Every 8-K that Albertsons Companies Inc (ACI) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow ACI and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full ACI filings page.
Albertsons Companies, Inc. reported results from its August 6, 2026 annual stockholder meeting and related charter changes. Stockholders approved amendments to the certificate of incorporation to replace certain supermajority requirements with a majority voting standard for changing board size, removing directors, and amending bylaws, and to limit the liability of certain officers to the fullest extent permitted by Delaware law. A certificate of amendment and an amended and restated certificate of incorporation were filed on August 11, 2026 to implement these changes. All director nominees were elected, Deloitte & Touche LLP was ratified as auditor for the fiscal year ending February 27, 2027, and executive compensation was approved on an advisory basis. A stockholder proposal requesting a report on human rights policy and due diligence did not pass.
Albertsons Companies reported first quarter fiscal 2026 results for the 16 weeks ended June 20, 2026. Net sales and other revenue were $24,941.6 million, up slightly from $24,880.8 million a year earlier. Identical sales decreased 0.8%, while digital sales increased 13% and pharmacy remained a growth area despite Inflation Reduction Act headwinds. Gross margin rate declined to 26.6% from 27.1%, and Selling and administrative expenses rose to 25.6% of sales. Net income was $84.7 million, or $0.17 per share, down from $236.4 million, or $0.41 per share. Adjusted net income was $210.3 million, or $0.42 per share, versus $318.9 million and $0.55, and Adjusted EBITDA fell to $1,013.2 million from $1,111.0 million.
The company launched ACI Edge, an operating structure realignment that consolidates 11 divisions into four regions and fully centralizes center-store merchandising to speed decisions and better leverage scale. In the quarter, capital expenditures were $522.1 million, including 15 remodels, four new stores and continued digital and technology investment. The board raised the quarterly dividend 13% to $0.17 per share and the company repurchased 13.4 million shares for $226.5 million. On a rolling four-quarter basis, the total Net debt ratio increased to 2.33 from 1.96.
Albertsons updated its fiscal 2026 outlook, now expecting identical sales between (1.5)% and (0.5)%, Adjusted EBITDA of $3.550–$3.625 billion (previously $3.850–$3.925 billion), and Adjusted net income per Class A share of $1.75–$1.85 (previously $2.22–$2.32). The effective tax rate outlook of 24%–25% is unchanged, while projected capital expenditures are reduced to $1.9–$2.0 billion from $2.0–$2.2 billion. The company notes an estimated 150 basis point identical-sales headwind from the Inflation Reduction Act’s Medicare Drug Price Negotiation Program.
Albertsons Companies, Inc. announced that President and Chief Financial Officer Sharon McCollam plans to retire later in 2026. She will remain in her current role until a successor is named and then serve in an advisory capacity through the fiscal year ending February 27, 2027 to support a smooth transition.
The company is conducting a comprehensive search for a successor described as a transformational leader with strong financial and strategic capabilities. Management credits McCollam, who joined in 2021, with helping shape financial, operational and strategic priorities and strengthening digital capabilities, supply chain, technology investments and the company’s financial foundation.
Albertsons Companies reported fiscal 2025 results showing modest sales growth but a large legal charge. Net sales reached $83.2 billion, with identical sales up 2.0%. For the year, net income was $217.4 million, while Adjusted EBITDA was $3.90 billion.
In the fourth quarter, net sales were $20.3 billion and the company posted a net loss of $480.8 million, driven by a $773.8 million pre-tax charge related to an opioid settlement framework. Excluding this and other adjustments, adjusted net income was $251.7 million and Adjusted EBITDA was $903.4 million.
Albertsons reached a $774 million opioid settlement framework payable over nine years, with an estimated after-tax net present value of $482 million, and recorded a related after-tax charge of about $600 million. The Board raised the quarterly dividend 13% to $0.17 per share and increased remaining share repurchase authorization to $2.0 billion. For fiscal 2026, the company guides to identical sales growth of 0.0%–1.0%, Adjusted EBITDA of $3.85–$3.93 billion, and adjusted net income per share of $2.22–$2.32.
