Albertsons Companies' Topline Outlook Dampened by Macro Landscape, IRA Impact, RBC Capital Says

MT Newswires Live01-09

Albertsons Companies' (ACI) Q3 adjusted earnings before interest, taxes, depreciation, and amortization beat was driven by selling, general, and administrative leverage, but the macroeconomic landscape and the Inflation Reduction Act impact moderated the topline outlook, RBC Capital Markets said in a Wednesday research report.

The company tracked back on its commitment to deliver near-flat unit heading into fiscal 2026, indicating the need for additional price investment. The IRA impact also poses a 125 basis-point headwind in 2026, depending on the number of drugs added to the program, analysts wrote.

For Q4, the company expects a 65 to 70 bps headwind to identical sales due to the IRA impact. The brokerage said it reduced its Q4 ID sales growth guidance to 1.7% from 1.8% earlier. For fiscal 2026, it now expects ID sales growth of 1.6% from 1.8% prior.

The company has considerable margin opportunity from tech investments, expansion of retail media business, capitalizing on national buying power, and improving pharmacy economics, according to the note.

The brokerage said it reiterated its outperform rating on the stock and price target of $21 per share.

Price: 16.42, Change: +0.33, Percent Change: +2.05

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