Albertsons Companies (ACI) Stock Forecast & Price Target

Albertsons Companies demonstrated a year-over-year net sales revenue increase of 2.08%, rising from $79.71 billion to $81.37 billion for the 12 months ending August 2025, indicating a strong performance trajectory. The company reported a 2% revenue growth in Q2 2026, totaling $18.92 billion, underpinned by robust demand across grocery, pharmacy, and digital channels, as well as a significant 19% increase in pharmacy sales driven by higher prescription volumes. With forecasts indicating continued sales growth of 4.17% to $84.76 billion over the next twelve months and improvements in operational efficiency, Albertsons is well-positioned to leverage its diverse offerings and resilient consumer spending trends.

Albertsons Companies has experienced a decline in key financial metrics, including a gross margin reduction of 61 basis points to 27%, primarily driven by a shift in product mix towards lower-margin pharmacy and digital segments, along with increased digital fulfillment costs. Net Operating Profit After Tax (NOPAT) also decreased by 3.53% year-over-year, reflecting challenges in maintaining profitability amid ongoing investments in core initiatives. Additionally, Economic Profit (EP) saw a significant decline of 29.28% year-over-year, coupled with a decrease in Return on Capital (ROC), which fell from 7.78% to 7.35%, suggesting ongoing difficulties in generating value relative to capital employed.