Albertsons Companies, Inc. has appointed Brian Rice to its Board of Directors, effective February 25, 2026, increasing the board from 10 to 11 members. His term runs until the 2026 annual meeting of stockholders, or until a successor is elected and qualified.
Rice is Executive Vice President and Global Chief Information Officer at McDonald’s Corporation, with more than 30 years of experience in digital transformation, data, AI, and cybersecurity across major consumer brands. The board determined he is independent under New York Stock Exchange rules, and he will receive the same compensation as other non-management directors.
Albertsons Companies, Inc. issued $1,200 million of new 5.625% senior notes due 2032 and $900 million of additional 5.750% senior notes due 2034. These unsecured notes were sold to qualified institutional buyers under Rule 144A and to certain non-U.S. investors under Regulation S.
The company plans to use the net proceeds, along with cash on hand, to redeem in full $1,350 million of 4.625% senior notes due 2027 and $750 million of 5.875% senior notes due 2028, and to pay related fees and expenses. The notes are guaranteed on a senior unsecured basis by specified domestic subsidiaries and carry standard covenants, change-of-control repurchase rights at 101% of principal, and customary events of default.
Albertsons Companies, Inc. plans a major debt refinancing. The company and key subsidiaries intend to redeem in cash the $1,350 million principal amount of 4.625% senior notes due 2027 and the $750 million principal amount of 5.875% senior notes due 2028 at 100% of principal plus accrued interest, with the redemption expected on February 21, 2026.
To fund this, Albertsons priced $1,200 million of new senior notes due 2032 at 5.625%, issued at par, and $900 million of additional 5.750% senior notes due 2034, issued at 98.500% of face value, to be sold to qualified institutional buyers. The new 2034 notes will form a single series with $800 million of existing 5.750% notes due 2034. Net proceeds, together with cash on hand, will be used to complete the redemptions and pay related fees and expenses, with the offering expected to close on or about February 2, 2026.
Albertsons Companies, Inc. furnished an update that it has issued a press release announcing its financial results for the 12- and 40-week periods ended November 29, 2025. The press release is included as Exhibit 99.1 and is incorporated by reference.
The company notes that the information provided under this current report, including the exhibits, is being furnished rather than filed under securities laws, which affects how it may be used in other regulatory documents.
Albertsons Companies (ACI) announced a Board change. On November 12, 2025, Lisa Gray resigned from the Board; the company stated her resignation was not due to any disagreement with management, the Board, or Company practices. Effective the same day, Scott Wille, a Senior Managing Director at Cerberus Capital Management, was appointed to the Board for a term expiring at the 2026 annual meeting. He has not been appointed to any committee.
Cerberus designated both directors under its stockholders’ agreement and holds 151,818,680 shares of ACI Class A common stock. Related-party arrangements are referenced from the 2025 proxy, and Wille may be deemed to have an indirect interest in those transactions.
Albertsons Companies (ACI) completed a private debt refinancing. The company and subsidiaries issued $700 million of 5.500% senior notes due 2031 and $800 million of 5.750% senior notes due 2034 under Rule 144A/Reg S. Albertsons plans to use the net proceeds, together with cash on hand, to redeem in full $750 million of 3.250% notes due March 15, 2026, repay a portion of borrowings under its asset‑based revolver, and pay related fees and expenses.
The notes are senior unsecured and guaranteed by domestic subsidiaries that are obligors under the company’s ABL facility. Interest is payable semi‑annually on May 15 and November 15, beginning May 15, 2026. Optional redemption terms include make‑whole provisions before November 15, 2027 (2031 notes) and November 15, 2028 (2034 notes), step‑down call prices thereafter, and a 101% repurchase offer upon a qualifying change of control with a ratings event.
