Albertsons Companies, Inc. filings document material events for a public food and drug retailer, including furnished operating results, Regulation FD disclosures, board changes, and financing transactions. Recent 8-Ks cover quarterly and annual financial results, opioid-related claim disclosures, director appointments and resignations, and senior note offerings or refinancings involving the company and subsidiary co-issuers such as Safeway Inc., New Albertsons L.P., Albertson's LLC and Albertsons Safeway LLC.
The filing record also describes capital-structure terms for senior notes due 2031, 2032 and 2034, use of proceeds for debt refinancing and revolver repayment, stockholder-agreement governance matters, Class A common stock ownership references, exhibits, and Inline XBRL cover-page data.
An insider of the issuer filed a notice of intent to sell 50,000 shares of Class A stock through Fidelity Brokerage Services LLC. The planned sale has an approximate aggregate market value of $881,401.63, with an approximate sale date of 01/14/2026 on the NYSE. The issuer reported 513,913,121 shares of this class outstanding, which is a baseline figure, not the amount being sold.
The notice shows these securities were acquired through restricted stock vesting on 08/19/2022 and 02/25/2023, as compensation from the issuer. It also discloses that Michael T. Theilmann sold 100,000 Class A shares on 10/16/2025 for gross proceeds of $1,935,144.77 during the prior three months, as required by Rule 144 reporting.
Albertsons Companies, Inc. reported modest third-quarter fiscal 2025 growth in sales but lower profit. Net sales and other revenue for the 12 weeks ended November 29, 2025 rose 1.9% to $19,123.7 million, driven mainly by a 2.4% increase in identical sales and strong pharmacy growth, while digital sales grew 21%.
Net income for the quarter declined to $293.3 million, or $0.55 per diluted Class A share, from $400.6 million, or $0.69 a year earlier, as gross margin percentage and operating margin both slipped. For the first 40 weeks of fiscal 2025, net income was $698.2 million on net sales and other revenue of $62,920.3 million.
The company continued to emphasize digital engagement and loyalty, with membership up 12% to 49.8 million. It also returned substantial capital to shareholders, including $246.7 million of dividends and $1,361.6 million of share repurchases over 40 weeks, funded in part by new senior unsecured notes and use of its ABL Facility. Albertsons terminated its merger agreement with Kroger and is pursuing damages and the $600 million termination fee, while various legal matters, including opioid and False Claims Act litigation, remain ongoing.
Albertsons Companies, Inc. reported modest third-quarter fiscal 2025 growth in sales but lower profit. Net sales and other revenue for the 12 weeks ended November 29, 2025 rose 1.9% to $19,123.7 million, driven mainly by a 2.4% increase in identical sales and strong pharmacy growth, while digital sales grew 21%.
Net income for the quarter declined to $293.3 million, or $0.55 per diluted Class A share, from $400.6 million, or $0.69 a year earlier, as gross margin percentage and operating margin both slipped. For the first 40 weeks of fiscal 2025, net income was $698.2 million on net sales and other revenue of $62,920.3 million.
The company continued to emphasize digital engagement and loyalty, with membership up 12% to 49.8 million. It also returned substantial capital to shareholders, including $246.7 million of dividends and $1,361.6 million of share repurchases over 40 weeks, funded in part by new senior unsecured notes and use of its ABL Facility. Albertsons terminated its merger agreement with Kroger and is pursuing damages and the $600 million termination fee, while various legal matters, including opioid and False Claims Act litigation, remain ongoing.
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, 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, Inc. director Kim Fennebresque reported receiving 5,116 time-based restricted stock units on December 11, 2025. Each unit represents a contractual right to receive one share of the company’s Class A common stock.
The award will vest in full on February 28, 2026, as long as Fennebresque continues to serve as a director through that date. Following this grant, 5,116 derivative securities are shown as beneficially owned with direct ownership.
Albertsons Companies, Inc. director equity grant: A reporting person associated with Albertsons Companies, Inc. received 3,056 time-based restricted stock units on December 1, 2025. Each unit represents the right to receive one share of the company’s Class A common stock with a par value of $0.01.
The award is described at a reference price of $18.10 per share and is classified as directly owned. The prorated award is scheduled to vest on February 28, 2026, provided the reporting person remains continuously employed with the company through that date.
Albertsons Companies executive Evan Rainwater reported several equity award tax withholdings. On December 1, 2025, multiple time-based and performance-based restricted stock units were converted into shares of Albertsons Companies, Inc. Class A common stock at a reference price of $18.1 per share, with portions of these units withheld by the company to cover FICA taxes related to Rainwater becoming eligible for early retirement.
The transactions involved blocks such as 529, 2,822, 462, and 507 restricted stock units tied to earlier grants made in 2023, 2024, and 2025, each scheduled to vest or be earned between February 2026 and February 2028. Following these withholding events, Rainwater, who serves as Executive Vice President, Supply Chain, Manufacturing & Sourcing, continues to hold derivative securities (restricted stock units) directly.
Albertsons Companies, Inc. executive Michael Withers, EVP Retail Operations West, reported multiple equity transactions on 12/01/2025 on a Form 4. The activity involves time-based and performance-based restricted stock units that converted into Class A common stock at a price of $18.1 per share. According to the explanation, these transactions primarily represent units withheld by Albertsons to cover FICA tax obligations arising from the executive becoming eligible for early retirement. The filing also notes that the form is filed for one reporting person and that an attorney-in-fact, Thomas Moriarty, signed on behalf of the executive.
Albertsons Companies, Inc. executive Thomas Moriarty, EVP of M&A and Corporate Affairs, reported multiple equity transactions dated 12/01/2025. The activity involves time-based and performance-based restricted stock units that were converted into Class A common stock at a price of $18.1 per share and then withheld by the company.
According to the explanations, the issuer withheld various blocks of restricted stock units to cover FICA taxes arising from Moriarty becoming eligible for early retirement. These units came from prior grants made in 2023, 2024, and 2025, with vesting or earning dates ranging from February 2026 through February 2028 and one grant vesting on May 1, 2027. Following these transactions, Moriarty continues to beneficially own significant amounts of derivative securities tied to Albertsons Class A common stock.
Albertsons Companies, Inc. insider equity transactions were reported for executive and director Susan Morris on a Form 4. On 12/01/2025, multiple time-based and performance-based restricted stock units (RSUs) converted into Class A common stock at an exercise price of $18.1 per share. The transactions are coded "M," indicating conversions of derivative securities.
The company withheld portions of several RSU and performance-based RSU grants to cover FICA tax obligations related to Morris becoming eligible for early retirement. The underlying awards were originally granted in 2023, 2024, and 2025 with vesting or earning dates in 2026–2028. Following these tax-related withholdings and conversions, Morris continues to hold a significant number of derivative securities directly, reflecting ongoing equity-based compensation rather than open-market purchases or sales.
Albertsons Companies, Inc. officer reports tax-related stock transactions. President and CFO Sharon McCollam filed a Form 4 disclosing multiple transactions on 12/01/2025 involving restricted stock units (RSUs) and performance-based restricted stock units (PRSUs) tied to Class A common stock at a reference price of $18.10 per share.
The derivative table shows several “M” coded transactions where RSUs and PRSUs converted into common stock, with portions withheld by Albertsons to cover FICA taxes because the executive became eligible for early retirement. The explanations clarify that these withheld units came from prior grants made in 2023, 2024, and 2025, with vesting or performance-earn dates in 2026–2028. After these transactions, McCollam continues to hold substantial RSU and PRSU balances in a direct ownership capacity.