Grocery Stock Analysis

GO -  USA Stock  

USD 33.58  0.30  0.90%

The latest Grocery Outlet price slide may raise some interest from institutional investors. The stock closed today at a share price of 33.58 on 363,325 in trading volume. The company directors and management were unable to exploit market volatilities in July. However, diversifying your overall positions with Grocery Outlet Holding can protect your principal portfolio during market swings. The stock standard deviation of daily returns for 90 days investing horizon is currently 2.87. The current volatility is consistent with the ongoing market swings in July 2021 as well as with Grocery Outlet Holding unsystematic, company-specific events.
Please check Risk vs Return Analysis.

Search Stock Analysis 

 
Refresh
The Grocery Outlet stock analysis report makes it easy to digest most publicly released information about Grocery Outlet and get updates on important government artifacts, including earning estimates, SEC corporate filings, and announcements. Grocery Stock analysis module also helps to analyze the Grocery Outlet price relationship with some important fundamental indicators such as market cap and management efficiency.

Grocery Stock Analysis Notes

About 100.0% of the company shares are owned by institutional investors. The book value of Grocery Outlet was currently reported as 8.27. The company had not issued any dividends in recent years. Grocery Outlet Holding Corp. owns and operates a network of independently operated stores in the United States. The company was founded in 1946 and is headquartered in Emeryville, California. Grocery Outlet operates under Grocery Stores classification in the United States and is traded on NASDAQ Exchange. It employs 774 people. To learn more about Grocery Outlet Holding call the company at 510 845 1999 or check out http://www.groceryoutlet.com.

Grocery Outlet Quarterly Cost of Revenue

520.54 MillionShare

Grocery Outlet Holding Investment Alerts

Many investors view ongoing market volatility as an opportunity to purchase more stocks at a favorable price or short it to generate a bearish trend profit opportunity. If you are one of those investors, make sure you clearly understand the position you are entering. Grocery Outlet's investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding Grocery Outlet Holding or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
Grocery Outlet generates negative expected return over the last 90 days
Grocery Outlet has a strong financial position based on the latest SEC filings
Over 100.0% of the company shares are owned by institutional investors
Latest headline from www.gurufocus.com: Alta Wealth Advisors LLC Buys - GuruFocus.com

Grocery Outlet Holding Upcoming and Recent Events

Earnings reports are used by Grocery Outlet to provide an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Every quarterly earnings report provides investors with three things: an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Grocery Outlet previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
Upcoming Quarterly Report10th of August 2021
Next Earnings Report9th of November 2021
Next Fiscal Quarter End30th of June 2021
Next Fiscal Year End1st of March 2022
Last Quarter Report31st of March 2021
Last Earning Announcement30th of June 2020

Grocery Largest EPS Surprises

Earnings surprises can significantly impact Grocery Outlet's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate.
Reported
Fiscal Date
Estimated EPS
Reported EPS
Surprise
2019-08-13
2019-06-300.13370.160.026319 
2019-11-11
2019-09-300.18730.220.032717 
2020-03-24
2019-12-310.17410.210.035920 
View All Earnings Estimates

Grocery Outlet SEC Filings

SEC filings are important regulatory documents required of all public companies to provide to potential investors. Grocery Outlet prospectus issued under the guidelines of SEC is a legal declaration of facts and statements to ensure that Grocery Outlet investors are not misled. SEC filings are required by law to meet strict transparency standards and other important legal constraints. Although many companies may choose careful wording to disguise some material information, SEC filings make crucial Grocery Outlet Holding specific information freely available to individual and institutional investors to make a timely investment decision.
10th of June 2021
Submission of Matters to a Vote of Security Holders
View
11th of May 2021
Financial Statements and Exhibits. Results of Operations and Financial Condition
View
2nd of March 2021
Financial Statements and Exhibits. Results of Operations and Financial Condition
View
16th of February 2021
Unclassified Corporate Event
View
12th of February 2021
Unclassified Corporate Event
View
10th of February 2021
Unclassified Corporate Event
View
9th of February 2021
Unclassified Corporate Event
View
2nd of February 2021
Unclassified Corporate Event
View

