NYSE: ACI
Albertsons Companies, Inc.CIK 0001646972 · SIC 5411 · Grocery Stores
Information concerning directors and certain other corporate governance matters is included under the captions "Proposal 1: Election of Directors" and "Corporate Governance" in the Proxy Statement for our 2026 Annual Meeting of Stockholders, to be filed within 120 days after the end of fiscal 2025,… About this business →
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Latest financial statements
From 10-Q filed Jul 28, 2026 (period ending Jun 20, 2026). SEC XBRL (companyfacts) — not generated by the model.
Consolidated Statements of Operations (Unaudited)
| Description | Q1 ended Jun 20, 2026 | Q3 ended Nov 29, 2025 |
|---|---|---|
| Revenue: | ||
| Total revenue / net sales | 24,942 | 19,124 |
| Cost of revenue / cost of sales | 18,304 | 13,875 |
| Gross profit | 6,638 | 5,249 |
| Operating expenses: | ||
| Selling, general and administrative | 6,379 | 4,760 |
| Depreciation and amortization | 591.0 | |
| Other operating expenses, net | (595.7) | (1.2) |
| Operating income | 263.6 | 489.7 |
| Other income/(expense), net | 16.8 | 4.0 |
| Income before income taxes | 113.7 | 377.7 |
| Income tax expense/(benefit) | 29.0 | 84.4 |
| Net income | 84.7 | 293.3 |
| Basic earnings per share | 0.17 | 0.55 |
| Diluted earnings per share | 0.17 | 0.55 |
Consolidated Balance Sheets (Unaudited)
| Description | Jun 20, 2026 | Feb 28, 2026 |
|---|---|---|
| Current assets: | ||
| Cash and equivalents | 293.4 | 198.6 |
| Inventories | 5,193 | 5,174 |
| Prepaid expenses and other current assets | 368.8 | 410.6 |
| Other current assets | 1,032 | 932.6 |
| Total current assets | 6,887 | 6,716 |
| Operating lease right-of-use assets, net | 6,202 | 6,102 |
| Identifiable intangible assets, net | 2,082 | 2,156 |
| Goodwill | 1,201 | 1,201 |
| Deferred income taxes and other assets | 676.8 | 687.0 |
| Other long-term assets | 9,868 | 9,904 |
| TOTAL ASSETS | 26,917 | 26,766 |
| Current liabilities: | ||
| Current portion of long-term debt | 746.1 | 534.0 |
| Accounts payable | 4,087 | 4,021 |
| Current portion of operating lease liabilities | 739.8 | 736.7 |
| Accrued liabilities | 1,414 | 1,184 |
| Other current liabilities | 1,188 | 1,348 |
| Total current liabilities | 8,175 | 7,824 |
| Long-term debt | 8,417 | 8,413 |
| Operating lease liabilities | 5,798 | 5,614 |
| Deferred income taxes and other liabilities | 628.8 | 630.6 |
| Shareholders' equity: | ||
| Capital in excess of stated value | 2,225 | 2,219 |
| Accumulated other comprehensive income (loss) | 81.5 | 83.2 |
| Retained earnings (deficit) | 1,377 | 1,378 |
| Treasury stock | 2,077 | 1,850 |
| Total shareholders' equity | 1,613 | 1,836 |
| TOTAL LIABILITIES AND SHAREHOLDERS' EQUITY | 26,917 | 26,766 |
Consolidated Statements of Cash Flows (Unaudited)
| Description | Q1 ended Jun 20, 2026 | Nine months ended Nov 29, 2025 |
|---|---|---|
| Operating Activities: | ||
| Net cash from operating activities | 728.9 | 1,650 |
| Investing Activities: | ||
| Net cash from investing activities | (507.7) | (1,285) |
| Financing Activities: | ||
| Net cash from financing activities | (129.2) | (461.2) |
| Net increase/(decrease) in cash | 92.0 | (97.0) |
Amounts in millions USD; EPS as reported. Line labels are presentation-friendly mappings of filer XBRL tags — not a re-audit of the full statements. Use EDGAR for interactive notes and detail. Interactive statements & notes on EDGAR ↗
About Albertsons Companies, Inc.
Source: Item 1 (Business) from the 10-K filed April 27, 2026. Description as filed by the company with the SEC.
Item 1. Business" herein.
Information concerning directors and certain other corporate governance matters is included under the captions "Proposal 1: Election of Directors" and "Corporate Governance" in the Proxy Statement for our 2026 Annual Meeting of Stockholders, to be filed within 120 days after the end of fiscal 2025, and that information is incorporated by reference herein.
