Added to YB: 2025-05-28
Pitch date: 2025-04-09
GO [bullish]
Grocery Outlet Holding Corp.
-0.36%
current return
Author Info
No bio for this author
Company Info
Grocery Outlet Holding Corp. operates as a retailer of consumables and fresh products sold through independently operated stores in the United States.
Market Cap
$1.3B
Pitch Price
$13.79
Price Target
40.00 (+191%)
Dividend
N/A
Sector
Consumer Staples Distribution and Retail
Category
value
Grocery Outlet Holding Corp. - $GO
GO: Counter-cyclical discount grocer (425 units), poised to benefit from tariff-driven inflation pressuring mid/lower-end consumers. Currently undervalued at 5.8x EBITDA vs peers (KR 8x, SFM 17x, TJX/OLLI 15x). Sloppy ERP implementation hurt results for 18 months. Catalysts: inflation pickup, operational turnaround. PT $40 (3x upside).
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