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Carey F. Jaros, Director at Grocery Outlet Holding (GO +0.65%), reported an acquisition of 15,000 shares of common stock on Aug. 27, 2026, according to a recent SEC Form 4 filing.

Transaction summaryMetricValueTransaction value$176,000Shares purchased15,000Post-transaction shares (directly held)49,934Post-transaction shares (indirectly held)60,000Post-transaction value$1.2 millionTransaction value based on SEC Form 4 weighted average sale price ($11.70); post-transaction value based on Aug. 27, 2026, market close ($11.70).

Key questionsWhat was the nature of the indirect ownership change?
Footnotes clarify that the transaction involved a transfer of shares to a tenancy in common held by two revocable family trust accounts, thereby constituting a change in the form of beneficial ownership, with Jaros retaining a pecuniary interest.How does this impact the insider's total equity position?
Following the transaction, the insider holds a total beneficial interest of 109,934 shares, which represents approximately 0.11% of the company's outstanding equity.What is the current market context for the stock?
Shares of the Emeryville-based grocery retailer were priced at $12.17 as of the Aug. 28, 2026, market close, compared to the $11.70 execution price reported in the Aug. 27, 2026, filing.How is the remaining stake distributed?
The insider's equity is split between 49,934 shares held directly and 60,000 shares held indirectly through the family trust entities; the insider also holds derivative securities, although specific counts were not disclosed in this filing.Company OverviewMetricValueShare Price (as of market close 2026-08-28)$12.17Market Capitalization$1.2 billionRevenue (TTM)$4.7 billionNet Income (TTM)-$381.3 millionCompany SnapshotGrocery Outlet operates a network of independently operated retail locations throughout the United States, offering name-brand consumables and fresh products at discount pricing, generating revenue through product sales across grocery and consumables categories.The company operates a hub-and-spoke distribution model that leverages independently operated stores, reducing capital intensity and enabling rapid geographic expansion while maintaining operational efficiency.The company serves value-conscious consumers and households seeking discount grocery options, with a primary customer base concentrated in North America seeking competitive pricing on branded products.Grocery Outlet Holding operates one of the largest discount grocery retail networks in the United States, with 1,642 employees supporting operations across multiple states. The company's independent store model provides a differentiated competitive advantage, enabling rapid expansion without significant capital expenditure, while maintaining strong vendor relationships and supply chain efficiency. Founded in 1946 and headquartered in Emeryville, California, the company has established itself as a significant player in the value-oriented grocery retail sector.

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What this transaction means for investorsLooking at the Grocery Outlet stock price over the last 12 months and so far in 2026 tells two different stories. Over the past year, the Grocery stock price has dropped significantly, by 30.8%. But thus far in 2026, the stock price is up 22.5%, regaining some of its footing. In comparison, over the same period in 2026, the S&P 500 is up 12.7%, so Grocery Outlet is steadily outperforming the broader markets.

With the rebound in the stock price, it may be typical for an insider to consider selling shares to take some recent gains off the table. With a purchase, however, the motivating force behind buying more shares is typically that an executive believes the stock price will go up. With the rebound in Grocery Outlet's stock price in 2026, paired with insider buying by Jaros, this signals a potentially bullish development for investors. Jaros now holds 60,000 shares indirectly, with nearly 50,000 held directly. That shows significant alignment with the company's future success.

Jack Delaney has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.

Epsium Enterprise (NASDAQ:EPSM – Get Free Report) and Grocery Outlet (NASDAQ:GO – Get Free Report) are both small-cap consumer staples companies, but which is the better investment? We will compare the two businesses based on the strength of their earnings, dividends, valuation, profitability, institutional ownership, risk and analyst recommendations.

Risk & Volatility Epsium Enterprise has a beta of 1.31, indicating that its stock price is 31% more volatile than the S&P 500. Comparatively, Grocery Outlet has a beta of 0.65, indicating that its stock price is 35% less volatile than the S&P 500.

Valuation & Earnings This table compares Epsium Enterprise and Grocery Outlet”s top-line revenue, earnings per share and valuation.

Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio Epsium Enterprise $5.12 million 3.91 -$1.50 million N/A N/A Grocery Outlet $4.69 billion 0.26 -$224.91 million ($3.87) -3.14 Epsium Enterprise has higher earnings, but lower revenue than Grocery Outlet.

Analyst Recommendations This is a breakdown of current ratings and target prices for Epsium Enterprise and Grocery Outlet, as reported by MarketBeat.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score Epsium Enterprise 1 0 0 0 1.00 Grocery Outlet 2 12 0 0 1.86 Grocery Outlet has a consensus target price of $10.59, indicating a potential downside of 12.98%. Given Grocery Outlet’s stronger consensus rating and higher probable upside, analysts plainly believe Grocery Outlet is more favorable than Epsium Enterprise.

Institutional & Insider Ownership 99.9% of Grocery Outlet shares are owned by institutional investors. 5.6% of Grocery Outlet shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company is poised for long-term growth.

Profitability This table compares Epsium Enterprise and Grocery Outlet’s net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets Epsium Enterprise N/A N/A N/A Grocery Outlet -8.04% 5.84% 1.79% Summary Grocery Outlet beats Epsium Enterprise on 7 of the 11 factors compared between the two stocks.

(Get Free Report)

We are a holding company incorporated under the laws of British Virgin Islands. As a holding company with no material operation of its own, we conduct substantially all our operations through an indirect Macau subsidiary, Companhia de Comercio Luz Limitada in Macau, or Luz. Luz is an 80%-owned subsidiary of Epsium Enterprise Limited in Hong Kong, or Epsium HK. Mr. Son I Tam, our CEO, Chairman, principal shareholder, and the founder of Epsium and Luz directly holds (i) 89.996% ownership interest in Epsium, (ii) 19% interest in Epsium HK, and (iii) 20% ownership interest in Luz. Luz is an import trading and wholesaler of primarily alcoholic beverages in Macau. Through Luz, we import and sell a broad range of premium beverages, primarily alcoholic beverages and, in 2022, a small quantity of tea and fruit juice. The alcoholic beverages we sell include Chinese liquor, French cognac, Scottish whiskey, fine wine, Champagne, and other miscellaneous beverage alcohol. Sales of Chinese liquor is by far our most significant operations, and we are a top wholesaler of high-end Chinese liquor in Macau. We operate only in Macau. Our principal executive office is located in Macau, SAR China.

About Grocery Outlet (Get Free Report)

Grocery Outlet Holding Corp. operates as a retailer of consumables and fresh products sold through independently operated stores in the United States. Its stores offer products in various categories, such as dairy and deli, produce, floral, fresh meat, seafood products, grocery, general merchandise, health and beauty care, frozen food, beer and wine, and ethnic products. The company was founded in 1946 and is headquartered in Emeryville, California.

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Investors in Grocery Outlet Holding Corp. (GO - Free Report) need to pay close attention to the stock based on moves in the options market lately. That is because the Sept. 18, 2026 $1 Put had some of the highest implied volatility of all equity options today.

What is Implied Volatility?Implied volatility shows how much movement the market is expecting in the future. Options with high levels of implied volatility suggest that investors in the underlying stocks are expecting a big move in one direction or the other. It could also mean there is an event coming up soon that may cause a big rally or a huge sell-off. However, implied volatility is only one piece of the puzzle when putting together an options trading strategy.

What do the Analysts Think?Clearly, options traders are pricing in a big move for Grocery Outlet Holding shares, but what is the fundamental picture for the company? Currently, Grocery Outlet Holding is a Zacks Rank #3 (Hold) in the Consumer Products – Staples industry that ranks in the Bottom 25% of our Zacks Industry Rank. Over the last 30 days, one analyst has increased the earnings estimates for the current quarter, while five have dropped their estimates. The net effect has taken our Zacks Consensus Estimate for the current quarter from 19 cents per share to 15 cents in that period.

Given the way analysts feel about Grocery Outlet Holding right now, this huge implied volatility could mean there’s a trade developing. Oftentimes, options traders look for options with high levels of implied volatility to sell premium. This is a strategy many seasoned traders use because it captures decay. At expiration, the hope for these traders is that the underlying stock does not move as much as originally expected.

