{"filings":[{"id":94374,"accession_number":"0001646972-26-000028","cik":1646972,"company_name":"Albertsons Companies, Inc.","ticker":"ACI","form_type":"8-K","filed_at":"2026-04-14T23:59:59+00:00","items":["2.02","7.01","8.01","9.01"],"status":"ready","headline":"Albertsons Q4 adj EPS $0.48 (+4% YoY); opioid charge $774M; dividend +13%; buyback to $2B","event_type":"earnings","confidence":"high","bullets":["Q4 adj net income $252M ($0.48) vs $269.5M ($0.46) prior year; adj EBITDA $903M.","Recorded $774M ($600M after-tax) opioid settlement charge; framework to pay $774M over 9 years.","FY2026 guidance: adj EPS $2.22-$2.32, adj EBITDA $3.85-$3.925B, identical sales 0.0-1.0%.","Quarterly dividend raised 13% to $0.17 (annualized $0.68); payable May 8 to April 24 record.","Share repurchase authorization increased by $900M to $2.0B remaining; completed $1.5B buyback in FY2025."],"consensus_eps_estimate":null,"consensus_eps_actual":0.4,"consensus_revenue_estimate":null,"consensus_revenue_actual":83172500000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":106696,"accession_number":"0001646972-26-000023","cik":1646972,"company_name":"Albertsons Companies, Inc.","ticker":"ACI","form_type":"8-K","filed_at":"2026-02-27T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Albertsons appoints McDonald's CIO Brian Rice to board, expanding to 11 directors","event_type":"leadership","confidence":"high","bullets":["Brian Rice appointed to Albertsons board effective Feb. 25, 2026; board expands from 10 to 11 members.","Rice is EVP and Global CIO at McDonald's, overseeing technology, digital, data, and cybersecurity.","He brings 30+ years of digital transformation experience from McDonald's, Cardinal Health, Kellogg, GM, and Mars.","Rice is independent under NYSE rules; will receive standard non-management director compensation.","Appointment aligns with Albertsons' strategy to advance digital, data, and AI capabilities."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.45,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":106695,"accession_number":"0001646972-26-000019","cik":1646972,"company_name":"Albertsons Companies, Inc.","ticker":"ACI","form_type":"8-K","filed_at":"2026-02-02T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Albertsons issues $2.1B in senior notes to refinance 2027 and 2028 maturities","event_type":"debt","confidence":"high","bullets":["Issued $1,200M of 5.625% senior notes due 2032 and $900M of 5.750% senior notes due 2034.","Proceeds, plus cash on hand, to redeem $1,350M of 4.625% notes due Jan 2027 and $750M of 5.875% notes due Feb 2028.","2032 Notes mature March 31, 2032; 2034 Notes mature March 31, 2034; interest payable semi-annually.","2034 Notes are additional issuance under existing Nov 2025 indenture; 2032 Notes under new Feb 2026 indenture.","Notes are unsecured senior obligations, guaranteed by certain domestic subsidiaries."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":106694,"accession_number":"0001646972-26-000015","cik":1646972,"company_name":"Albertsons Companies, Inc.","ticker":"ACI","form_type":"8-K","filed_at":"2026-01-22T23:59:59+00:00","items":["2.04","7.01","8.01","9.01"],"status":"ready","headline":"Albertsons prices $2.1B senior notes offering to refinance 2027/2028 notes","event_type":"debt","confidence":"high","bullets":["Upsized offering: $1.2B of 5.625% senior notes due 2032 and $900M of 5.750% 2034 notes.","Proceeds + cash to redeem $1.35B of 4.625% 2027 notes and $750M of 5.875% 2028 notes.","Redemption of existing notes expected on Feb 21, 2026; new notes to close Feb 2, 2026.","Refinancing extends maturities and reduces near-term debt obligations."