Albertsons Reports Q4 Loss of $480.8m After $773.8m Opioid Charge, Sales Up 7.7%
Albertsons posted a fourth-quarter operating loss of $506.7m and net loss of $480.8m after a $773.8m opioid settlement charge, while Q4 net sales grew 7.7% to $20.25bn and full-year revenue reached $83.17bn. For FY26, it forecasts flat to 1% identical sales growth and $3.85–$3.92bn adjusted EBITDA.
1. Fourth-Quarter Financial Results
Albertsons posted Q4 net sales of $20.25bn, up 7.7% year over year, but recorded an operating loss of $506.7m and a net loss of $480.8m versus net income of $171.8m a year earlier.
2. Opioid Settlement Charge
The company booked a $773.8m charge (or $599.8m after tax) under an opioid settlement framework intended to resolve claims over pharmacy practices, which drove the swing from income to loss.
3. Full-Year Performance and Operations
For fiscal 2025, Albertsons reported full-year revenue of $83.17bn (up 3.5%), operating income of $727.6m (down 52.9%) and net income of $217.4m (down 77.3%). As of February 28, 2026, it operated 2,244 retail food and drug stores, including 1,713 in-store pharmacies, plus 405 fuel centres.
4. FY26 Outlook and Strategic Priorities
For fiscal 2026, Albertsons projects identical store sales flat to up 1%, adjusted EBITDA of $3.85–$3.92bn and plans $2–$2.2bn in capital expenditure focused on digital expansion, supply chain automation and loyalty initiatives.