YouTube · Q1 2026 · 2026-05-20
ACI · NYSE
Albertsons Companies Inc
Grocery Stores · United States
USD 12.542.9% daily changeQuote 2026-10-12 · USD
- Market cap (USD)
- US$6.09B
- Trailing P/E
- 73.76x
- Forward P/E
- 6.78x
- Quarterly revenue growth
- 0.2%
- Trailing net margin
- 0.1%
- Indicated dividend yield
- 5.4%
Snapshot 2026-10-12 · Latest financial period 2026-06-20 · Yahoo Finance. Quotes may be delayed; reporting periods can differ.
Next earnings: 2026-10-13 (provider estimate, not issuer-confirmed).
Company background
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.
Company websiteQ2 FY2026
Go beyond the headline.
ACI Stock: The Cheap Multiple Lost Its Forecast — Q2 FY2026
Published 2026-10-13
Short takes Q2 FY2026
ACI Stock: Albertsons Lost Its Forecast | Q2 FY2026 #Shorts
Watch Short on YouTube
Q2 FY2026 REPORT HIGHLIGHTS
What’s changed for ACI
Albertsons withdrew its outlook as identical sales fell and debt rose. Three explicit valuation routes support a cautious HOLD and a $14 base value.
The forecast has been withdrawn.
Management will complete a comprehensive business review before updating its financial framework. July’s reduced outlook is historical, not current guidance.
Flat sales conceal weaker economics.
Identical sales fell 0.8%, while adjusted EBITDA fell 7.6% and GAAP operating income fell 40.9%. Digital growth has not prevented margin pressure.
Share shrinkage softens the EPS decline.
Adjusted net income fell 27.9%, compared with an 18.2% fall in adjusted EPS. The denominator improved while operating performance deteriorated.
Capital returns exceed recent free cash flow.
First-half cash buybacks and dividends totaled $565.4M versus computed free cash flow of $310.7M. Financial net debt is $9.046B.
Our $14 base needs evidence of stabilization.
The $8–20 scenario range and $13.10 weighted value reflect uncertainty. A price below $11 would merit reassessment only if sales, EBITDA and cash signposts also improve.
Comparable businesses
ACI peer comparison
Same business group first, then company size. Preferred market cap: 0.5–2x; extended range: one-third–3x. Outside that range, industry benchmarks are labeled separately and excluded from peer medians.
| Metric | ACIAlbertsons Companies, Inc.Snapshot 2026-10-12Financial period: 2026-06-20 | SFMSprouts Farmers Market, Inc.Snapshot 2026-10-12Financial period: 2026-06-28 | KRThe Kroger Co.Snapshot 2026-10-12Financial period: 2026-08-15 |
|---|---|---|---|
| Market capMarket value, converted to USD | US$6.09B | US$6.00B | US$36.95B |
| Forward P/EProvider forward earnings estimate | 6.78x | 10.81x | 11.37x |
| EV / EBITDAEnterprise value / trailing EBITDA | 6.14x | 9.45x | 7.32x |
| Revenue growthLatest quarter vs prior-year quarter | 0.2% | 4.7% | 2.0% |
| Operating marginLatest reported quarter | 1.4% | 7.5% | 3.0% |
| Free cash flow yieldTrailing cash flow / market cap | 28.8% | 6.6% | 6.9% |
| Net debt / EBITDANet debt / trailing EBITDA | 4.40x | 2.23x | 2.80x |
| Debt / equityTotal debt / positive book equity | 9.74x | 1.40x | 4.13x |
| Trailing P/ETrailing twelve-month earnings | 73.76x | 12.30x | 34.76x |
| Price / bookPrice / positive book equity per share | 3.80x | 4.11x | 6.38x |
| EV / salesEnterprise value / trailing revenue | 0.26x | 0.88x | 0.39x |
| Earnings growthLatest quarter vs prior-year quarter | -58.5% | 1.5% | 15.3% |
| Gross marginTrailing twelve months | 27.0% | 38.9% | 23.9% |
| Net marginTrailing twelve months | 0.1% | 5.6% | 0.7% |
| Return on equityProvider trailing return; positive equity only | 2.7% | 35.2% | 14.4% |
| Free cash flow marginTrailing free cash flow / revenue | 2.1% | 4.4% | 1.7% |
| Dividend yieldIndicated annual dividend / price | 5.4% | — | 2.5% |
| Earnings payoutProvider trailing dividend payout | 364.7% | 0.0% | 77.8% |
| Current ratioCurrent assets / current liabilities | 0.84x | 0.99x | 0.70x |
| BetaProvider historical market sensitivity | 0.23 | 0.67 | 0.35 |
YouTube · Q1 2026 · 2026-05-20
YouTube · Q1 FY2026 · 2026-06-18
Comparison methodology & limitations
Reviewed operating groups override broad sector classifications. Other companies are matched only within a sufficiently specific provider industry. Business mix, geography and accounting standards can still differ. Market caps are converted to USD using exchange rates captured during the snapshot refresh. Financial ratios that would mix currencies are omitted. Snapshots must be at most 14 days old and no more than seven days apart for automatic selection.
Peer medians require at least two valid similar-size peers for each metric. Negative earnings, nonpositive equity, missing data and irrelevant bank ratios are not presented as attractive valuations. A higher or lower number is not automatically a better investment. Financial statement periods are not calendar-aligned across companies.
Reported performance
Financial trends
Periods are grouped by their ending calendar year or quarter, not identical fiscal calendars. Exact period-end dates appear in tooltips and reported figures. When reporting currencies differ and a recent captured FX rate is available, money and EPS are normalized to USD for comparison. This is not a historical FX restatement. Gaps are not estimated.
Financial statements load separately from the research page.
Source: . Window ends at the latest available reporting period.
Revenue
Reported figures
Financial data & calculation notes
Standalone charts use the stated reporting currency. When a chart comparison spans currencies, money and EPS can be normalized to USD using a recent captured FX snapshot; this is for comparison only, not a historical FX restatement. Stock-based compensation is noncash. Free cash flow is operating cash flow less capital spending, which may include capitalized software. Missing metrics are not estimated or assumed to be zero. Banking and insurance ratios require industry-specific interpretation. Latest restatements may differ from figures in older episodes.
Market context
Valuation & price history
Adjusted closing price
Price history loads separately.
Price figures
Earnings-multiple scenario
Illustrative price = your earnings-per-share assumption × your P/E assumption. This is not a price target or a complete valuation model.
Starting assumptions, when available, use provider forward estimates as of 2026-10-12. Negative earnings require a different valuation method. This calculation omits balance-sheet, dilution and execution risks.
THE RESEARCH RECORD
Research history for ACI
Q2 FY20262026-10-13
FREE RESEARCH PACKET · Q2 FY2026
ACI: The cheap multiple lost its forecast
Albertsons withdrew its outlook as identical sales fell and debt rose. Three explicit valuation routes support a cautious HOLD and a $14 base value.
Research published October 13, 2026 · Download original report
Read Research PacketACI Stock: The Cheap Multiple Lost Its Forecast — Q2 FY2026
Presentation · 2026-10-13 · YouTube
Short takes Q2 FY2026
ACI Stock: Albertsons Lost Its Forecast | Q2 FY2026 #Shorts
Watch Short on YouTube
Q4 FY20262026-04-18
ACI Stock: EPS Beats by 12% — Q4 FY2026 Earnings Analysis
Presentation · 2026-04-18 · YouTube