
Grocery Outlet May Present An Attractive Turnaround Story
Grocery Outlet Holding Corp. is attractively valued with a differentiated 'treasure hunt' model and an incentivized Independent Operator structure. Relatively new CEO Jason Potter is implementing operational improvements and cost-saving initiatives, with multiple catalysts potentially driving growth and re-rating in 2026. Amazon Fresh closures and normalized capex could boost GO's same-store sales and free cash flow yield to 9–10%, supporting a potential valuation uplift.


















