Albertsons Companies, Inc.ACI
NYSE•Consumer Defensive•Grocery Stores
Albertsons Companies, Inc., through its subsidiaries, operates in the food and drug retail industry in the United States. The company's food and drug retail stores offer grocery products, general merchandise, health and beauty care products, pharmacy, vaccines, fuel, and other items and services. It also operates stores under various banners, including Albertsons, Safeway, Vons, Pavilions, Randalls, Tom Thumb, Carrs, Jewel-Osco, ACME, Shaw's, Star Market, United Supermarkets, Market Street, Haggen, Kings Food Markets, and Balducci's Food Lovers Market; and in-store pharmacies and branded coffee shops, fuel centers, distribution centers, and manufacturing facilities, as well as various digital platforms. Albertsons Companies, Inc. was founded in 1860 and is headquartered in Boise, Idaho.
Albertsons Companies, Inc. (ACI) reported trailing twelve months revenue of $83.17B as of February 2026, a 3.5% increase year-over-year. Quarterly revenue reached $20.25B, reflecting continued top-line momentum.
Albertsons Companies, Inc. generated $217.40M in TTM net income, with quarterly EBITDA of $939.30M. The operating margin contracted from 1.5% to -2.5%, suggesting rising cost pressures or pricing headwinds.
The spread between operating margin (-2.5%) and net margin (-2.4%) indicates tight cost control with minimal non-operating drag. Net margin has narrowed from 0.9% a year ago, reflecting increased costs or interest expense.
ACI trades at a P/E of 42.5x (a premium multiple) and a P/S of 0.1x. The price-to-book ratio of 5.0x indicates a significant premium over book value.
The company generated $290.50M in free cash flow over the trailing twelve months, a 6.0% increase year-over-year, indicating strong cash generation ability. The balance sheet shows $26.77B in total assets with $8.41B in long-term debt against $1.84B in stockholders equity for a debt-to-equity ratio of 4.6, a relatively leveraged position. Data based on the most recent quarterly reports.
Competitive analysis based on 21 quarters of fundamental data
Operating margins are under pressure, averaging 1.4%. The business may lack pricing power or face rising costs.'
ROE averages 29.8% but has fluctuated — the competitive advantage may be cyclical or emerging.
7 of the last 8 quarters generated positive FCF. The company generally funds itself but has occasional cash consumption quarters.
Revenue shows resilience with 7 of 7 quarters posting growth — demand is generally stable but has seen some soft patches.
Data-driven red flags and warnings across 21 quarters
Operating margins dropped 55.5% over recent quarters — a sharp decline suggesting serious cost or pricing challenges.
FCF/Net Income has dropped below 0.7x in 4 quarters — monitor for earnings quality deterioration.
D/E ratio is 4.6 — dangerously high. The company is heavily leveraged and vulnerable to rising rates or cash flow dips.
Revenue is stable or growing over recent quarters — demand appears durable.
Free cash flow is consistently positive — the business self-funds without external capital reliance.
Shares decreased 10.8% — net buybacks are reducing shares outstanding and boosting per-share value.
Quarterly standardized metrics.
Stock price and market valuation
Revenue and earnings growth across quarters
Assets, cash, debt, and leverage
Price multiples and return ratios
Operating efficiency and return metrics
Free cash flow, earnings quality, and capital allocation