Albertsons Companies, Inc.

Report azionario NYSE:ACI

Capitalizzazione di mercato: US$8.0b

Albertsons Companies Crescita futura

Criteri Future verificati 4/6

Albertsons Companies prevede che gli utili e i ricavi cresceranno rispettivamente di 22% e 0.9% all'anno. Si prevede che l'EPS crescerà di 24.5% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 53.8% in 3 anni.

Informazioni chiave

22.0%

Tasso di crescita degli utili

24.53%

Tasso di crescita dell'EPS

Consumer Retailing crescita degli utili9.2%
Tasso di crescita dei ricavi0.9%
Rendimento futuro del capitale proprio53.82%
Copertura analitica

Good

Ultimo aggiornamento18 May 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Aggiornamento della narrazione • May 13

ACI: Cost Control And Capital Returns Will Support Earnings Resilience Despite Sector Caution

Narrative Update Albertsons Companies' updated analyst price target of $21, slightly below the prior fair value estimate of about $22.06, reflects analysts' recent target cuts that incorporate a higher discount rate, more cautious revenue growth and margin expectations, and a modestly adjusted future P/E assumption. Analyst Commentary Recent Street research on Albertsons Companies has leaned toward more cautious pricing assumptions, with several firms trimming their price targets and one raising its target slightly.
Articolo di analisi • May 04

We Think You Can Look Beyond Albertsons Companies' (NYSE:ACI) Lackluster Earnings

The market for Albertsons Companies, Inc.'s ( NYSE:ACI ) shares didn't move much after it posted weak earnings...
Aggiornamento della narrazione • Apr 21

ACI: Opioid Settlement And Slowing Sales Outlook Will Pressure Future Earnings

Narrative Update The analyst price target for Albertsons Companies has shifted modestly lower to reflect a reduced fair value estimate of about $14.75. Analysts are factoring in more cautious assumptions on revenue growth, profit margins, and a slightly higher discount rate following a series of recent target cuts and model updates across the Street.
Seeking Alpha • Apr 15

Albertsons' Buybacks Aren't Enough To Make It A Buy

Summary Albertsons plans $2 billion in buybacks over three years, aiming to boost EPS if margins hold steady. ACI is enhancing its AI shopping assistant and expanding prepared foods, targeting margin stabilization and market share retention in 2026. Despite a forward P/E of 8 and a 3.6% yield, the company faces margin pressure from inflation and price competition with discounters. I view ACI as a hold; buybacks alone are unlikely to drive significant stock price appreciation without stronger revenue growth. Read the full article on Seeking Alpha
Aggiornamento della narrazione • Apr 07

ACI: Food Disinflation And Value Focus Will Limit Future Earnings Power

Narrative Update The analyst price target for Albertsons Companies has increased by $0.14. Analysts cite improved Q3 results, supported by digital and pharmacy growth and ongoing progress on company initiatives, as key factors behind the higher fair value estimate.
Aggiornamento della narrazione • Mar 24

ACI: Digital And Pharmacy Strength Will Support Earnings Resilience Despite Sector Caution

Narrative Update The updated analyst model moves Albertsons Companies' fair value estimate slightly higher by about $0.06 to $22.06. This reflects recent adjustments to Street price targets that range from $17 to $23 as analysts weigh strong digital and pharmacy performance against mixed sector views and revised earnings expectations.
Aggiornamento della narrazione • Mar 08

ACI: Digital And Pharmacy Momentum Will Support Earnings Resilience In Tougher Food Retail Conditions

Narrative Update on Albertsons Companies The consolidated analyst price target for Albertsons has edged down by about $2 per share, as analysts factor in lower company earnings guidance, modestly reduced long term P/E expectations, and a slightly lower discount rate despite support from pharmacy and digital growth. Analyst Commentary Recent research paints a mixed picture for Albertsons, with price targets generally coming down while opinions on execution and growth drivers remain split.
Aggiornamento della narrazione • Feb 21

