The five strategic priorities…driving growth and engagement through digital connection, growing our media collective, enhancing the customer value proposition, modernizing capabilities through technology, and driving transformational productivity.
— Susan Morris
03Detailed Report
ACI
Company ACI
Period
Q2 2025
CurrencyUSD
Report TypeQuarterly Earnings
GeneratedJun 24, 2026
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Executive Summary
Albertsons Companies delivered a solid QQ2 2025 performance, underscored by 2.2% adjusted identical sales growth, adjusted EBITDA of $848 million, and GAAP earnings per share of $0.44. Management framed results within its five strategic priorities—digital growth and engagement, expanding the media collective, strengthening the customer value proposition, modernizing capabilities through technology, and driving transformational productivity. The quarter showcased meaningful momentum in high-return engines: pharmacy, e-commerce (23% YoY growth), and loyalty (membership >48 million, up 13%), supported by a scalable, AI-enabled technology foundation and a renewed emphasis on private brands. Management reiterated disciplined price investments, offset by productivity gains and vendor funding, with early signs of unit-value inflection in key categories and markets.
Key Performance Indicators
Revenue
Increasing
18.92B
QoQ: -23.97% | YoY: 1.96%
Gross Profit
Decreasing
5.11B
27.00% margin
QoQ: -24.22% | YoY: -0.29%
Operating Income
Increasing
299.70M
QoQ: -33.30% | YoY: 2.64%
Net Income
Increasing
168.50M
QoQ: -28.72% | YoY: 15.81%
EPS
Increasing
0.30
QoQ: -26.83% | YoY: 20.00%
Revenue Trend
Margin Analysis
Financial Highlights
- Revenue: $18.9158 billion; YoY growth 1.96%, QoQ growth -23.97%. - Gross profit: $5.1066 billion; gross margin ~27.0% (0.2700). - Operating income: $299.7 million; operating margin ~1.58%. - EBITDA: $759.7 million (EBITDA margin ~4.01%). - Net income: $168.5 million; net margin ~0.89%; EPS $0.30 (diluted $0.30). - Identical sales growth (adjusted): 2.2% (YoY), with Colorado labor dispute a 12 bp drag in Q2. - E-commerce growth: 23% YoY; loyalty: >48 million members, up 13%. - Pharmacy growth: +19% YoY; GLP-1 tailwinds and share gains from competitor closures. - 2025 guidance unchanged on EBITDA; updated range: identical sales 2.2%-2.75%; adjusted EBITDA $3.8-$3.9 billion; adjusted EPS $2.06-$2.19; tax rate ~23.5%-24.5%. - Capital allocation: accelerated share repurchase (ASR) of $750 million completed; net debt to adjusted EBITDA ~2.2x post-ASR.
Income Statement
Metric
Value
YoY Change
QoQ Change
Revenue
18.92B
1.96%
-23.97%
Gross Profit
5.11B
-0.29%
-24.22%
Operating Income
299.70M
2.64%
-33.30%
Net Income
168.50M
15.81%
-28.72%
EPS
0.30
20.00%
-26.83%
Key Financial Ratios
Gross Profit Margin
Fair
27.00%
Gross profit margin is moderate, room for improvement in cost management
Operating Profit Margin
Weak
1.58%
Operating margin is below industry norms, profitability concerns
Net Profit Margin
Weak
0.89%
Net profit margin is below industry norms, profitability concerns
Return on Assets
Weak
0.63%
Return on assets suggests inefficient capital allocation
Return on Equity
Fair
5.47%
Return on equity is acceptable but below top-tier companies
Current Ratio
Concern
0.81
Current ratio below safe levels, potential liquidity risk
Debt to Equity
High Risk
4.97
Debt-to-equity indicates high leverage and elevated financial risk
P/E Ratio
Fair Value
16.04x
P/E ratio in line with market averages
Price to Book
Premium
3.51x
Trading at premium to book value, reflects strong intangibles or growth
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