Albertsons Companies (ACI) Stock Forecast & Price Target

Albertsons Companies reported a year-over-year increase in net sales revenue of 2.08% for the 12 months ending August 2025, rising from $79.71 billion to $81.37 billion, reflecting steady demand across its grocery, pharmacy, and digital channels. Additionally, the company experienced a robust 19% year-over-year growth in pharmacy sales, driven by increased prescription volumes and health service integration, which offset moderating food inflation. With a projected increase in sales revenue to $84.76 billion over the next twelve months, alongside a commitment to enhancing both in-store and online shopping experiences, Albertsons positions itself favorably within an increasingly competitive market.

The analysis reveals a negative outlook for Albertsons Companies's stock, highlighted by a decline in gross margin by 61 basis points to 27%, primarily attributed to a shift towards lower-margin pharmacy and digital segments alongside increased operational costs. Additionally, Net Operating Profit After Tax (NOPAT) dropped by 3.53% year-over-year, signaling a downturn in profitability from $1.93 billion to $1.86 billion over the last twelve months. Economic Profit (EP) and Economic Operating Cash Flow (EBITDAR) also experienced significant declines of 29.28% and 2.33% year-over-year, respectively, raising concerns about the company’s financial health and ability to enhance shareholder value in the foreseeable future.