Watch for continued expense pressure in FY2027, particularly employee costs and occupancy expenses, which drove the margin compression. The 1.6% same-store sales growth is modest and may not offset cost headwinds without further margin improvement.
Price Chart
Executive Summary
Village Super Market reported Q4 FY2026 net income of $13.6M ($0.92 diluted Class A EPS), down from $15.5M a year ago, on sales of $609.6M (+1.6% YoY). Operating margins compressed 81bps as expense growth outpaced modest same-store sales growth, making this a bearish earnings release despite the top-line increase.
Key Financial Metrics
Key Facts
- Q4 net income fell 12.3% YoY to $13.6M from $15.5M
- Diluted Class A EPS declined to $0.92 from $1.05 YoY
- Sales increased 1.6% to $609.6M, driven by same-store sales growth of 1.6% and a new store opening
- Operating and administrative expense as % of sales rose 81bps to 23.92% from 23.11%
- Gross margin improved slightly to 28.24% from 28.17%
- Full-year FY2026 net income fell to $52.5M from $56.4M on sales of $2.406B (+3.7%)
- Same-store digital sales grew ~6% in Q4 and ~11% for the year
Financial Impact
Net income declined ~$1.9M YoY in Q4; operating income fell ~$2.9M. Full-year net income down ~$3.9M.
Risk Factors
- Rising operating expenses outpacing sales growth, compressing margins
- Egg price deflation and competitive store openings pressuring same-store sales
- Lower patronage dividends from Wakefern reducing gross margin on a full-year basis
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3375417 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 26, 2026 1d ago | DEF 14A | $45.09 | awaiting T+60 | — | $44.04 (−2.33%) |
Oct 6, 2026 21d ago | Press Release | $43.72 | awaiting T+60 | — | $44.04 (−0.73%) |
Sep 11, 2026 6w ago | 8-K / PRESS-RELEASE | $43.23 | awaiting T+60 | — | $44.04 (+1.87%) |
Jun 12, 2026 19w ago | 8-K | $41.59 $42.90 | ▲ +3.15% | ▼ −0.11% | $44.04 (+5.89%) |
Jun 12, 2026 19w ago | Press Release | $41.59 $42.90 | ▲ +3.15% | ▼ −0.11% | $44.04 (+5.89%) |
Jun 2, 2026 21w ago | Press Release | $37.59 $43.65 | ▼ −16.12% | ▼ −15.00% | $44.04 (−17.16%) |
Apr 8, 2026 28w ago | Insider Cluster | $43.76 $42.34 | ▲ +3.25% | ▲ +13.70% | $44.04 (−0.64%) |
Apr 8, 2026 28w ago | Insider Cluster | $43.76 $42.34 | ▲ +3.25% | ▲ +13.70% | $44.04 (−0.64%) |
Mar 13, 2026 32w ago | Press Release | $42.11 $39.31 | ▼ −6.66% | ▼ −18.27% | $44.04 (+4.58%) |
Mar 3, 2026 34w ago | Press Release | $40.25 $46.80 | ▲ +16.26% | ▲ +5.95% | $44.04 (+9.41%) |
US Market Status
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