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":106693,"accession_number":"0001646972-26-000007","cik":1646972,"company_name":"Albertsons Companies, Inc.","ticker":"ACI","form_type":"8-K","filed_at":"2026-01-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Albertsons Q3: adj EPS $0.72, identical sales +2.4%, digital +21%, 2025 guidance narrowed","event_type":"earnings","confidence":"high","bullets":["Net income $293M ($0.55/share); adjusted net income $390M ($0.72/share).","Identical sales rose 2.4%; digital sales surged 21%; loyalty members hit 49.8M.","Adjusted EBITDA $1,039M (5.4% of sales) vs $1,065M (5.7%) YoY.","FY 2025 outlook: identical sales 2.2%-2.5%, adj EPS $2.08-$2.16, capex $1.8-$1.9B.","Board boosted buyback authorization to $2.75B; executed $750M ASR; issued $1.5B notes."],"consensus_eps_estimate":null,"consensus_eps_actual":1.25,"consensus_revenue_estimate":null,"consensus_revenue_actual":62920300000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":123018,"accession_number":"0001646972-25-000108","cik":1646972,"company_name":"Albertsons Companies, Inc.","ticker":"ACI","form_type":"8-K","filed_at":"2025-11-14T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Albertsons director Lisa Gray resigns; Cerberus designates Scott Wille as replacement","event_type":"leadership","confidence":"high","bullets":["Lisa Gray resigned from Albertsons Board on Nov 12, 2025, with no disagreement cited.","Scott Wille, Cerberus Senior Managing Director, appointed to Board same day.","Cerberus holds 151,818,680 ACI shares; Wille designated per Stockholders' Agreement.","Wille not appointed to any Board committee; term expires at 2026 annual meeting."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":123017,"accession_number":"0001646972-25-000098","cik":1646972,"company_name":"Albertsons Companies, Inc.","ticker":"ACI","form_type":"8-K","filed_at":"2025-11-10T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Albertsons issues $1.5B of new senior notes to refinance 2026 notes and repay ABL","event_type":"debt","confidence":"high","bullets":["$700M 5.500% notes due 2031 and $800M 5.750% notes due 2034 issued.","Net proceeds, plus cash on hand, to redeem all $750M of 3.250% notes maturing March 2026.","Proceeds also used to repay a portion of ABL borrowings and pay fees.","Notes are unsecured senior obligations guaranteed by domestic subsidiaries obligors under ABL."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":123016,"accession_number":"0001646972-25-000095","cik":1646972,"company_name":"Albertsons Companies, Inc.","ticker":"ACI","form_type":"8-K","filed_at":"2025-10-21T23:59:59+00:00","items":["2.04","7.01","8.01","9.01"],"status":"ready","headline":"Albertsons prices $1.5B senior notes offering; will redeem $750M 2026 notes","event_type":"debt","confidence":"high","bullets":["Albertsons upsized offering to $700M of 5.500% notes due 2031 and $800M of 5.750% notes due 2034.","Proceeds together with cash will redeem the entire $750M 3.250% senior notes due 2026.","Redemption of 2026 notes scheduled for November 20, 2025; new notes expected to close November 10, 2025.","Remaining proceeds will repay a portion of borrowings under the asset-based revolving credit agreement."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":123015,"accession_number":"0001646972-25-000087","cik":1646972,"company_name":"Albertsons Companies, Inc.","ticker":"ACI","form_type":"8-K","filed_at":"2025-10-15T23:59:59+00:00","items":["1.01","8.01","9.01"],"status":"ready","headline":"Albertsons enters $750M accelerated share repurchase; buyback program expanded to $2.75B","event_type":"other_material","confidence":"high","bullets":["Company pays $750M to JPMorgan on Oct 15, 2025; expects initial delivery of ~80% of shares underlying ASR.","Board increased total share repurchase program from $2B to $2.75B, inclusive of ASR agreement.","ASR transactions expected to be completed by no later than the first quarter of 2026.","CEO Susan Morris states stock is undervalued and buyback (~8% of shares) creates value."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":123014,"accession_number":"0001646972-25-000080","cik":1646972,"company_name":"Albertsons Companies, Inc.","ticker":"ACI","form_type":"8-K","filed_at":"2025-10-14T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Albertsons Q2 adj. EPS $0.44 vs $0.51 YoY; announces $750M ASR, raises FY25 EPS outlook","event_type":"earnings","confidence":"high","bullets":["Net income $168.5M ($0.30/sh) vs $145.5M ($0.25) YoY; adjusted net income $248.4M ($0.44/sh) down from $301M ($0.51).","Identical sales up 2.2% (adj); digital sales +23%; loyalty members +13% to 48.7M.","Gross margin rate decreased to 27.0% from 27.6%, pressured by pharmacy growth and digital costs.","Entered $750M accelerated share repurchase with JPMorgan; Board increased