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← CockpitCompetitor Analysis › ACI Albertsons Companies, Inc. Class AOpen in the cockpit ↗

Albertsons Companies, Inc. Class AACICompetitor analysis, valuation and peers

United States · USD·Consumer Staples›Food Retail

Major US supermarket operator running Albertsons, Safeway and other regional grocery banners.

Momentum neutral 48
Mkt cap
$6.02B
US dollars, full cap
Free float
67%
of shares outstanding
$/day
$133M
20-day average traded
Fwd P/E
7.0×
forward earnings
ROIC−WACC
+1.6 pp
WACC 5.7%
Hurdle
-7 pp
Req g minus delivered
Official | Implied
BB+ / BB-
agencies · bond market
Next earnings
67 days
12 Jan 2027
Close · USD$12.79
1D-3.4%
1W-2.2%
1M+3.6%
3M+5.4%
6M-20.2%
YTD-25.5%
1Y-26.8%
ATR %4.1%
Beta-0.17
52w lowhigh32.1% off high

What Albertsons Companies does

Major US supermarket operator running Albertsons, Safeway and other regional grocery banners.

Earns a thin markup on groceries, with pharmacy counters and fuel stations drawing repeat visits. Its own-label products and a loyalty programme usually carry better margins than branded goods. Safeway, bought in 2015, supplied much of its footprint. A planned merger with Kroger was blocked by courts in 2024, so it remains independent.

Products and services

  • Grocery supermarkets (Albertsons, Safeway, Vons, etc.)
  • Pharmacy
  • Fuel centers
  • Private label brands

Customers

  • US households across regional markets

Where it sits in the supply chain

  • Food retail
  • Supermarket grocery retail
  • Pharmacy & fuel

What could go right

  • Grocery e-commerce growth
  • Loyalty program & private-label expansion

What could go wrong

  • Thin grocery margins/price competition
  • Debt load from prior leveraged buyouts

Moat: narrow (scale, distribution, brand). Regional store density and long-standing banners give local scale versus new entrants.

Headquarters: Boise, Idaho, US · Founded: 1939 · Employees: 280,000

Named competitors

Albertsons Companies at a glance

Size Albertsons Companies (ACI) is a United States Consumer Staples company (Food Retail) with a market value of $6.02B, the 1064th largest of 3,117 United States companies the cockpit tracks. Shares closed at $12.79 on 6 Nov 2026.

Performance Over six months the shares fell 20.2%, against +11.1% for the median peer and -1.1% for the United States market (cap-weighted) — 5th lowest of 21 in its peer set.

Growth Revenue grew 2.3% over the last twelve months (peer median +5.5%); the operating margin is 1.9% (peer median 4.6%).

Valuation It trades at 7.0× forward earnings against a peer median of 19.1× (cheapest of 19).

Price implies For today's price to make sense, revenue must grow about -3% a year for seven years (Req g). Recent delivered growth is +4%, so the hurdle is -7 pp: the price already allows for a slowdown.

Capital Return on invested capital runs 1.6 points above its cost of capital (5.7% WACC).

Credit Albertsons Companies has 7 bonds outstanding ($4.97B), rated BB+ by the agencies and trading like BB- at a weighted spread of 228 bp.

Short interest Short interest is 12.0% of the free float (15 Oct 2026).

Next results Next results expected around 12 Jan 2027 (exchange calendar; dates can move).

Relative performance

8010011 May 202611 Aug 20266 Nov 2026Peer median 111ACI 80
Six months, rebased to 100: Albertsons Companies against the median of its 20 peers (local-currency closes).

Albertsons Companies financials

Reported figures in USD; fiscal year ends 2026-02-28. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue$83.2B$83.2B$80.4B$79.2B$77.6B
Revenue growth—+3%+1%+2%—
Gross profit$20.7B$20.9B$20.6B$20.4B$20.1B
EBITDA$4.26B$4.40B$4.51B$4.77B$4.75B
Net income-$51.3M$217M$959M$1.30B$1.51B
Free cash flow$506M$527M$749M$628M$700M
Capital expenditure$1.79B$1.84B$1.93B$2.03B$2.15B
Total debt$15.9B$15.3B$14.2B$14.2B$15.0B

Quarterly statements and history in the cockpit →

Albertsons Companies competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

0%+50%-20%0%+20%AXFO29121364D01EMP-ASFMZAB30382097DNP601933OCDOSBRYTBBBKESKOADIA3549OV8ACI6-month return →1-month return →
Up and to the right = strong over both horizons. Albertsons Companies is the large dot.

Fundamentals: revenue growth against valuation

-20%0%+20%+40%0×100×200×AXFO29121364D01SFMZAB2097DNP601933SBRYACIRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Albertsons Companies is the large dot.

Capital: growth delivered against growth the price implies

-20%0%+20%+40%-20%0%20%40%AXFO29121364D01EMP-AZAB30382097DNPOCDOSBRYTBBBKESKOA1216ACIGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. Albertsons Companies is the large dot.

