November 29, 2025. Net sales rose 1.9% to $19,123.7M driven by identical sales +2.4% and digital sales +21%. Adjusted EBITDA was $1,038.7M (5.4% of sales) and adjusted net income was $390.3M, or $0.72 per share. Loyalty members grew 12% to 49.8M. Gross margin rate fell to 27.4% (ex-fuel/LIFO down 55 bps). Capital spend YTD was $1,412.8M; the company repurchased $1,361.6M of stock including a $750M ASR and increased the repurchase authorization to $2.75B. Fiscal 2025 guidance: identical sales +2.2%–2.5%, Adjusted EBITDA $3.825B–$3.875B, adjusted EPS $2.08–$2.16.

Albertsons Companies (NYSE: ACI) announced a $0.15 per share cash dividend for the fourth quarter of fiscal 2025. The Board declared the dividend payable on Feb. 6, 2026 to stockholders of record at the close of business on Jan. 23, 2026.

Albertsons Media Collective (NYSE: ACI) announced on January 6, 2026 an in-store incrementality measurement solution that uses a matched market framework to isolate causal lift from in-store media.

The solution operates at the store level versus control stores, leverages nearly 60 variables for advanced store-level matching, scales across formats (including deli and pharmacy), and supports both existing and new in-store screens. Albertsons Media Collective said it has attracted more than 50 advertising partners to its in-store network and plans to add approximately 800 stores to the in-store fleet in 2026 across 10 divisions.

Albertsons Companies (NYSE: ACI) will release third quarter fiscal 2025 results for the period ended Nov. 29, 2025 before the market opens on Wednesday, Jan. 7, 2026.

The company will host a conference call on Jan. 7, 2026 at 8:30 a.m. ET; the live webcast is available via the Events & Presentations link at http://albertsonscompanies.com/investors. A replay will be available for approximately two weeks after the call.

Albertsons Media Collective (NYSE:ACI) announced its inaugural Alby Awards on December 11, 2025, honoring advertisers with the strongest Return on Ad Spend (ROAS) on its platform in 2025. Winners across 10 grocery and beverage categories will receive a custom ROAS guarantee for Q1 2026, sized relative to each brand's Q1 2025 performance. The program uses a standardized ROAS evaluation across each company's brands and will culminate with an awards dinner and ceremony in January 2026.

Named winners include Coca-Cola, PepsiCo, General Mills, Kraft Heinz, Mondelēz, Tyson Foods, Chobani, Dreyer’s Grand, American Greetings and others.

Albertsons Companies (NYSE: ACI) opened applications for its 4th Annual Innovation Launchpad Competition, inviting emerging food, beverage and pet brands to apply through Jan. 18, 2026. Sixty applicants will be chosen to present live at Natural Products Expo West in Anaheim on March 3, 2026.

The top three winners will split prize packages valued at more than $400,000 including cash and industry services, and may be considered for distribution across Albertsons Cos. banners (Albertsons, Safeway, Jewel-Osco, Shaw’s, ACME, Pavilions, United, Andronico’s, Kings Food Markets, Balducci's Market, Market Street and Haggen). Last year more than 600 applied and one winner, Daily Crunch, is now in 1,680 Albertsons Cos. stores.

Albertsons (NYSE: ACI) launched the Albertsons AI shopping assistant on December 3, 2025, a web‑browser agentic commerce experience across banner sites (Albertsons AI, Safeway AI, Vons AI, Jewel-Osco AI).

Powered by OpenAI models, the assistant digitizes recipes and lists, builds smarter baskets, and claims to reduce average grocery shopping time from 46 minutes to as little as 4 minutes. It supports rapid restock, meal planning, image/list uploads, fridge‑cleaner recipe discovery and recipe import. Mobile app integration and new features are planned for early 2026.

Albertsons Companies (NYSE: ACI) is extending Uber One perks to all 48.7 million free and paid loyalty members starting November 12, 2025. Free for U members receive a 3-month extended free trial; paid FreshPass annual members receive 6 months free.

Key Uber One benefits include $0 delivery fees on qualifying orders, up to 10% off eligible Uber Eats deliveries and pickups, and 6% back on eligible Uber rides. The offer is available via the Albertsons mobile app and website and supplements existing perks like travel cashback via Expedia and in-program savings for top members.