Grocery Outlet (GO) reported earnings 30 days ago. What's next for the stock?
Grocery Outlet Holding Corp. (GO) Presents at Morgan Stanley Global Consumer & Retail Conference 2025 Transcript
Grocery Outlet is undergoing a store refresh plan to address its lack of staple products and improve its business model. GO's pilot store refreshes show promising mid-single-digit comps growth, but full benefits won't be realized until 2027, as rollout is gradual. The company faces margin pressure from restructuring costs and risks diluting its treasure-hunt brand by stocking more staples and private-label products.
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GO's store refresh drives stronger shopper response and sets the stage for improved comparable sales and margin gains in 2026.
Grocery Outlet (GO) is technically in oversold territory now, so the heavy selling pressure might have exhausted. This along with strong agreement among Wall Street analysts in raising earnings estimates could lead to a trend reversal for the stock.
Grocery Outlet Holding Corp. ( GO ) Q3 2025 Earnings Call November 4, 2025 4:30 PM EST Company Participants Ian Ferry Jason Potter - President, CEO & Director Christopher Miller - EVP & CFO Conference Call Participants Jeremy Hamblin - Craig-Hallum Capital Group LLC, Research Division Corey Tarlowe - Jefferies LLC, Research Division John Heinbockel - Guggenheim Securities, LLC, Research Division Edward Kelly - Wells Fargo Securities, LLC, Research Division Joseph Feldman - Telsey Advisory Group LLC Mark Carden - UBS Investment Bank, Research Division Leah Jordan - Goldman Sachs Group, Inc., Research Division Kendall Toscano - BofA Securities, Research Division Michael Baker - D.A. Davidson & Co., Research Division Oliver Chen - TD Cowen, Research Division Presentation Operator Greetings, and welcome to the Grocery Outlet Third Quarter 2025 Earning Results Conference Call.
Grocery Outlet Holding Corp. (GO) came out with quarterly earnings of $0.21 per share, beating the Zacks Consensus Estimate of $0.19 per share. This compares to earnings of $0.28 per share a year ago.
Grocery Outlet (GO) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
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Here is how Grocery Outlet Holding Corp. (GO) and Service Corp. (SCI) have performed compared to their sector so far this year.
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