Grocery Outlet Holding Corp. (NASDAQ:GO – Get Free Report) shares were up 4% during mid-day trading on Friday . The company traded as high as $12.24 and last traded at $12.17. 195,762 shares traded hands during trading, a decline of 94% from the average session volume of 3,122,490 shares. The stock had previously closed at $11.70.

Key Stories Impacting Grocery Outlet Here are the key news stories impacting Grocery Outlet this week:

Positive Sentiment: Higher full-year and long-term EPS forecasts: Zacks Research raised its FY2026 EPS estimate to $0.41 from $0.37 and its FY2028 estimate to $0.56 from $0.50. Estimates for Q1 2027 and Q1 2028 were also increased, suggesting analysts see potential for earnings improvement beyond the immediate outlook. Zacks Research estimate changes Positive Sentiment: Recent earnings beat supports sentiment: Grocery Outlet’s latest quarterly results exceeded consensus estimates for both earnings and revenue, with EPS of $0.20 versus expectations of $0.13 and revenue of $1.19 billion versus $1.17 billion. However, revenue growth was modest at 1.1% year over year. Grocery Outlet earnings report Neutral Sentiment: Options activity is drawing attention: Recent movements in the options market have prompted investors to watch GO for a potential increase in volatility or a sharp move. Options positioning can signal heightened expectations, but it does not establish the direction of the stock’s next move. Is the Options Market Predicting a Spike in Grocery Outlet Holding Stock? Negative Sentiment: Near-term earnings estimates were reduced: Zacks cut its Q3 2026 EPS forecast to $0.11 from $0.16 and its Q3 2027 estimate to $0.16 from $0.18. These reductions indicate continued uncertainty about Grocery Outlet’s near-term profitability. Negative Sentiment: Retail-sector caution remains a risk: Recent market commentary notes that retailers are facing consumer price anxiety and pressure on discretionary spending. Grocery Outlet’s negative net margin and low quick ratio add to the importance of sustained operational improvement. Wall Street Analyst Weigh In Several equities research analysts have recently weighed in on GO shares. Roth Capital reiterated a “neutral” rating and set a $10.00 price target on shares of Grocery Outlet in a research report on Thursday, August 13th. DA Davidson raised their price objective on shares of Grocery Outlet from $9.00 to $12.00 and gave the company a “neutral” rating in a research report on Thursday, August 13th. Weiss Ratings upgraded shares of Grocery Outlet from a “sell (d-)” rating to a “sell (d)” rating in a research report on Thursday, August 13th. Morgan Stanley boosted their price objective on shares of Grocery Outlet from $7.00 to $11.00 and gave the company an “equal weight” rating in a research note on Thursday, August 13th. Finally, Telsey Advisory Group reaffirmed a “market perform” rating on shares of Grocery Outlet in a report on Thursday, August 13th. Twelve analysts have rated the stock with a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Reduce” and a consensus target price of $10.59.

Get Our Latest Research Report on GO Grocery Outlet Stock Up 4.0% The company has a debt-to-equity ratio of 0.60, a current ratio of 1.29 and a quick ratio of 0.30. The company has a fifty day moving average price of $10.15 and a 200 day moving average price of $8.79. The company has a market cap of $1.21 billion, a PE ratio of -3.14, a price-to-earnings-growth ratio of 8.46 and a beta of 0.65.

Grocery Outlet (NASDAQ:GO – Get Free Report) last announced its earnings results on Wednesday, August 12th. The company reported $0.20 earnings per share for the quarter, beating analysts’ consensus estimates of $0.13 by $0.07. Grocery Outlet had a negative net margin of 8.04% and a positive return on equity of 5.84%. The business had revenue of $1.19 billion for the quarter, compared to the consensus estimate of $1.17 billion. During the same period last year, the firm posted $0.23 earnings per share. Grocery Outlet’s quarterly revenue was up 1.1% on a year-over-year basis. As a group, analysts anticipate that Grocery Outlet Holding Corp. will post 0.42 EPS for the current year.

Insider Buying and Selling at Grocery Outlet In related news, insider Paul Blaine Miller bought 8,000 shares of the business’s stock in a transaction that occurred on Thursday, August 20th. The stock was bought at an average cost of $10.90 per share, for a total transaction of $87,200.00. Following the completion of the transaction, the insider owned 72,171 shares of the company’s stock, valued at approximately $786,663.90. The trade was a 12.47% increase in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. In the last 90 days, insiders have acquired 23,000 shares of company stock worth $228,400. Company insiders own 5.60% of the company’s stock.

Hedge Funds Weigh In On Grocery Outlet Several institutional investors have recently modified their holdings of the company. T. Rowe Price Investment Management Inc. lifted its holdings in shares of Grocery Outlet by 54.0% in the 4th quarter. T. Rowe Price Investment Management Inc. now owns 15,763,945 shares of the company’s stock worth $159,216,000 after acquiring an additional 5,528,722 shares during the last quarter. BlackRock Inc. purchased a new position in Grocery Outlet in the 2nd quarter worth $152,440,000. Vanguard Group Inc. lifted its stake in Grocery Outlet by 1.9% in the fourth quarter. Vanguard Group Inc. now owns 11,255,936 shares of the company’s stock worth $113,685,000 after purchasing an additional 213,325 shares during the last quarter. Mackenzie Financial Corp lifted its stake in Grocery Outlet by 0.5% in the fourth quarter. Mackenzie Financial Corp now owns 4,709,721 shares of the company’s stock worth $47,757,000 after purchasing an additional 22,418 shares during the last quarter. Finally, Dimensional Fund Advisors LP boosted its position in Grocery Outlet by 5.0% during the third quarter. Dimensional Fund Advisors LP now owns 4,619,851 shares of the company’s stock valued at $74,149,000 after buying an additional 221,693 shares during the period. 99.87% of the stock is currently owned by institutional investors.

About Grocery Outlet (Get Free Report)

Grocery Outlet Holding Corp. (NASDAQ: GO) is a specialty discount retailer that offers consumers deeply discounted groceries by purchasing excess inventory, closeouts, and overstocks from manufacturers and distributors. Headquartered in Emeryville, California, the company operates two primary banners—Grocery Outlet and Fresh2Go—with a combined footprint of more than 400 stores. Its product assortment spans fresh produce, meat, dairy, bakery items, household staples, natural and organic offerings, and select specialty products, all sold at significant markdowns compared to conventional supermarkets.

The company’s unique buying model enables it to source inventory through opportunistic purchases of surplus freight, discontinued items, and closeout deals, which it then passes on as savings to its customers.

Further Reading Five stocks we like better than Grocery Outlet From SaaS-pocalypse to Perfect Storm: Workday’s AI Growth Story Strengthens These 3 GARP Stocks Show Why Growth and Value Do Not Have to Clash Venture Into High-Volatility Corners of the Market With These 3 ETFs 3 Retail Stocks to Watch After a Big Consumer Earnings Week Receive News & Ratings for Grocery Outlet Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Grocery Outlet and related companies with MarketBeat.com's FREE daily email newsletter.

Despite many warning signs to the contrary, the S&P 500 continues to climb to fresh record high levels. The latest earnings season showed remarkably resilient performance for many standout companies, but not every quality growth name has gotten the message so far. Some firms have indeed been left behind despite having solid fundamentals and posting healthy revenue improvement, strong margins, and other favorable metrics.

The disconnect here presents an opportunity for investors willing to be patient. Several former favorites in the market are currently trading below their recent high levels, although their underlying businesses remain healthy. Three names fitting that description are On Holding AG NYSE: ONON, Grocery Outlet Holding Corp. NASDAQ: GO, and Birkenstock Group AG NYSE: BIRK. Each has stumbled for factors either internal or related to the macro environment, but fundamentals are still strong, and investors who are able to wait may eventually see a positive repricing.

