Things are slowly returning to normal in the embattled grocery world. This morning, Albertsons
It has been a difficult stretch for the food and drug retailer, which earlier this year was mired in a crippling labor dispute in Southern California that also entangled rivals such as Safeway
Today's results, though, show some progress. Albertsons' sales rose 15% to $10 billion, and comps actually gained 0.3%, reversing a string of strike-impacted declines. Furthermore, both revenues and market share in Southern California have now eclipsed pre-strike levels. Operating cash flows are also on the rise, up 27% over last year's comparable quarter to $276 million. Finally, reduced employee benefits helped drive selling, general, and administrative expenses down by over half a point to 25.2%, and the company's cost containment initiative, introduced several years ago, has now yielded over $900 million in savings.
However, some of the sales growth came at the expense of gross margins, which dropped about 80 basis points because of "targeted promotions in key markets." Two recent acquisitions also played a role -- 206 Shaw's stores were purchased, along with the small but high-end Bristol Farms specialty supermarket chain. Though Shaw's will provide a stronger foothold in New England, Albertsons is now saddled with an additional $1.6 billion in debt, along with several hundred million dollars in capital lease assumptions.
Albertsons is headed in the right direction, and the company's attractive 2.9% dividend yield should appeal to income investors. However, the company is beset with competition, not only from traditional grocers, but also from rivals such as Wal-Mart
Fool contributor Nathan Slaughter owns none of the companies mentioned.