Albertsons Q1 Earnings: Analysts Expect Mixed Performance with Potential Upside

Albertsons Companies (ACI) is set to release Q1 earnings with analysts projecting an EPS of $0.54, a 1.7% increase in revenue to $24.71 billion, and a potential upside of 10.65% based on Wall Street's target price. Despite the forecasted growth, recent downward revisions indicate potential unforeseen challenges for the company in Q1.

Albertsons Companies (ACI) is poised to release its Q1 earnings report on Tuesday, July 15, 2025, with analysts projecting an earnings per share (EPS) of $0.54. The consensus revenue estimate is $24.71 billion, marking a 1.7% year-over-year (Y/Y) increase. Wall Street's average price target suggests a potential upside of 10.97% based on the current share price of $22.15 [3].

Despite the forecasted growth, recent downward revisions in EPS and revenue estimates indicate potential challenges for the company in the first quarter. Over the past three months, EPS estimates have seen 13 downward revisions, while revenue estimates have had 6 downward revisions [2]. This suggests that analysts are adjusting their expectations downward, potentially due to unforeseen challenges or market pressures.

In terms of analyst ratings, 12 out of 12 analysts give ACI a "Moderate Buy" rating, with an average price target of $24.58, representing a 10.97% upside from the current price [3]. However, there is a range of price targets, with the highest at $31.00 and the lowest at $20.00, indicating varying levels of optimism among analysts.

Albertsons Companies' peers in the consumer staples sector, such as Maplebear, Sprouts Farmers Market, and Casey's General Stores, have more favorable analyst ratings and price targets, with potential upsides ranging from 151.69% to 2222.8% [1]. This suggests that investors may be more optimistic about the growth prospects of these companies compared to ACI.

In the past two years, ACI has beaten EPS estimates 88% of the time and revenue estimates 63% of the time, indicating a strong track record of exceeding expectations [2]. However, the recent downward revisions in estimates suggest that the company may face headwinds in the near term.

Overall, while the projected growth in EPS and revenue is positive, the mixed analyst sentiment and recent downward revisions in estimates indicate that investors should remain cautious. The earnings report on July 15, 2025, will provide more clarity on the company's performance and the potential challenges it faces.

References:
[1] https://www.nasdaq.com/articles/earnings-preview-albertsons-companies
[2] https://seekingalpha.com/news/4467230-albertsons-companies-q1-2026-earnings-preview
[3] https://www.tipranks.com/stocks/aci/forecast