Grocery Outlet Holding Corp. filings document the reporting obligations of a Delaware public grocery retailer, including results of operations, financial condition, Regulation FD updates and annual proxy governance matters. The filings cover board composition, director independence, executive compensation, equity awards and annual meeting proposals.
Material-event reports also record leadership appointments and departures, business optimization disclosures, costs associated with exit or disposal activities, lease and operator-agreement matters, and furnished earnings releases. These documents frame Grocery Outlet’s public-company governance, operating disclosures and risk-related updates around its independently operated store model.
Allen Frances L. reported acquisition or exercise transactions in this Form 4 filing.
Grocery Outlet Holding Corp. director Frances L. Allen received a grant of 22,022 restricted stock units (RSUs) of common stock. These RSUs vest on the earlier of the next annual stockholder meeting or June 1, 2027, as long as she continues serving on the board. The grant represents her annual equity retainer under the company’s non-employee director compensation policy and is a compensation award, not an open-market share purchase.
T. Rowe Price Investment Management, Inc. reported beneficial ownership of 18,633,810 shares of Grocery Outlet Holding Corp common stock, representing 19.0% of the class. The filing lists 18,580,182 shares of sole voting power and 18,633,810 shares of sole dispositive power. The statement includes a formal denial that the filer is the beneficial owner.
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.
Grocery Outlet Holding Corp Schedule 13G shows Vanguard Portfolio Management beneficially owned 6,071,312 shares of common stock, equal to 6.18% of the class as of 03/31/2026. The filing states Vanguard exercises sole dispositive power over these shares and discloses voting and management affiliates that hold securities on clients' behalf.
The filing notes 36,400 shares of sole voting power and clarifies holdings include Vanguard funds and managed accounts; no single outside person is reported with >5% interest. The form is signed 04/29/2026.
Grocery Outlet Holding Corp. is asking stockholders to vote at a virtual annual meeting on June 1, 2026, on electing ten directors, ratifying its auditor, approving executive pay, and holding annual say‑on‑pay votes.
The company describes 2025 as a transitional year: net sales rose 7.3% to $4.69 billion, but it recorded a $224.9 million net loss and diluted net loss per share of ($2.30). It opened 37 net new stores to reach 570 locations, restructured operations, refreshed stores, and overhauled leadership, including appointing Jason Potter as President and CEO. Executive pay is heavily performance-based, with most CEO and NEO compensation tied to adjusted EBITDA, comparable store sales, and multi‑year equity performance metrics.
FMR LLC amended its Schedule 13G/A to report beneficial ownership of 5,004,793.93 shares of Grocery Outlet Holding Corp common stock, representing 5.1% as of 03/31/2026. The filing lists 4,986,847 shares with sole voting power and 5,004,793.93 shares with sole dispositive power held by FMR LLC.
The filing also attributes dispositive power to Abigail P. Johnson and notes that other persons may have rights to dividends or sale proceeds, but no other person holds more than 5%. Signatures reference powers of attorney and an attached Exhibit 99.
Grocery Outlet Holding Corp. director Felicia D. Thornton filed an initial Form 3, which is a statement of beneficial ownership by an insider. The filing reports no transactions or derivative positions, serving mainly to register her status as a reporting person.
Grocery Outlet Holding Corp. director Allen Frances L. submitted an initial Form 3 report as a director of the company. The filing lists no transactions, no derivative positions, and no buy or sell activity, serving purely as an initial disclosure of insider reporting status.
Grocery Outlet Holding Corp. executive Andrea Renee Bortner reported an open-market sale of 1,851 shares of common stock at $7.00 per share on April 1, 2026. The sale was made under a previously adopted Rule 10b5-1 trading plan dated November 10, 2025.
After this transaction, Bortner directly holds 77,287 shares. An additional 44,468 shares are held indirectly by the Bortner Family Trust, where she serves as Trustee, giving her both direct and indirect exposure to the company’s stock while this filing reflects a relatively small, pre-planned sale.