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On's Growth Prospects Are Still IntactON Today

$30.00 +0.10 (+0.33%)

As of 08/21/2026 03:58 PM Eastern

$29.63▼

$51.0820.41

$48.57

On Holding is one of the fastest-growing premium athletic brands worldwide, but shares are down almost 35% year to date (YTD) amid moderating wholesale performance. The company's latest dip came after its Q2 earnings report, which appeared weak but, on closer inspection, shows that many aspects of On's business are actually doing quite well.

Revenue for the quarter was below analyst predictions, the result of headwinds including tariffs and foreign exchange (FX) conversion issues, among others. Still, on a more positive note, direct-to-consumer (DTC) sales were particularly strong, with more than 34% year-over-year (YOY) growth for the quarter. On continues to perform well across all of its geographical regions, showing that its premium brand status is enough to command strong customer loyalty despite inflation and slowing consumer spending overall.

On also maintains an efficient business that is getting more so over time: the company's gross margin expanded to 65.4% in the latest quarter, and adjusted EBITDA margin was similarly up, prompting management to raise full-year margin predictions as well.

Now trading at 21x earnings, ON shares present a more compelling valuation prospect than they have in some time. There's a case to be made that investors have a real buy-the-dip opportunity—and one that analysts already recognize, given 19 Buy ratings versus just six Holds and Sells from Wall Street.

Grocery Outlet Turnaround May ContinueGrocery Outlet Today

GO

Grocery Outlet

$11.60 +0.49 (+4.41%)

As of 08/21/2026 04:00 PM Eastern

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$19.23$10.59

Despite a slow rally that has brought share prices up more than 9% YTD, Grocery Outlet stock is still down by about 40% from where it was a year ago. The company's challenges have been operational, as it has struggled to integrate new acquisitions amid leadership changes. Still, Grocery Outlet's unique discounted model on name-brand goods gives it a niche within food retail that could be positioned to thrive as consumer belts continue to tighten.

Key to Grocery Outlet being able to offer steep discounts is its sourcing, which involves buying excess inventory from major manufacturers. This model may become even more advantageous as the firm continues to expand its locations—it currently operates just a fraction of the number of stores as its larger national rivals.

The upward share price trend may continue thanks to the company's efforts to streamline its operations: last quarter, Grocery Outlet closed 36 underperforming stores in a single month, helping it achieve its goal of reducing millions in annual adjusted EBITDA drag. This helped the company to raise the low end of full-year guidance. To be sure, revenue gains of just 1% were modest, but investors willing to wait for improvements to take effect could be rewarded.

Birkenstock's Brand Is Strong Despite ChallengesBirkenstock Today

$35.67 +1.12 (+3.24%)

As of 08/21/2026 03:58 PM Eastern

$31.12▼

$53.5316.72

$53.91

BIRK shares are down almost 16% YTD after an early-June rally, but a healthy majority of analysts call the stock a Buy. One key reason for this is the strength of the company's brand: the latest quarter showed that the newest products are performing well, a sign that Birkenstock can continue to sell its footwear at full price even as customers grow increasingly concerned about costs amid inflation.

That's not to say that there isn't room for growth. The company's penetration in the Asian market is far from complete, despite sizable growth. Last quarter, the cost of sales climbed by about 18% YOY, outpacing both DTC sales and business-to-business sales growth of 14% and 13%, respectively.

Ultimately, though, a lot of the pressures on Birkenstock shares are likely due to factors outside of the company's control. Both increased costs due to tariffs and higher freight charges weighed on earnings last quarter, for example. Buying now may allow investors to capitalize when the environment allows Birkenstock's business model to shine once again.

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Should You Invest $1,000 in ON Right Now?Before you consider ON, you'll want to hear this.

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Back in March, discount grocery chain Grocery Outlet Bargain Market announced plans to close 36 underperforming locations. The store closures are part of a broader restructuring aimed at strengthening its long-term profitability and optimizing its existing store footprint. 

All 36 of those stores have now closed, according to Grocery Outlet Holding Corp.’s most recent earnings report, which was released last week. The California-based company also closed an additional four locations, bringing the total to 40 store closures in the first half of fiscal 2026.

Grocery Outlet also opened 17 new stores this year.

Shares of Grocery Outlet (Nasdaq: GO) have generally been on the rise since the company first announced the closures. The stock is up 11% over the last six months and about 10% year to date as of this writing.

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Which Grocery Outlet stores have closed?Global asset advisory firm Gordon Brothers is marketing and subleasing Grocery Outlet’s underperforming stores. A July 2026 flyer produced by Gordon Brothers advertises 30 former Grocery Outlet retail locations as still available for sublease.

The stores are spread across California, Idaho, Maryland, New Jersey, Ohio, and Pennsylvania.

Store sizes range from 14,000 to 30,000 square feet. Furniture, fixtures, and equipment are also for sale at most locations. Here’s a list of the addresses on the flyer: 

Explore Topicsgrocery storesRetailstore closures

EMERYVILLE, Calif., Aug. 17, 2026 (GLOBE NEWSWIRE) -- Grocery Outlet Holding Corp. (NASDAQ: GO) ("Grocery Outlet" or the "Company") today announced the completion of its 16th annual Independence from Hunger® Food Drive, which successfully raised over $4 million to support local food banks.

From June 24 to July 31, all locally owned and operated Grocery Outlet stores received donations through in-store contributions nationwide. Stores also collected pre-assembled grocery bags that were allocated to local food banks.

This year, Grocery Outlet expanded the reach of IFH through a new partnership with Feeding America®, allowing customers to donate online to support hunger relief efforts on a national scale. Online donations supported the Alameda County, L.A. Regional, Oregon and Central Pennsylvania food banks, while in-store donations were distributed to donation partners of each local store’s choice.

“The true power of Independence from Hunger has always been communities helping communities,” said Jason Potter, President and CEO of Grocery Outlet. “Raising more than $4 million is an extraordinary achievement, but what inspires me most is the shared mission behind it. Together with our independent operators, customers, supplier partners and employees, we are helping ensure more families have access to the meals and support they need.”

To further amplify awareness and engagement, Grocery Outlet debuted a first of its kind, four-day national livestream event during the IFH campaign. The livestream featured real-time donation challenges, giveaways, local store spotlights, and personal stories from Independent Operators across the country, highlighting the grassroots impact of the campaign in communities nationwide.

According to the U.S. Department of Agriculture, Economic Research Service, nearly 48 million people, including 14.1 million children, faced hunger in 2024 (1 in 7 individuals, 1 in 5 children).

Since the launch of Independence from Hunger in 2011, Grocery Outlet and its Independent Operators have helped raise more than $34 million to support local food agencies across the country.

Customers were able to support the campaign in numerous ways by:

Give $5, Get $5: Donating $5 or more in a single transaction in-store or online and receiving a coupon for $5 off a future purchase of $25 or more.Purchasing a pre-made food bag: Each bag contained an assortment of groceries selected by a local food agency and was placed in a collection bin at the front of the store.Donating at the register: Donations benefited that store’s local food agency partner.Donating online: Visiting GroceryOutlet.com/Donate to contribute through Grocery Outlet’s partnership with Feeding America, supporting hunger-relief efforts nationwide. Each Grocery Outlet store partnered with a local food bank to support fundraising and community outreach efforts. Additionally, several participating suppliers, including Conagra Brands and Kellanova, made product donations that were distributed to regional agencies.  

For more information on the Independence from Hunger campaign and Grocery Outlet, visit GroceryOutlet.com.

About Grocery Outlet

Based in Emeryville, California, Grocery Outlet is a growth-oriented extreme value retailer of quality, name-brand consumables and fresh products sold primarily through a network of independently operated stores. Grocery Outlet and its subsidiaries have more than 540 stores in California, Washington, Oregon, Pennsylvania, Tennessee, Nevada, Idaho, Maryland, North Carolina, Ohio, Virginia, Georgia, New Jersey, Alabama, Delaware and Kentucky.

