Village Super Market (VLGEA)
Market Price (9/25/2026): $45.43 | Market Cap: $467.8 MilSector: Consumer Staples | Industry: Consumer Staples Merchandise Retail
Village Super Market (VLGEA)
Market Price (9/25/2026): $45.43Market Cap: $467.8 MilSector: Consumer StaplesIndustry: Consumer Staples Merchandise Retail
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 14%, Dividend Yield is 2.8%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 10%, FCF Yield is 12% Low stock price volatilityVol 12M is 35% Megatrend and thematic driversMegatrends include E-commerce & DTC Adoption, Health & Wellness Trends, and Vegan & Alternative Foods. Themes include Online Grocery Platforms, Show more. | Trading close to highsDist 52W High is -2.4%, Dist 3Y High is -2.4% | Key risksVLGEA key risks include [1] its critical reliance on the Wakefern cooperative, Show more. |
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 14%, Dividend Yield is 2.8%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 10%, FCF Yield is 12% |
| Low stock price volatilityVol 12M is 35% |
| Megatrend and thematic driversMegatrends include E-commerce & DTC Adoption, Health & Wellness Trends, and Vegan & Alternative Foods. Themes include Online Grocery Platforms, Show more. |
| Trading close to highsDist 52W High is -2.4%, Dist 3Y High is -2.4% |
| Key risksVLGEA key risks include [1] its critical reliance on the Wakefern cooperative, Show more. |
Qualitative Assessment
AI Analysis | Feedback
Updated on 9/24/2026
Village Super Market (VLGEA) stock has remained largely at the same level since 5/31/2026 because of the following key factors:
1. Mixed fiscal Q3 2026 earnings offset sales growth. Village Super Market reported its fiscal third-quarter 2026 results on June 2, 2026 (for the quarter ended April 25, 2026), showing net income of $9.0 million, a significant decrease of 49.8% from the prior fiscal quarter. While sales increased by 1.6% to $572.6 million, same-store sales declined by 0.2%, although this would have been a 1.3% increase excluding the impact of Winter Storm Fern. This mixed financial performance, announced at the beginning of the specified period, contributed to a notable stock price decrease of over 15% from $46.62 to $37.59 on June 3, 2026, establishing a new trading range. (Village Super Market's fiscal year ends on the last Saturday of July).
2. Persistent macroeconomic headwinds in the grocery sector constrained broader growth. Throughout fiscal Q4 2026 and into fiscal Q1 2027, the U.S. grocery industry faced sustained economic pressures, including heightened consumer price sensitivity and rising operational costs. Consumers continued to prioritize value, comparing prices and utilizing promotions, which limited pricing power and margin expansion opportunities for retailers like Village Super Market. This challenging environment, marked by a focus on "resilience" rather than aggressive growth, contributed to the stock remaining range-bound despite company-specific efforts.
Show more
Village Super Market (VLGEA) stock has remained largely at the same level since 5/31/2026 because of the following key factors:
1. Mixed fiscal Q3 2026 earnings offset sales growth. Village Super Market reported its fiscal third-quarter 2026 results on June 2, 2026 (for the quarter ended April 25, 2026), showing net income of $9.0 million, a significant decrease of 49.8% from the prior fiscal quarter. While sales increased by 1.6% to $572.6 million, same-store sales declined by 0.2%, although this would have been a 1.3% increase excluding the impact of Winter Storm Fern. This mixed financial performance, announced at the beginning of the specified period, contributed to a notable stock price decrease of over 15% from $46.62 to $37.59 on June 3, 2026, establishing a new trading range. (Village Super Market's fiscal year ends on the last Saturday of July).
2. Persistent macroeconomic headwinds in the grocery sector constrained broader growth. Throughout fiscal Q4 2026 and into fiscal Q1 2027, the U.S. grocery industry faced sustained economic pressures, including heightened consumer price sensitivity and rising operational costs. Consumers continued to prioritize value, comparing prices and utilizing promotions, which limited pricing power and margin expansion opportunities for retailers like Village Super Market. This challenging environment, marked by a focus on "resilience" rather than aggressive growth, contributed to the stock remaining range-bound despite company-specific efforts.
Show more
Updated on 9/24/2026
Village Super Market (VLGEA) stock has remained largely at the same level since 5/31/2026 because of the following key factors:
1. Mixed fiscal Q3 2026 earnings offset sales growth. Village Super Market reported its fiscal third-quarter 2026 results on June 2, 2026 (for the quarter ended April 25, 2026), showing net income of $9.0 million, a significant decrease of 49.8% from the prior fiscal quarter. While sales increased by 1.6% to $572.6 million, same-store sales declined by 0.2%, although this would have been a 1.3% increase excluding the impact of Winter Storm Fern. This mixed financial performance, announced at the beginning of the specified period, contributed to a notable stock price decrease of over 15% from $46.62 to $37.59 on June 3, 2026, establishing a new trading range. (Village Super Market's fiscal year ends on the last Saturday of July).
