Albertsons Companies, Inc.

NYSE:ACI 株式レポート

時価総額：US$6.7b

Albertsons Companies 将来の成長

Future 基準チェック /46

Albertsons Companies利益と収益がそれぞれ年間22.3%と0.9%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に52.9% 24.7%なると予測されています。

主要情報

22.3%

収益成長率

24.68%

EPS成長率

Consumer Retailing 収益成長9.2%
収益成長率0.9%
将来の株主資本利益率52.86%
アナリストカバレッジ

Good

最終更新日02 Jun 2026

今後の成長に関する最新情報

Recent updates

Seeking Alpha • Jun 22

Albertsons: After Failed Kroger Merger, Supermarket Brand Bets On Digital And New Stores

Summary Albertsons is rated a hold, balancing digital growth and store expansion against margin pressure, high leverage, and an unsustainable dividend payout. ACI's digital sales rose 16% in Q4 FY25, and capital expenditures exceeded $1.8B, supporting modernization and new store openings for future growth. Despite a forward yield near 5% and leading dividend growth, ACI's payout ratio exceeds 100%, raising concerns about dividend sustainability. Valuation reflects justified caution: ROE and margins are declining, technicals remain bearish, but a 20% price upside by Feb. 2027 is forecast. Read the full article on Seeking Alpha
分析記事 • Jun 20

Albertsons Companies (ACI) Stock Could Be 35.8% Undervalued After Fed Rate Shock

Albertsons Companies (ACI) has been caught in a tougher macro backdrop after the Federal Reserve held interest rates steady and signaled a less dovish path, which has pressured retailers that had been hoping for stronger consumer tailwinds. See our latest analysis for Albertsons Companies. The recent move in Albertsons Companies’ share price fits a broader pattern of pressure, with the stock down 17.33% on a 30 day share price return and the 1 year total shareholder return falling 35.81%...
ナラティブの更新 • Jun 15

ACI: Cost Discipline And Buybacks Will Support Returns Despite Sector Caution

Analysts have reduced their average price target on Albertsons Companies by $1 to $19. This reflects updated views on sector conditions and company specific drivers, while core model assumptions such as fair value and profit margin remain essentially unchanged.
ナラティブの更新 • Jun 01

ACI: Cost Discipline And Buybacks Will Support Earnings Resilience Despite Sector Caution

Albertsons Companies' analyst price target edges slightly lower to about $20.94 from $21.00, as analysts factor in updated assumptions for discount rates, revenue growth, profit margins, and future P/E multiples, which are reflected in recent target cuts across several firms. Analyst Commentary Recent Street research on Albertsons Companies has leaned toward more cautious pricing, with several firms trimming their targets and one prior increase earlier in the year.
ナラティブの更新 • 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.
分析記事 • 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...
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • 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...
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • 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...
分析記事 • 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...
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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新しいナラティブ • 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

業績と収益の成長予測

NYSE:ACI - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
2/28/202984,9991,0161,4783,4527
2/29/202883,5849951,1192,74416
2/28/202782,4589441,3303,32318
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

アナリストによる今後の成長予測

収入対貯蓄率: ACIの予測収益成長率 (年間22.3% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: ACIの収益 ( 22.3% ) はUS市場 ( 18.7% ) よりも速いペースで成長すると予測されています。

高成長収益: ACIの収益は今後 3 年間で 大幅に 増加すると予想されています。

収益対市場: ACIの収益 ( 0.9% ) US市場 ( 12.8% ) よりも低い成長が予測されています。

高い収益成長: ACIの収益 ( 0.9% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: ACIの 自己資本利益率 は、3年後には非常に高くなると予測されています ( 52.9 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/06/23 06:09
終値2026/06/23 00:00
収益2026/02/28
年間収益2026/02/28

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Albertsons Companies, Inc. 18 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。27

アナリスト機関
Seth SigmanBarclays
Karen ShortBarclays
Dean RosenblumBernstein