Albertsons Companies competitors and peer comparison

Head to head with its named competitors (ACI vs KR vs WMT vs COST)
CompanyMarket cap6M returnRevenue growthOp. marginForward P/EReq g
Albertsons Companies ACI$6.02B-20%+2%2%7.0×-3.0%
Kroger KR$40.0B+4%+2%3%13.1×-6.0%
Walmart WMT$996B-4%+6%4%41.8×14.7%
Costco COST$467B+4%+10%4%46.2×19.9%
Target TGT$72.0B+28%+2%6%17.1×4.1%
Sprouts Farmers Market SFM$4.53B-41%+5%7%11.3×-4.0%
Weis Markets WMK$1.92B+10%+4%2%n/a4.3%

How Albertsons Companies compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

Albertsons Companies against its 20 peers (data as of 6 Nov 2026)
MeasureACIPeer medianRank in peer set
1-month return+3.6%+5.5%8th lowest of 21
6-month return-20.2%+11.1%5th lowest of 21
Distance from 52-week high-32.1%-11.6%5th lowest of 21
Revenue growth (TTM)+2.3%+5.5%7th lowest of 21
Operating margin1.9%4.6%3rd lowest of 21
Forward P/E7.0×19.1×cheapest of 19
Growth the price implies (Req g, 7 yrs)-3.0%3.2%6th least demanding of 20
Growth delivered (Del g)+3.6%+8.5%8th lowest of 20
Hurdle (Req g minus delivered)-6.6 pp-7.5 pp10th most demanding of 20
ROIC minus cost of capital+1.6 pp+4.5 pp6th lowest of 20
EV / EBITDA5.1×8.3×cheapest of 19
Net debt / EBITDA3.7×1.9×most indebted of 20
Bond spread228 bp116 bp2nd widest of 4

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
Albertsons Companies ACIUnited States$6.02B-20%+2%2%7.0×-3.0%+3.6%
Axfood AXFO.STSweden$6.26B+4%+2%3%24.3×3.2%+10.7%
President Chain Store 2912.TWTaiwan$6.62B-6%+5%4%17.0×3.3%+6.3%
Guming 1364.HKHong Kong$7.08B-4%+47%25%14.8×-4.1%+29.4%
DFI Retail D01.SISingapore$5.06B-11%-3%4%13.2×-0.4%-2.9%
Empire EMP-A.TOCanada$7.85B+7%+2%4%13.6×-2.7%+2.5%
Sprouts Farmers Market SFMUnited States$4.53B-41%+5%7%11.3×-4.0%+6.4%
Zabka ZAB.WAPoland$8.11B+41%+14%8%25.3×6.3%+19.3%
Kobe Bussan 3038.TJapan$4.33B+15%+6%7%21.9×-4.8%+10.1%
MIXUE 2097.HKHong Kong$8.80B-37%+35%20%11.5×-18.5%+32.1%
Dino Polska DNP.WAPoland$9.36B+31%+14%6%22.2×17.9%+27.1%
Yonghui Superstores 601933.SSChina$3.76B-23%-16%-3%273.4×n/an/a
Ocado OCDO.LUnited Kingdom$3.73B+77%-42%3%n/a39.1%-9.9%
J Sainsbury SBRY.LUnited Kingdom$10.4B+16%-3%3%14.9×7.8%+3.0%
BBB Foods TBBBUnited States$10.8B+72%+52%1%n/a49.9%+37.1%
Kesko KESKOA.HEFinland$11.3B+23%+6%5%20.6×4.8%+3.2%
Distribuidora Internacional de Alimentacion DIA.MCSpain$3.15B+25%+2%3%32.6×4.9%-3.6%
Kusuri No Aoki 3549.TJapan$2.88B+26%+13%5%21.2×4.1%+13.1%
Sheng Siong OV8.SISingapore$2.77B-22%+10%10%21.6×-1.6%+2.4%
Uni-president Enterprises 1216.TWTaiwan$13.2B+11%+1%5%17.6×0.6%+8.5%
Blue Zones 417A.TJapan$2.56B+11%+12%4%15.8×-4.0%+9.9%

Albertsons Companies bonds and credit

Albertsons Companies has 7 bonds outstanding with $4.97B face value. The agencies rate it BB+; its bonds trade like BB-. Weighted yield 6.97%, a spread of 228 bp over government bonds.

Every bond, yield and spread in the cockpit →

Questions

Who are Albertsons Companies's main competitors?
Named competitors: Kroger (KR), Walmart (WMT), Publix (private) (private or unlisted), Ahold Delhaize USA (private or unlisted), Costco Wholesale (COST), Target (TGT). The cockpit's measured peer set (industry) also includes Axfood (AXFO.ST), President Chain Store (2912.TW), Guming (1364.HK), DFI Retail (D01.SI), Empire (EMP-A.TO), Sprouts Farmers Market (SFM).
Is Albertsons Companies expensive compared with its peers?
On forward p/e it trades at 7.0× against a peer median of 19.1×, cheapest of 19 in its peer set. For today's price to make sense, revenue must grow about -3% a year for seven years (Req g). Recent delivered growth is +4%, so the hurdle is -7 pp: the price already allows for a slowdown.
How has Albertsons Companies stock performed?
Over six months to 6 Nov 2026 the shares returned -20.2% against +11.1% for the median peer; over one year -26.8%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.