About Feeding America®

Rooted in the voices of neighbors facing hunger, Feeding America® unites the country to ensure everyone has access to food and a thriving future. We support tens of millions of people as part of a nationwide network of 250+ food banks, 20+ statewide food bank associations, 10+ regional co-ops and 60,000+ agency partners, food pantries and meal programs. Powered by leaders and volunteers embedded in local communities, we are one of the nation’s most effective food distribution systems to drive immediate impact today—and a catalyst for long-term change through advocating for legislation that improves food security and work to address its factors. We partner with people experiencing food insecurity, policymakers, organizations and supporters, acting united with unwavering commitment to provide nourishing food and work to end hunger at its roots so everyone can live fuller, healthier lives.  

Visit FeedingAmerica.org to learn more. 

Media Contact:
Jim Porterfield, [email protected]

*Rabbitt, M.P., Reed-Jones, M., Hales, L.J., Suttles, S., & Burke, M.P. (2025). Household food security in the United States in 2024 (Report No. ERR-358). U.S. Department of Agriculture, Economic Research Service.

Shares of Grocery Outlet (GO +6.20%) rose on Thursday after the discount retailer raised its full-year sales and profit forecast.

Image source: Getty Images.

Optimizing the store base
Grocery Outlet's net sales inched up 1.1% to $1.2 billion in its fiscal second quarter, which ended on July 4.

The gains were driven by sales at the company's new stores. Grocery Outlet opened 10 new locations during the quarter. It also closed 12 underperforming stores as part of its optimization plan, which is designed to bolster its long-term profitability and free cash flow production.

In all, Grocery Outlet ended the second quarter with 547 stores across 16 states.

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All told, Grocery Outlet's adjusted net income checked in at $20.3 million, or $0.20 per share. That's down from $22.8 million, or $0.23 per share, in the year-ago period. But it's well above Wall Street's estimates, which had called for per-share profits of $0.12.

"We delivered second-quarter results ahead of our outlook, as efforts to strengthen our opportunistic offering and value perception gained traction," CEO Jason Potter said.

Comps are stabilizing
Grocery Outlet raised the lower end of its full-year net sales forecast to $4.7 billion from $4.6 billion. It also lifted its projection for comparable-store sales, which include revenue from locations open at least 13 months, to negative 0.25% at the low end, up from negative 2%.

"Comparable-store sales trends improved over the first quarter, driven by sequential improvement in our basket with traffic remaining positive," Potter said.

Grocery Outlet also confirmed that it completed the closure of the 36 underperforming stores it identified as part of its optimization plan in the first half of 2026. Restructuring charges should thus abate after the first quarter of fiscal 2027.

For fiscal 2026, management expects adjusted earnings per share of $0.51 to $0.55.

Joe Tenebruso has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.

Grocery Outlet Holding Corp. (GO) Q2 2026 Earnings Call Transcript

Grocery Outlet Holding Corp. (GO - Free Report) came out with quarterly earnings of $0.2 per share, beating the Zacks Consensus Estimate of $0.12 per share. This compares to earnings of $0.23 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +66.67%. A quarter ago, it was expected that this supermarket company selling discount, overstocked and closeout products would post earnings of $0.02 per share when it actually produced earnings of $0.05, delivering a surprise of +150%.

Over the last four quarters, the company has surpassed consensus EPS estimates three times.

Grocery Outlet, which belongs to the Zacks Consumer Products - Staples industry, posted revenues of $1.19 billion for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 2.24%. This compares to year-ago revenues of $1.18 billion. The company has topped consensus revenue estimates two times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

Grocery Outlet shares have lost about 2.7% since the beginning of the year versus the S&P 500's gain of 12.9%.

What's Next for Grocery Outlet?While Grocery Outlet has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for Grocery Outlet was unfavorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #4 (Sell) for the stock. So, the shares are expected to underperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.18 on $1.16 billion in revenues for the coming quarter and $0.50 on $4.63 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Consumer Products - Staples is currently in the bottom 14% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

One other stock from the broader Zacks Consumer Staples sector, Campbell's (CPB - Free Report) , is yet to report results for the quarter ended July 2026.

This maker of canned soup, Pepperidge Farm cookies and V8 juice is expected to post quarterly earnings of $0.40 per share in its upcoming report, which represents a year-over-year change of -35.5%. The consensus EPS estimate for the quarter has been revised 7.3% lower over the last 30 days to the current level.

Campbell's' revenues are expected to be $2.16 billion, down 7.1% from the year-ago quarter.

EMERYVILLE, Calif., Aug. 12, 2026 (GLOBE NEWSWIRE) -- Grocery Outlet Holding Corp. (NASDAQ: GO) ("Grocery Outlet," the "Company," "we" or "our") today announced financial results for the second quarter of fiscal 2026 ended July 4, 2026.

, /PRNewswire/ -- Kuehn Law, PLLC, a shareholder litigation law firm, is investigating whether certain officers and directors of Grocery Outlet Holding Corp. (NASDAQ: GO) breached their fiduciary duties to shareholders. 

According to a federal securities lawsuit, Grocery Outlet misrepresented or failed to disclose that: (1) the Company had "expanded too quickly" into new stores; (2) the Company's purportedly strong financial and operational growth was being artificially supported by excessive rapid store expansion; (3) as a result, the Company was unable to achieve the sustainable growth required to meet its previously set guidance; (4) the Company's Restructuring Plan would require further Optimization to achieve its operational goals, including significant store closures and asset write-downs; and (5) that, as a result of the foregoing, the Company's positive statements about the Company's business, operations, and prospects were materially misleading and/or lacked a reasonable basis.

If you currently own GO and purchased prior to August 5, 2025 please contact Sophia Anne Silayan by email at [email protected] or call (833) 672-0814.  Kuehn Law pays all case costs and does not charge its investor clients. Shareholders should contact the firm immediately as there may be limited time to enforce your rights. 

Why Your Participation Matters:

As a shareholder your voice matters, and by getting involved, you contribute to the integrity and fairness of the financial markets. Your investment. Your voice. Your future.™ 

For additional information, please visit Shareholder Derivative Litigation - Kuehn Law.

Attorney advertising. Prior results do not guarantee similar outcomes.

Contacts:
Kuehn Law, PLLC
Justin Kuehn, Esq.
53 Hill Street, Suite 605
Southampton, NY 11968
[email protected]
(833) 672-0814

SOURCE Kuehn Law, PLLC

Investors in Grocery Outlet Holding Corp. (GO - Free Report) need to pay close attention to the stock based on moves in the options market lately. That is because the Aug. 21, 2026 $1.00 Call had some of the highest implied volatility of all equity options today.

What is Implied Volatility?Implied volatility shows how much movement the market is expecting in the future. Options with high levels of implied volatility suggest that investors in the underlying stocks are expecting a big move in one direction or the other. It could also mean there is an event coming up soon that may cause a big rally or a huge sell-off. However, implied volatility is only one piece of the puzzle when putting together an options trading strategy.

What do the Analysts Think?Clearly, options traders are pricing in a big move for Grocery Outlet shares, but what is the fundamental picture for the company? Currently, Grocery Outlet is a Zacks Rank #3 (Hold) in the Consumer Products - Staples industry that ranks in the Bottom 23% of our Zacks Industry Rank. Over the last 60 days, no analysts have increased their earnings estimates for the to-be-reported quarter, while one analyst has revised the estimate downward. The net effect has taken our Zacks Consensus Estimate for the to-be-reported quarter from 13 cents per share to 12 cents in that period.

Given the way analysts feel about Grocery Outlet right now, this huge implied volatility could mean there’s a trade developing. Oftentimes, options traders look for options with high levels of implied volatility to sell premium. This is a strategy many seasoned traders use because it captures decay. At expiration, the hope for these traders is that the underlying stock does not move as much as originally expected.

Campaign to debut first-of-its-kind four-day national livestream marathon featuring Independent Operators to raise awareness and drive donations for communities facing food insecurity June 24, 2026 08:00 ET  | Source: Grocery Outlet, Inc.

EMERYVILLE, Calif., June 24, 2026 (GLOBE NEWSWIRE) -- Grocery Outlet Holding Corp. (NASDAQ: GO) (“Grocery Outlet” or the “Company”) today announced the launch of its 16th annual ‘Independence from Hunger’ (IFH) food drive, the Company’s signature campaign to help end food insecurity in local communities. Taking place from June 24th through July 31st, the campaign will collect in-store and online donations, as well as offer pre-made bags of nonperishable food for donation at Grocery Outlet stores nationwide.

