Major US supermarket operator running Albertsons, Safeway and other regional grocery banners.
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.
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
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).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| 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 |
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.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req 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/a | 4.3% |
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.
| Measure | ACI | Peer median | Rank 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 margin | 1.9% | 4.6% | 3rd lowest of 21 |
| Forward P/E | 7.0× | 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 pp | 10th most demanding of 20 |
| ROIC minus cost of capital | +1.6 pp | +4.5 pp | 6th lowest of 20 |
| EV / EBITDA | 5.1× | 8.3× | cheapest of 19 |
| Net debt / EBITDA | 3.7× | 1.9× | most indebted of 20 |
| Bond spread | 228 bp | 116 bp | 2nd widest of 4 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Albertsons Companies ACI | United States | $6.02B | -20% | +2% | 2% | 7.0× | -3.0% | +3.6% |
| Axfood AXFO.ST | Sweden | $6.26B | +4% | +2% | 3% | 24.3× | 3.2% | +10.7% |
| President Chain Store 2912.TW | Taiwan | $6.62B | -6% | +5% | 4% | 17.0× | 3.3% | +6.3% |
| Guming 1364.HK | Hong Kong | $7.08B | -4% | +47% | 25% | 14.8× | -4.1% | +29.4% |
| DFI Retail D01.SI | Singapore | $5.06B | -11% | -3% | 4% | 13.2× | -0.4% | -2.9% |
| Empire EMP-A.TO | Canada | $7.85B | +7% | +2% | 4% | 13.6× | -2.7% | +2.5% |
| Sprouts Farmers Market SFM | United States | $4.53B | -41% | +5% | 7% | 11.3× | -4.0% | +6.4% |
| Zabka ZAB.WA | Poland | $8.11B | +41% | +14% | 8% | 25.3× | 6.3% | +19.3% |
| Kobe Bussan 3038.T | Japan | $4.33B | +15% | +6% | 7% | 21.9× | -4.8% | +10.1% |
| MIXUE 2097.HK | Hong Kong | $8.80B | -37% | +35% | 20% | 11.5× | -18.5% | +32.1% |
| Dino Polska DNP.WA | Poland | $9.36B | +31% | +14% | 6% | 22.2× | 17.9% | +27.1% |
| Yonghui Superstores 601933.SS | China | $3.76B | -23% | -16% | -3% | 273.4× | n/a | n/a |
| Ocado OCDO.L | United Kingdom | $3.73B | +77% | -42% | 3% | n/a | 39.1% | -9.9% |
| J Sainsbury SBRY.L | United Kingdom | $10.4B | +16% | -3% | 3% | 14.9× | 7.8% | +3.0% |
| BBB Foods TBBB | United States | $10.8B | +72% | +52% | 1% | n/a | 49.9% | +37.1% |
| Kesko KESKOA.HE | Finland | $11.3B | +23% | +6% | 5% | 20.6× | 4.8% | +3.2% |
| Distribuidora Internacional de Alimentacion DIA.MC | Spain | $3.15B | +25% | +2% | 3% | 32.6× | 4.9% | -3.6% |
| Kusuri No Aoki 3549.T | Japan | $2.88B | +26% | +13% | 5% | 21.2× | 4.1% | +13.1% |
| Sheng Siong OV8.SI | Singapore | $2.77B | -22% | +10% | 10% | 21.6× | -1.6% | +2.4% |
| Uni-president Enterprises 1216.TW | Taiwan | $13.2B | +11% | +1% | 5% | 17.6× | 0.6% | +8.5% |
| Blue Zones 417A.T | Japan | $2.56B | +11% | +12% | 4% | 15.8× | -4.0% | +9.9% |
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.