Albertsons Companies, Inc. Class A (ACI)

Albertsons' stock price increased by 12.40% in the past month, but decreased by 13.36% over the last 12 months, with a 52-week trading range between $15.80 and $23.20. Albertsons reported identical sales growth of 2.4% and a 21% increase in digital sales in Q3 Fiscal 2025. Net income for the quarter was $293 million, or $0.55 per share, with adjusted net income at $390 million, or $0.72 per share, and announced a quarterly dividend payment of $0.15 per share. The Inflation Reduction Act's Medicare Drug Price Negotiation Program is expected to impact pharmacy sales in fiscal year 2025. Albertsons entered into an accelerated share repurchase agreement for $750 million and increased its overall share repurchase authorization from $2.0 billion to $2.75 billion. The company reported earnings per share of $0.25 in Q2 Fiscal 2025 and $0.41 in Q1 Fiscal 2025.

Albertsons' product and service demand exhibits seasonality through strategic introduction of seasonal offerings, such as lemon-themed private label products for the spring season. Consumer trends indicate sustained demand for at-home eating, with strong performance in categories like pork, ground beef, and deli chicken. Albertsons is adapting its pricing strategy to optimize unit growth in response to these evolving consumer behaviors.

Albertsons Cos., Inc. operates in the Consumer Defensive sector, specifically in the Grocers-Retail industry, offering groceries, pharmacy services, fuel, and general merchandise. The company has a portfolio of private label brands such as O Organics, Open Nature, Signature SELECT, and Lucerne.

Albertsons operates approximately 2,243 to 2,271 retail stores across 34 to 35 states and the District of Columbia, supported by 22 distribution centers and 19 manufacturing facilities. It operates under banners including Albertsons, Safeway, Vons, Jewel-Osco, Shaw's, Acme, Tom Thumb, Randalls, United Supermarkets, Pavilions, Star Market, Haggen, Carrs, Kings Food Markets, and Balducci's Food Lovers Market.

Albertsons enhances its brand reputation through customer engagement and community involvement, with its "Customers for Life" strategy. The loyalty program reached 49.8 million members in Q3 fiscal 2025, a 12% increase, and digital sales increased by 21%. Albertsons contributes to communities through its foundation, providing food and financial support for hunger relief, education, and other social causes. No specific negative events significantly impacted Albertsons' brand reputation in the past year were identified.

Institutional investors hold a significant portion of Albertsons' stock, with approximately 824 institutional owners and shareholders holding a total of 520,771,664 shares. Major institutional owners include Cerberus Capital Management, L.P., BlackRock, Inc., Vanguard Group Inc, Fmr Llc, and State Street Corp. Insiders own approximately 31.08% of the stock, while public companies and individual investors hold about 38.04%.