Albertsons (ACI)
NYSEConsumer StaplesGrocery StoresSnapshot 2026-11-04
$13.74+3.54%
Close 2026-11-04 · 1-day change
NYSEConsumer StaplesGrocery StoresSnapshot 2026-11-04
QuarterlyIQ Insights · ACI
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Accelerated Turnaround and Comprehensive Business Review On July 23, 2026, the Company announced ACI Edge, an operating structure realignment designed to accelerate execution, increase accountability…
Stated in 2 of 4 supplied quarters. Management reported: “Accelerated Turnaround and Comprehensive Business Review On July 23, 2026, the Company announced ACI Edge, an operating structure realignment designed to accelerate execution, increase accountability and more effectively leverage its scale.” “As part of the realignment, the Company consolidated its 11 divisions into four regions and fully centralized center-store merchandising under a single enterprise team.” Operating income was $174.500 million in 2026-Q2.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Consumer Staples names rated neutral grew net income 49% of the time over the next year (vs 61% for the rest of the cohort, n=2777).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Accelerated Turnaround and Comprehensive Business Review On July 23, 2026, the Company announced ACI Edge, an operating structure realignment designed to accelerate execution, increase accountability…”
“Operating Structure Realignment The Company announced ACI Edge, an operating structure realignment designed to accelerate execution, increase accountability and more effectively leverage its scale.”
Given continued softness in industry unit trends and a more cautious consumer, we are accelerating investments and operational changes designed to strengthen our customer value proposition and improv…
Stated in 2 of 4 supplied quarters. Management reported: “Given continued softness in industry unit trends and a more cautious consumer, we are accelerating investments and operational changes designed to strengthen our customer value proposition and improve our competitive position.” “We are choosing to accelerate investments in our customer value proposition and the customer experience ahead of expected productivity benefits because we believe these actions will improve our growth trajectory, strengthen our competitive position, and create long-term shareholder value."” Revenue was $19.124 billion in 2026-Q3.
“Given continued softness in industry unit trends and a more cautious consumer, we are accelerating investments and operational changes designed to strengthen our customer value proposition and improv…”
“Morris continued, "Across the full year, we remained focused on building a stronger foundation for the future, including investing in our customer value proposition, advancing digital and loyalty, an…”
Fiscal 2026 Outlook The Company is providing its fiscal 2026 outlook as follows: • Identical sales growth in the range of 0.0% to 1.0% (1) • Adjusted EBITDA in the range of $3.850 billion to $3.925 b…
Stated in 1 of 4 supplied quarters. Management reported: “Fiscal 2026 Outlook The Company is providing its fiscal 2026 outlook as follows: • Identical sales growth in the range of 0.0% to 1.0% (1) • Adjusted EBITDA in the range of $3.850 billion to $3.925 billion • Adjusted net income per Class A common share in the range of $2.22 to $2.32 per share • Effective income tax rate in the range of 24% to 25% • Capital expenditures in the range of $2.0 billion to $2.2 billion (1) Reflects an estimated 150 basis point headwind related to the Inflation Reduction Act's Medicare Drug Price Negotiation Program which took effect on January 1, 2026.”
“Fiscal 2026 Outlook The Company is providing its fiscal 2026 outlook as follows: • Identical sales growth in the range of 0.0% to 1.0% (1) • Adjusted EBITDA in the range of $3.850 billion to $3.925 b…”
Use productivity initiatives and cost management to offset operating expense pressures and fund customer-value investments.
Return capital through quarterly dividends and repurchases under the multi-year share repurchase authorization.
Over the trailing year it converted 3.37x of net income into operating cash flow. Historically, Consumer Staples names rated robust grew net income 68% of the time over the next year (vs 49% for the rest of the cohort, n=1558).
Not enough signal yet.
Not enough signal to read sensitivity to the US dollar, the broad stock market, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
24 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Consumer Staples names rated volatile grew net income 55% of the time over the next year (vs 57% for the rest of the cohort, n=1973).
Not investment advice. As of 2026-11-04.