What To Expect From Grocery Outlet's (GO) Q4 Earnings

Discount grocery store chain Grocery Outlet (NASDAQ:GO) will be reporting earnings this Wednesday after market close. Here’s what to expect.

Grocery Outlet missed analysts’ revenue expectations last quarter, reporting revenues of $1.17 billion, up 5.4% year on year. It was a mixed quarter for the company, with a beat of analysts’ EPS estimates but full-year EBITDA guidance missing analysts’ expectations.

Is Grocery Outlet a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.

This quarter, the market is expecting Grocery Outlet’s revenue to grow 11.4% year on year, in line with the 10.9% increase it recorded in the same quarter last year.

Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Grocery Outlet has missed Wall Street’s revenue estimates multiple times over the last two years.

Looking at Grocery Outlet’s peers in the non-discretionary retail segment, some have already reported their Q4 results, giving us a hint as to what we can expect. Sprouts delivered year-on-year revenue growth of 7.6%, meeting analysts’ expectations, and Walmart reported revenues up 5.6%, in line with consensus estimates. Sprouts’s stock price was unchanged after the resultswhile Walmart was down 2.9%.

Read our full analysis of Sprouts’s results here and Walmart’s results here.

Debates over possible tariffs and corporate tax adjustments have raised questions about economic stability in 2026. While some of the non-discretionary retail stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 3.8% on average over the last month. Grocery Outlet’s stock price was unchanged during the same time and is heading into earnings with an average analyst price target of $13.23 (compared to the current share price of $9.30).

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