Albertsons Digital sales surge 16% as opioid settlement leads to Q4 net loss

Albertsons Companies (NYSE:ACI) reported its fourth-quarter and full-year fiscal 2025 results on Tuesday, April 14, 2026.

While the grocer saw continued momentum in its digital and loyalty segments, the bottom line was heavily impacted by a significant one-time charge related to a nationwide opioid settlement framework.

For the fourth quarter ended February 28, 2026, Albertsons reported a net loss of $481 million, or $(0.94) per share.

This loss was primarily driven by a $600 million after-tax charge related to the company’s participation in an opioid settlement agreement.

Excluding this and other non-recurring items, the company’s adjusted net income stood at $252 million, or $0.48 per share.

Despite the impact of the legal settlement on net income, operational metrics remained positive.

Identical sales increased 0.7%, underpinned by a 16% surge in digital sales as the company continues to expand its e-commerce and delivery capabilities.

Meanwhile, the company’s "Customers for Life" strategy also showed strength, with loyalty members growing 12% to reach a record 51.2 million.

Adjusted EBITDA for the quarter was $903 million, reflecting the company's ability to manage margins amid a competitive retail environment.

For the full fiscal year, which included an extra 53rd week, Albertsons benefited from sustained consumer demand for fresh food and private-label products, though inflation-driven shifts in consumer spending remain a factor in the broader grocery landscape.