Grocery Outlet Holding Corp. (GO) reported second-quarter fiscal 2026 net sales of $1.19 billion, up 1.1% from the prior-year period. Net income was $5.6 million, or $0.06 per diluted share, for the quarter ended July 4, 2026.
The company said comparable store sales declined 0.3% in the quarter. Grocery Outlet opened 10 stores and closed 12 stores during the period, ending the quarter with 547 stores in 16 states.
- Net sales $1.19 billion, up 1.1% year over year.
- Net income $5.6 million, compared with $5.0 million last year.
- Diluted EPS $0.06, compared with $0.05 a year earlier.
- Comparable store sales down 0.3%.
- Fiscal 2026 outlook net sales guidance revised to $4.70 billion to $4.72 billion.
$GO Insider Trading Activity
$GO insiders have traded $GO stock on the open market 27 times in the past 6 months. Of those trades, 17 have been purchases and 10 have been sales.
Here’s a breakdown of recent trading of $GO stock by insiders over the last 6 months:
- ERIK D. RAGATZ has made 6 purchases buying 450,000 shares for an estimated $2,821,500 and 0 sales.
- JASON J. N. POTTER (President and CEO) has made 3 purchases buying 398,905 shares for an estimated $2,405,146 and 1 sale selling 67,397 shares for an estimated $393,598.
- ERIC J. JR. LINDBERG purchased 275,000 shares for an estimated $1,644,500
- JEFFREY YORK has made 2 purchases buying 120,000 shares for an estimated $698,200 and 0 sales.
- CAREY F. JAROS purchased 40,000 shares for an estimated $250,400
- PAUL BLAINE MILLER (See Remarks) has made 2 purchases buying 15,000 shares for an estimated $141,200 and 0 sales.
- JOHN E. BACHMAN has made 2 purchases buying 16,000 shares for an estimated $103,314 and 0 sales.
- ANDREA RENEE BORTNER (See Remarks) has made 0 purchases and 4 sales selling 11,239 shares for an estimated $69,347.
- STEVEN K. WILSON (EVP, Chief Purchasing Officer) has made 0 purchases and 2 sales selling 9,862 shares for an estimated $58,632.
- LUKE D THOMPSON (EVP, GC and Secretary) has made 0 purchases and 2 sales selling 7,210 shares for an estimated $42,859.
- CHRISTOPHER M MILLER (EVP, Chief Financial Officer) sold 5,024 shares for an estimated $29,340
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$GO Hedge Fund Activity
We have seen 138 institutional investors add shares of $GO stock to their portfolio, and 128 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FMR LLC removed 9,714,605 shares (-66.0%) from their portfolio in Q1 2026, for an estimated $68,487,965
- WELLINGTON MANAGEMENT GROUP LLP removed 2,715,015 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $19,140,855
- MACKENZIE FINANCIAL CORP removed 2,584,478 shares (-54.9%) from their portfolio in Q1 2026, for an estimated $18,220,569
- FISHER ASSET MANAGEMENT, LLC removed 2,546,083 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $17,949,885
- DIMENSIONAL FUND ADVISORS LP removed 2,049,973 shares (-67.4%) from their portfolio in Q2 2026, for an estimated $20,458,730
- UBS GROUP AG removed 1,680,028 shares (-61.6%) from their portfolio in Q1 2026, for an estimated $11,844,197
- J. GOLDMAN & CO LP added 1,634,131 shares (+inf%) to their portfolio in Q1 2026, for an estimated $11,520,623
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