This year, Grocery Outlet is expanding the reach of IFH through a new partnership with Feeding America, allowing customers to donate online to support hunger-relief efforts on a national scale. All online donations will be evenly split between the Alameda County, L.A. Regional, Oregon and Central Pennsylvania food banks. In-store donations will continue to benefit Feeding America network members, including local food banks and partner agencies, reinforcing Grocery Outlet’s community-driven approach to giving back.

“Independence from Hunger reflects the heart of who we are as a company,” said Jason Potter, President and Chief Executive Officer of Grocery Outlet. “This campaign brings together our Independent Operators, customers, and partners around a shared goal with real local impact – helping families put food on the table. By expanding online giving through Feeding America, we’re making it even easier for customers to support their communities.”

To further amplify awareness and engagement, Grocery Outlet will also debut a first-of-its-kind, four-day national livestream event during the IFH campaign. The livestream will feature real-time donation challenges, giveaways, local store spotlights, and personal stories from Independent Operators across the country, highlighting the grassroots impact of the campaign in communities nationwide.

According to the U.S. Department of Agriculture, Economic Research Service, nearly 48 million people, including 14.1 million children, faced hunger in 2024 (1 in 7 individuals, 1 in 5 children). *

Since the launch of Independence from Hunger in 2011, Grocery Outlet and its Independent Operators have helped raise more than $30 million to support local food agencies across the country.

Customers can make a difference by participating in one of the following ways:

Give $5, Get $5: Donate $5 or more in a single transaction in-store or online and receive a coupon for $5 off a future purchase of $25 or more.Purchase a pre-made food bag: Each bag contains an assortment of groceries selected by a local food agency and can be placed in a collection bin at the front of the store.Donate at the register: Donations will benefit that store’s local food agency partner.Donate online: Visit GroceryOutlet.com/Donate to contribute through Grocery Outlet’s partnership with Feeding America, supporting hunger-relief efforts nationwide. About Grocery Outlet

Based in Emeryville, California, Grocery Outlet is a growth-oriented extreme value retailer of quality, name-brand consumables and fresh products sold primarily through a network of independently operated stores. Grocery Outlet and its subsidiaries have more than 540 stores in California, Washington, Oregon, Pennsylvania, Tennessee, Nevada, Idaho, North Carolina, Maryland, Ohio, Georgia, Virginia, New Jersey, Alabama, Delaware and Kentucky.

About Feeding America®

Rooted in the voices of neighbors facing hunger, Feeding America® unites the country to ensure everyone has access to food and a thriving future. We support tens of millions of people as part of a nationwide network of 250+ food banks, 20+ statewide food bank associations, 10+ regional co-ops and 60,000+ agency partners, food pantries and meal programs. Powered by leaders and volunteers embedded in local communities, we are one of the nation’s most effective food distribution systems to drive immediate impact today—and a catalyst for long-term change through advocating for legislation that improves food security and work to address its factors. We partner with people experiencing food insecurity, policymakers, organizations and supporters, acting united with unwavering commitment to provide nourishing food and work to end hunger at its roots so everyone can live fuller, healthier lives.  

Visit FeedingAmerica.org to learn more. 

Media Contact:
Kyle Noble, [email protected]

*Rabbitt, M.P., Reed-Jones, M., Hales, L.J., Suttles, S., & Burke, M.P. (2025). Household food security in the United States in 2024 (Report No. ERR-358). U.S. Department of Agriculture, Economic Research Service.

DALLAS--(BUSINESS WIRE)--As summer temperatures rise, so does Rancher's Premium Smokehouse's retail momentum, with the Dallas-based brand announcing this week it's expansion onto Grocery Outlet shelves across Washington, California, Oregon and Pennsylvania. Available in select Grocery Outlet locations, the fastest-growing sausage brand in the U.S. is continuing to take the grocery and grill by storm with its one-of-a-kind flavor combinations earning them thousands of five-star reviews in taste,.

Affirm's Google Deal Aims for Your WalletGrocery Outlet NASDAQ: GO reported first-quarter fiscal 2026 results that management said were in line with its guidance, as the discount grocer works to restore comparable sales growth through a stronger mix of opportunistic merchandise, targeted promotions and operational changes.

President and Chief Executive Officer Jason Potter said the company generated first-quarter revenue of $1.17 billion, up 3.6% from a year earlier. Comparable store sales declined 1%, which was slightly better than the company’s prior outlook for a decline of 1.5% to 2.5%. Traffic rose approximately 2%, but that was offset by continued pressure on basket size, driven by lower units per transaction.

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3 Sectors That Look Most Vulnerable Ahead of May 15“While we’re encouraged by the progress we’re beginning to see, we’re not satisfied with our current level of performance and are focused on the work we have in front of us,” Potter said.

Chief Financial Officer Chris Miller said the company opened seven new stores and closed 28 during the quarter, ending the period with 549 stores across 16 states. The closures included 27 stores tied to a restructuring plan announced earlier in the year. Grocery Outlet closed the remaining nine restructuring-related stores in April.

Traffic Improves, But Basket Pressure Continues AI Dividend Increases: 3 Massive Winners Boosting PayoutsPotter said performance improved as the quarter progressed, with traffic strengthening each month and exiting March at a “meaningful higher rate” than at the start of the quarter. In March, weekly traffic grew in a range of 2% to 5% year over year, which Potter said reaffirmed the appeal of Grocery Outlet’s value-oriented product offering.

Miller said comparable sales benefited from traffic growth of 2.1%, but average transaction size declined 3.1%. Management attributed the smaller baskets in part to a lower mix of opportunistic products, which it is now working to rebuild.

Potter said Grocery Outlet has increased its opportunistic product mix by nearly 2 percentage points since the start of the year, with improvement across inventory, shipments, variety and sales. He described opportunistic merchandise as the company’s “value engine,” noting that its best deals can offer savings of up to 70% compared with conventional retailers.

In response to analyst questions, Potter said the company ultimately would like opportunistic products to move closer to a roughly 50/50 blend with other merchandise, though he did not disclose the current overall mix. He said stores with higher levels of opportunistic products tend to have stronger sales.

Promotions Used as a Bridge While Opportunistic Supply Ramps Grocery Outlet is also using what Potter called “synthetic promotional support” to drive store visits while it rebuilds its opportunistic product flow. He said those promotions were effective around major shopping occasions including the Super Bowl and Easter.

The company continues to expect promotional investments of about $20 million this year. Miller said those investments are expected to lessen in the third quarter and wind down entirely in the fourth quarter as opportunistic merchandise becomes a larger part of the mix.

Gross profit rose just under 1% to $345.2 million. Gross margin was 29.6%, down 80 basis points from a year earlier. Miller said the margin included about $6 million, or a 50-basis-point impact, from inventory liquidations and write-downs related to store closures. Promotional investments also weighed on gross margin, partially offset by improvements in inventory management.

For the second quarter, Grocery Outlet expects gross margin between 29.8% and 30%, including continued promotional spending and about $1.5 million of additional liquidation activity tied to store closures.

Net Loss Reflects Restructuring and Goodwill Impairment Grocery Outlet reported a first-quarter net loss of $180.3 million, or $1.83 per diluted share, compared with a net loss of $23.3 million, or 24 cents per diluted share, a year earlier. Miller said the latest quarter was affected by $18.2 million of restructuring charges related to store closures and a non-cash goodwill impairment charge of $158 million tied to the decline in the company’s market capitalization.

Adjusted net income, excluding restructuring charges, the goodwill impairment and other items, was $4.6 million, or 5 cents per diluted share. Adjusted EBITDA was $43.1 million, or 3.7% of net sales, compared with $51.9 million, or 4.6% of net sales, a year earlier. Potter said adjusted EBITDA came in at the top end of the company’s guidance range, while adjusted earnings per share were 1 cent above the guidance range provided in March.

