ACI Albertsons Companies Inc - Ordinary Shares - Class A

$ACI Short squeeze coming. Schwab says the stock is hard to borrow when I tried to sell some covered calls.

$ACI Kroger might as well just make us an offer now because the current administration favours M&A

Albertsons is seeking more than $9.3 billion in damages from Kroger over the collapse of their proposed $24.6 billion merger, which would have created the largest U.S. supermarket chain. Albertsons filed its lawsuit in Delaware Chancery Court, with a two-week trial expected later this month to determine responsibility for the deal’s failure. A federal court blocked the merger in December 2024 after siding with the FTC’s antitrust concerns. Albertsons alleges Kroger deliberately breached the merger agreement by failing to make the necessary efforts to secure regulatory approval and refusing to revise its divestiture plan. The claim includes the premium Albertsons shareholders would have received if the deal had closed, a $600 million termination fee, $75 million in interest and additional costs. Albertsons argues Kroger was required to eliminate antitrust obstacles, subject to a limit of 650 store divestitures. $ACI $KR

$ACI listened to the conf call. Still bullish. $15+ stock. Pays a dividend. 803 shares and (10) 1/21/28 $10 calls

Albertsons $ACI is seeking $8 billion from Kroger $KR following their failed merger, according to WSJ.

$ACI Garbage overpriced stores with garbage food compared to competitors. People only shop there because they don’t have other local choices.

$ACI Q2 was basically in line. Adjusted EPS came in at 36 cents vs 33 cents expected, revenue 18.89 billion dollars vs 18.87 billion expected, identical sales down 0.8 percent. The numbers underneath are softer though. Net income fell to 51.5 million dollars from 168.5 million a year ago, and operating income dropped to 174.5 million from 295.3 million. And management pulled the full-year outlook entirely. No updated guide until the business review finishes in Q4, with a refreshed framework promised by the Q4 call. The review covers cost structure, the banner portfolio, markets and capital allocation. This was already a lowered guide too, they cut it back in July to 1.75 to 1.85 in adjusted EPS.

$ACI it's a cheap chic stock with 6% div, just buyback the stock which is way more profitable they make it sounds.

$ACI $KR ACI Stock Heads For Worst Year Since 2022 As Albertsons Pulls Outlook: Exec Chair Says Company ‘Must Move Faster’ https://stocktwits.com/news-articles/markets/equity/aci-stock-heads-for-worst-year-since-2022-as-albertsons-pulls-outlook-exec-chair-says-company-must-move-faster/cZxfI6mRBYw

$ACI (Albertsons, the Safeway, Vons and Jewel-Osco grocer with 2,240 stores) pulled its fiscal 2026 outlook and will give none until a review of its cost structure and portfolio of banners, markets, assets and businesses ends in fiscal Q4. Q2 adj EPS fell to $0.36 from $0.44; net debt of $9.05B is 2.42x adj EBITDA, up from 2.02x, vs ~$6.0B market value at the $12.2 Oct 9 close. Other side: Q2 matched its revised outlook and a $0.17 dividend is set for Nov 6. A new short- and long-term framework comes by the Q4 call; investor day Spring 2027.

$ACI down premarket after fiscal Q2, roughly 2 to 5% on wide thin quotes, 12.54 close. adjusted EPS 0.36 vs ~0.43 expected, identical sales down 0.8%, adjusted EBITDA 784 million dollars vs 848 million a year ago. the bigger detail in the 8-K: it stopped giving a full year outlook until a business review wraps in Q4, after cutting it in July. no guide means no anchor for the street. premarket quote.

$ACI Q2 '27 Earnings Results & Recap • Reported GAAP EPS of $0.36 down -18.18% YoY • Reported revenue of $18.89B down -0.11% YoY

$ACI Albertsons put a number on the failed Kroger deal Monday: more than 9.3 billion dollars in damages, in a Delaware filing ahead of a trial starting Oct 19. That claim is bigger than Albertsons itself. Market cap is around 5.9 billion dollars after a roughly 30% slide over the past year. The filing breaks out a 600 million dollar termination fee Kroger never paid, plus 75 million dollars in interest. The rest is basically the merger premium shareholders never got from the 24.6 billion dollar deal blocked in Dec 2024. Kroger called the arguments fatally flawed in its own filing. Earnings are tomorrow morning too, consensus around 0.33 a share on about 18.9 billion in revenue.

$ACI I think when the market tanks this will drop to 7.00 Just a guess, but since I am sitting in mostly cash except for $MSTR and $ANGX I will have to go bargain hunting and weigh up the best deal.

$ACI bad sign. Dropping when grocer stocks are all moving up. Market may expect another bad earning.

$ACI Seems undervalued and always up for sale but never finds a partner who can complete the deal. What are your thoughts on the stock?

ACI Stock Heads For Worst Year Since 2022 As Albertsons Pulls Outlook: Exec Chair Says Company ‘Must Move Faster’ $ACI $KR $RWK https://stocktwits.com/news/equity/markets/aci-stock-heads-for-worst-year-since-2022-as-albertsons-pulls-outlook-exec-chair-says-company-must-move-faster/cZxfI6mRBYw

$ACI I wonder how bad the dip will be that like earnings is up and down every other earning is the problem?

Modest moves after this morning's earnings. The most bearish sentiment yielded the only positive gain $ACI suggesting the poser of surprise. Expectations were high going into earnings for the big banks so no surprise in the good results. $JPM $GS Same for healthcare large cap $UNH