Welcome to our dedicated page for Albertsons Companies SEC filings (Ticker: ACI), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
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 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, Inc. will hold a virtual-only 2026 annual stockholder meeting on August 6, 2026, with 489,778,423 shares of common stock entitled to vote. Stockholders are asked to elect 10 directors, ratify Deloitte & Touche as auditor, and approve an advisory vote on executive pay.
The Board also seeks approval of two charter amendments: eliminating certain supermajority voting requirements and extending Delaware-permitted exculpation protections to officers. A stockholder proposal requesting a human-rights policy and due-diligence report is opposed by the Board.
The 10-member slate is 70% independent and 30% female, with an average tenure of 4.3 years and an independent chair separate from the CEO. Executive pay is heavily performance-based: in fiscal 2025, CEO Susan Morris had 90% of target compensation variable, and annual bonuses were tied 60% to Adjusted EBITDA and 40% to identical sales. For 2025, Adjusted EBITDA modestly exceeded the $3.9 billion target, identical sales were slightly below target, and bonuses paid at 94% of target. The prior say-on-pay vote received 97% support. The proxy also highlights ESG initiatives, including $497 million in food and financial support in 2025 enabling over 207 million meals, donating more than 123 million pounds of food, and recycling roughly 765 million pounds of cardboard and 25 million pounds of plastic bags and film.
Albertsons Companies, Inc. is soliciting proxies for a virtual Annual Meeting on August 6, 2026 to elect a 10‑member board, ratify Deloitte & Touche LLP as auditor, hold an advisory vote on executive compensation, and consider amendments to the Certificate of Incorporation. The CEO letter highlights fiscal 2025 operational priorities: store footprint optimization, customer personalization, balanced value, productivity, and AI-enabled initiatives. Fiscal 2025 operational notes include approximately 280,000 associates, a neighborhood store network reaching ~120 million people within 15 minutes, and community support including $497 million in food and financial contributions enabling over 207 million meals in 2025. The proxy summarizes board composition changes, committee assignments, director compensation adjustments, the say‑on‑pay result (97% support in 2025), and fiscal 2025 incentive outcomes (Adjusted EBITDA target $3,900M, actual $3,902M, total annual bonus payout ~94%).
Albertsons Companies executive Michael Withers reported his current share holdings in an amended insider filing. As EVP Retail Operations West, he is shown as directly holding 24,566 shares of Class A common stock, par value $0.01, following activity dated April 21, 2026. The amendment records this holding entry and does not reflect any reported purchases or sales.
Albertsons Companies executive Michelle Larson, the Chief Merchandising Officer, filed an amended Form 4 updating her holdings in the company’s Class A common stock. The filing reports that she directly owns 165,482 shares of Class A common stock, with no specific new purchase or sale transactions described.
Albertsons Companies President & CFO Sharon McCollam reported routine equity compensation activity involving performance-based restricted stock units. On this Form 4/A, performance-based RSUs converted into Class A common stock, and a portion of the units was withheld by the company to cover FICA taxes tied to her normal retirement eligibility. These transactions did not involve any open-market buying or selling and simply reflect tax-related withholding on previously granted and earned awards.
DHANDA ANUJ reported acquisition or exercise transactions in this Form 4 filing.
Albertsons Companies, Inc. reported that Chief Technology & Transformation Officer Anuj Dhanda had performance-based restricted stock units withheld to cover FICA taxes associated with his eligibility for normal retirement. Two grants were affected: 988 units and 917 units, each referenced to a price of $18.10 per share. The withheld units came from larger performance-based awards granted in March 2023 and April 2024, which are scheduled to vest on February 27, 2026 and February 25, 2027, respectively. These are compensation-related, non–open-market transactions and do not represent discretionary share purchases or sales.
Albertsons Companies executive Evan Rainwater, EVP of supply chain, manufacturing and sourcing, reported his direct holdings of Class A common stock. The amended insider filing shows he held 87,454 shares of Class A common stock as of the reported date.
The entry is recorded as a holdings line rather than a new buy or sell transaction, providing an updated snapshot of his ownership position in Albertsons Companies, Inc.