Albertsons Companies (ACI) Stock Forecast & Price Target

Albertsons Companies demonstrated a strong financial performance with net sales revenue increasing by 2.08% year-over-year, reaching $81.37 billion for the 12 months ending August 2025. The company reported a robust Q2 2026 revenue growth of 2% year-over-year, totaling $18.92 billion, driven by steady demand across grocery, pharmacy, and digital channels, alongside a notable 19% year-over-year increase in pharmacy sales. With expected continued growth in comp sales supported by resilient consumer spending and enhanced operational efficiency, the company’s outlook remains positive, forecasting an increase to $84.76 billion over the next twelve months.

Albertsons Companies has experienced a decline in financial performance, indicated by a decrease in gross margin by 61 basis points to 27%, primarily driven by unfavorable shifts toward lower-margin pharmacy and digital segments. The company also reported a 3.53% year-over-year decline in Net Operating Profit After Tax (NOPAT), falling from $1.93 billion to $1.86 billion, alongside a 2.33% reduction in Economic Operating Cash Flow (EBITDAR) to $5.87 billion. Furthermore, the Return on Capital (ROC) has deteriorated from 7.78% to 7.35%, and Economic Profit (EP) declined by 29.28%, raising concerns about the sustainability of profitability amid ongoing strategic investments and higher operational costs.