Jefferies maintains Buy on Grocery Outlet, keeps $20 target

Published 07/05/2025, 11:00
Jefferies maintains Buy on Grocery Outlet, keeps $20 target

On Wednesday, Jefferies reiterated its Buy rating on Grocery Outlet Holding Corp (NASDAQ:GO) with a steady price target of $20.00. The firm’s analysts highlighted the company’s performance in the first quarter, where customer traffic was a significant factor in exceeding comparable sales expectations. The company, currently valued at $1.6 billion with shares trading at $16.33, has demonstrated strong revenue growth of 10.13% over the last twelve months. According to InvestingPro analysis, the stock appears slightly undervalued based on their proprietary Fair Value calculations. Additionally, Grocery Outlet’s gross margin of 30.24% and earnings per share surpassed consensus estimates and guidance.

The management team at Grocery Outlet has decided to maintain most of its financial guidance for fiscal year 2025. However, they have adjusted the comparable sales forecast due to smaller average transaction sizes and the influence of broader economic trends that became evident in the second quarter. Despite these adjustments, Jefferies’ analysts expressed confidence in the company’s potential for improvement. InvestingPro data reveals the company maintains strong liquidity with a current ratio of 1.44, though it operates with a notable debt-to-equity ratio of 1.38. Unlock 8 more key InvestingPro Tips and comprehensive analysis in the Pro Research Report.

The analysts noted that while Grocery Outlet’s turnaround narrative is still in its initial stages, the new management team seems to be effectively addressing the challenges. These challenges include pricing discrepancies and technological issues that have previously hindered the company’s sales and profitability.

Grocery Outlet’s strategic efforts are geared towards rectifying these issues to enhance overall performance. Jefferies’ endorsement reflects a positive outlook on the company’s direction and its ability to navigate through the current retail landscape. The firm’s maintained Buy rating and price target suggest a belief in the value and growth prospects of Grocery Outlet’s shares.

In other recent news, Grocery Outlet Holding Corp reported its first quarter 2025 financial results, surpassing earnings expectations. The company reported earnings per share (EPS) of $0.13, outperforming the forecasted $0.07, and revenue reached $1.13 billion, slightly above the anticipated $1.12 billion. Despite these positive results, the company experienced a decline in stock value in after-hours trading. Additionally, Grocery Outlet has been actively expanding its footprint by opening 11 new stores and closing one, bringing the total to 543 stores across 16 states. The company also maintained its guidance for gross margin, EBITDA, and EPS for the full year, while adjusting its full-year comparable store sales growth to 1-2%.

Analysts have shown interest in the company’s strategic initiatives, particularly the integration of United Grocery Outlet, which is planned for late 2026. Grocery Outlet’s management highlighted the importance of enhancing store experience and strengthening partnerships with independent operators and suppliers. The company continues to face challenges such as macroeconomic uncertainty and competitive pressures, but it remains focused on execution and long-term growth strategies. Furthermore, Grocery Outlet plans to open 33-35 net new stores in 2025, aiming for continued expansion and improved profitability.

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