Albertsons Companies (ACI) announced a debt refinancing plan. The company intends to redeem for cash the entire $750 million aggregate principal amount of its 3.250% senior notes due 2026 at 100% of principal plus accrued interest, with the redemption expected on November 20, 2025.
The company also priced $700 million of new senior notes due 2031 at 5.500% and $800 million of new senior notes due 2034 at 5.750%, each issued at par to qualified institutional buyers under Rule 144A and outside the U.S. under Regulation S. Albertsons expects the offering to close on or about November 10, 2025 and plans to use net proceeds, together with cash on hand, to redeem the 2026 notes, repay a portion of borrowings under its asset-based revolving credit agreement, and pay related fees and expenses.
Albertsons Companies (ACI) entered an accelerated share repurchase (ASR) with JPMorgan to repurchase $750 million of common stock as part of its buyback program. The company will pay $750 million on October 15, 2025, and expects an initial delivery of approximately 80% of the shares initially underlying the ASR.
The final number of shares will be determined by the volume‑weighted average price of ACI stock during the ASR term, less a discount, with customary adjustments. The transactions are expected to be completed no later than the first quarter of 2026. The Board also increased the total share repurchase authorization to $2.75 billion, inclusive of this ASR.
Albertsons Companies, Inc. (ACI) furnished a press release announcing its financial results for the 12 and 28 weeks ended September 6, 2025. The press release is provided as Exhibit 99.1. The company noted that this information is furnished and not deemed filed under the Exchange Act, and is not incorporated by reference except as expressly set forth by specific reference.
Albertsons Companies reported a change to its board with the appointment of David Zinsner, Executive Vice President and Chief Financial Officer of Intel Corporation, as an independent director effective September 15, 2025. Mr. Zinsner, who has led Intel's global finance organization since 2022 and brings over 25 years of finance and operational experience at technology and semiconductor companies, was designated by Cerberus Capital Management, L.P. under a stockholders' agreement. The filing states Mr. Zinsner has no family relationships with company officers or directors and no related-party transactions requiring disclosure. In connection with this change, longtime director Allen Gibson retired from the Board and all committee memberships; the company says his retirement was not due to any disagreement. A press release is attached as Exhibit 99.1.
Albertsons Companies, Inc. entered into a Fifth Amended and Restated Asset-Based Revolving Credit Agreement providing a senior secured revolving credit facility of $4.0 billion. The facility includes a $1.5 billion letter of credit subfacility and a $250 million swingline subfacility, and can be increased by up to the greater of $1.5 billion or the excess of the borrowing base over existing commitments. It matures on August 27, 2030 and is secured by a first-priority lien on substantially all assets of the company and its guarantor subsidiaries.
Borrowing capacity is determined by a detailed borrowing base tied mainly to eligible receivables, prescription files and inventory, subject to caps and periodic appraisals. Interest is charged at a base rate or term SOFR plus margins that vary with excess availability, and fees include a 0.25% commitment fee on unused amounts. The agreement contains customary covenants and events of default, and requires a minimum fixed charge coverage ratio of 1.0:1.0 if availability falls below specified thresholds or upon certain defaults.
Albertsons Companies, Inc. held its 2025 annual meeting of stockholders and elected each nominee to the board to serve until the 2026 annual meeting. Most director nominees received strong affirmative support, with multiple nominees receiving more than 460 million votes in favor; one nominee, Brian Kevin Turner, received 422,786,109 votes for and 52,191,801 votes against. Shareholders ratified Deloitte & Touche LLP as the independent auditor for the fiscal year ending February 28, 2026 with 508,402,571 votes for. The advisory vote on executive compensation passed with 460,283,632 votes for. Three stockholder proposals requesting reports on food waste, human rights due diligence, and risks from state reproductive health policies were not approved, receiving 38.6M, 50.1M, and 21.6M votes in favor, respectively, while a large majority voted against each. Broker non-votes totaled 38,803,872 across several proposals.