Albertsons Companies Shines in Q1 2025: Digital Platforms Drive Growth and Customer Engagement

Albertsons Companies delivered solid results in the first quarter of 2025, with ID sales growth of 2.8%, adjusted EBITDA of $1.11 billion, and adjusted earnings per share of $0.55.

The company's focus on digital platforms has been a key driver of customer growth and engagement, with its four digital platforms - e-commerce, loyalty, pharmacy and health, and media collective - continuing to deliver strong results.

Albertsons' e-commerce platform saw a 25% year-over-year increase in sales, reaching 9% of total grocery revenue. This growth was driven by a strong performance in the company's first-party business, led by its award-winning capabilities and fully integrated mobile app. The introduction of AI-powered features has also improved the customer shopping experience.

One notable example is the launch of shop assist feature, which enables customers to communicate with in-store associates throughout their order fulfillment process, providing both ease and convenience. Additionally, Albertsons has introduced more flexibility in its basket building, allowing customers to add items up until picking has started.

The company's loyalty program also saw significant growth, with 14% year-over-year increase in membership to 47 million members. Members are engaging more frequently, using more features, and spending more with the company, with 30% of engaged households electing for cash-off benefits.

Albertsons' pharmacy and health platform also grew 20% year-over-year, driven by industry-leading script and immunization growth.

"Our digital platforms are key drivers of customer growth and engagement," said Susan Morris, CEO of Albertsons Companies. "We continue to deliver increased sales and deeper engagement with our most loyal customers, while generating data and insights for the media collective."

The company's focus on driving transformational productivity has also resulted in improved profitability, with its e-commerce business near breakeven and improving.

Albertsons Companies' strong Q1 performance demonstrates its ability to execute on its strategic priorities, driving growth and customer engagement through digital connection, growing its media collective, enhancing the customer value proposition, modernizing capabilities through technology, and driving transformational productivity.