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gurufocus.comOCT 132 min read$ACI

Is Albertsons Companies Inc (ACI) Undervalued After Q2 Earnings

Albertsons Companies Inc (ACI) reported Q2 2026 earnings with net income of $52M ($0.11 per share), missing analyst expectations of $0.58 per share. Revenue declined 0.1% to $18.89B, while digital sales rose 11%. Adjusted EBITDA was $784M. CEO Susan Morris emphasized the need for operational improvements. GuruFocus values ACI at $23.40, suggesting it is 46.4% undervalued at its current price of $12.54.

Original reporting
gurufocus.com
Published Oct 13, 2026, 11:50 AM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Oct 13, 2026, 12:24 PM 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.
About AlphAI AI DeskScoring methodologyReport an issue
AlphAI market briefEarnings
Primary signal
$ACI
Bearish
high confidence
Mentioned
$ACI
Relevance
7/10
AlphAI data visualization · based on gurufocus.com
Decision brief

The 30-second read

$ACIBearishMed
01

Why it matters

The earnings miss may trigger a short-term price decline, but the company's digital and pharmacy segments provide upside potential.

02

Market read

First-report earnings release with modest miss; relevant for traders focused on consumer discretionary and dividend stocks.

03

What to watch

Pharmacy sales remain resilient and dividend continuation may support income-focused investors.

Relevance 7/10Novelty 8/10Timing: post-market today

Background

Albertsons (ACI) is a major U.S. grocery and drug retailer operating brands such as Safeway, Vons, and Jewel-Osco.

Company-level read

Ticker impact

$ACIBearishHigh confidence
Context

Albertsons reported Q2 FY2026 net income of $52M ($0.11 EPS), missing expectations of $0.58 EPS and showing a 0.8% decline in identical sales.

Expected impact

likely pressure as the market prices in the earnings miss and weaker same-store sales

Evidence & confidence

The miss on EPS and decline in identical sales are material deviations from expectations, prompting investors to reassess valuation.

Market effects

Sector

Supermarket sector may face broader scrutiny as peers' same-store sales also show pressure.

Regional

U.S. consumer discretionary stocks could see modest pullback.

Global

Limited, primarily U.S. retail focus.

Counterpoint

What could challenge this read

Digital sales growth of 11% could offset store weakness if the company accelerates online initiatives.

Key entities

  • company
    Albertsons Companies Inc

    U.S. grocery and drug retailer reporting Q2 FY2026 results.

Read at source← All news

StoryAlbertsons reports Q2 FY2026 results and withdraws FY26 outlook amid turnaround review

Also covered by

5 outlets

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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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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.

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