Grocery Outlet beats Q1 estimates, maintains 2025 outlook

Published 06/05/2025, 21:16
Grocery Outlet beats Q1 estimates, maintains 2025 outlook

EMERYVILLE, Calif. - Grocery Outlet Holding Corp. (NASDAQ:GO) reported better-than-expected first quarter results and maintained its full-year 2025 guidance, sending shares up 0.49% in after-hours trading.

The discount grocery retailer posted adjusted earnings per share of $0.13 for Q1, surpassing analyst estimates of $0.07. Revenue came in at $1.13 billion, slightly above the consensus forecast of $1.12 billion and up 8.5% YoY.

Comparable store sales increased 0.3% in the quarter, driven by a 2.3% rise in transactions that was partially offset by a 2.0% decrease in average transaction size.

"We delivered solid first quarter results, with comp-store sales and gross margins slightly ahead of our outlook, driven by traffic growth and tighter inventory management," said CEO Jason Potter.

Gross margin expanded 110 basis points YoY to 30.4%, which the company attributed to improvements in inventory management capabilities.

For fiscal 2025, Grocery Outlet maintained its guidance for adjusted EPS of $0.70-$0.75 and revenue of $4.7-$4.8 billion. However, it lowered its comparable store sales growth forecast to 1.0-2.0% from 2.0-3.0% previously.

The company opened 11 new stores and closed 1 during Q1, ending the period with 543 locations across 16 states.

"I’m very confident about the long-term potential of Grocery Outlet. Our model remains highly differentiated and our performance should continue to accelerate as we improve our level of execution," Potter added.

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