Start here if you're new
what it is
Village Super Market runs ShopRite, Fairway, and Gourmet Garage stores in the Northeast.
how it gets paid
Last year Village Super Mkt A made $2.3B in revenue. Grocery & pantry was the main engine at $1.12B, or 49% of sales.
why it's growing
Revenue grew 3.8% last year. Sales were up 91% from the year-ago quarter.
what just happened
Quarterly revenue hit $1.2B, while gross margin held at 28.2%.
At a glance
B+ balance sheet — decent shape, but not bulletproof
70/100 earnings predictability — reasonably predictable
12.6x trailing p/e — the market's not buying it — or you found a deal
2.4% dividend yield — cash in your pocket every quarter
6.9% return on capital — nothing to write home about
xvary composite: 58/100 — below average
What they do
Village Super Market runs ShopRite, Fairway, and Gourmet Garage stores in the Northeast.
You are buying 34 supermarkets and 4 specialty markets, not a single fad banner. The stores average 57,000 square feet, so your cart has room for groceries, deli, seafood, and prepared foods. Village is the second-largest member of Wakefern, a retailer-owned food cooperative, which is a buying club for grocers.
How they make money
$2.3B
annual revenue · their business grew +3.8% last year
Grocery & pantry
$1.12B
Fresh foods
$0.63B
Deli & prepared foods
$0.28B
Nonfood household
$0.17B
Specialty markets
$0.10B
The products that matter
grocery and non-food retail
supermarket retail
$2.39B · nearly the entire business
it's a $2.39B revenue engine, but the 2.37% profit margin tells you exactly how unforgiving grocery retail is.
2.37% margin
online grocery ordering
digital sales
Q2 sales +6.9%
digital sales helped drive Q2 fiscal 2026 revenue to $641.0M, up 6.9% from a year ago. useful support, but still inside the same low-margin grocery machine.
growth support
Key numbers
$3.81
fy2025 eps est
$6M
fy2024 rev est
12.6x
trailing p/e
2.4%
dividend yield
Financial health
B+
strength
- balance sheet grade B+ — solid but not elite
- risk rank 3 — safer than 50% of stocks
- price stability 80 / 100
- long-term debt $300M (32% of capital)
B+ — functional but not a standout on the balance sheet.
Total return vs. market
Return history isn't available for VLGEA right now.
source: institutional data · return history unavailable
What just happened
beat estimates
Quarterly revenue hit $1.2B, while gross margin held at 28.2%.
Sales were up 91% from the year-ago quarter. EPS came in at $0.81, so the store-level math stayed intact even with a bigger sales base.
$1.2B
revenue
$0.81
eps
28.2%
gross margin
revenue
Revenue was $1.2B. That is the customer count story in one number.
source: company earnings report, 2026
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What could go wrong
the top risk is grocery-margin compression in a 2.37% net margin business.
high
narrow profit margins
Village runs at a 2.37% profit margin. That's the kind of margin profile where a small miss in labor, freight, shrink, or promotions has an outsized effect on earnings.
Direct exposure across all $2.39B of annual revenue.
med
cost inflation the company may not fully pass through
Food, labor, and operating costs move fast. A regional grocer does not always get to raise prices fast enough without losing traffic.
Even modest compression can hit a business earning only 2.37 cents per dollar of sales.
med
peer underperformance
VLGEA gained 6.2% over six months while supermarket peers gained 20.8%. Sometimes a laggard is cheap. Sometimes it is just lagging for a reason.
The market is already telling you this name deserves a discount versus the group.
med
storm demand may flatter the recent quarter
Management cited storm-related demand as part of the Q2 lift. That's real revenue, but it is not the same thing as durable demand expansion.
If temporary demand fades, growth can settle back toward the underlying run rate quickly.
A 2.37% profit margin on $2.39B in revenue means a $10M cost overrun would take a meaningful bite out of earnings. That's the whole game here.
source: institutional data · regulatory filings · risk analysis
Pay attention to
metric
net margin discipline
The company earned a 2.37% profit margin on $2.39B in revenue. If that margin slips, the low valuation stops looking cheap and starts looking accurate.
trend
digital sales after the Q2 boost
Digital sales were called out as a driver of the 6.9% Q2 revenue increase. You want to know whether that keeps helping after storm demand rolls off.
calendar
the next earnings print
After the March 3, 2026 report, the next update matters because one decent quarter does not settle the question of sustainable growth.
risk
leadership transition follow-through
A chief executive transition was announced effective December 13, 2024. For a regional operator, management execution shows up directly in cost control, traffic, and capital allocation.
Analyst rankings
earnings predictability
70 / 100
middle-of-the-road visibility. in human-speak, analysts think the numbers are fairly steady, but this is not a business that shrugs off operational mistakes.
risk rank
3
Risk rank measures overall stock safety. A 3 puts VLGEA around the middle, which fits a stable but thin-margin grocer.
price stability
80 / 100
The share price has been steadier than many small caps. That's helpful, but stable trading does not mean strong economics.
source: institutional data
Institutional activity
institutional ownership data for VLGEA is being compiled.
source: institutional data
Price targets
3-5 year target range
n/a
n/a
$36
current price
n/a
target midpoint · n/a from current
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