GO
Grocery Outlet Holding Corp.
Overview
Grocery Outlet Holding Corp. operates a network of 570 independently owned discount grocery stores across 16 states that sell name-brand consumables and fresh products at prices 40-70% below conventional retailers.
Grocery Outlet Holding Corp is a Consumer Defensive company operating in Grocery Stores with a $925.9M market cap.
Most recent reported earnings: Q2 FY2026 (Aug 3, 2026).
20 earnings calls indexed on Spoken Alpha.
Behavioral analysis
Management language signature
Disclosures
Investor Relations
Extracted from SEC 10-K filing, 2026-06-21.
Transcripts
Recent earnings calls
Most recent calls indexed for this ticker. Open any call to drill into prepared remarks and Q&A.
- Q1 FY2026Earnings2026-05-1422 Q&A exchanges
- Q4 FY2025Earnings2026-03-0519 Q&A exchanges
- Q3 FY2025Earnings2025-11-0425 Q&A exchanges
- Q2 FY2025Earnings2025-08-0626 Q&A exchanges
- Q1 FY2025Earnings2025-05-0615 Q&A exchanges
- Q4 FY2024Earnings2025-02-2515 Q&A exchanges
- Q2 FY2024Earnings2024-11-0515 Q&A exchanges
- Q1 FY2024Earnings2024-05-0727 Q&A exchanges
- Q4 FY2023Earnings2024-02-2719 Q&A exchanges
- Q3 FY2023Earnings2023-11-0729 Q&A exchanges
- Q2 FY2023Earnings2023-08-0825 Q&A exchanges
- Q1 FY2023Earnings2023-05-0938 Q&A exchanges
- Q4 FY2022Earnings2023-02-2820 Q&A exchanges
- Q3 FY2022Earnings2022-11-0832 Q&A exchanges
- Q2 FY2022Earnings2022-08-0921 Q&A exchanges
- Q1 FY2022Earnings2022-05-1014 Q&A exchanges
- Q4 FY2021Earnings2022-03-0130 Q&A exchanges
- Q3 FY2021Earnings2021-11-1011 Q&A exchanges
- Q2 FY2021Earnings2021-08-1019 Q&A exchanges
- Q1 FY2021Earnings2021-05-1131 Q&A exchanges
History
Earnings history
- Q2 FY20262026-08-03EPS— vs $0.09—Rev— vs ——EODHD
- Q1 FY20262026-05-11EPS$0.05 vs $0.13-61.1%Rev$1.17B vs ——EODHD
- Q4 FY20252026-03-03EPS$0.19 vs $0.21-10.6%Rev$1.22B vs ——EODHD
- Q3 FY20252025-11-03EPS$0.21 vs $0.19+10.5%Rev$1.17B vs ——EODHD
- Q2 FY20252025-08-05EPS$0.05 vs $0.17-70.6%Rev$1.18B vs ——EODHD
- Q1 FY20252025-05-04EPS$0.13 vs $0.07+82.8%Rev$1.13B vs ——EODHD
- Q4 FY20242025-02-24EPS$0.15 vs $0.17-10.3%Rev$1.10B vs ——EODHD
- Q3 FY20242024-11-04EPS$0.28 vs $0.27+3.7%Rev$1.11B vs ——EODHD
- Q2 FY20242024-08-05EPS$0.25 vs $0.20+25.0%Rev$1.13B vs ——EODHD
- Q1 FY20242024-05-06EPS$0.09 vs $0.18-50.0%Rev$1.04B vs ——EODHD
- Q4 FY20232024-02-26EPS$0.18 vs $0.16+12.5%Rev$989.8M vs ——EODHD
- Q3 FY20232023-11-06EPS$0.31 vs $0.27+14.8%Rev$1.00B vs ——EODHD
- Q2 FY20232023-08-07EPS$0.32 vs $0.26+23.1%Rev$1.01B vs ——EODHD
- Q1 FY20232023-05-08EPS$0.27 vs $0.23+17.4%Rev$965.5M vs ——EODHD
- Q4 FY20222023-02-27EPS$0.25 vs $0.23+8.7%Rev$930.8M vs ——EODHD
- Q3 FY20222022-11-07EPS$0.27 vs $0.26+3.9%Rev$918.2M vs ——EODHD
- Q2 FY20222022-08-08EPS$0.29 vs $0.24+20.8%Rev$897.7M vs ——EODHD
- Q1 FY20222022-05-09EPS$0.22 vs $0.20+10.0%Rev$831.4M vs ——EODHD
