earnings
confidence high
sentiment neutral
materiality 0.75
Albertsons Q2 adj. EPS $0.44 vs $0.51 YoY; announces $750M ASR, raises FY25 EPS outlook
Albertsons Companies, Inc.
2025-Q2 EPS reported
$0.71
revenue$43,796,600,000
- 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.