We have adopted a code of business conduct and ethics that applies to all of our employees, officers and directors, including those officers responsible for financial reporting. We have made a current copy of the code available on our website, www.Albertsonscompanies.com and the code is also available to any stockholder who requests a copy. In addition, we intend to post on our website all disclosures that are required by law or NYSE listing standards concerning any amendments to, or waivers from, any provision of the code.
Item 11 - Executive Compensation
Information required by this Item is included under the captions "Compensation Discussion and Analysis," "Director Compensation," "Compensation Committee Interlocks and Insider Participation" and "Compensation Committee Report" in the Proxy Statement for our 2026 Annual Meeting of Stockholders, to be filed within 120 days after the end of fiscal 2025, and that information is incorporated by reference herein.
Item 12 - Security Ownership of Certain Beneficial Owners and Management, and Related Member Matters
Information required by this Item is included under the captions "Security Ownership of Certain Beneficial Owners and Management" and "Equity Compensation Plan Information" in the Proxy Statement for our 2026 Annual Meeting of Stockholders, to be filed within 120 days after the end of fiscal 2025, and that information is incorporated by reference herein.
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Item 13 - Certain Relationships and Related Transactions, and Director Independence
Information required by this Item is included under the captions "Certain Relationships and Related Party Transactions" and "Corporate Governance" in the Proxy Statement for our 2026 Annual Meeting of Stockholders, to be filed within 120 days after the end of fiscal 2025, and that information is incorporated by reference herein.
Item 14 - Principal Accountant Fees and Services
Information required by this Item is included under the caption "Proposal 2: Ratification of the Appointment of the Independent Registered Public Accounting Firm" in the Proxy Statement for our 2026 Annual Meeting of Stockholders, to be filed within 120 days after the end of fiscal 2025, and that information is incorporated by reference herein.
PART IV
Item 15 - Exhibits, Financial Statement Schedules
Page
(a)1. Financial Statements:
Report of Independent Registered Public Accounting Firm (PCAOB ID No. 34)
49
Consolidated Balance Sheets as of February 28, 2026 and February 22, 2025
53
Consolidated Statements of Operations and Comprehensive Income for the years ended February 28, 2026, February 22, 2025 and February 24, 2024
54
Consolidated Statements of Cash Flows for the years ended February 28, 2026, February 22, 2025 and February 24, 2024
55
Consolidated Statements of Stockholders' Equity for the years ended February 28, 2026, February 22, 2025 and February 24, 2024
57
Notes to Consolidated Financial Statements
58
(a)2. Financial Statement Schedules:
There are no Financial Statement Schedules included in this filing for the reason that they are not applicable or are not required or the information is included elsewhere in this Form 10-K.
(a)3.&(b) Exhibits:
Exhibit No. Description
2.1
Agreement and Plan of Merger, dated as of October 13, 2022, by and among Albertsons Companies Inc., the Kroger Co. and Kettle Merger Sub, Inc. (incorporated by reference to Exhibit 2.1 to the Company's Current Report on Form 8-K filed with the SEC on October 14, 2022)
3.1
Amended and Restated Certificate of Incorporation of Albertsons Companies, Inc. (incorporated by reference to Exhibit 3.1 to the Company's Current Report on Form 8-K filed with the SEC on June 9, 2020)
3.1.1
Certificate of Amendment to the Amended and Restated Certificate of Incorporation of Albertsons Companies, Inc. (incorporated by reference to Exhibit 3.1.1 to the Company's Registration Statement on Form S-1 filed with the SEC on June 18, 2020)
3.1.2
Certificate of Amendment to the Amended and Restated Certificate of Incorporation of Albertsons Companies, Inc. (incorporated by reference to Exhibit 3.1 to the Company's Quarterly Report on Form 10-Q filed with the SEC on October 20, 2021)
3.2
Amended and Restated Bylaws of Albertsons Companies, Inc. (incorporated by reference to Exhibit 3.3 to the Company's Current Report on Form 8-K filed with the SEC on June 30, 2020)
4.1
