What were Albertsons Companies' (NYSE:ACI) net income and earnings per share (EPS) for Q4 2026?

Albertsons reported a net loss of $481 million, or $(0.94) per share, for Q4 2026, primarily due to a $600 million after-tax charge related to its participation in an opioid settlement agreement.

What was Albertsons’ adjusted net income for Q4 2026, excluding non-recurring items?

Excluding the one-time opioid settlement charge and other non-recurring items, Albertsons’ adjusted net income for Q4 2026 was $252 million, or $0.48 per share.

How did Albertsons’ sales perform in Q4 2026?

Albertsons saw a 0.7% increase in identical sales for Q4 2026, driven by a 16% surge in digital sales as the company continued expanding its e-commerce and delivery capabilities.

What was the impact of the opioid settlement on Albertsons' bottom line in Q4 2026?

The opioid settlement had a significant negative impact on Albertsons' bottom line, contributing to a net loss of $481 million for Q4 2026 due to the $600 million after-tax charge related to the settlement.

How did Albertsons’ loyalty program perform in Q4 2026?

Albertsons’ loyalty program showed strong growth, with loyalty members increasing by 12% to reach a record 51.2 million by the end of Q4 2026.

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

Written by Heidi Cuthbert Published Apr. 14 2026Last Updated Apr. 14 2026

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.