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Albertsons Companies Inc. Class A (ACI) earnings date & stock reaction

Albertsons Companies Inc. Class A · Consumer Staples

ReportedOct 13EPS $0.36(est $0.33)+9.6% beat· Rev $18.9B
“Although our second quarter performance was in-line with the expectations in our revised outlook, our results do not reflect the potential of the Company.”
· Susan Morris, CEO
Positives
  • ▲Strong growth in digital sales
    • Digital sales increased 11% during the second quarter compared to last year.
  • ▲Continued growth in pharmacy
    • Pharmacy sales continued to grow during the second quarter despite headwinds from the Inflation Reduction Act.
  • ▲Disciplined cost management
    • The company realized benefits from productivity initiatives to offset inflationary pressures on operating expenses.
Concerns
  • ▼Identical sales decline and lower profitability
    • Identical sales decreased 0.8% during the second quarter.
    • Adjusted EBITDA fell to $784 million from $848.4 million in the same period last year.
  • ▼Margin compression and rising costs
    • Gross margin rate decreased to 26.8% from 27.0% in the second quarter of last year.
    • Higher delivery and handling costs from digital growth and increased shrink pressured margins.
  • ▼Withdrawal of fiscal 2026 outlook
    • The company is no longer providing a fiscal 2026 outlook until the business review is completed.
    • Interest expense increased to $125 million from $105.3 million last year due to higher average borrowings.
Based on the Oct 13, 2026 earnings release. Quotes are verbatim.
Next earningsWed, January 6 around 8:00 AM ET, before the openscheduled

Price after the latest report

Reported October 13, 2026how the stock moved around it
Next-day move
+1.3%
Price around earnings
Around this report
Overlapped CPI releaseA major data release (CPI, jobs) came out around this report. On those days the whole market moves, so the reaction may be mixed with the data.Ran up +7% into earningsIn the 3 trading days before this report, the stock moved more than usual. A pre-earnings run-up can mean expectations were already priced in, a drop can mean bad news was priced in early. Read the post-earnings reaction with that in mind.

Albertsons Companies Inc. Class A (ACI) rose the day after earnings in 8 of its last 11 reports (73%), moving ±4.7% on average. It has fallen despite beating the consensus estimate 2 times.

Up next day
8/11
73%
Fell despite growth
2/11
Good earnings ignored
Price when beating
+1.2%
avg over 10 beats
Price when missing
-21.6%
avg over 1 misses
Avg earnings move
±4.7%
typical swing on earnings
Biggest single move
-21.6%
'26.7 · largest reaction
🔑What actually moves this stock?
What really matters here
Whether sales grow on real volume, not price
In finance terms: Organic growth · volume
Growth · revenue (YoY by quarter, latest right)
+2%
24-01(Dec qtr)
+1%
24-10(Sep qtr)
+1%
25-01(Nov qtr)
+2%
25-10(Sep qtr)
+2%
26-01(Nov qtr)
+0%
26-10(Aug qtr)
Holding steady · Growth is holding around +0%.
What to watch next report

When results drop, skip the EPS number. Check if the growth above holds or accelerates, and whether guidance beats expectations.

The real bar for this stock

Beating estimates isn't enough. Here's where the real surprise started.

Beat consensus 10 of 11 times. Beating is the default here
Median beat +10.6%. 2 of those beats still fell the next day.

How this stock reacts to earnings

Traits seen across its recent earnings reactions

Good results usually push the stock up
Up the next day 8 of 10 beats (80%)
Big earnings-day moves tend to fade within days
Reversed the day-one move · 70% of last 10
vs Consumer Staples sector avg (44 peers)
This
-0.9%
Sector
+0.1%
Avg next-day reaction

Earnings number vs guidance: which drives it?

How often the beat/miss matched the actual price move

This stock mostly moves with the reported earnings number
Moved opposite to results 2 of last 11 times (18%)
2xBeat but fell
Even a beat sells off if guidance disappoints
0xMissed but rose
Even a miss rebounds if guidance reassures
Fell despite growth2/11

2/10 beats fell next day · watches Organic growth · volume

Next-day reaction
  • Aug 2026 report+1.3%
  • May 2026 report-21.6%
  • Feb 2026 report-3.0%
  • Nov 2025 report-6.0%
  • Sep 2025 report+13.6%
  • Nov 2024 report+0.8%

Earnings timeline · bars = next-day move, ▲▼ = beat/miss

Jun–Aug 2026 results
Reported 2026-10-13
Next-day move
+1.3%
After 5 days —
EPS consensus $0.33 → $0.36 ▲ +9.6% beatRev $18.9B → $18.9B 0% YoY
Price around earnings
Around this report
Overlapped CPI releaseA major data release (CPI, jobs) came out around this report. On those days the whole market moves, so the reaction may be mixed with the data.Ran up +7% into earningsIn the 3 trading days before this report, the stock moved more than usual. A pre-earnings run-up can mean expectations were already priced in, a drop can mean bad news was priced in early. Read the post-earnings reaction with that in mind.

Earnings trend · last 12 quarters

EPS$0.36YoY -18%
'22.1'26.10
Revenue$18.9BYoY -0%
'22.1'26.10

Earnings history and price reaction

Albertsons Companies Inc. Class A across its last 11 earnings reports: EPS versus consensus, the move on the earnings day, and the cumulative move five trading days later.
Quarter endedReported (ET)vs market expectation (consensus)Earnings dayAfter 5 days
8/20262026-10-13+9.6%+1.3%—
5/20262026-07-23-22.0%-21.6%-17.4%
2/20262026-04-14+9.2%-3.0%-1.3%
11/20252026-01-07+5.6%-6.0%+0.5%
9/20252025-10-14+10.6%+13.6%+16.0%
11/20242025-01-08+10.1%+0.8%+3.5%

11 reports, quarters ending 9/2022 to 8/2026. The earnings-day move is the first trading day that reflects the report; the five-day figure is the cumulative move from that point. 1 quarters without a computable price reaction are excluded.

Frequently asked questions

When is the next Albertsons Companies Inc. Class A earnings date?

The next Albertsons Companies Inc. Class A (ACI) earnings report is expected Wed, January 6 around 8:00 AM ET, before the open. It comes from an earnings calendar and may not be a company-confirmed date; it updates automatically if it changes.

Does Albertsons Companies Inc. Class A (ACI) stock usually go up after earnings?

Over the last 11 earnings reports, the stock rose on 8 of them (73%). The average move on earnings day was ±4.7%.

Does Albertsons Companies Inc. Class A react more to the earnings numbers or to guidance?

In 2 of the last 11 reports (18%), the stock moved the opposite way from whether it beat or missed the forecast. A high share means guidance and expectations drive the move more than the reported numbers.

Can Albertsons Companies Inc. Class A stock fall even when earnings are good?

Yes. In 2 of the last 11 reports, Albertsons Companies Inc. Class A fell on the earnings day despite growing EPS. Expectations already priced in, or guidance, can matter more than the reported numbers.

Does Albertsons Companies Inc. Class A stock keep moving after the earnings day?

Over the last 10 reports, the move continued in the same direction for the following five trading days 30% of the time. This tendency is known as post-earnings announcement drift.