Grocery Outlet ended the quarter with $59 million in cash and approximately $175 million of available capacity on its revolver. Total debt, net of issuance costs, was $489.3 million, down $3.6 million from the end of 2025. Miller said net leverage was 1.8 times adjusted EBITDA.

Store Refresh Pace Slowed as Management Prioritizes Value Initiatives Potter said Grocery Outlet completed 34 store refreshes during the first quarter and 58 in total as of the call. The refreshed stores include changes to layout, signage and merchandising intended to make shopping easier and communicate value more clearly.

However, the company now expects to complete approximately 100 store refreshes by year-end, a more measured pace than previously contemplated. Potter said the decision reflects a deliberate prioritization of resources toward improving opportunistic product execution, which management views as the fastest way to improve comparable sales.

During the question-and-answer portion of the call, Potter said the first group of refreshed stores with a full quarter of sales reporting was performing in line with the company’s expectations. But he also said there had been more variability in sales and execution as the program scaled, making a slower pace appropriate.

Potter said the company has completed its planned closure of 36 underperforming stores and continues to expect about $12 million of annualized adjusted EBITDA improvement once the restructuring is complete. He said Grocery Outlet is also applying more discipline to new store growth, including more selective real estate decisions and higher return hurdles.

Company Reiterates Full-Year Outlook Miller said Grocery Outlet is reiterating its full-year guidance. For the second quarter, the company expects comparable store sales to decline between 1.5% and 2%, including an estimated 50-basis-point headwind from the Easter calendar shift. It expects adjusted EBITDA of $55 million to $58 million and diluted earnings per share of 11 cents to 13 cents.

Management said the outlook remains prudent given recent comparable sales volatility and the short period of stabilization so far. Potter said the company has historically benefited from countercyclical demand when consumers face pressure, and he expects Grocery Outlet to benefit as it improves value for customers.

Asked about inflation and fuel costs, Potter said Grocery Outlet monitors its savings gap regularly and seeks to maintain basket savings of 15% to 20% versus mass retailers and 30% to 40% versus conventional grocers. Miller said the impact of fuel on supply chain costs has not been significant to date, at roughly 10 basis points.

Potter also highlighted organizational changes, including the appointment of Jim Porterfield as chief marketing officer and the addition of Frances Allen and Felicia Thornton as independent directors. He said the company continues to explore strategic options for UGO and expects that process to remain a 2026 topic.

About Grocery Outlet NASDAQ: GOGrocery Outlet Holding Corp. NASDAQ: GO is a specialty discount retailer that offers consumers deeply discounted groceries by purchasing excess inventory, closeouts, and overstocks from manufacturers and distributors. Headquartered in Emeryville, California, the company operates two primary banners—Grocery Outlet and Fresh2Go—with a combined footprint of more than 400 stores. Its product assortment spans fresh produce, meat, dairy, bakery items, household staples, natural and organic offerings, and select specialty products, all sold at significant markdowns compared to conventional supermarkets.

The company's unique buying model enables it to source inventory through opportunistic purchases of surplus freight, discontinued items, and closeout deals, which it then passes on as savings to its customers.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].

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Key Takeaways GO beat Q1 estimates as sales rose 3.6% to $1.17B, even with comps down 1%.GO said traffic improved through the quarter, and opportunistic product mix rose nearly 2 pts.GO reaffirmed FY26 targets as gross margin fell to 29.6% and store optimization charges hit. Grocery Outlet Holding Corp. (GO - Free Report) reported first-quarter 2026 results, wherein the top and bottom lines beat the Zacks Consensus Estimate. While net sales increased year over year, earnings declined from the year-ago period. Results reflected improving traffic trends and progress in restoring the company’s opportunistic product mix, though comparable-store sales remained soft amid continued pressure on customer basket sizes.

Shares of Grocery Outlet rose 16.4% during the after-market trading session yesterday, as investors appeared encouraged by the company’s better-than-expected results. Adjusted EBITDA came in at the high end of management’s guidance range, and management reaffirmed the fiscal 2026 outlook despite ongoing margin and basket-size pressures.

GO’s Quarterly Performance: Key InsightsGrocery Outlet delivered adjusted earnings of 5 cents a share for the first quarter of fiscal 2026, beating the Zacks Consensus Estimate of 2 cents by 150%. The figure declined from adjusted earnings of 13 cents reported in the year-ago quarter.

Net sales increased 3.6% year over year to $1,166.4 million and edged past the consensus mark of $1,153 million by 1.2%. The increase was primarily driven by contributions from new store openings, partially offset by lower comparable-store sales.

Comparable-store sales declined 1% in the quarter compared to growth of 0.3% in the prior-year period. The drop stemmed from a 3.1% decrease in average transaction size, partly offset by a 2.1% increase in the number of transactions. Management noted that traffic trends improved sequentially throughout the quarter, with weekly traffic growth in March ranging between 2% and 5%.

Management highlighted meaningful progress in increasing the mix of opportunistic products, which rose by nearly 2 percentage points since the start of the year. Grocery Outlet stated that these higher-value branded deals continue to resonate strongly with customers and support traffic recovery.

GO’s Margin Profile Softens on Restructuring-Related HitsGross profit increased modestly to $345.2 million from $342.4 million in the year-ago quarter. However, gross margin contracted 80 basis points year over year to 29.6%. Management attributed 50 basis points of the decline to inventory markdowns and write-offs to store closures under the Optimization Plan, along with promotional investments aimed at driving traffic and restoring value perception, partly offset by improvements in inventory management.

Selling, general and administrative expenses rose 4.8% year over year to $347 million. As a percentage of net sales, SG&A expenses increased 40 basis points to 29.8%, primarily due to higher professional fees, commissions and growth-related expenses, partly offset by lower incentive compensation.

Adjusted EBITDA declined 16.9% year over year to $43.1 million. Adjusted EBITDA margin contracted 90 basis points to 3.7% of net sales.

The company posted an operating loss of $178 million, including a non-cash goodwill impairment charge of $158 million and restructuring charges of $18.2 million related to store optimization actions. Net loss came in at $180.3 million, or $1.83 per share, compared with a net loss of $23.3 million, or 24 cents per share, in the prior-year quarter.

GO’s Store UpdateGrocery Outlet opened seven new stores and closed 28 stores during the quarter, including 27 closures related to its Optimization Plan, ending the period with 549 stores across 16 states.

Under the Optimization Plan, Grocery Outlet is closing 36 financially underperforming stores to improve long-term profitability, cash flow generation and store-fleet productivity. The company completed 27 of these closures during the first quarter and closed the remaining nine stores in April.

Management also continues to take a more disciplined approach to new store growth, focusing on stronger site selection, core markets and higher return thresholds. For fiscal 2026, Grocery Outlet continues to expect 30-33 net new store openings, excluding closures tied to the Optimization Plan.

Grocery Outlet’s Financial Health SnapshotGrocery Outlet ended the quarter with cash and cash equivalents of $59 million compared with $69.6 million at fiscal 2025-end. Long-term debt totaled $474.3 million, while stockholders’ equity stood at $807.1 million.

The company generated $52.6 million in operating cash flow during the quarter compared with $58.9 million in the prior-year period. Capital expenditures, net of tenant improvement allowances, were $53.9 million.

Management reiterated that it expects fiscal 2026 capital expenditures of about $170 million, net of tenant improvement allowances.

Grocery Outlet Reaffirms Key Fiscal 2026 TargetsManagement reaffirmed its fiscal 2026 outlook, signaling confidence in the year’s execution priorities despite a choppy consumer environment. The company continues to expect net sales of $4.60-$4.72 billion, with comparable store sales ranging from flat to down 2%.

For profitability, Grocery Outlet still anticipates a gross margin of 29.7%-30% and adjusted EBITDA of $220-$235 million. The company also maintained adjusted earnings per share guidance of 45-55 cents a share.

For the second quarter, management expects comparable-store sales to decline between 1.5% and 2%, including an estimated 50-basis-point headwind from the Easter calendar shift. Gross margin is projected between 29.8% and 30%, while adjusted EBITDA is expected between $55 million and $58 million. Adjusted earnings per share are anticipated in the range of 11-13 cents.

