Added to YB: 2026-07-14
Pitch date: 2026-07-11
SFM [neutral]
Sprouts Farmers Market, Inc.
-2.79%
current return
Author Info
No bio for this author
Company Info
Sprouts Farmers Market, Inc., together with its subsidiaries, engages in the retailing of fresh, natural, and organic food products in the United States.
Market Cap
$7.6B
Pitch Price
$81.96
Price Target
N/A
Dividend
N/A
EV/EBITDA
7.85
P/E
15.57
EV/Sales
1.06
Sector
Consumer Staples Distribution and Retail
Category
growth
Under The Hood - Sprouts Farmers Market, Inc.
SFM (overview): Specialty grocer, 483 stores, 25 states. Narrow moat (small format, 25% private label, self-distribution, curation) drove 38-39% gross margins vs 20-25% peers. FY25 rev $8.8B (+14%), ROIC 17.6%, EPS $5.31, no debt, $472M buybacks. 1,400-store runway. At ~15 embedded yrs vs 40+ for COST/WMT; down from $180 peak (35 yrs) on comp normalization. Risks: execution/strategy drift (1.3% insider), CA produce concentration, mass-market organic. Approved.
Read full article (19 min)