repurchase program to $2.75B.","FY2025 outlook raised: identical sales 2.2%-2.75%, adj. EPS $2.06-$2.19, capex $1.8B-$1.9B."],"consensus_eps_estimate":null,"consensus_eps_actual":0.71,"consensus_revenue_estimate":null,"consensus_revenue_actual":43796600000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":139715,"accession_number":"0001646972-25-000073","cik":1646972,"company_name":"Albertsons Companies, Inc.","ticker":"ACI","form_type":"8-K","filed_at":"2025-09-17T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Albertsons appoints Intel CFO David Zinsner to board; Kim Fennebresque named Chair","event_type":"leadership","confidence":"high","bullets":["Jim Donald retired as Board Chair and director effective Sept 15, 2025; retirement not due to any disagreement.","Kim Fennebresque, independent director since 2015, elected as new Board Chair.","David Zinsner (EVP & CFO of Intel) appointed as independent director, effective Sept 15, 2025.","Allen Gibson also retired from the Board; no disagreement cited.","Zinsner designated by Cerberus under stockholders agreement; brings 25+ years finance/tech experience."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":139714,"accession_number":"0000950103-25-010782","cik":1646972,"company_name":"Albertsons Companies, Inc.","ticker":"ACI","form_type":"8-K","filed_at":"2025-08-27T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Albertsons refinances $4.0B ABL revolver, extends maturity to 2030","event_type":"debt","confidence":"high","bullets":["New $4.0B senior secured ABL facility replaces prior 2021 agreement; matures August 27, 2030.","Includes $1.5B letter of credit subfacility and $250M swingline; borrowing base includes inventory, receivables, and pharmacy scripts.","Interest at base rate + 0.25%-0.50% or SOFR + 1.25%-1.50% based on excess availability; 0.25% commitment fee on unused.","Guaranteed by wholly-owned domestic subsidiaries; secured by first-priority lien on substantially all assets.","Proceeds for working capital and general corporate purposes; covenants trigger fixed charge coverage if availability <10% or $250M."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":139713,"accession_number":"0001646972-25-000067","cik":1646972,"company_name":"Albertsons Companies, Inc.","ticker":"ACI","form_type":"8-K","filed_at":"2025-08-13T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Albertsons re-elects board, ratifies auditor, rejects three shareholder proposals at 2025 annual meeting","event_type":"other","confidence":"high","bullets":["All 11 director nominees elected; Susan Morris received highest 'for' votes at 470.3M.","Deloitte & Touche ratified as independent auditor for FY2026 with 508.4M votes for.","Advisory 'say-on-pay' approved with 460.3M votes for, 14.1M against.","Shareholder proposals on food waste, human rights, and reproductive health all defeated, each with >88% against."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":139712,"accession_number":"0001646972-25-000059","cik":1646972,"company_name":"Albertsons Companies, Inc.","ticker":"ACI","form_type":"8-K","filed_at":"2025-07-15T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Albertsons Q1 net income $236M ($0.41/sh); raises identical sales guidance to 2.0-2.75%","event_type":"earnings","confidence":"high","bullets":["Net sales $24.88B (+2.5% YoY); identical sales +2.8%; digital sales +25%.","Adjusted net income $319M ($0.55/sh) vs $392M ($0.66/sh) YoY; adjusted EBITDA $1.11B (4.5% of sales).","Raised fiscal 2025 identical sales guidance to 2.0-2.75% (from 1.5-2.5%); reaffirmed adjusted EPS $2.03-2.16.","Quarterly dividend held at $0.15/sh; repurchased 14.2M shares for $314.8M.","Completed $600M 6.25% senior notes due 2033; redeemed $600M 7.50% notes due 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":0.41,"consensus_revenue_estimate":null,"consensus_revenue_actual":24880800000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.65,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":157280,"accession_number":"0001646972-25-000040","cik":1646972,"company_name":"Albertsons Companies, Inc.","ticker":"ACI","form_type":"8-K","filed_at":"2025-04-15T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Albertsons Q4 adjusted EPS $0.46 vs $0.54 