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Grocery Outlet Holding Corp. 8-K Filings

GO NASDAQ

Every 8-K that Grocery Outlet Holding Corp. (GO) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A 8-K covers material events a company has to report between its quarterly reports, so if you follow GO and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full GO filings page.

Rhea-AI Summary

Grocery Outlet Holding Corp. reported second-quarter fiscal 2026 net sales of $1.19 billion, up 1.1% year over year, with comparable store sales down 0.3%. Gross margin was 30.2% versus 30.6% last year. Operating income was $15.8 million, including $5.4 million in net restructuring charges tied to a business optimization plan. GAAP net income was $5.6 million, or $0.06 per diluted share, while adjusted net income was $20.3 million, or $0.20 diluted adjusted EPS. Adjusted EBITDA was $65.7 million, 5.5% of net sales.

For the 26 weeks ended July 4, 2026, net sales rose 2.3% to $2.36 billion, but comparable store sales declined 0.6%. The company recorded an operating loss of $162.2 million, driven by a $158.0 million non-cash goodwill impairment and $23.6 million in net restructuring charges. Net loss was $174.7 million, or $(1.77) per diluted share, while adjusted net income was $24.9 million and adjusted EBITDA was $108.8 million.

The Optimization Plan includes closing 36 underperforming stores, terminating related leases and independent operator agreements, and incurring an estimated $15–$24 million in net restructuring charges through fiscal 2027. Despite near-term charges, the company raised 2026 guidance for net sales to $4.70–$4.72 billion, narrowed expected comparable store sales to -0.5% to 0.0%, and increased adjusted EBITDA and diluted adjusted EPS outlooks.

Rhea-AI Summary

Grocery Outlet Holding Corp. announced several leadership changes and reaffirmed its financial outlook for the second quarter and fiscal year 2026. Christopher M. Miller, Executive Vice President and Chief Financial Officer, will depart effective June 26, 2026, and Matthew P. Delly, Executive Vice President, Chief Merchandising & Purchasing Officer, will depart effective June 12, 2026, each receiving separation benefits under the Executive Severance Plan.

The Board appointed Ian Ferry as Executive Vice President, Chief Financial Officer and Treasurer effective June 9, 2026, with an annual base salary of $475,000, a target cash bonus equal to 60% of salary, and annual equity grants targeted at 200% of salary. Susan Leary was promoted to Senior Vice President, Accounting and designated Principal Accounting Officer, effective June 9, 2026, with a $300,000 base salary, 50% target bonus, and equity grants targeted at 150% of salary. The company also named long-time executive Paul Miller as Executive Vice President, Chief Purchasing and Merchandising Officer and highlighted these appointments as supporting efforts to restore long-term profitable growth.

Rhea-AI Summary

Grocery Outlet Holding Corp. reported the results of its 2026 annual stockholder meeting held on June 1, 2026. Stockholders re-elected ten directors to the Board, with most nominees receiving over 80 million "For" votes; the lowest support levels were for Eric J. Lindberg, Jr. and Jeffrey R. York, who received 71,285,585 and 70,124,702 "For" votes, respectively.

Stockholders approved the ratification of Deloitte & Touche LLP as independent registered public accounting firm for the fiscal year ending January 2, 2027, with 88,142,042 votes "For". They also approved a non-binding advisory vote on executive compensation for the fiscal year ended January 3, 2026, with 79,042,800 votes "For". In addition, stockholders recommended holding future advisory votes on executive compensation every year, with 80,293,428 votes for the one-year frequency, and the Company plans to follow this annual schedule until the next frequency vote.

Rhea-AI Summary

Grocery Outlet Holding Corp. reported first quarter fiscal 2026 results with net sales of $1.17 billion, up 3.6%. Comparable store sales declined 1.0% as smaller basket sizes offset higher transaction counts. Gross margin fell to 29.6% from 30.4%, pressured by markdowns and promotion-driven mix.

The company recorded an operating loss of $178.0 million and a net loss of $180.3 million, or $(1.83) per diluted share, driven mainly by a non-cash $158.0 million goodwill impairment and $18.2 million in restructuring charges. Adjusted net income was $4.6 million and adjusted EBITDA was $43.1 million, or 3.7% of sales, both below last year.

Management advanced an Optimization Plan, closing 27 of 36 underperforming stores during the quarter and incurring related charges, with total restructuring costs estimated between $20 million and $27 million through fiscal 2027. Despite these actions, the company reaffirmed full-year 2026 guidance for net sales of $4.60–$4.72 billion, adjusted EBITDA of $220–$235 million and diluted adjusted EPS of $0.45–$0.55.

Rhea-AI Summary

Grocery Outlet Holding Corp. expanded its Board of Directors from ten to twelve members and appointed Frances L. Allen and Felicia D. Thornton as independent directors, effective April 1, 2026. Their terms effectively run until the 2026 annual meeting, when the Board will be fully declassified.

