Monitor upcoming quarters for same-store sales recovery and margin stabilization. The Watchung replacement store and digital sales growth are positives, but persistent margin pressure from Wakefern cost changes and competitive deflation warrant caution. No guidance provided.
Price Chart
Executive Summary
Village Super Market reported Q3 FY2026 net income of $9.0M ($0.61 diluted Class A EPS), down from $11.2M a year ago, on sales of $572.6M (+1.6% YoY). Same-store sales declined 0.2% due to Winter Storm Fern, deflation in egg pricing, and cannibalization from a replacement store, while gross margin contracted 69bps to 28.08%. The earnings miss vs the prior year and margin compression are the key negatives.
Key Financial Metrics
Key Facts
- Q3 FY2026 net income fell to $9.0M from $11.2M YoY, a 19.6% decline.
- Diluted Class A EPS was $0.61 vs $0.75 in the prior-year quarter.
- Sales increased 1.6% to $572.6M, but same-store sales decreased 0.2%.
- Gross margin contracted 69bps to 28.08%, driven by lower Wakefern patronage dividends and higher warehouse assessment charges.
- Operating and administrative expense as a % of sales rose 33bps to 25.11%.
- YTD net income declined to $38.8M from $40.9M YoY.
- Effective tax rate dropped to 16.2% from 30.6% due to excess tax benefit from stock-based compensation.
Financial Impact
Net income down ~$2.2M YoY in Q3; gross margin down 69bps; operating margin compressed.
Risk Factors
- Continued gross margin compression from lower Wakefern patronage dividends and higher warehouse fees.
- Same-store sales headwinds from deflation, storm impacts, and cannibalization.
- Rising operating expenses as a percentage of sales (utilities, professional fees, insurance).
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3305097 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 26, 2026 today | DEF 14A | — | awaiting T+60 | — | — |
Oct 6, 2026 20d ago | Press Release | $43.72 | awaiting T+60 | — | $44.64 (−2.10%) |
Sep 11, 2026 6w ago | 8-K / PRESS-RELEASE | $43.23 | awaiting T+60 | — | $44.64 (+3.26%) |
Jun 12, 2026 19w ago | 8-K | $41.59 $42.90 | ▲ +3.15% | ▼ −0.11% | $44.64 (+7.33%) |
Jun 12, 2026 19w ago | Press Release | $41.59 $42.90 | ▲ +3.15% | ▼ −0.11% | $44.64 (+7.33%) |
Jun 2, 2026 20w ago | Press Release | $37.59 $43.65 | ▼ −16.12% | ▼ −15.00% | $44.64 (−18.75%) |
Apr 8, 2026 28w ago | Insider Cluster | $43.76 $42.34 | ▲ +3.25% | ▲ +13.70% | $44.64 (−2.01%) |
Apr 8, 2026 28w ago | Insider Cluster | $43.76 $42.34 | ▲ +3.25% | ▲ +13.70% | $44.64 (−2.01%) |
Mar 13, 2026 32w ago | Press Release | $42.11 $39.31 | ▼ −6.66% | ▼ −18.27% | $44.64 (+6.00%) |
Mar 3, 2026 33w ago | Press Release | $40.25 $46.80 | ▲ +16.26% | ▲ +5.95% | $44.64 (+10.90%) |
US Market Status
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