ACI: Digital And Pharmacy Execution Will Support Future Earnings Quality

Analysts have trimmed their price targets on Albertsons, with our updated fair value holding at $22.00. They are balancing solid Q3 contributions from digital and pharmacy with more cautious views on future earnings and sector conditions.
Aggiornamento della narrazione • Feb 07

ACI: Food Disinflation And Value-Seeking Consumers Will Pressure Earnings Power

Narrative Update: Albertsons Companies Analysts have trimmed their implied fair value for Albertsons Companies from about $20.00 to roughly $14.87 per share, reflecting updated views on growth, margins, discount rates, and future P/E following a series of lower price targets across the Street. Analyst Commentary Recent Street research around Albertsons Companies points to a more cautious tone, even where ratings remain Neutral, Hold, or positive.
Aggiornamento della narrazione • Jan 24

ACI: Digital And Pharmacy Strength Will Support Future Margin And P/E Resilience

The updated analyst price target for Albertsons Companies edges down from $22.35 to $22.00. This reflects a cluster of recent target cuts across firms as analysts factor in tempered revenue growth assumptions, a slightly lower future P/E, and mixed sector views, despite ongoing strength in digital, pharmacy, and cost productivity efforts.
Articolo di analisi • Jan 10

Albertsons Companies (NYSE:ACI) Is Due To Pay A Dividend Of $0.15

The board of Albertsons Companies, Inc. ( NYSE:ACI ) has announced that it will pay a dividend on the 6th of February...
Aggiornamento della narrazione • Jan 09

ACI: Digital And Pharmacy Execution Will Support Future Customer Engagement

Analysts have trimmed their price targets on Albertsons, and our own fair value estimate moves from $23.63 to $22.35 as they factor in a higher discount rate, more moderate revenue growth assumptions, and updated views on future P/E multiples, despite continued support from digital, pharmacy, and productivity initiatives. Analyst Commentary Recent Street research on Albertsons paints a mixed picture, with most firms trimming price targets while still recognizing operational progress in areas like digital, pharmacy, and productivity.
Aggiornamento della narrazione • Dec 17

ACI: Digital Shift And Buybacks Will Deepen Engagement Across Key Customer Channels

Analysts have modestly lifted their consolidated price target on Albertsons Companies by about $1 per share. This reflects a balanced view that pairs confidence in its ongoing digital transformation and accelerated share repurchases with tempered expectations for near term EBITDA and margin expansion.
Aggiornamento della narrazione • Dec 03

ACI: Digital And Data Platform Will Deepen Engagement Across Grocery And Pharmacy

Analysts have modestly increased their blended price target for Albertsons Companies to $23.63 per share, reflecting expectations that the retailer's evolving data driven, digitally integrated platform and improving profit margins can offset slightly slower revenue growth and near term margin uncertainty. Analyst Commentary Bullish analysts see Albertsons' transformation into a data driven, digitally integrated food and wellness platform as a key driver of long term value creation, supporting higher price targets despite mixed near term signals.
Aggiornamento della narrazione • Nov 19

ACI: Ongoing Digital Transition Will Drive Enhanced Customer Engagement Ahead

Analysts have slightly adjusted Albertsons Companies' fair value estimate downward to $23.63. This reflects mixed views on the company's evolving digital strategy, continued turnaround efforts, and near-term margin pressures.
Aggiornamento della narrazione • Nov 01

ACI: Digital Integration And Customer Engagement Will Drive Outperformance Beyond 2025

Analysts have modestly increased their fair value estimate for Albertsons Companies to $23.69 per share from $23.63, citing ongoing digital transformation efforts and shifts in revenue mix. However, opinions remain mixed based on recent Street research updates.
Aggiornamento della narrazione • Oct 18

Digital Channels And Pharmacy Integration Will Secure Long-Term Success

Analysts have slightly reduced their price target for Albertsons Companies, with expectations shifting from $24.06 to $23.63 per share. They cite ongoing margin pressures and the need for continued price investments, despite progress in company initiatives.
Aggiornamento della narrazione • Oct 04

