Albertsons Companies Inc (NYSE: ACI) is a food and drug retail company that operates full-service supermarkets across the United States. Revenue comes primarily from in-store grocery and pharmacy sales, supplemented by a private-label portfolio, fuel center operations, and a retail media business. The company operates delivery services in more than 2,200 stores and Drive Up & Go curbside pickup in more than 2,100 stores as of the 10-K filed April 27, 2026. Own Brands, which includes Signature SELECT, O Organics, Open Nature, and roughly a dozen other registered trademarks, generated $16.9 billion in retail sales in fiscal 2025. Capital expenditures in fiscal 2025 were $1,833.6 million, covering 94 store remodels, nine new store openings, and digital and technology investment. The company also runs Albertsons Media Collective, a retail media platform that sells targeted advertising to vendor partners using first-party loyalty and transaction data. CEO is Susan Morris; Sharon McCollam serves as President and CFO, per the April 27, 2026 filing.

Revenue model

Transactional retail sales across in-store and digital channels, supplemented by private-label product margins, fuel center sales at 405 locations, pharmacy sales, and advertising revenue from the Albertsons Media Collective retail media platform. Loyalty program data supports personalized promotions and targeted vendor marketing.

Products and services

Full-service supermarkets offering grocery, pharmacy, and fuel. Own Brands private-label portfolio of more than 14,000 unique items including Signature SELECT, O Organics, Open Nature, Signature Café, Lucerne, Waterfront BISTRO, Primo Taglio, Signature Care, Signature Reserve, and Value Corner. Home delivery and Drive Up & Go curbside pickup. Retail media advertising via Albertsons Media Collective. Food manufacturing across 19 company-owned plants as of February 28, 2026, including milk, soft drink, bakery, ice cream, grocery/prepared food, ice, and soup facilities.

Customers and end markets

Retail grocery consumers shopping in-store and online. Pharmacy customers. Vendor partners purchasing advertising through the Media Collective. End markets are everyday household consumables, fresh food, health and wellness, and fuel.

Value-chain role

Vertically integrated grocery retailer. Manufactures approximately 9.9% of Own Brands units by volume in company-owned facilities (fiscal 2025) and sources the remainder from third parties. Operates its own distribution and store-based fulfillment network supporting both in-store and eCommerce orders. Partners with Instacart, DoorDash, and Uber for third-party delivery fulfillment.

Geographic exposure

United States. Stores described as operating in premier locations with leading market share in specific geographies. Specific state or regional breakdown not disclosed in the filing excerpts provided.

Competitors

Supercenters, Club stores, Dollar and discount stores, Grocery outlets, Online retailers and distributors, Specialty and niche supermarkets, Limited assortment stores, Drug stores, General merchandisers, Wholesale stores, Convenience stores, Natural food stores, Restaurants and home delivery and meal solution companies

Source: SEC 10-K, filed 2026-04-27

Industry: Retail-Grocery Stores Peers: Blue Apron Holdings, Inc. Caseys General Stores Inc Grocery Outlet Holding Corp. Ingles Markets Inc Kroger Co Natural Grocers by Vitamin Cottage Inc Sprouts Farmers Market Inc Village Super Market Inc Weis Markets Inc