Albertsons Companies, Inc.
ACI · NYSE
Company research
Albertsons Companies, Inc. (NYSE: ACI) is one of the largest food and drug retailers in the United States, operating 2,270 stores across 34 states and the District of Columbia under more than 20 well-known banners, including Albertsons, Safeway, Vons, Jewel-Osco, Shaw's, and Balducci's Food Lovers Market. Founded in 1939 and headquartered in Boise, Idaho, the company employs approximately 280,000 people and generates over $80 billion in annual revenue, ranking as the second-largest supermarket chain in North America. Beyond traditional grocery retail, Albertsons operates 1,728 in-store pharmacies, 405 fuel centers, 22 distribution centers, and 19 manufacturing facilities, supporting a robust private-label portfolio that accounts for roughly 26% of total sales. Under the leadership of CEO Susan Morris, the company continues to expand its omnichannel capabilities through curbside pickup, home delivery partnerships, and a growing e-commerce platform to meet evolving consumer demands.
Research reports
Ultra Stock Analysis Pro · April 17, 2026Albertsons Companies, Inc. (ACI) - ANALYST REPORT
The report applies a hybrid ATR-based technical stop-loss strategy and maintains a hold rating on ACI, citing modest revenue growth, high institutional ownership, and roughly 29% upside to a consensus target price of $21.53 while emphasizing the need for stronger technical confirmation before adding exposure. It presents a detailed fundamental and risk assessment, highlighting thin operating margins, heavy leverage and opioid settlement obligations, pharmacy headwinds, and a “deep value survivor” thesis that depends on the success of AI-driven productivity initiatives and stable identical-store sales.
StockStory · March 30, 2026Albertsons (ACI) Research Report: Q3 CY2025 UpdateStockStory rates ACI as “Underperform,” arguing that commoditized inventory, weak gross and operating margins, and slowing earnings make the business low quality despite its large revenue base and seemingly cheap 7.9x forward P/E. The Q3 CY2025 update notes a modest 2% revenue increase, an EPS beat versus estimates, flat operating and free-cash-flow margins, and concludes that there are better long-term opportunities than ACI given its limited growth, margin pressure, and reliance on a rerating to drive returns.
Sure Dividend · October 14, 2025Albertsons Companies (ACI)Sure Dividend upgrades ACI to a buy, projecting roughly 12.1% annual total returns driven by a 3.1% dividend yield, about 8% expected EPS growth, and modest valuation multiple expansion from a current P/E of 10.3 toward a fair-value multiple of 11. The report’s thesis is that ACI can sustain 2%+ identical-sales growth and faster EBITDA growth via loyalty and digital initiatives, fund sizable share repurchases to retire roughly 4% of shares per year, while maintaining a well-covered dividend and manageable credit profile despite operating in a mature, competitive, low-margin grocery environment.