GO
Grocery Outlet Holding Corp.Consumer Defensive · $1.1B market cap
Verdict
Share price
$11.62
close of Oct 3, 2026
Fair value
$5.40
Sticker Price
Payback Price
$2.16
buy price
GO is Overpriced: at $11.62 it trades 115% above its fair value of $5.40. Its buy price (Payback Price) is $2.16, 81% below today's price. Business quality is mixed: 2 of 5 key numbers clear the 10% bar.
How we valued it
Free Cash Flow Growth. Reported earnings are shrinking, but free cash flow keeps growing, so we value it on cash flow.
Business quality
2 of 5 clear the 10% bar. What are the Big Five?
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1 of the investors we track holds GO. In Q2 2026, 1 opened a position. Who we track
Moves in Q2 2026
New position: First Eagle Investment Management
Insider activity
Since Jun 15, 2026: 4 open-market purchases worth $404K, 1 sale worth $16K and 7 other filings (stock awards, tax withholding and similar). Why purchases matter
Purchases
Jaros Carey F.
director · 2026-08-27
Bought
$176K
Miller Paul Blaine
See Remarks · 2026-08-20
Bought
$87K
Miller Paul Blaine
See Remarks · 2026-06-25
Bought
$48K
Miller Paul Blaine
See Remarks · 2026-06-18
Bought
$94K
Sales
Other filings
Jaros Carey F.
director · 2026-07-30
J-Other
45,000 shares
Miller Paul Blaine
See Remarks · 2026-06-15
Award
41,146 shares
Miller Paul Blaine
See Remarks · 2026-06-15
Award
27,431 shares
Ferry Ian Daniel
EVP, CFO and Treasurer · 2026-06-15
Award
19,339 shares
Ferry Ian Daniel
EVP, CFO and Treasurer · 2026-06-15
Award
12,893 shares
Show all 7 other filingsShow fewer
Leary Susan Michelle
SVP, Accounting · 2026-06-15
Award
6,650 shares
Leary Susan Michelle
SVP, Accounting · 2026-06-15
Award
4,433 shares
About Grocery Outlet Holding Corp.
Grocery Outlet Holding Corp. operates a network of retail stores across the United States, offering name-brand consumables and fresh products through independently operated locations. The company was founded by Jim Read in 1946 and is headquartered in Emeryville, California.
Grocery Stores
Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works