ACI · Albertsons Q1 FY2027 earnings call record财报电话会记录

“While it's weighing on near-term earnings, it is targeted to improve traffic, units, loyalty, and the overall trajectory of the business over time.”

“In the regions, we'll sharpen accountability and strengthen execution in the areas that matter most to our customers: fresh, service, store standards, local merchandising, and community connection.”

“Ultimately, this creates meaningful operating leverage and additional capacity to invest where it matters most, delivering greater value, stronger fresh execution, and more personalized experiences, and driving continued innovation for our customers.”

“In the first quarter, identical sales decreased 0.8%, reflecting both ongoing declines in industry units and the macro pressures we have discussed.”

“In addition, reported results were pressured by approximately 100 basis points from the impact of the Inflation Reduction Act and 50 basis points from egg deflation.”

“Excluding these headwinds, identical sales increased approximately 0.7%, driven by continued strength in pharmacy scripts and digital growth.”

“We returned more than $300 million to shareholders, including approximately $225 million of share repurchases under our existing $2 billion authorization and $84 million in dividends.”

“Identical sales are now expected to be in the range of -0.5% to -1.5% or 0% to 1%, excluding the 150 basis point expected full-year headwind from the pharmacy IRA.”

“Adjusted EPS is now expected to be in the range of $1.75-$1.85 per share, including approximately $600 million of share repurchases during fiscal 2026, consistent with our capital allocation priorities.”

“Through the ACI Edge, we're simplifying our operating model, moving from 11 divisions to four regions, and centralizing Center Store merchandising, actions designed to make us faster, more focused, and more effective in serving customers and creating shareholder value.”

“It's very targeted market-specific investments in the areas where we believe customers are making purchase decisions.”

“What we are seeing is, again, the most pressure coming from our lowest income customers.”