Added to YB: 2025-09-19
Pitch date: 2025-09-17
GO [neutral]
Grocery Outlet Holding Corp.
-36.58%
current return
Author Info
Pound the Rock Investing, written by Adam Wilk, the founder and CIO of Greystone Capital Management, will serve as an ongoing discussion about business, investing and things I find interesting. Sign up for the newsletter.
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
$1.1B
Pitch Price
$16.65
Price Target
34.00 (+214%)
Dividend
N/A
EV/EBITDA
7.15
P/E
-247.79
EV/Sales
0.63
Sector
Consumer Staples Distribution and Retail
Category
turnaround
Grocery Outlet Holding Corp. - $GO
GO (overview): Extreme discount grocer w/ 533 stores, 'treasure hunt' model. New CEO Potter fixing botched ERP rollout & execution issues. 20x NTM earnings, targets 25-30% cash-on-cash returns for new stores. Bull case: stabilizing margins + low-single-digit comps. Bear: execution risk, competition from ALDI/Lidl.
Read full article (9 min)