Every material Form 8-K Albertsons filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Albertsons Companies appointed Harmit Singh, Executive Vice President and Chief Financial and Growth Officer of Levi Strauss & Co., as a director, expanding the board from 14 to 15 members. The filing also sets committee assignments for three directors named in September, which shapes how the board's oversight committees are staffed.
Singh's term runs until the 2027 annual meeting; he joins the Audit & Risk Committee and Governance, Compliance and ESG Committee effective October 26, 2026.
Singh plans to retire from Levi Strauss & Co. on November 30, 2026, after a planned transition, and serves on the Planet Fitness, Inc. board.
The Board determined Singh is independent under NYSE rules; his compensation will be pro-rated from the non-management director pay disclosed in the 2026 proxy.
William P. Boltz and Margaret M. Ham joined the Audit & Risk Committee, Boltz also the Finance Committee and Ham the Compensation Committee, and Chris Drumgoole the Technology Committee, all effective October 26, 2026.
For the 12 weeks ended September 12, 2026, net sales and other revenue fell 0.1% to $18,894.7 million and identical sales declined 0.8%. Net income dropped to $51.5 million, or $0.11 per share, from $168.5 million, or $0.30 per share, a year earlier. The company no longer provides a fiscal 2026 outlook and will launch a comprehensive business review, with an updated outlook expected by its fourth quarter earnings call.
Net income of $51.5 million, or $0.11 per share, versus $168.5 million, or $0.30 per share, in the second quarter of fiscal 2025
Adjusted net income of $179.0 million, or $0.36 per share, versus $248.4 million, or $0.44 per share; Adjusted EBITDA of $784.0 million versus $848.4 million
No fiscal 2026 outlook; a refreshed financial framework is expected with the turnaround plan by the fourth quarter earnings call
Quarterly dividend of $0.17 per share to be paid November 6, 2026 to holders of record as of October 23, 2026
Albertsons Companies appointed three new directors, William Boltz, Chris Drumgoole and Margaret Ham, effective October 14, 2026, expanding the board from 11 to 14 members. The company also named Senior Vice President Cody Perdue as Interim Chief Financial Officer effective September 30, 2026, after Sharon McCollam's previously announced retirement, so shareholders are seeing a change in the finance leadership while a permanent CFO is sought.
Three directors appointed effective October 14, 2026: William P. Boltz, Chris Drumgoole and Margaret M. Ham; board expands from 11 to 14 directors
Cody Perdue, SVP of Treasury, Investor Relations and Risk Management, named Interim CFO effective September 30, 2026
Perdue receives a stipend at an annual rate of $350,000 during his interim service, in addition to his normal compensation
Sharon McCollam stays in an advisory role through the end of the fiscal year on February 27, 2027; the search for a permanent CFO is underway
Albertsons Companies appointed Meg Whitman to its board effective September 8, 2026, and elected her Executive Chair, a role the company describes as newly created. Kim Fennebresque moves from Chair to Lead Independent Director, and the board expands from 10 to 11 members. Because Whitman is an employee, the board has determined she is not independent under NYSE rules.
Whitman's appointment is effective September 8, 2026, with a term ending at the 2027 annual meeting.
Whitman will receive an annual base salary of $100,000 and time-based restricted stock units with a grant date value of $8.9 million, vesting in one year.
Fennebresque, Chair since September 2025, is now Lead Independent Director.
Whitman will also serve as an operations and strategic advisor to CEO Susan Morris and has not been appointed to any board committee.
Albertsons reported first-quarter fiscal 2026 net income of $84.7 million, or $0.17 per share, down from $236.4 million, or $0.41 per share, a year earlier, with identical sales down 0.8%. The company lowered its fiscal 2026 guidance for adjusted EBITDA and adjusted EPS and announced the ACI Edge operating realignment, which it says will accelerate investment in customer value and execution, a shift that will weigh on near-term profit for shareholders.
Net income was $84.7 million, or $0.17 per share, versus $236.4 million, or $0.41 per share, in the prior-year quarter.
Adjusted EBITDA was $1,013.2 million, down from $1,111.0 million; identical sales fell 0.8%, while digital sales rose 13%.
Fiscal 2026 adjusted EBITDA guidance was cut to $3.550 billion to $3.625 billion from $3.850 billion to $3.925 billion.
