NYSE$ACI

Albertsons Cos Inc · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Reported solid operating and financial performance driven by investments in the Customers for Life strategy.

Albertsons Companies, Inc. reported a 1.2% increase in net sales to $18.77 billion for the third quarter of fiscal 2024. Identical sales increased by 2.0%, driven by strong pharmacy sales, and digital sales grew by 23%. Net income was $400.6 million, or $0.69 per share, while adjusted net income was $420.3 million, or $0.71 per share.

  • Identical sales increased 2.0%.
  • Digital sales increased 23%.
  • Loyalty members increased 15% to 44.3 million.
  • Net income of $401 million, or $0.69 per share.

Headline financials

Total Revenue

$18.8B

Previous: $18.6B+1.2%
EPS (adj)

$0.71

Previous: $0.62+14.5%
Loyalty Members

44.5M

No prior period
Adjusted EBITDA

$1.07B

No prior period
Capital Expenditures

-$451M

No prior period
Net Income

$401M

Previous: $361M+10.8%
Operating Income

$519M

Previous: $566M-8.4%
Gross Profit

$5.25B

Previous: $5.2B+0.9%
Stock-Based Comp

$23.3M

Previous: $33.4M-30.2%

Revenue & EPS history

Albertsons · Revenue · Quarterly

$18.8B

Q3 2024+1.2%vs Q3 2023
Beat estimate in 12 of 14 quarters(86%)
ActualEstimate

Forward guidance

The Company is providing an updated fiscal 2024 outlook and expects its financial results to be as follows:

Tailwinds

  • Identical sales growth in the range of 1.8% to 2.0% (previously 1.8% to 2.2%)
  • Adjusted EBITDA in the range of $3.95 billion to $3.99 billion (previously $3.90 billion to $3.98 billion)
  • Adjusted net income per Class A common share in the range of $2.25 to $2.31 per share (previously $2.20 to $2.30 per share)
  • Effective income tax rate in the range of 15% to 16% (previously 23%)
  • Capital expenditures in the range of $1.8 billion to $1.9 billion (unchanged)

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 Q3 2024

Historical avgQ3 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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