YoY; CEO Sankaran retiring, Morris succeeds; FY2025 guide below FY2024","event_type":"earnings","confidence":"high","bullets":["Q4 net income $172M ($0.29 diluted EPS); adjusted net income $270M ($0.46 EPS) vs $318M ($0.54) YoY. Revenue $18.8B (+2.7%), identical sales +2.3%.","CEO Vivek Sankaran retiring May 1, 2025; COO Susan Morris named successor, effective same date.","Fiscal 2025 outlook: identical sales +1.5-2.5%, adjusted EBITDA $3.8-3.9B, adjusted EPS $2.03-2.16 (vs FY2024 $2.34).","Dividend raised 25% to $0.15/share; next payment May 9, 2025 to holders of record April 25, 2025.","Issued $600M 6.250% senior notes due 2033; redeemed $600M 7.500% notes due 2026, lowering interest expense."],"consensus_eps_estimate":null,"consensus_eps_actual":1.64,"consensus_revenue_estimate":null,"consensus_revenue_actual":80390900000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":175653,"accession_number":"0001646972-25-000034","cik":1646972,"company_name":"Albertsons Companies, Inc.","ticker":"ACI","form_type":"8-K","filed_at":"2025-03-11T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Albertsons issues $600M of 6.250% senior notes due 2033 to refinance 7.500% notes due 2026","event_type":"debt","confidence":"high","bullets":["Aggregate principal $600M, interest 6.250% paid semi-annually, maturity March 15, 2033.","Proceeds used to redeem all $600M of 7.500% senior notes due 2026 and pay fees/expenses.","Notes are unsecured senior obligations; guaranteed by certain existing and future domestic subsidiaries.","Optional redemption: make-whole premium before March 2028; thereafter step-down to par after March 2030.","Upon change of control, holders may require repurchase at 101% of principal plus accrued interest."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":175652,"accession_number":"0001646972-25-000028","cik":1646972,"company_name":"Albertsons Companies, Inc.","ticker":"ACI","form_type":"8-K","filed_at":"2025-03-03T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Albertsons CEO Vivek Sankaran to retire May 1; COO Susan Morris appointed successor","event_type":"leadership","confidence":"high","bullets":["CEO Vivek Sankaran to retire effective May 1, 2025, as part of planned succession; no disagreement with company.","Susan Morris, EVP and COO, appointed CEO effective May 1, 2025; she will also join the Board.","Morris has nearly 40 years at Albertsons, starting as a store employee in Denver; current COO since 2018.","Company reaffirms FY2024 outlook: identical sales 1.8-2.0%, adjusted EBITDA $3.95B-$3.99B, adjusted EPS $2.25-$2.31.","Fiscal Q4 earnings call planned to discuss strategy and fiscal 2025 outlook."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":175651,"accession_number":"0001646972-25-000022","cik":1646972,"company_name":"Albertsons Companies, Inc.","ticker":"ACI","form_type":"8-K","filed_at":"2025-02-21T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Albertsons board seat shifts: Feinberg out, Cerberus' Bruno in","event_type":"leadership","confidence":"high","bullets":["Stephen Feinberg resigned from Albertsons board on Feb 21, 2025; no disagreement cited.","Frank Bruno appointed same day as director, designated by Cerberus under Stockholders' Agreement.","Bruno is Co-CEO and Senior Managing Director of Cerberus Capital Management (CCM).","Cerberus holds 151,818,680 shares of Albertsons Class A common stock.","Bruno has not been appointed to any board committee."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":175650,"accession_number":"0001646972-25-000016","cik":1646972,"company_name":"Albertsons Companies, Inc.","ticker":"ACI","form_type":"8-K","filed_at":"2025-02-19T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Albertsons prices $600M 6.250% senior notes due 2033 to refinance 7.500% notes due 2026","event_type":"debt","confidence":"high","bullets":["$600M aggregate principal of 6.250% senior notes due 2033 priced at par.","Proceeds, plus cash on hand, to redeem $600M of 7.500% senior notes due March 15, 2026.","Notes issued by ACI, Safeway, New Albertsons L.P., Albertson's LLC, Albertsons Safeway LLC.","Offering expected close on or about March 11, 2025; offered under Rule 144A/Reg S."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}