$ACI 8-K earnings — Q2 FY27

Adj EPS of $0.42 missed estimates by $0.03 (6.7% miss). Revenue of $24.94B was flat, with identical sales down 0.8% as core grocery softened. The market may miss that gross margin contracted 23bps ex-fuel/LIFO due to rising digital delivery costs, while the company slashed FY2026 outlook and launched "ACI Edge" restructuring—signaling near-term pain from accelerated investments before any productivity benefits.

Adj EPS of $0.42 missed estimates by $0.03 (6.7% miss). Revenue of $24.94B was flat, with identical sales down 0.8% as core grocery softened. The market may miss that gross margin contracted 23bps ex-fuel/LIFO due to rising digital delivery costs, while the company slashed FY2026 outlook and launched "ACI Edge" restructuring—signaling near-term pain from accelerated investments before any productivity benefits.