Albertsons (ACI) Q3 2025 Earnings Call Transcript

Motley Fool Transcribing, The Motley Fool

Wed, January 7, 2026 astatine 9:04 AM CST 48 min read

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Wednesday, January 7, 2026 astatine 8:30 a.m. ET

• Interim Chief Executive Officer — Susan Morris

• President and Chief Financial Officer — Sharon McCollam

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Susan Morris: Thanks, Cody. Good morning, everyone, and blessed New Year. This 4th marked the archetypal since we declared a caller time astatine Albertsons. And we delivered. We drove bold decisions successful our Tech and AI transformation, purposeful investments to fortify our lawsuit worth proposition, and accelerated execution successful integer and pharmacy. In the look of a authorities shutdown, drawback delays, and a challenging user backdrop, our squad executed with subject and urgency. Identical income grew 2.4%, integer income roseate 21%, and adjusted EBITDA was $1.039 billion. These results underscore the resilience of our exemplary anchored by much than 2,240 vicinity stores.

Our proximity, heavy caller expertise, and trusted portfolio of brands springiness america a wide vantage successful serving much than 49 cardinal loyal customers and advancing our customers for beingness strategy. We're gathering a structurally advantaged Albertsons. One that wins successful immoderate environment. And yet our existent valuation does not bespeak the advancement that we've made oregon the semipermanent net powerfulness we're creating. This disconnect lone sharpens our resoluteness to execute faster, standard our transformation, and present the show that yet commands the worth this institution deserves. Our ngo is clear, increasing customers for beingness by leveraging our strengths, sharpening our competitory edge, and delivering accordant worth for customers each portion driving sustainable semipermanent worth for our shareholders.

During the quarter, execution was beardown and we delivered meaningful efficiencies done intentional and methodical outgo control. Importantly, year-over-year portion trends improved sequentially versus the 2nd quarter, reflecting the interaction of our surgical terms investments and reinforcing the effectiveness of our broader strategy. I'm highly arrogant of however our squad is executing. Also during the quarter, we proceed to beforehand our strategical priorities with intent and condemnation to presumption america for profitable maturation arsenic we participate 2026. These priorities see modernizing capabilities done technology, scaling integer engagement and monetizing our media collective, enhancing our lawsuit worth proposition, and unlocking structural productivity gain.

Susan Morris: As we look forward, 1 of the astir breathtaking drivers of our translation and a cardinal root of semipermanent competitory vantage is technology. Our precocious unreality information infrastructure provides the instauration for scaling AI solutions and concern processes crossed the enterprise. Additionally, we're enhancing our agility and velocity to marketplace with our planetary capableness halfway successful Bengaluru. We're not conscionable adopting AI. We're moving to standard it crossed the endeavor to fundamentally alteration however we run and however customers acquisition Albertsons. This is not incremental. It's designed to beryllium a measurement alteration successful speed, intelligence, and personalization. Our teams are energized, and our instauration is strong. Our strategical priorities are clear.