Grocery Outlet Thematic Classifications

In addition to having Grocery Outlet stock in your portfolios, you can add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your favorite investment opportunity, you can then obtain an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility. If you are a result-oriented investor, you can benefit from optimizing one of our existing themes to build an efficient portfolio against your specific investing outlook.
Retail IdeaRetail
USA Equities from Retail industry as classified by Fama & French

Grocery Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Grocery Outlet is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Grocery Outlet Holding backward and forwards among themselves. Grocery Outlet's institutional investor refers to the entity that pools money to purchase Grocery Outlet's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Security TypeSharesValue
New York State Common Retirement FundCommon Shares249.1 K8.6 M
Hennessy Advisors IncCommon Shares245.7 K8.5 M
Oak Ridge Investments LlcCommon Shares141.5 K4.9 M
Alliancebernstein LpCommon Shares130.7 K4.5 M
Retirement Systems Of AlabamaCommon Shares113.5 K3.9 M
Rice Hall James Associates LlcCommon Shares110.4 K3.8 M
State Of New Jersey Common Pension Fund DCommon Shares70.9 K2.5 M
Note, although Grocery Outlet's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Grocery Market Capitalization

The company currently falls under 'Mid-Cap' category with market capitalization of 3.17 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Grocery Outlet's market, we take the total number of its shares issued and multiply it by Grocery Outlet's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and these looking for more risk prefer small-cap and mid-cap equities.

Grocery Profitablity

Grocery Outlet's profitability indicators refer to fundamental financial ratios that showcase Grocery Outlet's ability to generate income relative to its revenue or operating costs. If, let's say, Grocery Outlet is currently losing money, the management's focus should be on how to reverse that trend. However, when revenue exceeds expenses, Grocery Outlet's executives or investors may be in less hurry to break that information down - which is where profitability analysis comes into play. Gaining a greater understanding of Grocery Outlet's profitability requires more research than a typical breakdown of Grocery Outlet's financial statements. By doing a profitability analysis, companies can identify areas needing attention, and investors can make a profitable trade.
The company has Net Profit Margin (PM) of 3.61 %, which may suggest that it has sound control over its expenditures, executes well on its competitive polices, or have a solid pricing strategies. This is typical in the industry. Likewise, it shows Net Operating Margin (NOM) of 3.66 %, which signifies that for every $100 of sales, it has a net operating income of 0.04.
Last ReportedProjected for 2021
Return on Average Assets 0.045  0.0274 
Return on Average Equity 0.12  0.08 
Return on Invested Capital 0.041  0.0353 
Return on Sales 0.034  0.0368 

Management Efficiency

The entity has Return on Asset (ROA) of 2.97 % which means that for every $100 of asset, it generated profit of $2.97. This is way below average. Likewise, it shows return on total equity (ROE) of 13.04 %, which means that it produced $13.04 on every 100 dollars invested by current stockholders. Grocery Outlet management efficiency ratios could be used to measure how well grocery outlet holding manages its routine affairs as well as how well it operates its assets and liabilities. Return on Sales is expected to rise to 0.0368 this year, although the value of Return on Average Assets will most likely fall to 0.0274. Grocery Outlet Goodwill and Intangible Assets are quite stable at the moment as compared to the past year. The company's current value of Goodwill and Intangible Assets is estimated at 848.91 Million. Asset Turnover is expected to rise to 1.33 this year, although the value of Total Assets will most likely fall to about 2 B.
Last ReportedProjected for 2021
Book Value per Share 10.04  7.59 
Enterprise Value over EBIT 47.00  59.47 
Enterprise Value over EBITDA 30.21  35.27 
Price to Book Value 4.01  4.21 
Tangible Assets Book Value per Share 18.40  13.99 
Enterprise ValueB4.8 B
Tangible Asset Value1.7 B1.2 B