2. Persistent macroeconomic headwinds in the grocery sector constrained broader growth. Throughout fiscal Q4 2026 and into fiscal Q1 2027, the U.S. grocery industry faced sustained economic pressures, including heightened consumer price sensitivity and rising operational costs. Consumers continued to prioritize value, comparing prices and utilizing promotions, which limited pricing power and margin expansion opportunities for retailers like Village Super Market. This challenging environment, marked by a focus on "resilience" rather than aggressive growth, contributed to the stock remaining range-bound despite company-specific efforts.
3. Consistent dividend payouts and positive analyst sentiment provided underlying support. Village Super Market maintained its quarterly dividend, declaring $0.25 per share on June 12, 2026, and again on September 11, 2026, providing a consistent return for shareholders with an annualized yield of approximately 2.3%. Furthermore, analyst sentiment remained positive, with one Wall Street analyst maintaining a "Buy" rating for VLGEA as of September 19, 2026. This combination of a steady dividend and favorable analyst outlook likely offered a floor for the stock price, preventing further significant declines and contributing to its relative stability following the early June dip.
Show less
Village Super Market (VLGEA) stock has remained largely at the same level since 5/31/2026 because of the following key factors:
1. Mixed fiscal Q3 2026 earnings offset sales growth. Village Super Market reported its fiscal third-quarter 2026 results on June 2, 2026 (for the quarter ended April 25, 2026), showing net income of $9.0 million, a significant decrease of 49.8% from the prior fiscal quarter. While sales increased by 1.6% to $572.6 million, same-store sales declined by 0.2%, although this would have been a 1.3% increase excluding the impact of Winter Storm Fern. This mixed financial performance, announced at the beginning of the specified period, contributed to a notable stock price decrease of over 15% from $46.62 to $37.59 on June 3, 2026, establishing a new trading range. (Village Super Market's fiscal year ends on the last Saturday of July).
2. Persistent macroeconomic headwinds in the grocery sector constrained broader growth. Throughout fiscal Q4 2026 and into fiscal Q1 2027, the U.S. grocery industry faced sustained economic pressures, including heightened consumer price sensitivity and rising operational costs. Consumers continued to prioritize value, comparing prices and utilizing promotions, which limited pricing power and margin expansion opportunities for retailers like Village Super Market. This challenging environment, marked by a focus on "resilience" rather than aggressive growth, contributed to the stock remaining range-bound despite company-specific efforts.
3. Consistent dividend payouts and positive analyst sentiment provided underlying support. Village Super Market maintained its quarterly dividend, declaring $0.25 per share on June 12, 2026, and again on September 11, 2026, providing a consistent return for shareholders with an annualized yield of approximately 2.3%. Furthermore, analyst sentiment remained positive, with one Wall Street analyst maintaining a "Buy" rating for VLGEA as of September 19, 2026. This combination of a steady dividend and favorable analyst outlook likely offered a floor for the stock price, preventing further significant declines and contributing to its relative stability following the early June dip.
Show less
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Stock Movement Drivers
Fundamental Drivers
The -0.9% change in VLGEA stock from 5/31/2026 to 9/24/2026 was primarily driven by a -4.2% change in the company's Net Income Margin (%).| (LTM values as of) | 5312026 | 9242026 | Change |
|---|---|---|---|
| Stock Price ($) | 46.19 | 45.78 | -0.9% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 2,387 | 2,396 | 0.4% |
| Net Income Margin (%) | 2.4% | 2.3% | -4.2% |
| P/E Multiple | 8.3 | 8.7 | 4.1% |
| Shares Outstanding (Mil) | 10 | 10 | -1.0% |
| Cumulative Contribution | -0.9% |
Market Drivers
5/31/2026 to 9/24/2026| Return | Correlation | |
|---|---|---|
| VLGEA | -0.9% | |
| Market (SPY) | 1.7% | -14.2% |
| Sector (XLP) | -0.8% | 32.6% |
