Albertsons Companies Inc Stock Price, News & Analysis

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.

Albertsons Companies (NYSE: ACI) priced an upsized private offering of $700M 5.500% senior notes due 2031 and $800M 5.750% senior notes due 2034, for an aggregate $1.5B.

Co-issuers include Safeway Inc., New Albertsons L.P., Albertson’s LLC and Albertsons Safeway LLC. The offering is expected to close on or about November 10, 2025, subject to customary closing conditions.

Net proceeds, together with cash on hand, will be used to: (i) redeem in full the $750M 3.250% senior notes due 2026, (ii) repay a portion of borrowings under the asset-based revolving credit agreement, and (iii) pay fees and expenses related to the transactions.

Albertsons Companies (NYSE: ACI) announced a proposed offering of $1,250 million aggregate principal amount of new senior notes due 2031 and 2034, to be co-issued by the company and subsidiaries Safeway Inc., New Albertsons L.P., Albertson's LLC and Albertsons Safeway LLC.

Proceeds, together with cash on hand, are planned to: (i) redeem in full $750 million of 3.250% senior notes due March 15, 2026; (ii) repay a portion of borrowings under its asset-based revolving credit agreement; and (iii) pay related fees and expenses. The Notes will be offered to qualified institutional buyers pursuant to Rule 144A and to non-U.S. persons under Regulation S and have not been registered under the Securities Act.

Albertsons Companies (NYSE: ACI) reported second quarter fiscal 2025 results for the 12 weeks ended September 6, 2025: Net sales $18.916B, Identical sales +2.2% (adjusted), Digital sales +23%, and Loyalty membership +13% to 48.7M. Net income was $168.5M ($0.30/share); adjusted net income was $248.4M ($0.44/share); adjusted EBITDA was $848.4M (4.5% of sales). Gross margin rate declined to 27.0% and selling & administrative expenses improved to 25.4% of sales. Capital spend YTD was $950.5M. The company announced a $750M accelerated share repurchase and raised its repurchase authorization to $2.75B. Fiscal 2025 outlook: identical sales 2.2%–2.75%, adjusted EBITDA $3.8B–$3.9B, adjusted net income per Class A share $2.06–$2.19, capex $1.8B–$1.9B.

Albertsons (NYSE: ACI) entered an $750 million accelerated share repurchase (ASR) with JPMorgan and increased its board-authorized buyback program to $2.75 billion inclusive of the ASR. The company will pay the dealer $750 million on October 15, 2025 and expects an initial delivery of ~80% of the shares underlying the ASR.

The final number of shares repurchased will be determined by the volume-weighted average price (VWAP) over specified dates less a discount, with transactions expected to complete by no later than Q1 2026. Management said the ASR represents approximately 8% of current outstanding shares.

Albertsons Companies (NYSE: ACI) announced a cash dividend of $0.15 per share for the third quarter of fiscal 2025.

The dividend is payable on November 7, 2025 to stockholders of record as of the close of business on October 24, 2025.