Stockholders' Agreement by and among Albertsons Companies, Inc. and holders of stock of Albertsons Companies, Inc. signatory thereto (incorporated by reference to Exhibit 4.1 to the Company's Current Report on Form 8-K filed with the SEC on June 30, 2020)
4.2
Registration Rights Agreement by and among Albertsons Companies, Inc. and the other parties thereto (incorporated by reference to Exhibit 4.1 to the Company's Current Report on Form 8-K filed with the SEC on June 9, 2020)
4.2.1
Amendment No. 1, dated as of December 9, 2021, to the Registration Rights Agreement by and among Albertsons Companies, Inc. and the investors party thereto, dated June 9th 2020 (incorporated by reference to Exhibit 4.1 to the Company's Quarterly Report on Form 10-Q filed with the SEC on January 12, 2022)
4.3
Indenture, dated September 10, 1997, between Safeway Inc., and the Bank of New York, as trustee (incorporated by reference to Exhibit 4.1 to the Albertsons Companies, LLC's Registration Statement on Form S-4 filed with the SEC on May 19, 2017)
4.4
Form of Officers' Certificate establishing the terms of Safeway Inc.'s 7.45% Senior Debentures due 2027, including the form of Notes (incorporated by reference to Exhibit 4.6 to the Albertsons Companies, LLC's Registration Statement on Form S-4 filed with the SEC on May 19, 2017)
4.5
Form of Officers' Certificate establishing the terms of Safeway Inc.'s 7.25% Debentures due 2031, including the form of Notes (incorporated by reference to Exhibit 4.7 to the Albertsons Companies, LLC's Registration Statement on Form S-4 filed with the SEC on May 19, 2017)
Exhibit No. Description
4.6
Indenture, dated May 1, 1992, between New Albertson's, Inc. (as successor to Albertson's, Inc.) and U.S. Bank Trust National Association (as successor to Morgan Guaranty Trust Company of New York), as trustee (as supplemented by Supplemental Indenture No. 1, dated as of May 7, 2004; Supplemental Indenture No. 2, dated as of June 1, 2006; Supplemental Indenture No. 3, dated as of December 29, 2008 and Supplemental Indenture No. 4, dated as of December 3, 2017) (incorporated by reference to Exhibit 4.10 to the Company's Registration Statement on Form S-4 filed with the SEC on April 6, 2018)
4.7
Indenture, dated May 1, 1995, between American Stores Company, LLC and Wells Fargo Bank, National Association (as successor to The First National bank of Chicago), as trustee (as further supplemented) (incorporated by reference to Exhibit 4.11 to the Albertsons Companies, LLC's Registration Statement on Form S-4 filed with the SEC on May 19, 2017)
4.8
Indenture, dated as of February 5, 2020, by and among Albertsons Companies Inc., Safeway Inc., New Albertsons, L.P., Albertson's LLC, the guarantors party thereto from time to time, and Wilmington Trust, National Association, as Trustee, with respect to the 4.875% Senior Notes due 2030 (incorporated by reference to Exhibit 4.3 to the Company's Current Report on Form 8-K filed with the SEC on February 5, 2020)
4.8.1
First Supplemental Indenture, dated as of June 9, 2020, by and among Albertsons Companies, Inc., Safeway Inc., New Albertsons, L.P., Albertson's LLC, the guarantors party thereto from time to time, and Wilmington Trust, National Association, as trustee with respect to the 4.875% Senior Notes due 2030 (incorporated by reference to Exhibit 4.17.1 to the Company's Registration Statement on Form S-1 filed with the SEC on June 10, 2020)
4.9
Indenture, dated as of August 31, 2020, by and among Albertsons Companies, Inc., Safeway Inc., New Albertsons L.P., Albertson's LLC, the guarantors party thereto from time to time, and Wilmington Trust, National Association, as Trustee, with respect to the 3.500% Senior Notes due 2029 (incorporated by reference to Exhibit 4.2 to the Company's Current Report on Form 8-K filed with the SEC on August 31, 2020)
4.10
Indenture, dated as of February 13, 2023, by and among Albertsons Companies, Inc., Safeway Inc., New Albertsons L.P., Albertson's LLC, the guarantors party thereto from time to time, and Wilmington Trust, National Association, as Trustee, with respect to the 6.500% Senior Notes, due 2028 (Incorporated by reference to Exhibit 4.1 to the Company's Current Report on Form 8-K filed with the SEC on February 14, 2023)
4.11
Indenture, dated as of March 11, 2025, by and among Albertsons Companies, Inc., Safeway Inc., New Albertsons L.P., Albertson's LLC, Albertsons Safeway LLC, the guarantors party thereto from time to time, and Wilmington Trust, National Association, as Trustee, with respect to the 6.250% Senior Notes due 2033 (Incorporated by reference to Exhibit 4.1 to the Company's Current Report on Form 8-K filed with the SEC on March 11, 2025)
