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.
Albertsons Companies, Inc. (ACI) reports that Interim CFO Cody Perdue directly held 4,000 shares of Class A common stock, 95,273 time-based restricted stock units and 43,147 performance-based restricted stock units as of September 30, 2026. The time-based annual awards and 2026 retention grant vest over three years; a separate 2026 stabilization award has two-year cliff vesting. The performance-based annual awards also vest over three years.
Albertsons Companies, Inc. (ACI) reported second-quarter fiscal 2026 results for the 12 weeks ended September 12, 2026. Net sales and other revenue were $18,894.7 million, down 0.1% from $18,915.8 million a year earlier; identical sales decreased 0.8%, while digital sales increased 11%. Net income was $51.5 million ($0.11 per share), compared with $168.5 million ($0.30); adjusted net income was $179.0 million ($0.36), compared with $248.4 million ($0.44). Adjusted EBITDA was $784.0 million, versus $848.4 million.
Gross margin rate was 26.8%, versus 27.0% a year earlier; the company cited higher delivery and handling costs related to digital growth and higher shrink. Operating cash flow for the first 28 weeks was $1,210.3 million, compared with $1,282.0 million.
Albertsons is conducting a comprehensive business review covering customer strategy, costs, operating model, banners, markets, assets and businesses, and capital allocation. It is no longer providing a fiscal 2026 outlook; an updated financial framework is expected alongside a turnaround plan by the fourth-quarter earnings call. The company announced a $0.17 per-share quarterly dividend payable November 6, 2026, to stockholders of record October 23, 2026.
Albertsons Companies, Inc. (ACI) appointed William P. Boltz, Chris Drumgoole and Margaret M. Ham to its board, effective October 14, 2026. The three appointments will expand the board from 11 to 14 directors. The board determined all three are independent under New York Stock Exchange corporate governance rules. Their terms run through the 2027 annual meeting or until successors are elected and qualified; committee assignments will be made at a future board meeting.
Cody Perdue was appointed interim Chief Financial Officer effective September 30, 2026, following Sharon McCollam’s previously announced plans to retire as President and CFO. Perdue will continue overseeing treasury, investor relations and risk management. McCollam will remain in an advisory role through the end of the fiscal year, February 27, 2027. In addition to normal compensation, Perdue will receive a stipend at an annual rate of $350,000 during his interim service, paid through regular payroll practices. The search for a permanent CFO is underway.
Albertsons Companies, Inc. (symbol: ACI) is the issuer of record for a Form 4 filing submitted to the SEC. WHITMAN MARGARET C reported acquisition or exercise transactions in this Form 4 filing.
Albertsons Companies, Inc. (ACI) reported that Executive Chair Margaret C. Whitman received a grant of 733,114 time-based restricted stock units, each representing one share of Class A common stock. These units will vest in full on September 8, 2027, provided she remains continuously in service through that date, and represent her direct holdings after the grant.
Albertsons Companies, Inc. (ACI) reported the initial insider ownership of director and Executive Chair Margaret C. Whitman on a Form 3. The filing lists her position in Class A common stock, par value $0.01, showing 0 shares held directly as of September 8, 2026.
Albertsons Companies, Inc. (symbol: ACI) is the issuer of record for a Form 4 filing submitted to the SEC. Moriarty Thomas M reported acquisition or exercise transactions in this Form 4 filing.
Albertsons Companies, Inc. (ACI) reported that Thomas M. Moriarty, EVP, M&A and Corporate Affairs, received a grant of 164,745 time-based restricted stock units on September 8, 2026. Each unit represents a right to receive one share of Class A common stock, vesting in three equal annual installments in 2027, 2028, and 2029, contingent on continued employment. Following this award, he holds 164,745 restricted stock units directly.
Albertsons Companies, Inc. (ACI) appointed Margaret (Meg) Whitman to its Board of Directors effective September 8, 2026, for a term running through the 2027 annual meeting, and expanded the Board from 10 to 11 members. Whitman was also elected to the newly created role of Executive Chair, while Kim Fennebresque transitioned from Chair to Lead Independent Director. Because Whitman is an employee, the Board determined she is not an independent director under New York Stock Exchange rules. Her compensation includes an annual base salary of $100,000 and time-based restricted stock units with a grant date value of $8.9 million, vesting in one year subject to continued employment. Albertsons highlights Whitman’s extensive prior CEO and board experience and states she will act as an operations and strategic advisor to CEO Susan Morris and the senior team.
Albertsons Companies, Inc. (symbol: ACI) is the issuer of record for a Form 4 filing submitted to the SEC. Larson Robert Bruce reported acquisition or exercise transactions in this Form 4 filing.
Albertsons Companies, Inc. (ACI) reported that Robert Bruce Larson, its SVP & Chief Accounting Officer, received a grant of 40,128 time-based restricted stock units on September 1, 2026. Each unit represents one share of Class A common stock and the award vests on September 1, 2028, if he remains continuously employed through that date. Following this grant, he holds 40,128 restricted stock units directly.
Moriarty Thomas M reported acquisition or exercise transactions in this Form 4 filing.
Albertsons Companies, Inc. executive Thomas M. Moriarty reported multiple awards of Dividend Equivalent Units on August 7, 2026. These include grants linked to performance-based RSUs (406 units) and to various unvested or time-based RSUs (including 2,426; 422; 782; and 1,573 units), each credited as quarterly dividend equivalents of $0.17 per share. In addition, a family trust associated with Moriarty holds 308,946 shares of Class A common stock, of which he disclaims beneficial ownership of 45,725 shares.
Albertsons Companies director David Zinsner reported the exercise and conversion of 154 Dividend Equivalent Units into an equal number of shares of Class A common stock, tied to unvested RSUs and reflecting a quarterly dividend equivalent of $0.17 per share. Following this non-sale, compensation-related transaction, his directly held equity-based units total 11,002 shares.