Albertsons: Private Labels And Data Drive The Long-Term Edge Despite Opioid Headwinds

Albertsons Companies is rated Buy, supported by robust cash flow, digital/pharma expansion, and significant cost-saving initiatives amid a challenging environment. ACI trades at an attractive valuation, with intrinsic value estimated well above current levels, implying significant levels of risk already priced in. FY26 guidance includes 0–1% identical sales growth and $3.85–$3.925 billion Adj. EBITDA and elevated CAPEX to drive digital and supply chain automation.