Rivermont Increases Grocery Outlet Holdings by Nearly 1.1 Million Shares, Investing $18.51 Million
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 28 2025
0mins
Source: Fool
- Share Increase: Rivermont Capital Management increased its holdings in Grocery Outlet by nearly 1.1 million shares during Q3, investing $18.51 million, which raised the total value of its stake to $21.67 million, reflecting confidence in the company's growth potential.
- Market Performance: Despite Grocery Outlet's stock price dropping nearly 40% over the past year to $10.27, the company reported a 5.4% increase in net sales to $1.17 billion in Q3, indicating resilience in the face of adversity.
- Business Model: Grocery Outlet operates a network of independently run stores focusing on offering brand-name products at discounts, appealing to value-seeking consumers, which provides a competitive edge in the discount grocery sector.
- Future Outlook: The company plans to reignite same-store sales through store refresh initiatives by 2026, and despite current challenges with margin compression and increased promotional costs, management remains optimistic about future growth.
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Analyst Views on GO
Wall Street analysts forecast GO stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for GO is 14.50 USD with a low forecast of 11.00 USD and a high forecast of 17.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
10 Analyst Rating
3 Buy
7 Hold
0 Sell
Moderate Buy
Current: 9.440
Low
11.00
Averages
14.50
High
17.00
Current: 9.440
Low
11.00
Averages
14.50
High
17.00
About GO
Grocery Outlet Holding Corp. is a retailer of name-brand consumables and fresh products sold through a network of independently operated stores. It has stores in California, Washington, Oregon, Pennsylvania, Tennessee, Idaho, Maryland, Nevada, North Carolina, New Jersey, Georgia, Ohio, Alabama, Delaware, Kentucky, and Virginia. Its product offering includes staples, across grocery, produce, refrigerated and frozen foods, beer and wine, fresh meat and seafood, general merchandise and health and beauty care. It distributes inventory through nine primary distribution centers, four of which it operates and five of which are operated by third parties. It has an in-house transportation fleet, as well as transportation partner relationships. It also owns United Grocery Outlet, a closeout grocery retailer with over 40 stores. It is focused on centralized marketing efforts primarily on digital ads, emailed WOW! Alerts, social media and radio commercials, and in-store and outdoor signage.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Grocery Outlet Unveils 2026 Savings Tips, Offering 40-70% Off on Daily Essentials
- Savings Strategy Launch: Grocery Outlet has unveiled its 2026 Food and Beverage Xtreme Value™ Tips, aimed at helping consumers save money amidst high inflation, reflecting the company's long-standing commitment to providing exceptional value.
- Brand Discounts: Shoppers can find name-brand items priced 40-70% lower than conventional retailers, enhancing customer shopping experiences and strengthening the company's appeal in a competitive retail landscape.
- Diverse Shopping Experience: The company encourages frequent visits to discover new products and deals, exemplified by a recent promotion of a dozen eggs for just 99 cents, which further attracts price-sensitive consumers.
- App Promotion: By downloading the Grocery Outlet Bargain Market app, customers can access the latest deals and exclusive discounts, enhancing shopping convenience and loyalty, thereby driving sales growth.
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