Shares of this Zacks Rank #4 (Sell) company have fallen 24.7% over the past three months compared with the industry’s decline of 13.7%.

Stocks to ConsiderThe Chef's Warehouse, Inc. (CHEF - Free Report) , a specialty food distributor serving restaurants, hotels and hospitality customers, carries a Zacks Rank #2 (Buy) at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

 The Zacks Consensus Estimate for The Chef's Warehouse’s current financial-year sales and earnings indicates growth of 8.3% and 24.7%, respectively, from the prior-year reported levels. CHEF delivered a trailing four-quarter earnings surprise of 28.9%, on average.

 Darling Ingredients Inc. (DAR - Free Report) transforms food and animal byproducts into sustainable ingredients for essential uses. DAR carries a Zacks Rank #2.

 The consensus estimate for Darling Ingredients’ current fiscal-year sales and earnings implies growth of 10.3% and 575%, respectively, from the year-ago reported figures. DAR delivered a trailing four-quarter earnings surprise of 16.1%, on average.

 Tyson Foods, Inc. (TSN - Free Report) operates as a leading protein company producing chicken, beef, pork and prepared food products. TSN currently carries a Zacks Rank #2.

 The Zacks Consensus Estimate for Tyson Foods’ current fiscal-year sales calls for growth of 4.5%, while the consensus mark for earnings indicates a 0.5% increase from the year-ago reported figures. TSN delivered a trailing four-quarter earnings surprise of 18.1%, on average.

, /PRNewswire/ -- Glancy Prongay Wolke & Rotter LLP announces that investors with losses have opportunity to lead the securities fraud class action lawsuit against Grocery Outlet Holding Corp. ("Grocery Outlet" or the "Company") (NASDAQ: GO).

IF YOU SUFFERED A LOSS ON YOUR GROCERY OUTLET INVESTMENTS, CLICK HERE BEFORE MAY 15, 2026 (LEAD PLAINTIFF DEADLINE) TO PARTICIPATE IN THE SECURITIES FRAUD LAWSUIT

What Is The Lawsuit About?
The complaint filed alleges that, between August 5, 2025 and March 4, 2026, Defendants failed to disclose to investors: (1) the Company had "expanded too quickly" into new stores; (2) the Company's purportedly strong financial and operational growth was being artificially supported by excessive rapid store expansion; (3) as a result, the Company was unable to achieve the sustainable growth required to meet its previously set guidance; (4) the Company's Restructuring Plan would require further Optimization to achieve its operational goals, including significant store closures and asset write-downs; and (5) that, as a result of the foregoing, Defendants' positive statements about the Company's business, operations, and prospects were materially misleading and/or lacked a reasonable basis.

Contact Us To Participate or Learn More:
If you wish to learn more about this action, or if you have any questions concerning this announcement or your rights or interests with respect to these matters, please contact us.
Charles Linehan, Esq.,
Glancy Prongay Wolke & Rotter LLP,
1925 Century Park East, Suite 2100,
Los Angeles California 90067
Email: [email protected]
Telephone: 310-201-9150 (Toll-Free: 888-773-9224)
Visit our website at www.glancylaw.com.
Follow us for updates on LinkedIn, Twitter, or Facebook.

If you inquire by email, please include your mailing address, telephone number and number of shares purchased.

To be a member of the class action you need not take any action at this time; you may retain counsel of your choice or take no action and remain an absent member of the class action.

This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and ethical rules.

Contact Us:
Glancy Prongay Wolke & Rotter LLP,
1925 Century Park East, Suite 2100,
Los Angeles, CA 90067
Charles Linehan
Email: [email protected]
Telephone: 310-201-9150
Toll-Free: 888-773-9224
Visit our website at: www.glancylaw.com.

SOURCE Glancy Prongay Wolke & Rotter LLP

, /PRNewswire/ -- Pomerantz LLP announces that a class action lawsuit has been filed against Grocery Outlet Holding Corp. ("Grocery Outlet" or the "Company") (NASDAQ: GO). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, (or 888.4-POMLAW), toll-free, Ext. 7980. Those who inquire by e-mail are encouraged to include their mailing address, telephone number, and the number of shares purchased. 

The class action concerns whether Grocery Outlet and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices. 

You have until May 15, 2026, to ask the Court to appoint you as Lead Plaintiff for the class if you purchased or otherwise acquired Grocery Outlet securities during the Class Period. A copy of the Complaint can be obtained at www.pomerantzlaw.com.   

[Click here for information about joining the class action]  

On March 4, 2026, Grocery Outlet reported its fourth quarter and fiscal year 2025 financial results.  Among other items, Grocery Outlet reported full year 2025 adjusted EBITDA of $254.3 million (missing prior guidance of $258 at the low end); net sales of $4.69 billion, (missing prior guidance of $4.70 billion at the low end); comparable store sales which increased by 0.5% on a 52-week basis (missing prior guidance of 0.6% to 0.9%); and diluted adjusted earnings per share of $0.76 (missing prior guidance of $0.78 at the low end).  Moreover, the Company revealed it was adding an additional "optimization plan" on top of its "restructuring plan," and "reshaping [its] new store growth strategy" including the "closure of 36 financially underperforming stores."  Further, Grocery Outlet also "determined that the long-lived assets of the Closure Stores were impaired, and recognized $110 million of non-cash charges in Impairment of long-lived assets on the condensed consolidated statements of operations and comprehensive income (loss)."  Finally, the Company said that it estimates "between $14 million and $25 million in net total restructuring charges in fiscal 2026, including between $51 million and $63 million of estimated cash expenditures primarily for lease termination fees, and between $11 million and $14 million of bad debt expense, partially offset by net non-cash write-off of right-of-use assets and lease liabilities associated with these leases of between $(48) million and $(52) million."  During an earnings call on the same day, Grocery Outlet's CEO further revealed that the Company had "made the difficult decision to close 36 locations" in part because "it's clear now that we expanded too quickly and these closures are a direct correlation." 

On this news, Grocery Outlet's stock price fell $2.45 per share, or 27.87%, to close at $6.34 per share on March 5, 2026. 

Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com. 

Attorney advertising. Prior results do not guarantee similar outcomes.  

CONTACT:
Danielle Peyton
Pomerantz LLP
[email protected]
646-581-9980 ext. 7980 

SOURCE Pomerantz LLP

NEW YORK, May 15, 2026 (GLOBE NEWSWIRE) -- The Gross Law Firm issues the following notice to shareholders of Grocery Outlet Holding Corp. (NASDAQ: GO).

Shareholders who purchased shares of GO during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointment. Appointment as lead plaintiff is not required to partake in any recovery.

CONTACT US HERE:

https://securitiesclasslaw.com/securities/grocery-outlet-holding-corp-loss-submission-form-2/?id=186393&from=3 

CLASS PERIOD: August 5, 2025 to March 4, 2026

ALLEGATIONS: The complaint alleges that during the class period, Defendants issued materially false and/or misleading statements and/or failed to disclose that: (1) the Company had “expanded too quickly” into new stores; (2) the Company’s purportedly strong financial and operational growth was being artificially supported by excessive rapid store expansion; (3) as a result, the Company was unable to achieve the sustainable growth required to meet its previously set guidance; (4) the Company’s restructuring plan would require further optimization to achieve its operational goals, including significant store closures and asset write-downs; and (5) that, as a result of the foregoing, defendants’ positive statements about the Company’s business, operations, and prospects were materially misleading and/or lacked a reasonable basis.

DEADLINE: May 15, 2026 Shareholders should not delay in registering for this class action. Register your information here: https://securitiesclasslaw.com/securities/grocery-outlet-holding-corp-loss-submission-form-2/?id=186393&from=3 

NEXT STEPS FOR SHAREHOLDERS: Once you register as a shareholder who purchased shares of GO during the timeframe listed above, you will be enrolled in a portfolio monitoring software to provide you with status updates throughout the lifecycle of the case. The deadline to seek to be a lead plaintiff is May 15, 2026. There is no cost or obligation to you to participate in this case.

