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Upturn AI SWOT - About
GO 
Grocery Outlet Holding Corp (GO)
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Upturn Advisory Summary
04/01/2025: GO (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -29.96% | Avg. Invested days 30 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.35B USD | Price to earnings Ratio 34.62 | 1Y Target Price 13.93 |
Price to earnings Ratio 34.62 | 1Y Target Price 13.93 | ||
Volume (30-day avg) 3101350 | Beta 0.36 | 52 Weeks Range 10.26 - 27.65 | Updated Date 04/1/2025 |
52 Weeks Range 10.26 - 27.65 | Updated Date 04/1/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 0.4 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 0.9% | Operating Margin (TTM) 2.51% |
Management Effectiveness
Return on Assets (TTM) 2.09% | Return on Equity (TTM) 3.27% |
Valuation
Trailing PE 34.62 | Forward PE 18.42 | Enterprise Value 2955835608 | Price to Sales(TTM) 0.31 |
Enterprise Value 2955835608 | Price to Sales(TTM) 0.31 | ||
Enterprise Value to Revenue 0.68 | Enterprise Value to EBITDA 15.37 | Shares Outstanding 97357904 | Shares Floating 87131464 |
Shares Outstanding 97357904 | Shares Floating 87131464 | ||
Percent Insiders 4.32 | Percent Institutions 108.21 |
Analyst Ratings
Rating 3.07 | Target Price 17.21 | Buy - | Strong Buy 2 |
Buy - | Strong Buy 2 | ||
Hold 11 | Sell 1 | Strong Sell 1 | |
Strong Sell 1 |
Upturn AI SWOT
Grocery Outlet Holding Corp
Company Overview
History and Background
Grocery Outlet was founded in 1946 in San Francisco by Jim Read. It started as a military surplus store and evolved into a deep-discount retailer of groceries. The company has expanded primarily through a network of independent operators.
Core Business Areas
- Grocery Retailing: Grocery Outlet operates as a deep-discount retailer offering a wide range of products including fresh produce, meat, dairy, packaged goods, and household items at significantly reduced prices.
Leadership and Structure
The leadership team consists of Eric Lindberg (CEO), Robert I. Hillebrecht (President) and Charles Bracher (Chief Financial Officer). The organizational structure is hierarchical with regional teams supporting independent operators.
Top Products and Market Share
Key Offerings
- Fresh Produce: Offers fresh fruits and vegetables sourced opportunistically. Market share data unavailable. Competitors include traditional grocery stores and discount retailers.
- Meat and Seafood: Offers meat and seafood products at discounted prices. Market share data unavailable. Competitors include traditional grocery stores and discount retailers.
- Dairy and Eggs: Offers dairy and egg products at discounted prices. Market share data unavailable. Competitors include traditional grocery stores and discount retailers.
- Packaged Goods: Offers packaged food and household items at discounted prices. Market share data unavailable. Competitors include traditional grocery stores and discount retailers like Dollar General and Dollar Tree.
Market Dynamics
Industry Overview
The grocery retail industry is highly competitive with increasing pressure from online retailers and discounters. Trends include a focus on value, convenience, and healthy eating.
Positioning
Grocery Outlet is positioned as a deep-discount retailer offering value-conscious consumers a broad selection of products at significantly reduced prices. Its competitive advantage lies in its opportunistic sourcing and flexible business model.
Total Addressable Market (TAM)
The U.S. grocery market is estimated to be over $800 billion. Grocery Outlet, with its discount model, is positioned to capture a share of the value-seeking consumer segment. Precise TAM for deep-discount grocery is difficult to quantify but represents a significant portion.
Upturn SWOT Analysis
Strengths
- Deep discount pricing
- Opportunistic sourcing
- Flexible business model
- Strong brand loyalty among value-conscious consumers
- Independent operator network
Weaknesses
- Inconsistent product availability
- Reliance on opportunistic sourcing
- Smaller store footprint compared to competitors
- Limited geographic presence
- Brand perception challenges in some demographics
Opportunities
- Expansion into new geographic markets
- Increased focus on private label products
- Enhanced digital presence and e-commerce capabilities
- Partnerships with food banks and other organizations
- Capitalizing on the trend of value-seeking consumers
Threats
- Increased competition from traditional grocery stores and discounters
- Economic downturn impacting consumer spending
- Supply chain disruptions
- Changing consumer preferences
- Inflation impacting product costs
Competitors and Market Share
Key Competitors
- DG
- DLTR
- WMT
- KR
Competitive Landscape
Grocery Outlet's advantage lies in its deep-discount pricing and opportunistic sourcing. Its disadvantages include a smaller store footprint and inconsistent product availability compared to larger competitors.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Grocery Outlet has experienced consistent growth in store count and revenue over the past years, driven by its value proposition and expansion strategy.
Future Projections: Future growth projections are not available without specific analyst estimates.
Recent Initiatives: Recent initiatives include expanding its store network, enhancing its private label offerings, and improving its digital presence.
Summary
Grocery Outlet is a deep-discount grocery retailer with a unique business model, offering value to consumers and a flexible structure through independent operators. Strengths include opportunistic sourcing and loyal customers. It faces competition from larger retailers and must manage supply chain challenges. Growth opportunities exist in new markets and enhanced digital capabilities.
Similar Companies
DG
Dollar General Corporation
DG
Dollar General Corporation
DLTR
Dollar Tree Inc
DLTR
Dollar Tree Inc
KR
Kroger Company
KR
Kroger Company
WMT
Walmart Inc
WMT
Walmart Inc
Sources and Disclaimers
Data Sources:
- Company Website
- Market Research Reports
- Financial News Articles
- Analyst Reports
Disclaimers:
The data provided is based on available information and may be subject to change. Market share data is estimated and may not be precise. This analysis is for informational purposes only and does not constitute financial advice.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Grocery Outlet Holding Corp
Exchange NASDAQ | Headquaters EmeryVille, CA, United States | ||
IPO Launch date 2019-06-20 | President, CEO & Director Mr. Jason Potter | ||
Sector Consumer Defensive | Industry Grocery Stores | Full time employees 1692 | Website https://www.groceryoutlet.com |
Full time employees 1692 | Website https://www.groceryoutlet.com | ||
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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