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Susan Morris

Chief Executive Officer & Director, ALBERTSONS COS INC

Search every verified Susan Morris interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Susan Morris, Chief Executive Officer of Albertsons Companies, discussed the company's fiscal 2025 performance during its first and second quarter earnings calls. In the second quarter, she reported net sales of $18.92 billion, a 2.0% year-over-year increase, with identical sales up 2.2%, digital sales up 23%, and pharmacy sales up 19%. She noted that gross margin declined slightly to 27.0%, attributing this to growth in lower-margin pharmacy sales and higher delivery and handling expenses. Morris also highlighted that loyalty membership reached 48.7 million and described the company's price investments as "surgical" by category and market, emphasizing that they are offset by vendor funds and productivity gains. Morris outlined expectations for continued identical sales growth of two percent or more into fiscal 2026, with adjusted EBITDA improving slightly better than that rate. She said the company is nearing break-even in e-commerce and that additional orders would leverage into adjusted EBITDA. Regarding pricing strategy, she described a shift from a traditional high-low retailer toward a "modified H-E-B" approach, and noted that own-brand penetration, at 25.7% in the first quarter, has room to grow toward 30% or more. She also discussed investments in pharmacy central fill facilities and the integration of pharmacy services with the company's mobile app and drive-up pickup, which she said are intended to improve efficiency and customer experience.

Recent appearances

  • Albertsons Companies, Inc. (NYSE: ACI) Q2 2025 Earnings Call | 10/14/2025Description:

    October 15, 2025 · 📺 Inside Ticker

    Albertsons Companies, Inc. reported solid Q2 fiscal 2025 results with net sales rising 2.0% year-over-year to $18.92 billion, driven by a 2.2% increase in identical sales. Digital sales surged 23%, and pharmacy sales grew 19%, fueling growth in loyalty membership to 48.7 million. Adjusted net income stood at $248.4 million ($0.44 per share), while reported net income was $168.5 million ($0.30 per share). Adjusted EBITDA was $848 million. Gross margin decreased slightly to 27.0%, due mostly to growth in pharmacy sales, which generally have lower margins, and higher delivery and handling expens…

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  • Albertsons Companies, Inc. (ACI) Q1 2025 Earnings Call | July 15 | Q1 2025 Results

    July 15, 2025 · 📺 i101

    Albertsons Companies, Inc. (NYSE: ACI) today reported results for the first quarter of fiscal 2025, which ended June 14, 2025. #earningscall #StockMarketNews Albertsons Companies, Inc. (ACI) Earnings Call Albertsons Companies, Inc. (ACI) Earnings Conference Call Albertsons Companies, Inc. (ACI) Earnings concall Albertsons Companies, Inc. (ACI) concall Albertsons Companies, Inc. (ACI) quarterly results Albertsons Companies, Inc. (ACI) Stock News Albertsons Companies, Inc. (ACI) results Albertsons Companies, Inc. (ACI) investment news Albertsons Companies, Inc. (ACI) stock latest news

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The summary and quote tags on this profile are produced with AI assistance from verified, first-person interview transcripts, then checked by our team to confirm the speaker's identity and the accuracy of every quote. See how we verify →