VLGEAVillage Super Market, Inc.
The Read
9% surge in March 2026 driven by strong same-store sales and digital growth, while its June 9 period saw a 13.
The schedule
- Fri20Nov
Updates on union contract negotiations in the Northeast, presenting a direct risk to VLGEA's already compressed operating margins.
- Sat12Dec
Q4 2026 earnings release, serving as a critical barometer for holiday sales volume and full-year margin resilience.
- Sat20Mar
Q1 2027 reporting, focusing on sustained momentum in same-store sales and the stabilization of net profitability.
- Sat26Jun
Past
- Sun30Aug
Anticipated board review of capital return strategies, leveraging the company's $128M cash position.
- Wed15Jul
Actual outcome: Bull · $44.49 at outcome
Village Super Market shares rallied past the bull target as the market evaluated the potential impact of new supply chain tariffs on imported specialty foods. Investors determined that the company's exposure was manageable and that it possesses sufficient pricing power to pass on potential cost increases, driving the stock higher despite broader trade concerns.
Market evaluation of potential new sourcing costs. As the Trump administration evaluates broad tariffs on imported goods, specialty food costs for Village Super Market could face an unexpected hike.
- Tue9Jun
Actual outcome: Bull · $41.59 at outcome
Stock rose 4.8% from event to outcome date, aligning with the bull trajectory.
Village Super Market’s Q3 2026 earnings release for the quarter ending April 2026, including an update on digital and e-commerce initiatives, with the stock assumed around $36.5 into the print and an expected post-report range between $39.5 on a solid execution update and $35.5 if margins or digital progress disappoint.
- Fri15May
Actual outcome: Bull · $46.62 at outcome
During the mid-quarter sector readjustment, Village Super Market demonstrated resilience against broader grocery competition and food inflation headwinds. Investors rewarded the company's defensive positioning and stable fundamentals, driving the stock well past the $39.00 bull target to close at $46.62 by the outcome date.
A mid-quarter phase where investors reassess Consumer Staples valuations amid sector rotation, food inflation, and intensifying grocery competition, with Village Super Market potentially trading around $41 going in and a post-readjustment band between $39 in the benign case and $36.5 if the sector de-rates more sharply.
- Wed15Apr
Actual outcome: Bull · $42.51 at outcome
Village Super Market shares saw a muted initial reaction, rising 3.1% to close at $42.51 by the outcome date, as the anticipated state-level minimum wage decision was overshadowed by insider selling from the CFO and a recent rating downgrade citing margin pressures. Without a clear regulatory catalyst materializing, the stock traded ambiguously between targets before eventually sliding to $37.59 in the following weeks due to ongoing concerns over normalized same-store sales and labor costs.
State-level minimum wage and related labor regulation decisions in New Jersey and New York that directly affect Village Super Market’s store-level labor costs and profitability, with the stock currently at $43.05 and a potential post-decision range between $44 in a benign outcome and $41 if wage pressure surprises negatively.
- Tue3Mar
Actual outcome: Bull · $40.90 at outcome
Village Super Market reported year-over-year increases in earnings and sales, meeting EPS estimates and reversing a previous trend of negative profit growth. The stock surged well past the bull target as investors reacted to strong same-store sales and digital growth, which alleviated concerns regarding margin pressure and stabilized the company's profitability outlook.
Release of financial results for the holiday quarter (ending Jan 2026). The market will focus on continued gross margin pressure and the -6.26% YoY Net Income growth trend from the previous period. A continuation of negative profit growth will pressure the low P/E multiple.
