$ACI

Albertsons Companies reports Q2 FY2026: Revenue $18.895B, Adj. EBITDA $784M, Adj. EPS $0.36

Albertsons Companies reported Q2 FY2026 revenue of $18.895B, adjusted EBITDA of $784M, and adjusted EPS of $0.36. Identical sales fell 0.8% while digital sales rose 11%. The company initiated a turnaround review and suspended its fiscal 2026 outlook. Share repurchases totaled $387.6M for 26M shares, and a quarterly dividend of $0.17 per share was paid.

Original reporting
Published Oct 13, 2026, 11:33 AM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Oct 13, 2026, 11:47 AM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
Albertsons Companies reports Q2 FY2026: Revenue $18.895B, Adj. EBITDA $784M, Adj. EPS $0.36 — source image
Decision brief

The 30-second read

$ACIBearishHigh
01

Why it matters

The earnings release provides fresh data on revenue and earnings, but the suspension of guidance introduces uncertainty that may weigh on the stock.

02

Market read

First‑report earnings with sizable revenue; outlook suspension creates immediate trading relevance.

03

What to watch

Digital sales growth of 11% and ongoing store remodels may support longer‑term upside.

Relevance 8/10Novelty 8/10Timing: post-market release

Background

Albertsons Companies (ACI) filed an 8‑K reporting its Q2 FY2026 financials and pausing its outlook.

Company-level read

Ticker impact

$ACIBearishMedium confidence
Context

Albertsons Companies reported Q2 FY2026 results with $18.9B revenue, adjusted EPS $0.36 and suspended its fiscal outlook.

Expected impact

likely downside as investors price in the suspended guidance and modest earnings

Evidence & confidence

Revenue growth is flat and guidance removal signals uncertainty, outweighing the small earnings beat.

Market effects

Retail grocery sector may see heightened scrutiny on earnings guidance practices.

U.S. consumer discretionary stocks could experience slight pullback.

Limited, primarily affects U.S. grocery retailers.

Counterpoint

If the market overreacts to the outlook suspension, a short-term bounce could occur on any positive sales surprise.

Key entities

  • Albertsons Companies

    U.S. grocery retailer reporting Q2 FY2026 results.

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Transcript: Albertsons Companies Q2 2026 Earnings Conference Call - Albertsons Companies (NYSE:ACI)

Albertsons (NYSE:ACI) reported Q2 2026 identical sales down 0.8%, adjusted EBITDA $784M, and adjusted EPS $0.36. E-commerce sales grew 11%, while pharmacy sales remained strong. The company aims for $2B in cost savings over three years and is reviewing its business to enhance shareholder value. Albertsons generated $1.2B in operating cash flow and repurchased $400M in shares in the first half of 2026.

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Albertsons reported a 69% drop in Q2 net income to $51.5M, with sales down 0.1% to $18.89B. Adjusted EPS of $0.36 and revenue beat analyst estimates. The company suspended fiscal 2026 guidance and launched a business review to cut costs and improve strategy, targeting an investor day in spring 2027. Albertsons also declared a $0.17 quarterly dividend and repurchased 26M shares for $387.6M. The company is pursuing a $9.3B lawsuit against Kroger over a failed merger.

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US grocer Albertsons pulls annual outlook, accelerates turnaround efforts

Albertsons withdrew its fiscal 2026 outlook and announced a business review to cut costs, lower prices, and boost sales. The grocer faces challenges from cautious consumer spending and market share losses. CEO Susan Morris and Executive Chair Meg Whitman aim to accelerate turnaround efforts. Shares rose 2% on Tuesday, despite a 27% decline year-to-date. Q2 adjusted profit beat estimates at $0.36 per share.