Digital Channels And Pharmacy Integration Will Secure Long-Term Success

Albertsons Companies' analyst price target has been modestly adjusted downward, with the consensus reflecting updated EBITDA forecasts and continued caution over profit margins. Analysts are weighing the impact of competitive pricing pressures and evolving sales opportunities, lowering the fair value estimate by approximately $0.13 to $24.06 per share.
Articolo di analisi • Jul 30

Some Investors May Be Willing To Look Past Albertsons Companies' (NYSE:ACI) Soft Earnings

The most recent earnings report from Albertsons Companies, Inc. ( NYSE:ACI ) was disappointing for shareholders. While...
Articolo di analisi • Jun 26

Albertsons Companies (NYSE:ACI) Seems To Be Using A Lot Of Debt

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Articolo di analisi • Jun 11

Sentiment Still Eluding Albertsons Companies, Inc. (NYSE:ACI)

With a price-to-earnings (or "P/E") ratio of 12.7x Albertsons Companies, Inc. ( NYSE:ACI ) may be sending bullish...
Seeking Alpha • Apr 25

Albertsons Companies Remains A Stellar Prospect

Summary Albertsons Companies, Inc. has shown resilience amidst market turmoil, with shares up 9.9% since January, outperforming the S&P 500's 14.7% decline. Despite mixed financials, Albertsons remains attractively priced with robust cash flows, trading cheaper than most peers on various financial metrics. Management's strategic moves, including significant capital investments, share buybacks, and a potential multi-billion dollar payout from Kroger, bolster long-term growth prospects. I maintain a "Strong Buy" rating on ACI stock, confident in Albertsons' continued upside potential despite recent financial performance and projected challenges. Read the full article on Seeking Alpha
Seeking Alpha • Apr 16

Albertsons: Profitability Concerns Deteriorate Upside (Rating Downgrade)

Summary Albertsons Companies, Inc.'s sales outlook remains stable, with fair Q4 comparable growth and a similar FY2025 guidance. The company's margin outlook is concerning as the gross margin declined 45 basis points in Q4, and profitability is guided to decline further in FY2025. Albertsons' productivity initiatives seem likely to be pushed into lower pricing, and digital sales growth seems to be cannibalizing higher-margin physical sales. As Albertsons' margin prospects are increasingly cloudy, ACI stock doesn't have a significant upside in its valuation in a new base scenario. Read the full article on Seeking Alpha
Seeking Alpha • Mar 05

Albertsons: A Compelling Buy Amid Legal Battles And Market Shifts

Summary Robert F. Kennedy Jr.'s health policies are expected to shift consumer preferences towards fresher, healthier foods, benefiting grocery stocks like Albertsons. Albertsons' diverse business model, attractive valuation, and focus on nutritious offerings align well with the anticipated health-focused consumer behavior shift. Despite the blocked Kroger merger, Albertsons' operational strengths and improved financial metrics, including increased revenue and free cash flow, make it a compelling investment. Albertsons' improved balance sheet and recent dividend increase highlight its potential for future growth and shareholder returns. Read the full article on Seeking Alpha
Seeking Alpha • Jan 17

Albertsons Is Still Trading At A Steep Discount, Even After Strong Upside

Summary Albertsons Companies remains a strong buy despite the blocked Kroger merger, with shares rising 13.7% since the merger collapse. The company shows growth in revenue and profits, driven by its pharmacy business and identical sales increases, despite some financial underperformance. Shares are attractively priced both on an absolute basis and relative to peers, with potential upside from litigation against Kroger Co. Albertsons' litigation against Kroger could yield significant financial benefits, adding to its already strong investment case. Read the full article on Seeking Alpha
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Nuova narrazione • Jan 12

Digital Growth And AI Investments Will Drive Future Productivity And Customer Engagement

