Wells Fargo, Citigroup, JP Morgan, and Evercore ISI Group analysts have lowered their price targets for Albertsons Companies while maintaining positive ratings on the NYSE-listed retailer. The adjustments reflect revised valuation outlooks for the company.

Wells Fargo analyst Edward Kelly reduced the target to $18 from $21, keeping an Overweight rating. Separately, Citigroup analyst Paul Lejuez maintained a Buy rating but lowered the price target to $17 from $22. JP Morgan analyst Thomas Palmer also maintained an Overweight rating but lowered the price target from $22 to $20. Evercore ISI Group analyst Michael Montani maintains an In-Line rating and lowered the price target from $19 to $18.

Albertsons Companies trades on the NYSE under the ticker symbol ACI.

Albertsons Media Collective, the retail media arm for Albertsons Companies, has integrated with Criteo to introduce sponsored product discovery into its AI-powered conversational search. The partnership enables brands to connect with shoppers during key planning and shopping moments, such as meal preparation and basket building. This move aims to modernize the app search experience by surfacing ads naturally within conversational discovery.

Through Criteo, eligible sponsored products can appear within AI-powered conversational search product carousels. This integration helps connect customers with relevant items while providing advertisers a natural way to engage in the shopping journey. Albertsons Cos.’ AI-powered conversational search is designed to make grocery shopping easier by helping customers find products, plan meals, compare options and build baskets through a conversational experience based on their searches and preferences.

The integration addresses the growing trend of customers using AI-driven tools for inspiration. Rather than beginning with a specific item, shoppers can start with broader needs, like planning a meal or restocking for the week, and move directly from inspiration to basket building. Data indicates that over 85% of Albertsons Cos.’ AI-powered conversations begin with open-ended or exploratory questions.

Strategic Benefits for Advertisers and Shoppers

The collaboration builds on the ongoing partnership between Albertsons Media Collective and Criteo. It reflects a broader focus on building retail media solutions that improve the shopper experience while creating measurable opportunities for advertisers. For brands, the integration offers a new path to engage closer to the moment of purchase by showing up in ways that are useful and additive to the customer experience.

Jill Pavlovich, SVP, Digital Customer Experience for Albertsons Companies, emphasized the customer-centric approach. She stated that the integration helps customers along their shopping journey by showing up in useful ways while giving advertisers a new path to engage closer to the moment of purchase.

Sherry Smith, President of Retail Media at Criteo, noted that Albertsons Cos. is the first retailer to bring Sponsored Products into an AI-powered shopping assistant. She highlighted that this sets the foundation for how retailers will monetize AI-driven discovery while maintaining control of the shopper journey.