GO Grocery Outlet Holding Corp

Grocery Outlet Holding Corp. has outperformed competitors, reporting a 5.4% increase in net sales and 1.2% comparable store sales growth in Q3 2025. This success is attributed to its "treasure hunt" model, which drives higher transaction counts and repeat visits from budget-conscious shoppers. The aggressive expansion and unique inventory strategy, sourcing surplus goods at deep discounts, position Grocery Outlet as a strong performer in the volatile retail market.

Grocery Outlet Holding Corp. (NASDAQ:GO) has received an average "Hold" rating from thirteen analysts, with an average 12-month target price of $14.86. The company recently reported Q3 EPS of $0.21, beating estimates, and revenue of $1.17 billion, slightly below expectations, while an EVP recently sold a significant portion of their shares. Institutional investors have been actively trading GO shares, and the company has a market cap of $1.00 billion with a negative P/E ratio.

Grocery Outlet (NASDAQ:GO) has released its FY 2025 earnings guidance, projecting an EPS of $0.78, surpassing the analyst consensus of $0.75. Analyst sentiment remains mixed, with an average "Hold" rating and a target price of $14.86, despite recent price target cuts from firms like Wells Fargo and Morgan Stanley. Insider selling by an EVP and significant increases in positions by hedge funds like Millennium Management and Boston Partners have also been noted.

Corient Private Wealth LLC recently acquired 164,061 shares of Grocery Outlet Holding Corp. (NASDAQ:GO) valued at approximately $2.04 million, representing a 0.17% stake in the company. Grocery Outlet maintains a "Hold" consensus rating from analysts with an average price target of $14.86, despite recent price target trims from firms like Morgan Stanley and Wells Fargo. The company reported Q3 EPS of $0.21 (beating estimates) and revenue of $1.17 billion (slightly missing), and has a negative P/E ratio of -204.00.

Bronstein, Gewirtz & Grossman, LLC has launched an investigation into Grocery Outlet Holding Corp. (GO) concerning potential corporate wrongdoing. The firm encourages investors who purchased Grocery Outlet securities before April 9, 2023, and still hold them, to connect for additional information and to assist with the investigation. The firm operates on a contingency fee basis and seeks to represent investors in class actions.

Grocery Outlet Holding (GO) experienced a 5.3% drop in stock value following weak November same-store sales and a significant decrease in EBT-funded purchases. This downturn has prompted analysts like UBS and Wells Fargo to lower price targets, reflecting concerns about the resilience of Grocery Outlet's discount model and its reliance on lower-income customers. The company faces increased pressure to demonstrate consistent, profitable growth amidst a challenged consumer spending environment.