Highest-materiality recent filing
Albertsons Q4 adj EPS $0.48 (+4% YoY); opioid charge $774M; dividend +13%; buyback to $2B
Q4 adj net income $252M ($0.48) vs $269.5M ($0.46) prior year; adj EBITDA $903M.
Albertsons appoints McDonald's CIO Brian Rice to board, expanding to 11 directors
Brian Rice appointed to Albertsons board effective Feb. 25, 2026; board expands from 10 to 11 members.
Albertsons issues $2.1B in senior notes to refinance 2027 and 2028 maturities
Issued $1,200M of 5.625% senior notes due 2032 and $900M of 5.750% senior notes due 2034.
Albertsons prices $2.1B senior notes offering to refinance 2027/2028 notes
Upsized offering: $1.2B of 5.625% senior notes due 2032 and $900M of 5.750% 2034 notes.
Albertsons Q3: adj EPS $0.72, identical sales +2.4%, digital +21%, 2025 guidance narrowed
Net income $293M ($0.55/share); adjusted net income $390M ($0.72/share).
Albertsons director Lisa Gray resigns; Cerberus designates Scott Wille as replacement
Lisa Gray resigned from Albertsons Board on Nov 12, 2025, with no disagreement cited.
Albertsons issues $1.5B of new senior notes to refinance 2026 notes and repay ABL
$700M 5.500% notes due 2031 and $800M 5.750% notes due 2034 issued.
Albertsons prices $1.5B senior notes offering; will redeem $750M 2026 notes
Albertsons upsized offering to $700M of 5.500% notes due 2031 and $800M of 5.750% notes due 2034.
Albertsons enters $750M accelerated share repurchase; buyback program expanded to $2.75B
Company pays $750M to JPMorgan on Oct 15, 2025; expects initial delivery of ~80% of shares underlying ASR.
Albertsons Q2 adj. EPS $0.44 vs $0.51 YoY; announces $750M ASR, raises FY25 EPS outlook
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).
Albertsons appoints Intel CFO David Zinsner to board; Kim Fennebresque named Chair
Jim Donald retired as Board Chair and director effective Sept 15, 2025; retirement not due to any disagreement.
Albertsons refinances $4.0B ABL revolver, extends maturity to 2030
New $4.0B senior secured ABL facility replaces prior 2021 agreement; matures August 27, 2030.
All 11 director nominees elected; Susan Morris received highest 'for' votes at 470.3M.
Albertsons Q1 net income $236M ($0.41/sh); raises identical sales guidance to 2.0-2.75%
Net sales $24.88B (+2.5% YoY); identical sales +2.8%; digital sales +25%.
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%.
Albertsons issues $600M of 6.250% senior notes due 2033 to refinance 7.500% notes due 2026
Aggregate principal $600M, interest 6.250% paid semi-annually, maturity March 15, 2033.
Albertsons CEO Vivek Sankaran to retire May 1; COO Susan Morris appointed successor
CEO Vivek Sankaran to retire effective May 1, 2025, as part of planned succession; no disagreement with company.
Albertsons board seat shifts: Feinberg out, Cerberus' Bruno in
Stephen Feinberg resigned from Albertsons board on Feb 21, 2025; no disagreement cited.
Albertsons prices $600M 6.250% senior notes due 2033 to refinance 7.500% notes due 2026
$600M aggregate principal of 6.250% senior notes due 2033 priced at par.
Effective February 21, 2025, Frank Bruno was appointed as a member of the Board for the term expiring at the Company's 2025 annual meeting of stockholders or until his successor is duly elected and qualified.
On February 21, 2025, Stephen Feinberg resigned from the Board of Directors (the "Board") of Albertsons Companies, Inc. (the "Company").
Max materiality 0.75 · Median 0.55 · Most common event debt