4.12
Indenture, dated as of November 10, 2025, by and among Albertsons Companies, Inc., Safeway Inc., New Albertsons L.P., Albertson's LLC, Albertsons Safeway LLC, the guarantors party thereto from time to time, and Wilmington Trust, National Association, as Trustee, with respect to the 5.500% Senior Notes due 2031 and the 5.750% Senior Notes due 2034 (incorporated by reference to Exhibit 4.1 to the Company's Current Report on Form 8-K filed with the SEC on November 10, 2025)
4.13
Indenture, dated as of February 2, 2026, by and among Albertsons Companies, Inc., Safeway Inc., New Albertsons L.P., Albertson's LLC, Albertsons Safeway LLC, the guarantors party thereto from time to time, and Wilmington Trust, National Association, as Trustee, with respect to the 5.625% Senior Notes due 2032 (incorporated by reference to Exhibit 4.1 to the Company's Current Report on Form 8-K filed with the SEC on February 2, 2026)
10.1
Third Amended and Restated Asset-Based Revolving Credit Agreement, dated as of November 16, 2018, among Albertsons Companies, Inc., as lead borrower, the subsidiary borrowers and guarantors from time to time party thereto, the lenders from time to time party thereto and Bank of America, N.A. as administrative and collateral agent (incorporated by reference to Exhibit 10.2 to the Company's Current Report on Form 8-K filed with the SEC on November 16, 2018)
10.1.1
Amendment No. 1, dated as of May 20, 2020, to the Third Amended and Restated Asset-Based Revolving Credit Agreement, dated as of November 16, 2018, among Albertsons Companies, Inc., as lead borrower, the subsidiary borrowers and guarantors from time to time party thereto and Bank of America, N.A. as administrative and collateral agent (incorporated by reference to Exhibit 10.3 to the Company's Current Report on Form 8-K filed with the SEC on May 27, 2020)
10.1.2
Fourth Amended and Restated Asset-Based Revolving Credit Agreement, dated as of December 20, 2021, by and among Albertsons Companies, Inc. certain of its subsidiaries signatory thereto, the lenders from time to time party thereto and Bank of America, N.A., as administrative agent and collateral agent (incorporated by reference to Exhibit 10.1 to the Company's Current Report on Form 8-K filed with the SEC on December 23, 2021)
10.1.3
Fifth Amended and Restated Asset-Based Revolving Credit Agreement, dated as of August 27, 2025, by and among Albertsons Companies, Inc., certain of its subsidiaries signatory thereto, the lenders from time to time party thereto and Bank of America, N.A., as administrative agent and collateral agent (incorporated by reference to Exhibit 10.1 to the Company's Current Report on Form 8-K filed with the SEC on August 27, 2025)
Exhibit No. Description
10.2†
Employment Agreement, dated August 4, 2021, between Albertsons Companies, Inc. and Sharon McCollam (incorporated by reference to Exhibit 10.1 to the Company's Current Report on Form 8-K filed with the SEC on August 11, 2021)
10.3†*
Non-employee director compensation policy
10.4
Form of Indemnification Agreement (incorporated by reference to Exhibit 10.22 to the Company's Registration Statement on Form S-1 filed with the SEC on March 6, 2020)
10.5†
Albertsons Companies, Inc. 2020 Omnibus Incentive Plan (incorporated by reference to Exhibit 10.23 to Amendment No. 3 to the Company's Registration Statement on Form S-1 filed with the SEC on June 18, 2020)
10.6†
Albertsons Companies, Inc. Restricted Stock Unit Plan (incorporated by reference to Exhibit 10.24 to Amendment No. 2 to the Company's Registration Statement on Form S-1 filed with the SEC on June 10, 2020)
10.7†
Form of performance-based restricted stock unit agreement (fiscal 2023 award cycle) (incorporated by reference to Exhibit 10.36 to the Company's Annual Report on Form 10-K filed with the SEC on April 25, 2023)
10.8†
Form of time-based restricted stock unit agreement (fiscal 2023 award cycle) (incorporated by reference to Exhibit 10.37 to the Company's Annual Report on Form 10-K filed with the SEC on April 25, 2023)
10.9†
Form of Special Retention Incentive Agreement (incorporated by reference to Exhibit 10.1 to the Company’s Current Report on Form 8-K filed with the SEC on March 7, 2023)
10.10†
Form of time-based restricted stock unit agreement (grant date anniversary vest) (incorporated by reference to Exhibit 10.38 to the Company's Annual Report on Form 10-K filed with the SEC on April 25, 2023)