- Q4 FY20212022-02-28EPS$0.20 vs $0.200.0%Rev$782.7M vs ——EODHD
- Q3 FY20212021-11-08EPS$0.24 vs $0.22+9.1%Rev$768.9M vs ——EODHD
| Period | Reported | EPS actual | EPS consensus | EPS surprise | Revenue actual | Revenue consensus | Rev. surprise | Source |
|---|---|---|---|---|---|---|---|---|
| Q2 FY2026 | 2026-08-03 | — | $0.09 | — | — | — | — | EODHD |
| Q1 FY2026 | 2026-05-11 | $0.05 | $0.13 | -61.1% | $1.17B | — | — | EODHD |
| Q4 FY2025 | 2026-03-03 | $0.19 | $0.21 | -10.6% | $1.22B | — | — | EODHD |
| Q3 FY2025 | 2025-11-03 | $0.21 | $0.19 | +10.5% | $1.17B | — | — | EODHD |
| Q2 FY2025 | 2025-08-05 | $0.05 | $0.17 | -70.6% | $1.18B | — | — | EODHD |
| Q1 FY2025 | 2025-05-04 | $0.13 | $0.07 | +82.8% | $1.13B | — | — | EODHD |
| Q4 FY2024 | 2025-02-24 | $0.15 | $0.17 | -10.3% | $1.10B | — | — | EODHD |
| Q3 FY2024 | 2024-11-04 | $0.28 | $0.27 | +3.7% | $1.11B | — | — | EODHD |
| Q2 FY2024 | 2024-08-05 | $0.25 | $0.20 | +25.0% | $1.13B | — | — | EODHD |
| Q1 FY2024 | 2024-05-06 | $0.09 | $0.18 | -50.0% | $1.04B | — | — | EODHD |
| Q4 FY2023 | 2024-02-26 | $0.18 | $0.16 | +12.5% | $989.8M | — | — | EODHD |
| Q3 FY2023 | 2023-11-06 | $0.31 | $0.27 | +14.8% | $1.00B | — | — | EODHD |
| Q2 FY2023 | 2023-08-07 | $0.32 | $0.26 | +23.1% | $1.01B | — | — | EODHD |
| Q1 FY2023 | 2023-05-08 | $0.27 | $0.23 | +17.4% | $965.5M | — | — | EODHD |
| Q4 FY2022 | 2023-02-27 | $0.25 | $0.23 | +8.7% | $930.8M | — | — | EODHD |
| Q3 FY2022 | 2022-11-07 | $0.27 | $0.26 | +3.9% | $918.2M | — | — | EODHD |
| Q2 FY2022 | 2022-08-08 | $0.29 | $0.24 | +20.8% | $897.7M | — | — | EODHD |
| Q1 FY2022 | 2022-05-09 | $0.22 | $0.20 | +10.0% | $831.4M | — | — | EODHD |
| Q4 FY2021 | 2022-02-28 | $0.20 | $0.20 | 0.0% | $782.7M | — | — | EODHD |
| Q3 FY2021 | 2021-11-08 | $0.24 | $0.22 | +9.1% | $768.9M | — | — | EODHD |
Source: EODHD. GO reported actuals as published; sparse fields render as —.
Track Record
SampleSpoken Alpha tracks GO's historical accountability: how often management beat consensus, how the stock reacted, and how guidance evolved across the cycle. The figures below are illustrative placeholder data generated for layout — they will be replaced with real deviation metrics, True Consensus values, and EODHD price reactions as those data layers land.
Beats consensus 10/10 quarters but stock falls 80% of the time
SampleWhen a company consistently beats but the stock doesn't react, consensus is usually set too low or the buy-side number is materially above sell-side. Watch for guidance walk-downs ahead of the print.
Raised guidance 8 quarters in a row
SampleConsecutive raises tighten the bar quarter over quarter. Watch the most recent print for the magnitude of the beat — a smaller beat against a higher bar is the early signal that the regime is breaking.