Technical Drivers

As of the 3rd of August, Grocery Outlet retains the market risk adjusted performance of (0.16), and Risk Adjusted Performance of (0.06). Grocery Outlet technical analysis makes it possible for you to employ historical prices and volume momentum with the intention to determine a pattern that calculates the direction of the firm's future prices. Simply put, you can use this information to find out if the firm will indeed mirror its model of historical price patterns, or the prices will eventually revert. We were able to break down and interpolate data for nineteen technical drivers for Grocery Outlet Holding, which can be compared to its competitors. Please check out Grocery Outlet Holding standard deviation, maximum drawdown, as well as the relationship between the Maximum Drawdown and expected short fall to decide if Grocery Outlet is priced fairly, providing market reflects its last-minute price of 33.58 per share. Given that Grocery Outlet Holding has jensen alpha of (0.32), we strongly advise you to confirm Grocery Outlet Holding's regular market performance to make sure the company can sustain itself at a future point.

Grocery Outlet Holding Price Movement Analysis

The output start index for this execution was twenty-nine with a total number of output elements of thirty-two. View also all equity analysis or get more info about mavp overlap studies indicator.

Grocery Outlet Holding Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Grocery Outlet insiders, such as employees or executives, is commonly permitted as long as it does not rely on Grocery Outlet's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Grocery Outlet insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Lindberg Eric J Jr over a week ago via Macroaxis 
Exercise or conversion by Lindberg Eric J Jr of 25000 shares of Grocery Outlet subject to Rule 16b-3
Lindberg Eric J Jr over a month ago via Macroaxis 
Exercise or conversion by Lindberg Eric J Jr of 25000 shares of Grocery Outlet subject to Rule 16b-3
Read S Macgregor Jr over a month ago via Macroaxis 
Grocery Outlet exotic insider transaction detected
Lindberg Eric J Jr over two months ago via Macroaxis 
Exercise or conversion by Lindberg Eric J Jr of 25000 shares of Grocery Outlet subject to Rule 16b-3
Lindberg Eric J Jr over two months ago via Macroaxis 
Exercise or conversion by Lindberg Eric J Jr of 25000 shares of Grocery Outlet subject to Rule 16b-3
Herman Thomas F over two months ago via Macroaxis 
Sale by Herman Thomas F of 2000 shares of Grocery Outlet
Burke Pamela B over three months ago via Macroaxis 
Exercise or conversion by Burke Pamela B of 15000 shares of Grocery Outlet subject to Rule 16b-3
Lindberg Eric J Jr over three months ago via Macroaxis 
Exercise or conversion by Lindberg Eric J Jr of 25000 shares of Grocery Outlet subject to Rule 16b-3
Herman Thomas F over three months ago via Macroaxis 
Grocery Outlet exotic insider transaction detected
Bracher Charles over three months ago via Macroaxis 
Grocery Outlet exotic insider transaction detected
Lindberg Eric J Jr over three months ago via Macroaxis 
Disposition of 25000 shares by Lindberg Eric J Jr of Grocery Outlet subject to Rule 16b-3
Herman Thomas F over three months ago via Macroaxis 
Bona fide gift to Herman Thomas F of 5511 shares of Grocery Outlet subject to Section 16

Grocery Outlet Predictive Daily Indicators

Grocery Outlet intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Grocery Outlet stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.

Grocery Outlet Forecast Models

Grocery Outlet time-series forecasting models is one of many Grocery Outlet's stock analysis techniquest aimed to predict future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Grocery Outlet's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the stock market movement and maximize returns from investment trading.

