- Entry
- $11.16
- Now
- $11.98 +7.3%
- Target
- —
- Score
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**My thesis 4 months ago was simple:** management was sandbagging, 36 bad stores were being cut, sticky inflation would push consumers toward discount grocery, and insiders were buying aggressively. Since then: * **36 underperforming stores closed**, removing roughly **$12M of annualized EBITDA drag** heading into 2027. * **Q2 beat expectations:** traffic +1.8%, basket trends improved, EBITDA held up, and guidance improved. * **Insiders bought millions.** CEO Jason Potter alone bought roughly **$2.4M**, mostly around $5.90 to $6.36. Directors also bought …
— ORIGINAL POST ·
GO (Grocery Outlet) Turnaround Is Working + Insiders Bought Heavy + 26% Short Float
· r/ValueInvesting
· Sep 4, 2026