Allen brings 40 years of consumer and food industry leadership, including CEO roles at Checkers Drive-In Restaurants and Boston Market, and senior brand positions at Jack in the Box, Denny’s and Dunkin’ Donuts. Thornton adds more than 30 years of grocery and retail leadership, including senior roles at 99 Cents Only Stores, Albertsons, The Kroger Co. and Market Basket, plus extensive public board experience.

Both directors are deemed independent under Nasdaq rules and will receive compensation under the existing non-employee director compensation policy. They will also enter into the company’s standard indemnification agreements. A press release on April 2, 2026 formally announced the appointments.

Rhea-AI Summary

Grocery Outlet Holding Corp. reported strong top-line growth but swung to a sizeable loss in fiscal 2025 and launched a major optimization plan. Net sales rose 7.3% to $4.69 billion, with comparable store sales up 0.5% and gross margin edging up to 30.3%. However, operating results were hit by $113.8 million in non-cash long-lived asset impairments, $45.9 million in restructuring charges and a $149.0 million goodwill impairment, leading to a net loss of $224.9 million versus prior-year net income of $39.5 million. Adjusted EBITDA increased 7.4% to $254.3 million and adjusted net income was $75.2 million, essentially flat year over year. The company’s new Optimization Plan will close 36 underperforming stores, exit one distribution center lease and terminate certain independent operator agreements, with expected fiscal 2026 restructuring charges of $14–$25 million and an estimated $4–$6 million gross profit headwind from inventory markdowns. For fiscal 2026, management guides net sales of $4.60–$4.72 billion, comparable sales between -2.0% and 0.0%, adjusted EBITDA of $220–$235 million, and diluted adjusted EPS of $0.45–$0.55, reflecting pressure from store closures and a return to a 52‑week year.

Rhea-AI Summary

Grocery Outlet Holding Corp. reported that Steven K. Wilson, its Executive Vice President and Chief Purchasing Officer, will leave the company effective March 20, 2026. The company describes this change as a retirement in an accompanying press release. Wilson is expected to receive separation benefits under the company’s Executive Severance Plan, as previously outlined in its 2025 proxy statement. The filing also notes that a press release announcing his retirement has been issued and included as an exhibit.

Rhea-AI Summary

Grocery Outlet Holding Corp. reported preliminary November 2025 sales and tightened its outlook for the fourth quarter and full year 2025. The company said a U.S. government shutdown disrupted federally funded assistance programs such as SNAP, leading to an approximately 8.2% decline in comparable store sales paid with Electronic Benefits Transfer cards in November, while comparable store sales from non-EBT transactions declined about 0.5%.

For the fourth quarter of fiscal 2025, Grocery Outlet now expects comparable store sales to be approximately flat and diluted adjusted earnings per share at the low end of its prior $0.21–$0.23 range. For fiscal 2025, it now anticipates comparable store sales growth at the low end of its earlier 0.6%–0.9% guidance and diluted adjusted earnings per share at the low end of the previous $0.78–$0.80 range. The company also reiterated its use of non-GAAP metrics such as adjusted net income and diluted adjusted earnings per share to evaluate performance.

Rhea-AI Summary

Grocery Outlet Holding Corp. furnished an 8‑K announcing its financial results for the fiscal quarter ended September 27, 2025. The company provided the full details in a press release attached as Exhibit 99.1.

The press release is dated November 4, 2025. The information under Item 2.02 is furnished, not filed, under the Exchange Act and is not incorporated by reference into other filings unless specifically referenced.

Rhea-AI Summary

Grocery Outlet Holding Corp. filed a current report to share a leadership change. The company announced that Frank Kerr has been appointed Executive Vice President, Chief Store Operations Officer, effective September 15, 2025. This role oversees store operations, a core part of the company’s retail business.

The update comes via a press release dated August 26, 2025, which is furnished as an exhibit to the report. The company notes that this press release is provided for information purposes and is not treated as filed for liability purposes under securities laws.

Rhea-AI Summary

Grocery Outlet (Nasdaq: GO) filed an 8-K announcing a board refresh effective June 26 2025.

  • Board temporarily expands from 10 to 12 seats with the appointments of Michael Kobayashi and Lawrence “Chip” Molloy as Class I directors.
  • Both join the Audit & Risk Committee; Molloy is deemed an SEC-defined “audit committee financial expert.”
  • Incumbent directors Kenneth W. Alterman and Thomas F. Herman will retire on August 7 2025, after which the board will revert to 10 members.
  • The company states retirements are not due to any disagreement with operations, policies or practices.
  • New directors will receive standard non-employee director compensation and customary indemnification.

No other material events, financial data or strategic shifts were disclosed.