Adjusted net income per share guidance was lowered to $1.75 to $1.85 from $2.22 to $2.32.
Albertsons Companies announced that President and Chief Financial Officer Sharon McCollam plans to retire later this year. She will stay in her role until a successor is named, then serve in an advisory capacity through fiscal year-end on February 27, 2027, to support the transition.
Sharon McCollam, President and CFO, plans to retire later in 2026
She remains in her role until a successor is named
Advisory role continues until the end of fiscal year on Feb. 27, 2027
The company is conducting a search for a new leader; no successor is named in the filing
Albertsons reported a fourth-quarter net loss of $480.8 million, or $0.94 per share, after a $599.8 million after-tax charge tied to a $774 million opioid settlement framework payable over nine years. Excluding the charge and other adjustments, fourth-quarter adjusted net income rose to $251.7 million, or $0.48 per share, from $0.46 a year earlier, and the board raised the quarterly dividend 13% and expanded the buyback authorization.
Q4 fiscal 2025 net loss of $(480.8) million, or $(0.94) per share, versus net income of $171.8 million, or $0.29 per share, a year earlier; adjusted net income was $251.7 million, or $0.48 per share.
Opioid Settlement Framework totals about $774 million over nine years; first payment expected April 30, 2026 into escrow; after-tax net present value of about $482 million; subject to participation by states, political subdivisions and trib
Quarterly dividend raised 13% to $0.17 per share from $0.15, payable May 8, 2026 to holders of record as of April 24, 2026; remaining share repurchase authorization increased by $900 million to $2.0 billion.
Fiscal 2026 outlook: adjusted EBITDA of $3.850 billion to $3.925 billion and adjusted net income per share of $2.22 to $2.32, compared with $2.18 in fiscal 2025.
Albertsons Companies appointed Brian Rice, Executive Vice President and Global Chief Information Officer at McDonald's, as a director effective February 25, 2026, expanding the board from 10 to 11 members. Rice has not been placed on any board committee, and the board has determined he is independent under NYSE rules. The appointment adds a director with technology, cybersecurity and digital experience to the board, which the company's CEO said will support its technology and AI priorities.
Brian Rice appointed to the Board effective February 25, 2026, with a term ending at the 2026 annual meeting
Board expands from 10 to 11 directors; Rice has not been appointed to any committee
Rice will receive the same non-management director compensation as disclosed in the 2025 proxy statement filed June 20, 2025
On February 2, 2026, Albertsons Companies issued $1.2 billion of 5.625% senior notes due 2032 and $900 million of additional 5.750% senior notes due 2034. The company plans to use the proceeds with cash on hand to redeem in full its $1,350 million 4.625% notes due 2027 and its $750 million 5.875% notes due 2028, which replaces that debt with new notes maturing in 2032 and 2034.
$1.2 billion of 5.625% senior notes due March 31, 2032, with interest payable semi-annually starting July 15, 2026
$900 million of additional 5.750% senior notes due March 31, 2034, issued under the November 10, 2025 indenture
Proceeds plus cash on hand will redeem all $1,350 million of 4.625% notes due January 15, 2027 and all $750 million of 5.875% notes due February 15, 2028
The notes are unsecured and were sold under Rule 144A and Regulation S, so they are not registered under the Securities Act
Albertsons reported third-quarter fiscal 2025 results for the 12 weeks ended November 29, 2025. Net sales and other revenue rose 1.9% to $19,123.7 million, but GAAP net income fell to $293.3 million ($0.55 per share) from $400.6 million ($0.69 per share), while adjusted net income per share rose to $0.72 from $0.71. The company also narrowed its fiscal 2025 outlook, with adjusted EBITDA guidance of $3.825 billion to $3.875 billion.
Identical sales rose 2.4%, with digital sales up 21% and loyalty members up 12% to 49.8 million.
Net income was $293.3 million, or $0.55 per share, versus $400.6 million, or $0.69 per share, a year earlier, which included an $81.0 million state tax benefit.
Adjusted EBITDA was $1,038.7 million, down from $1,065.1 million a year earlier.
Fiscal 2025 identical sales growth outlook narrowed to 2.2% to 2.5% from 2.2% to 2.75%; adjusted net income per share outlook narrowed to $2.08 to $2.16 from $2.06 to $2.19.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Albertsons filing is on SEC EDGAR ↗. 8-K briefs of other companies →