Quarterly beats & misses
Sample| Quarter | Actual EPS | Consensus | Surprise | 1D | 5D |
|---|---|---|---|---|---|
| Q1 FY2026 | $2.40 | $1.73 | +38.6% | -1.8% | -0.3% |
| Q4 FY2026 | $2.34 | $1.73 | +35.5% | -5.3% | -7.3% |
| Q3 FY2026 | $2.33 | $1.70 | +37.1% | -3.8% | -6.8% |
| Q2 FY2026 | $2.44 | $1.72 | +41.9% | -2.6% | -3.4% |
| Q1 FY2025 | $2.18 | $1.69 | +28.9% | +4.4% | +2.8% |
| Q4 FY2025 | $2.24 | $1.67 | +34.1% | +1.6% | +4.0% |
| Q3 FY2025 | $2.56 | $1.87 | +37.0% | -4.0% | -5.5% |
| Q2 FY2025 | $2.65 | $1.91 | +38.9% | -2.6% | -5.6% |
| Q1 FY2024 | $2.48 | $1.84 | +34.7% | -6.5% | -7.2% |
| Q4 FY2024 | $2.50 | $1.84 | +35.9% | -4.9% | -4.4% |
Guidance change history
Sample- Q1 FY2026Raised2026-04-15
- Q4 FY2026Raised2026-13-15
- Q3 FY2026Raised2026-10-15
- Q2 FY2026Raised2026-07-15
- Q1 FY2025Raised2025-04-15
- Q4 FY2025Raised2025-13-15
- Q3 FY2025Raised2025-10-15
- Q2 FY2025Raised2025-07-15
Top executives
SampleSpoken Alpha builds an accountability record per executive — how the person's own guidance, language, and reactions have evolved across every call they've appeared on. The one-liners below are illustrative placeholder data pending the deviation v1 work. Click any name for the full role timeline and call appearance history.
- Jason J N PotterCEO3 mo6 callsCurrentSample
CEO since 2026 • 2/2 beats (100%) • last guidance cut Q3 FY2026
- Christopher M MillerCFO3 mo6 callsCurrentSample
CFO since 2026 • 1/2 beats (50%) • last guidance cut Q1 FY2026
- Steven K WilsonEVP, Chief Purchasing Officer10 mono recorded callsCurrentSample
OTHER_C_SUITE since 2025 • 2/4 beats (50%) • guidance suspended Q2 FY2026
- Luke D ThompsonEVP, GC and Secretary3 mono recorded callsCurrentSample
DIVISION_HEAD since 2026 • 1/2 beats (50%) • last guidance cut Q1 FY2026
- Andrea Renee BortnerSee Remarks3 mono recorded callsCurrentSample
OTHER since 2026 • 1/2 beats (50%) • last guidance cut Q3 FY2026
- Frank Michael KerrSee Remarks9 mono recorded callsCurrentSample
OTHER since 2025 • 1/4 beats (25%) • last guidance raise Q2 FY2026
Peers
Other companies in Consumer Defensive
Sector peers tracked by Spoken Alpha. Each links to the same machine-readable IR surface — earnings calls, executives, and accountability scores.
API
For developers and AI agents
The same data on this page is available as a machine-readable feed via the Spoken Alpha API. One call returns the IR URL, recent transcripts, and accountability scores for GO.
$ curl https://api.spokenalpha.com/v1/companies/GOFAQ
Frequently asked about GO
Where can I find Grocery Outlet Holding Corp.'s (GO) earnings call transcripts?
Spoken Alpha indexes GO's earnings call transcripts at https://spokenalpha.com/companies/GO. Each call links to attributed speakers and parsed analyst Q&A. Grocery Outlet Holding Corp.'s own investor relations page is at https://investors.groceryoutlet.com/.
When was Grocery Outlet Holding Corp.'s most recent earnings call?
Grocery Outlet Holding Corp. (GO) held its most recent earnings call on 2026-05-14, covering fiscal Q1 2026.
What sector is GO in?
Grocery Outlet Holding Corp. (GO) operates in the Consumer Defensive sector (Grocery Stores industry).