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Stock impact report

Grocery Outlet Holding's Store Refresh Plan May Succeed [Seeking Alpha]

Grocery Outlet Holding Corp. (GO) 
Last grocery outlet holding corp. earnings: 3/24 04:05 pm Check Earnings Report
Company Research Source: Seeking Alpha
GO's pilot store refreshes show promising mid-single-digit comps growth, but full benefits won't be realized until 2027, as rollout is gradual. The company faces margin pressure from restructuring costs and risks diluting its treasure-hunt brand by stocking more staples and private-label products. Despite a potential 64% upside, I rate GO as a hold, preferring to wait for broader evidence that the refresh strategy succeeds. Sundry Photography/iStock Editorial via Getty Images My thesis for investing in Grocery Outlet ( GO ) is that its store refresh plan could fix the main weakness in its business model. It's known as the treasure-hunt grocery store where you can This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it Show less Read more
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