WHY GROSS LAW FIRM? The Gross Law Firm is a nationally recognized class action law firm, and our mission is to protect the rights of all investors who have suffered as a result of deceit, fraud, and illegal business practices. The Gross Law Firm is committed to ensuring that companies adhere to responsible business practices and engage in good corporate citizenship. The firm seeks recovery on behalf of investors who incurred losses when false and/or misleading statements or the omission of material information by a company lead to artificial inflation of the company's stock. Attorney advertising. Prior results do not guarantee similar outcomes.

CONTACT:
The Gross Law Firm
15 West 38th Street, 12th floor
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Email: [email protected] 
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New York, New York--(Newsfile Corp. - May 15, 2026) - Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against Grocery Outlet Holding Corp. (NASDAQ: GO) and certain of its officers.

This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired Grocery Outlet securities between August 5, 2025 and March 4, 2026, both dates inclusive (the "Class Period"). Such investors are encouraged to join this case by visiting the firm's site: bgandg.com/GO.

Grocery Outlet Case Details

The Complaint alleges that, throughout the Class Period, Defendants made materially false and misleading statements and/or failed to disclose material adverse facts concerning the Company's business, operations, and prospects. Specifically, the Complaint alleges that Defendants failed to disclose that:
(1) the Company had expanded too rapidly by opening an excessive number of new stores;
(2) the Company's purported financial and operational growth was artificially supported by this accelerated store expansion;
(3) as a result, the Company was unable to achieve the sustainable growth necessary to meet its previously issued guidance; and
(4) the Company's restructuring plan would require further optimization, including significant store closures and asset write-downs, in order to achieve its operational objectives.

What's Next for Grocery Outlet Investors?

A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm's site: bgandg.com/GO, or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 917-590-0911. If you suffered a loss in Grocery Outlet you have until May 15, 2026, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.

No Cost to Grocery Outlet Investors

We, Bronstein, Gewirtz & Grossman LLC, represent investors in class actions on a contingency fee basis. That means we will ask the court to reimburse us for out-of-pocket expenses and attorneys' fees, usually a percentage of the total recovery, only if we are successful.

Why Bronstein, Gewirtz & Grossman, LLC for Grocery Outlet Securities Class Action?

Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that represents investors in securities fraud class actions and shareholder derivative suits. Our firm has recovered hundreds of millions of dollars for investors nationwide. More at www.bgandg.com

"Our practice centers on restoring investor capital and ensuring corporate accountability, which serves to uphold the essential integrity of the marketplace," said Peretz Bronstein, Founding Partner of Bronstein, Gewirtz & Grossman, LLC.

Follow us for updates on LinkedIn, X, Facebook, or Instagram.

Attorney advertising.
Prior results do not guarantee similar outcomes.

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/295351

Source: Bronstein, Gewirtz & Grossman, LLC

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Grocery Outlet Holding remains a Sell as core store performance and margins remain weak despite improved traffic. GO's Q1 saw CSS decline 1%, average transaction size fall 3.1%, and adjusted EBITDA margin drop to 3.7%. Promotions and opportunistic product mix lifted traffic, but profitability and basket size have not recovered, undermining the value proposition.

Key Takeaways GO is resetting product mix for 2026, rebuilding treasure-hunt deals alongside staples.GO Q1 transactions rose 2.1%, but ticket fell 3.1% and comps slipped 1% on fewer units.GO gross margin fell 80 bps to 29.6%; 36 store closures aim for $12M annual EBITDA lift. Grocery Outlet Holding Corp. (GO - Free Report) is trying to reassert what made the model work: a treasure-hunt assortment built on opportunistic branded buys, backed by a small-box format run by Independent Operators. The early signal is encouraging traffic, but the quality of the trip still needs to improve.

With GO carrying a Zacks Rank #3 (Hold), the next few quarters look less like a snapback and more like a rebuild where merchandising execution, basket recovery, and margin stabilization have to line up. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

GO’s 2026 Story Is a Product-Mix RebuildThe core narrative for 2026 is a product-mix reset designed to rebuild value perception and strengthen longer-term brand resonance. GO’s differentiated model depends on sourcing closeout and overstock merchandise that creates an ever-changing set of “WOW!” deals alongside everyday staples. Those opportunistically sourced products represent a substantial portion of the purchasing mix and have historically helped drive foot traffic.

Management has also leaned into private label as a lever to improve consistency and economics. The private label program is positioned to deepen customer engagement and drive trip frequency, while also supporting margins.

Grocery Outlet’s Traffic Recovery Needs Basket Follow-ThroughThe first-quarter setup shows why traffic improvement alone was not enough to drive a meaningful earnings recovery. Transactions increased 2.1% year over year, but average transaction size declined 3.1%, resulting in a 1% drop in comparable-store sales. Management said the weaker basket reflected lower units per transaction and also noted that a lower mix of opportunistic products had been weighing on ticket size, underscoring the importance of rebuilding its bargain-product assortment.

Promotions and messaging can bring shoppers back into stores, but the turnaround requires better conversion and wallet share. Until baskets stabilize, traffic-led improvement can still produce soft comps and limit operating leverage. The investment case hinges on whether the customer trip becomes meaningfully more productive as the opportunistic assortment rebuilds through the second quarter and the back half of 2026.

Image Source: Zacks Investment Research

GO Margin Pressure Signals a “Bridge Year”GO’s margin profile is absorbing a near-term tradeoff to defend value perception while it rebuilds opportunistic supply and improves execution. In the first quarter, gross margin declined 80 basis points year over year to 29.6%. Management said 50 basis points of the decline reflected inventory markdowns and write-offs tied to store closures under the Optimization Plan, while promotional investments used to bridge the opportunistic supply gap were another key source of margin pressure.

The “bridge year” concept is that margin pressure is being tolerated to support traffic and keep the value proposition credible. Management committed to about $20 million of synthetic promotional support during fiscal 2026, and second-quarter gross margin guidance of 29.8% to 30% suggests the drag persists in the near term. Normalization would look like promotions tapering as opportunistic branded availability improves, allowing mix and pricing discipline to do more of the heavy lifting rather than margin-dilutive support.

GO’s Portfolio Pruning Could Improve the NarrativePortfolio pruning is another lever that can improve the narrative by raising the average quality of the fleet. GO closed 36 underperforming stores as part of its Optimization Plan, with 27 closures in the first quarter and the remaining nine completed in April. Management expects these actions to drive about $12 million of annualized adjusted EBITDA improvement once completed.

The strategic value is not just the cost savings. Exiting weaker assets reduces operational drag, improves fleet earnings quality, and can increase confidence in store-level returns over time. It also aligns with a more disciplined expansion posture, including stricter site selection and higher return thresholds, which is designed to make new growth more durable rather than simply faster.

The Next 2–3 Catalysts Investors Should Track in GOInvestors should keep the checklist tight and execution-focused. First, watch the comparable-store sales trend embedded in the second-quarter guide, which calls for comps down 1.5% to 2% (including an estimated 50-basis-point Easter calendar headwind). That range frames whether momentum is actually improving beneath the headline.

Second, track whether baskets stabilize as the opportunistic mix continues to rebuild. Management said the opportunistic product mix increased by nearly 2 percentage points since the start of the year, and the branded deals are resonating with customers. The turnaround strengthens materially if that progress shows up in units per transaction and ticket size.

Third, look for evidence that margin pressure is moderating alongside operating-cost control. Gross margin guidance and adjusted EBITDA expectations for the second quarter, paired with expense discipline, will shape confidence that promotional support can eventually fade without sacrificing traffic.

In that context, the competitive backdrop stays intense. Walmart Inc. (WMT - Free Report) and Costco Wholesale Corporation (COST - Free Report) remain formidable, scale-driven value benchmarks that can pressure pricing and promotions across the sector. GO’s edge has to come from execution on its treasure-hunt differentiation rather than trying to outspend larger rivals.

Paul Miller Rejoins Grocery Outlet as Chief Purchasing and Merchandising Officer Ian Ferry Promoted to Chief Financial Officer Company Affirms Second Quarter and Fiscal 2026 Outlook