Strategic digital growth and healthcare integration are expected to enhance customer engagement and improve net margins through cross-shopping and increased revenue streams.
Seeking Alpha • Dec 12

There May Be Life In The Busted Albertsons -- Kroger Deal

Summary We had predicted most of the arguments in the FTC's suit to enjoin the merger in September 2023. The judge's opinion reiterates many of the points we made. The biggest “winner” of the failed deal isn't The Kroger Co. or Albertsons Companies, Inc.  It's Walmart because the busted merger eliminates Walmart's most viable competitor. The judgment sliced and diced the antitrust definition of the “market” for groceries to a narrow sector of the industry, so that the merger could not help but be 'anti-competitive.' Consumers lost, in our opinion.  Unions won.  But a new FTC Chair may leave the door open to possibly revive the merger. Investment bankers should be hovering to de-escalate the animosity between the two chains and work out a revived deal that survives FTC scrutiny. Read the full article on Seeking Alpha

Previsioni di crescita degli utili e dei ricavi

NYSE:ACI - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
2/28/202985,2529771,4203,3367
2/29/202883,6529841,1782,86216
2/28/202782,4949381,1533,16818
2/28/202683,1732175272,367N/A
11/29/202581,7208705112,408N/A
9/6/202581,3719776592,589N/A
6/14/202581,0069545012,474N/A
2/22/202580,3919597492,681N/A
11/30/202479,9311,0379082,851N/A
9/7/202479,7149987862,686N/A
6/15/202479,4531,1198302,782N/A
2/24/202479,2381,2956282,660N/A
12/2/202379,1631,3433912,513N/A
9/9/202378,7611,0913722,550N/A
6/17/202378,3901,2005382,700N/A
2/25/202377,6501,2107002,854N/A
12/3/202276,7681,2788462,803N/A
9/10/202275,3421,5321,1833,028N/A
6/18/202273,9281,3761,7393,446N/A
2/26/202271,8871,2841,9073,513N/A
12/4/202170,2767721,9263,689N/A
9/11/202168,9565051,5703,319N/A
6/19/202168,2085171,1282,870N/A
2/27/202169,6907642,2723,903N/A
12/5/202069,3559792,0393,513N/A
9/12/202068,0499372,0783,540N/A
6/20/202066,4681,0001,6783,193N/A
2/29/202062,4554664291,904N/A
11/30/201961,035534N/A2,006N/A
9/7/201960,772525N/A1,581N/A
6/15/201960,620198N/A1,579N/A
2/23/201960,535131N/A1,688N/A
12/1/201860,552384N/A1,377N/A
9/8/201860,310556N/A1,337N/A
6/16/201860,118234N/A1,276N/A
2/24/201859,92546N/A1,019N/A
12/2/201759,708-307N/A1,415N/A
9/9/201759,722-562N/A1,799N/A
6/17/201759,747-445N/A1,898N/A
2/25/201759,678-373N/A1,814N/A
2/27/201658,734-502N/A902N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di ACI ( 22% all'anno) è superiore al tasso di risparmio ( 3.5% ).

Guadagni vs Mercato: Si prevede che gli utili di ACI ( 22% all'anno) cresceranno più rapidamente del mercato US ( 16.8% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di ACI cresceranno in modo significativo nei prossimi 3 anni.

Ricavi vs Mercato: Si prevede che il fatturato di ACI ( 0.9% all'anno) crescerà più lentamente rispetto al mercato US ( 11.7% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di ACI ( 0.9% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di ACI sarà molto alto tra 3 anni ( 53.8 %).

Scoprire le aziende in crescita

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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/22 06:48
Prezzo dell'azione a fine giornata2026/05/22 00:00
Utili2026/02/28
Utili annuali2026/02/28

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Albertsons Companies, Inc. è coperta da 28 analisti. 18 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Karen ShortBarclays
Seth SigmanBarclays
Dean RosenblumBernstein