10.11†
Form of time-based restricted stock unit agreement (board of directors) (incorporated by reference to Exhibit 10.39 to the Company's Annual Report on Form 10-K filed with the SEC on April 25, 2023)
10.12†
Form of time-based restricted stock unit agreement (fiscal 2024 award cycle) (incorporated by reference to Exhibit 10.18 to the Company's Annual Report on Form 10-K filed with the SEC on April 22, 2024)
10.13†
Form of performance-based restricted stock unit agreement (fiscal 2024 award cycle) (incorporated by reference to Exhibit 10.19 to the Company's Annual Report on Form 10-K filed with the SEC on April 22, 2024)
10.14†
Form of performance-based restricted stock unit agreement (fiscal 2025 award cycle) (incorporated by reference to Exhibit 10.18 to the Company's Annual Report on Form 10-K filed with the SEC on April 21, 2025)
10.15†
Amended Employment Agreement, dated May 1, 2025, between Albertsons Companies, Inc. and Susan Morris (incorporated by reference to Exhibit 10.19 to the Company's Annual Report on Form 10-K filed with the SEC on April 21, 2025)
10.16†
Form of special retention stock agreement (incorporated by reference to Exhibit 10.1 to the Company's Quarterly Report on Form 10-Q filed with the SEC on July 22, 2025)
10.17
Master Confirmation - Accelerated Share Repurchase Agreement, between the Company and JPMorgan Chase, National Association dated October 14, 2025 (incorporated by reference to Exhibit 10.1 to the Company's Current Report on Form 8-K filed with the SEC on October 15, 2025)
19.1
Insider Trading Policies and Procedures (incorporated by reference to Exhibit 19.1 to the Company's Annual Report on Form 10-K filed with the SEC on April 21, 2025)
21.1*
Schedule of Subsidiaries of Albertsons Companies, Inc.
23.1*
Consent of Deloitte and Touche LLP
31.1*
Certification of the Principal Executive Officer pursuant to Section 302 of the Sarbanes-Oxley Act of 2002
31.2*
Certification of the Principal Financial Officer pursuant to Section 302 of the Sarbanes-Oxley Act of 2002
32.1**
Certification of the Principal Executive Officer and the Principal Financial Officer pursuant to Section 906 of the Sarbanes-Oxley Act of 2002
97.1
Albertsons Companies, Inc. Restatement Clawback Policy (incorporated by reference to Exhibit 97.1 to the Company's Annual Report on Form 10-K filed with the SEC on April 22, 2024)
101.INS Inline XBRL Instance Document
101.SCH Inline XBRL Taxonomy Extension Schema Document
101.CAL Inline XBRL Taxonomy Extension Calculation Linkbase Document
101.DEF Inline XBRL Taxonomy Extension Definition Linkbase Document
101.LAB Inline XBRL Taxonomy Extension Label Linkbase Document
101.PRE Inline XBRL Taxonomy Extension Presentation Linkbase Document
104 The cover page Interactive Data File (formatted as Inline XBRL and contained in Exhibit 101)
*Filed herewith.
** Furnished herewith.
† Constitutes a compensatory plan or arrangement required to be filed with this Form 10-K.
Item 16 - Form 10-K Summary
None.
SIGNATURES
Pursuant to the requirements of Section 13 or 15(d) of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.
Albertsons Companies, Inc.
Date: April 27, 2026 By: /s/ Susan Morris
Susan Morris
Chief Executive Officer and Director
(Principal Executive Officer)
Pursuant to the requirements of the Securities Exchange Act of 1934, this report has been signed below by the following persons on behalf of the registrant in the capacities and on the dates indicated.
Signature Title Date
/s/ Susan Morris Chief Executive Officer and Director April 27, 2026
Susan Morris (Principal Executive Officer)
/s/ Sharon McCollam President and Chief Financial Officer April 27, 2026
Sharon McCollam (Principal Financial Officer)
/s/ Robert B. Larson Senior Vice President and Chief Accounting Officer April 27, 2026
Robert B. Larson (Principal Accounting Officer)
/s/ Kim Fennebresque Chairman April 27, 2026
Kim Fennebresque
/s/ Sharon L. Allen Director April 27, 2026
Sharon L. Allen
/s/ Frank Bruno Director April 27, 2026
Frank Bruno
/s/ Sarah Mensah Director April 27, 2026
Sarah Mensah
/s/ Brian Rice Director April 27, 2026
Brian Rice
/s/ Alan H. Schumacher Director April 27, 2026
Alan H. Schumacher
Signature Title Date
/s/ B. Kevin Turner Director April 27, 2026
B. Kevin Turner
/s/ Mary Beth West Director April 27, 2026
Mary Beth West
/s/ Scott Wille Director April 27, 2026
Scott Wille
/s/ David Zinsner Director April 27, 2026
David Zinsner
107