The earnings call presented a generally positive outlook with strong financial performance exceeding expectations, strategic initiatives showing progress, and positive consumer feedback. However, there were notable challenges, including ongoing systems implementation issues and a decrease in net income, which balanced the overall sentiment.

Company Guidance -

Q3 2025

During the recent earnings call, Grocery Outlet reported strong financial results for the second quarter of 2025, surpassing their outlook with net sales of $1.18 billion, reflecting a 4.5% year-over-year increase. The company achieved an adjusted EBITDA of $68 million and adjusted EPS of $0.23, both exceeding guidance ranges. Comparable store sales rose by 1.1%, aligning with their expectations, while nine net new stores were opened, supporting their annual target of 33 to 35 store openings. Grocery Outlet's gross margin improved to 30.6%, driven by inventory management and merchandising enhancements, and SG&A expenses declined by 10 basis points as a percentage of net sales. The company reaffirmed previous guidance ranges for the full year, raising the adjusted EPS outlook due to favorable interest expenses. Strategic imperatives focused on new store performance, talent acquisition, execution improvements, and scalability were highlighted, with initiatives such as the introduction of the Second Cheapest wine label and the transition to a single distribution center in the Pacific Northwest being notable achievements.

Exceeding Financial Outlook

Grocery Outlet delivered solid Q2 results, with net sales of $1.18 billion growing 4.5% year-over-year, adjusted EBITDA of $68 million, and adjusted EPS of $0.23, each exceeding guidance ranges.

Consistent Store Expansion

The company opened 9 net new stores in Q2, keeping on track to achieve its 33 to 35 annual store opening target for 2025.

Gross Margin Improvement

Reported a 30.6% gross margin, ahead of outlook, with a focus on inventory management and merchandising.

Strategic Initiatives Progress

Advancements in new store performance, securing top talent, addressing execution gaps, and improving execution at scale.

Positive Consumer Feedback

Customer research reaffirmed the value proposition resonates with core guests, with the treasure hunt being a strong motivator.

Private Label Success

Introduction of their own wine label, Second Cheapest wines, capitalizing on the wine industry's oversupply with significant buzz and sales.

Grocery Outlet Holding (GO) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

GO Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 11, 2025	2025 (Q3)	0.20 / -	0.28	―	―	―
Aug 05, 2025	2025 (Q2)	0.17 / 0.23	0.25	-8.00% (-0.02)	―
May 06, 2025	2025 (Q1)	0.07 / 0.13	0.09	44.44% (+0.04)	―
Feb 25, 2025	2024 (Q4)	0.17 / 0.15	0.18	-16.67% (-0.03)	―
Nov 05, 2024	2024 (Q3)	0.27 / 0.28	0.31	-9.68% (-0.03)	―
Aug 06, 2024	2024 (Q2)	0.20 / 0.25	0.32	-21.88% (-0.07)	―
May 07, 2024	2024 (Q1)	0.18 / 0.09	0.27	-66.67% (-0.18)	―
Feb 27, 2024	2023 (Q4)	0.16 / 0.18	0.22	-18.18% (-0.04)	―
Nov 07, 2023	2023 (Q3)	0.27 / 0.31	0.27	14.81% (+0.04)	―
Aug 08, 2023	2023 (Q2)	0.26 / 0.32	0.29	10.34% (+0.03)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

GO Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 05, 2025	$13.02	$18.58	+42.70%
May 06, 2025	$16.33	$15.33	-6.12%
Feb 25, 2025	$15.74	$10.99	-30.18%
Nov 05, 2024	$14.56	$16.11	+10.65%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Grocery Outlet Holding Corp (GO) report earnings?

Grocery Outlet Holding Corp (GO) is schdueled to report earning on Nov 11, 2025, After Close (Confirmed).

What is Grocery Outlet Holding Corp (GO) earnings time?

Grocery Outlet Holding Corp (GO) earnings time is at Nov 11, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is GO EPS forecast?

GO EPS forecast for the fiscal quarter 2025 (Q3) is 0.2.

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