In a world where discount groceries should be the hottest ticket on the shelf, Grocery Outlet Holdings (NASDAQ: GO) has been struggling. Faced with consumer headwinds, value perception, and supply chain constraints, fiscal Q4 2025 results and 2026 guidance were below expectations, driving shares to record lows and potentially further declines. Short-sellers are piled into this stock and have no incentives to cover in early 2026.
Despite this, insider activity highlights a deep-value opportunity for investors. Insiders, who already owned more than 4% of the stock, stepped up and bought significant shares in March. InsiderTrades data reveal numerous purchases by CEO Jason Potter and numerous board members, some of whom are buying more than once.