About Grocery Stock Analysis

Stock analysis is the technique used by a trader or investor to examine and evaluate how Grocery Outlet stock is reacting to, or reflecting on a current stock market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Grocery shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas, a specific sector, or an individual stock such as Grocery Outlet. By using and applying Grocery Stock analysis, traders can create a robust methodology for identifying Grocery entry and exit points for their positions.
Last ReportedProjected for 2021
EBITDA Margin 0.05  0.06 
Gross Margin 0.31  0.32 
Profit Margin 0.034  0.0232 
Grocery Outlet Holding Corp. owns and operates a network of independently operated stores in the United States. The company was founded in 1946 and is headquartered in Emeryville, California. Grocery Outlet operates under Grocery Stores classification in the United States and is traded on NASDAQ Exchange. It employs 774 people.

Current Grocery Analysis - Recommendations

We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. Grocery analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. Grocery analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.
Target PriceAdvice# of Analysts
40.78Hold9Odds
Grocery Outlet Holding current and past analyst recommendations published by a number of research institutions as well as average analyst consensus.
Most Grocery analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to helps potential investors understand Grocery stock's fair price compared to its market value. Analysts arrive at stock ratings after researching public financial statements of Grocery Outlet Holding, talking to its executives and customers, or listening to Grocery conference calls.
Grocery Analyst Advice Details

Grocery Stock Analysis Indicators

Grocery Outlet Holding stock analysis indicators help investors evaluate how Grocery Outlet stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing and determine when trading Grocery Outlet shares will generate the highest return on investment. By understating and applying Grocery Outlet stock analysis, traders can identify Grocery Outlet position entry and exit signals to maximize returns.
Quick Ratio0.52
Fifty Two Week Low32.23
Revenue Growth-1.00%
Shares Short Prior Month7.4M
Average Daily Volume Last 10 Day1.15M
Average Daily Volume In Three Month939.99k
Earnings Growth46.20%
Shares Percent Shares Out7.36%
Earnings Quarterly Growth49.40%
Gross Margins30.97%
Short Percent Of Float9.06%
Forward Price Earnings29.84
Float Shares86.98M
Fifty Two Week High48.87
Enterprise Value To Ebitda26.38
Fifty Day Average34.48
Two Hundred Day Average37.11
Enterprise Value To Revenue1.48
Please check Risk vs Return Analysis. Note that the Grocery Outlet Holding information on this page should be used as a complementary analysis to other Grocery Outlet's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Probability Of Bankruptcy module to get analysis of equity chance of financial distress in the next 2 years.

Complementary Tools for Grocery Stock analysis

When running Grocery Outlet Holding price analysis, check to measure Grocery Outlet's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Grocery Outlet is operating at the current time. Most of Grocery Outlet's value examination focuses on studying past and present price action to predict the probability of Grocery Outlet's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Grocery Outlet's price. Additionally, you may evaluate how the addition of Grocery Outlet to your portfolios can decrease your overall portfolio volatility.
Volatility Analysis
Get historical volatility and risk analysis based on latest market data
Go
Performance Analysis
Check effects of mean-variance optimization against your current asset allocation
Go
Instant Ratings
Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance
Go
Portfolio Manager
State of the art Portfolio Manager to monitor and improve performance of your invested capital
Go
Balance Of Power
Check stock momentum by analyzing Balance Of Power indicator and other technical ratios
Go
Portfolio Backtesting
Avoid under-diversification and over-optimization by backtesting your portfolios
Go
Piotroski F Score
Get Piotroski F Score based on binary analysis strategy of nine different fundamentals
Go
Theme Ratings
Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance
Go
The market value of Grocery Outlet Holding is measured differently than its book value, which is the value of Grocery that is recorded on the company's balance sheet. Investors also form their own opinion of Grocery Outlet's value that differs from its market value or its book value, called intrinsic value, which is Grocery Outlet's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Grocery Outlet's market value can be influenced by many factors that don't directly affect Grocery Outlet Holding underlying business (such as pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Grocery Outlet's value and its price as these two are different measures arrived at by different means. Investors typically determine Grocery Outlet value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Grocery Outlet's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.