“32 Table of Contents Interest Expense, Net 13 Weeks Ended April 4, 2026 March 29, 2025 $ Change % Change Interest expense, net $ 6,369 $ 6,520 $ (151) (2.3) % The decrease in net interest expense for the first quarter of fiscal 2026 was primarily driven by lo…”10-Q · May 13, 2026 ↗
Grocery Outlet Holding Corp.
GO
Market read
Grocery Outlet Holding Corp.'s current read is isolated; its market group is not confirming.
No new filing conclusion is available. 0 of 16 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 0 directly disclosed connections are confirming.
- GO's market-adjusted activity becomes unusual and at least one connected name confirms.
Invalidation: The isolated read changes if GO's group or a disclosed connection begins moving with it.
Research brief
The story so far
No new filing conclusion is available. 0 of 16 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 0 directly disclosed connections are confirming.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
- GO's market-adjusted activity becomes unusual and at least one connected name confirms.
Company research
Understand the business, not just the ticker
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
- Latest annual revenue changed +7.3% year over year.
- Input and raw-material costs has repeated favorable evidence across 4 filings.
- Labor availability and costs has repeated favorable evidence across 4 filings.
- Supply chain and availability has repeated favorable evidence across 4 filings.
- Macroeconomic conditions has repeated favorable evidence across 3 filings.
- Tariffs and trade policy has repeated favorable evidence across 3 filings.
- Operating margin changed -6.5 percentage points in the latest annual period.
- Net margin changed -5.7 percentage points in the latest annual period.
- Restructuring and cost reductions has repeated adverse evidence across 4 filings.
No credible peer-relative valuation comparison is available yet.
Price as of Sep 10, 2026
11.07Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
Persistent and emerging business drivers
“For the first quarter of fiscal 2026, gross margin declined due primarily to a 50 basis point impact from inventory markdowns and write-offs associated with the Closure Stores, and the impact of product promotions to drive sales, partially offset by improveme…”10-Q · May 13, 2026 ↗
“Over the past several years, our business has been and continues to be impacted by macroeconomic conditions including supply chain and labor challenges, varying rates of inflation, tariffs, fuel price increases and changes in consumer behavior, and our IOs ha…”10-Q · May 13, 2026 ↗
“We expect to incur restructuring charges for the Lease Exits which primarily include lease termination fees, costs to prepare the premises for surrender to the landlords, sublessee or assignee, and idle property costs, partially offset by the net non-cash wri…”10-Q · May 13, 2026 ↗
Valuation discipline
Peer-relative valuation withheld
Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for GO. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for GO. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind GO
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 3 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
GO is currently a Follower in the organic co-movement group Healthcare & Real Estate. This group is discovered from market behaviour rather than assigned from an industry taxonomy. No verified filing-linked names are available yet.
This group is retained as the last observed read for GO; it is not active in the latest market snapshot.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.