Albertsons Companies (ACI) Stock Forecast & Price Target

Albertsons Companies has demonstrated a positive growth trajectory, with net sales revenue increasing from $79.71 billion to $81.37 billion, representing a year-over-year growth of 2.08%. The company's second quarter of 2026 showcased a 2% rise in revenue to $18.92 billion, bolstered by sustained demand across its grocery, pharmacy, and digital channels, while comp sales grew 2.2%, reflecting strong performance in non-perishables and pharmacy sectors. Pharmacy sales surged by 19% year-over-year, driven by higher prescription volumes and the integration of health services, positioning Albertsons to leverage its efficient operations and evolving customer engagement strategies for continued revenue growth.

Albertsons Companies has experienced a decline in key financial metrics which contribute to a negative outlook, as evidenced by a gross margin decrease of 61 basis points to 27%, primarily driven by a shift toward lower-margin pharmacy and digital segments. Net Operating Profit After Tax (NOPAT) also saw a year-over-year decline of 3.53%, resulting in a reduction from $1.93 billion to $1.86 billion. Furthermore, the company's Return on Capital (ROC) decreased from 7.78% to 7.35%, alongside a significant drop in Economic Profit (EP) by 29.28% over the last twelve months, reinforcing concerns over its profitability and operational efficiency.