The earnings call highlights a positive outlook with strong financial performance, strategic store expansion, and successful talent acquisition. However, challenges such as a decrease in average transaction size, income decline, and restructuring charges present areas of concern. Despite these issues, the overall sentiment is optimistic with a focus on executing strategic initiatives for future growth.

Company Guidance

During the second quarter of 2025, Grocery Outlet exceeded its financial expectations, reporting net sales of $1.18 billion, a 4.5% increase from the previous year. The company achieved an adjusted EBITDA of $68 million and an adjusted EPS of $0.23, both surpassing guidance. Comparable store sales rose by 1.1%, aligning with expectations, while the gross margin reached 30.6%, ahead of outlook predictions. Operating expenses were controlled effectively, with SG&A declining by 10 basis points as a percentage of net sales. Grocery Outlet opened 9 net new stores, maintaining its trajectory toward an annual target of 33 to 35 new stores. The company reaffirmed its full-year guidance, except for an increase in adjusted EPS due to favorable interest expenses. Key strategic initiatives included enhancing new store performance, securing top talent, addressing execution gaps, and improving large-scale execution, all aimed at driving future growth and profitability.

Strong Financial Performance

Net sales increased by 4.5% to $1.18 billion, with adjusted EBITDA of $68 million and adjusted EPS of $0.23, both exceeding guidance ranges.

Comp Store Sales Growth

Comparable store sales grew by 1.1%, driven by a 1.5% increase in transactions, partially offset by a 0.4% decrease in average transaction size.

Store Expansion and Performance

Opened 9 net new stores in Q2, on track to meet the annual target of 33 to 35 net new stores. The new store cohort is performing ahead of plan.

Improved Gross Margin

Achieved a gross margin of 30.6%, ahead of guidance, driven by improvements in inventory management and a decline in SG&A as a percentage of net sales by 10 basis points.

Talent Acquisition and Board Strengthening

Welcomed new leaders, including a Chief Merchandising Officer, and added two new Board members with extensive retail experience.

Successful Supply Chain Transition

Executed a flawless transition to one distribution center in the Pacific Northwest, improving service levels and lowering costs.

Community Impact

Raised over $5 million for the Independence from Hunger campaign, equivalent to more than 10 million meals.

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)	0.19 / -	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 0.19.

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