Grocery Outlet Holding Corp.
Grocery Outlet Holding Corp. is classed by the SEC under Retail-Grocery Stores (industry code 5411), based in Emeryville, CA. In its latest annual figures on file, for the fiscal year ended 2026-01-03, it reported revenue of $4.7 billion and a loss of $225 million (its filed statements).
vs its business-model standard
Three tenses, nine metrics. Unseen metrics stay unseen; the grade never fakes a number. Proxy era: provisional values, marked. Weighed as a retail business: prior from its industry code (SEC 5411, Retail-Grocery Stores); the filing read can change it. All three tenses have at least two readings, so the archetype blend applies as printed.
The grade, in three tenses
Headline 4.2 out of ten, 9 of 9 metrics filed: past 5.7 out of ten, present 3.8 out of ten, future 3.7 out of ten. The past asks what it actually did, the present what it is doing right now, the future what it is set up to do next.
The nine metrics
- Surviving crises (past): 7.5 out of ten. No warning events in its filings since 2019. 75th percentile among 12 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Track record (past): 3.9 out of ten. +10.7% a year over 9 filed years; profitable in 8 of 9. 39th percentile among 11 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Shareholder treatment (past): 4.8 out of ten. Share count shrank 0.7% a year. 14% of cash flow returned. Insiders: 12 sales, 19 purchases. 48th percentile among 8 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Financial health (present): 3.9 out of ten. ROE -23%: lost 23¢ per shareholder dollar. Leverage 68%: owes 68¢ per asset dollar. 39th percentile among 11 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Industry position (present): 3.9 out of ten. bottom 39% of 11 in its family; net margin -4.8%. 39th percentile among 11 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Leadership (present): 3.3 out of ten. bottom 33% of 7 in its family for leadership; chief executive since 2025. 33rd percentile among 7 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-09).
- Room to expand (future): 3.7 out of ten. bottom 37% of 11 in its family for room to expand. 37th percentile among 11 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Growth drivers (future): 5.6 out of ten. top 44% of 11 in its family for growth drivers. 56th percentile among 11 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Expectations vs reality (future): 1.2 out of ten. bottom 12% of 10 in its family for expectations against reality. 12th percentile among 10 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
The filing record
Newest annual report: Form 10-K filed 2026-03-04 for the period ended 2026-01-03 (on EDGAR). Newest quarterly report: Form 10-Q filed 2026-08-12 for the period ended 2026-07-04 (on EDGAR). Newest results release: Form 8-K filed 2026-08-12 (on EDGAR). Newest filing: Form 144, 2026-09-04. Filings on record since 2019. Read from EDGAR 2026-10-12.
Where the revenue comes from
Product and service lines in fiscal 2025: Non Perishable 62%, Perishable 38%. As tagged in its annual report (Form 10-K, filed 2026-03-04).
Who runs it
Lindberg, Eric J. Jr. (Interim President and CEO); Potter, Jason J. N. (President and CEO); Ferry, Ian Daniel (EVP, CFO and Treasurer); Miller, Christopher M (EVP, Chief Financial Officer); Kerr, Frank Michael (The reporting person's title is EVP, Chief Store Operations Officer.); Miller, Paul Blaine (The reporting person's title is EVP, Chief Purchasing & Merchandising Officer.); Bortner, Andrea Renee (EVP, Chief Human Resources Officer); Wilson, Steven K. (EVP, Chief Purchasing Officer); Delly, Matthew Patrick (EVP, Chief Merchandising & Purchasing Officer); Leary, Susan Michelle (SVP, Accounting); and 10 more. 20 officers and directors have filed their own trades in the last fifteen months, names and titles as filed with the SEC, through 2026-09-30.
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