NYSE$ACI

Albertsons Cos Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Reported strong growth in digital sales and pharmacy operations, driven by investments in the Customers for Life strategy.

Albertsons Companies, Inc. reported second quarter fiscal 2024 results with a net sales and other revenue of $18.6 billion, a 2.5% increase in identical sales, and a 24% increase in digital sales. Net income was $146 million, or $0.25 per share, and adjusted net income was $301 million, or $0.51 per share.

  • Identical sales increased 2.5%.
  • Digital sales increased 24%.
  • Loyalty members increased 15% to 43.0 million.
  • Net income of $146 million, or $0.25 per share.

Headline financials

Total Revenue

$18.6B

Previous: $18.3B+1.4%
EPS (adj)

$0.51

Previous: $0.63-19.0%
Capital Expenditures

-$409M

No prior period
Free Cash Flow

$146M

Previous: $267M-45.5%
Net Income

$146M

Previous: $267M-45.5%
Operating Income

$292M

Previous: $454M-35.7%
Gross Profit

$5.12B

Previous: $5.04B+1.6%
Cash & Equivalents

$280M

Previous: $266M+5.2%
Total Assets

$26.5B

Previous: $26.3B+0.8%
R&D Expense

$0.00

No prior period
Stock-Based Comp

$25.3M

Previous: $27.9M-9.3%

Revenue & EPS history

Albertsons · Revenue · Quarterly

$18.6B

Q2 2024+1.4%vs Q2 2023
Beat estimate in 12 of 14 quarters(86%)
ActualEstimate

Forward guidance

As we look ahead to the balance of fiscal 2024, we expect to see continuing headwinds related to investments in associate wages and benefits, an increasing mix of our pharmacy and digital businesses which carry lower margins, and an increasingly competitive backdrop. We expect these headwinds to be partially offset by ongoing and new productivity initiatives.

Tailwinds

  • Ongoing productivity initiatives
  • New productivity initiatives

Headwinds

  • Continuing headwinds related to investments in associate wages and benefits
  • An increasing mix of our pharmacy and digital businesses which carry lower margins
  • An increasingly competitive backdrop

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q2 2024

Historical avgQ2 2024

-0.4%

Avg return

Earnings day

+0.4%

Avg return

5 days after

+1.1%

Avg return

30 days after

54%

13 / 24 earnings

Positive

+13.7%

Q2 2026

Best reaction

-7.6%

Q4 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2025+0.3%-1.3%
Q3 2026-6.0%+0.6%+5.7%
Q2 2026+13.7%+16.5%+6.0%
Q1 2025-0.1%-0.4%-2.2%
Q4 2024-7.6%+0.6%+1.5%
Q3 2024+1.2%+4.8%+5.9%
Q2 2024+0.3%+4.1%+4.6%
Q1 2024+1.3%+2.6%+4.1%
Q4 2023-0.1%-1.1%+1.3%
Q3 2023+0.3%-1.2%-7.1%
Q2 2023+0.2%-1.0%-6.8%
Q1 2023-1.8%-1.8%+0.2%
Q4 2022-2.7%-2.5%-4.0%
Q3 2022+2.3%+2.0%+1.1%
Q2 2022+2.9%-20.2%-22.0%
Q1 2022+0.7%+1.6%+7.6%
Q4 2021-4.6%-6.8%-13.8%
Q3 2021-7.1%-3.0%-10.5%
Q2 2021-0.9%+7.9%+19.4%
Q1 2021+4.2%+12.9%+37.0%
Q4 2020-5.6%-3.2%-2.0%
Q3 2020+2.2%+3.2%-0.8%
Q2 2020+4.2%+3.1%+9.5%
Q1 2020-6.3%-7.8%-8.8%
Q3 2019
Q2 2019
Q1 2019
Q4 2019
Q3 2018
Q2 2018
Q1 2018
Q4 2018
Q3 2017
Q2 2017
Q1 2017
Q4 2016
Q3 2016
Q2 2016
Q1 2016
Q4 2015
Q3 2015
Q2 2015
Q1 2015
Q4 2014
Q3 2014
Q2 2014
Q1 2014
Q4 2013
Q3 2013
Q2 2013
Q1 2013
Q4 2012
Q3 2012
Q2 2012
Q1 2012

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