ACIAlbertsons Companies, Inc.
Retail-Grocery Stores
- Revenue
- $83.2B
- 3.5% YoY
- Operating margin
- 0.9%
- 55% YoY
- EBITDA
- $2.6B
- 21% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- 3.1×
- $8.2B net debt
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear11× net incomeCash flow under 80% of net income
- Dilutive SBCClear0% of revenueOver 10% of revenue
- Payouts exceed cash flowClear76% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear4% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $71.9B | $77.6B | $79.2B | $80.4B | $83.2B | 3.5% |
| Operating income | $2.4B | $2.3B | $2.1B | $1.5B | $728M | 53% |
| Net income | $1.6B | $1.5B | $1.3B | $959M | $217M | 77% |
| Operating cash flow | $3.5B | $2.9B | $2.7B | $2.7B | $2.4B | 12% |
| Capex | $1.6B | $2.2B | $2.0B | $1.9B | $1.8B | 4.8% |
| Stock-based comp | $101M | $138M | $105M | $106M | $96M | 10% |
| Buybacks | $0 | $0 | $0 | $83M | $1.5B | 1692% |
| Dividends | $207M | $255M | $276M | $295M | $323M | 9.4% |
Deal filings
None.
13D filers
None on file.
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2026 | — | — | 166 | 166 |
| FY2025 | — | — | 185 | 158 |
| FY2024 | — | — | 188 | 130 |
| FY2023 | — | — | 176 | 90 |
| FY2022 | — | — | 187 | 110 |