Albertsons Companies, Inc. (ACI) Stock

Albertsons Companies, Inc. (ACI) is a Consumer Discretionary stock trading at $12.07 (as of 2026-08-20), with a market capitalization of $5.97B and a trailing P/E of 7.6. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

Albertsons Companies, Inc., through its subsidiaries, operates food and drug stores in the United States, offering grocery and general merchandise, health and beauty care items, pharmacy services, fuel, and other products and services. It also manufactures and processes food products for sale in its stores, operating thousands of stores and pharmacies across multiple store banners.

Understand Albertsons Companies, Inc.: how it makes money

Albertsons Companies, Inc. operates food and drug stores across the United States, selling groceries, general merchandise, health and beauty items, pharmacy services, and fuel, and it also manufactures and processes some food products for sale in its stores.

Albertsons' profit model is centered on retaining customers through its Just For You loyalty program, then monetizing that engagement through grocery retail sales mix, including own brand sales penetration, while using digital and omnichannel coverage to extend shopping beyond the store.

Revenue by segment (latest quarter)
NetSales	$20.3B

Business quality (Weak): Good visibility into customer loyalty and mix indicators, but the provided dataset does not include a clean multi-segment breakdown beyond a single net sales figure.

Valuation: At 39× earnings, ACI trades 101% above the Retail average (19×). Note: one-time items can distort reported P/E.

Bull case

Loyalty retention appears strong: Just For You Active Member Retention Rate is 90%, and Net Revenue Retention With Engaged Just For You Households is 94%.
Own brand contributes meaningfully to sales mix: Own Brand Sales Penetration is 25.7%, which can support product differentiation and mix.
Omnichannel reach is supported by customer and store capabilities: Digital Penetration is 10%, E-Commerce Penetration of Grocery Revenue is 9.5%, and store coverage exists for services like Drive Up and Go, with Drive Up and Go Store Coverage of 2000.

Bear case

Pharmacy and policy or mix headwinds: Pharmacy Headwinds to Identical Sales is 145 (ratio), and Inflation Reduction Act and Mix Headwinds to Identical Sales is 105 (ratio).
Limited share of households appear to be omnichannel by the metric provided: Omnichannel Households is 3.6 (ratio), which may cap incremental growth from connected shopping behaviors.
Promotions may play a large role for some engaged households: Engaged Households Choosing Cash-Off is 30%, suggesting a meaningful portion of engaged households rely on cash-off offers.

Valuation — source: SEC EDGAR (first-party)
Price	$12.07
Market Cap	$5.97B
P/E Ratio	7.6
EV / EBITDA	1.1
Price / Book	3.70
Price / Sales	0.07
FCF Yield	15.8%
DCF Value (model)	$31.04
DCF Upside vs Price	157.2%

Profitability & Growth — source: SEC EDGAR
Revenue (TTM)	$83.17B
Net Margin	0.3%
Revenue Growth (YoY)	3.5%
EPS Growth (YoY)	-75.8%
FCF Growth (YoY)	-29.6%

Financial Health — source: SEC EDGAR
Altman Z-Score	3.36 (safe)

Valuation vs Sector & Industry
Stock P/E	7.6
Sector P/E (Consumer Discretionary)	20.5
Industry P/E (Retail)	19.5
vs Sector	-62.8%
vs Industry	-60.9%

Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional Holder	Cerberus Capital Management, L.P. ($2.59B)
Institutional Holders Tracked	10
Congressional Trades (recent)	5

Company
Sector	Consumer Discretionary
Industry	Retail
CEO	Susan D. Morris
Employees	108,300
Country	US
IPO Date	2018-05-11

Related Companies (Business model: Brick-and-Mortar Retail (incl. Omnichannel); 8 closest by market cap; US-domiciled)

Data as of 2026-08-20.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.