Fundamental Drivers
The 18.3% change in VLGEA stock from 2/28/2026 to 9/24/2026 was primarily driven by a 22.1% change in the company's P/E Multiple.| (LTM values as of) | 2282026 | 9242026 | Change |
|---|---|---|---|
| Stock Price ($) | 38.69 | 45.78 | 18.3% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 2,346 | 2,396 | 2.1% |
| Net Income Margin (%) | 2.4% | 2.3% | -4.2% |
| P/E Multiple | 7.1 | 8.7 | 22.1% |
| Shares Outstanding (Mil) | 10 | 10 | -1.0% |
| Cumulative Contribution | 18.3% |
Market Drivers
2/28/2026 to 9/24/2026| Return | Correlation | |
|---|---|---|
| VLGEA | 18.3% | |
| Market (SPY) | 12.4% | -11.1% |
| Sector (XLP) | -8.1% | 38.8% |
Fundamental Drivers
The 29.4% change in VLGEA stock from 8/31/2025 to 9/24/2026 was primarily driven by a 35.5% change in the company's P/E Multiple.| (LTM values as of) | 8312025 | 9242026 | Change |
|---|---|---|---|
| Stock Price ($) | 35.37 | 45.78 | 29.4% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 2,299 | 2,396 | 4.2% |
| Net Income Margin (%) | 2.4% | 2.3% | -7.3% |
| P/E Multiple | 6.4 | 8.7 | 35.5% |
| Shares Outstanding (Mil) | 10 | 10 | -1.0% |
| Cumulative Contribution | 29.4% |
Market Drivers
8/31/2025 to 9/24/2026| Return | Correlation | |
|---|---|---|
| VLGEA | 29.4% | |
| Market (SPY) | 20.3% | -8.3% |
| Sector (XLP) | 3.9% | 35.8% |
Fundamental Drivers
The 122.9% change in VLGEA stock from 8/31/2023 to 9/24/2026 was primarily driven by a 40.3% change in the company's P/E Multiple.| (LTM values as of) | 8312023 | 9242026 | Change |
|---|---|---|---|
| Stock Price ($) | 20.54 | 45.78 | 122.9% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 2,140 | 2,396 | 11.9% |
| Net Income Margin (%) | 2.2% | 2.3% | 3.3% |
| P/E Multiple | 6.2 | 8.7 | 40.3% |
| Shares Outstanding (Mil) | 14 | 10 | 37.5% |
| Cumulative Contribution | 122.9% |
Market Drivers
8/31/2023 to 9/24/2026| Return | Correlation | |
|---|---|---|
| VLGEA | 122.9% | |
| Market (SPY) | 76.8% | 10.5% |
| Sector (XLP) | 21.8% | 27.6% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| VLGEA Return | 9% | 4% | 18% | 26% | 15% | 28% | 148% |
| Peers Return | 63% | 8% | 7% | 34% | -8% | -3% | 127% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 13% | 105% |
Monthly Win Rates [3] | |||||||
| VLGEA Win Rate | 42% | 50% | 67% | 50% | 58% | 78% | |
| Peers Win Rate | 67% | 50% | 57% | 52% | 53% | 60% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 56% | |
Max Drawdowns [4] | |||||||
| VLGEA Max Drawdown | -16% | -21% | -13% | -19% | -21% | -20% | |
| Peers Max Drawdown | -19% | -27% | -19% | -20% | -28% | -25% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: KR, ACI, WMK, IMKTA, SFM.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 9/24/2026 (YTD)
How Low Can It Go
| Event | VLGEA | S&P 500 |
|---|---|---|
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -15.7% | -24.5% |
| % Gain to Breakeven | 18.6% | 32.4% |
| Time to Breakeven | 34 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -24.3% | -33.7% |
| % Gain to Breakeven | 32.2% | 50.9% |
| Time to Breakeven | 5 days | 140 days |
| 2016-2017 Trump Reflation Bond Selloff | ||
| % Loss | -21.1% | -3.7% |
| % Gain to Breakeven | 26.7% | 3.9% |
| Time to Breakeven | 387 days | 6 days |
| 2015-2016 China Devaluation / Global Growth Scare | ||
| % Loss | -17.8% | -12.2% |
| % Gain to Breakeven | 21.6% | 13.9% |
| Time to Breakeven | 252 days | 62 days |
| 2013 Taper Tantrum | ||
| % Loss | -28.7% | -0.2% |
| % Gain to Breakeven | 40.3% | 0.2% |
| Time to Breakeven | 340 days | 1 days |
| 2011 US Debt Ceiling Crisis & European Contagion | ||
| % Loss | -22.5% | -17.9% |
| % Gain to Breakeven | 29.0% | 21.8% |
| Time to Breakeven | 48 days | 123 days |
In The Past
Village Super Market's stock fell -6.7% during the 2025 US Tariff Shock. Such a loss loss requires a 7.2% gain to breakeven.
Preserve Wealth
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Asset Allocation
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| Event | VLGEA | S&P 500 |
|---|---|---|
| 2020 COVID-19 Crash | ||
| % Loss | -24.3% | -33.7% |
| % Gain to Breakeven | 32.2% | 50.9% |
| Time to Breakeven | 5 days | 140 days |
| 2016-2017 Trump Reflation Bond Selloff | ||
| % Loss | -21.1% | -3.7% |
| % Gain to Breakeven | 26.7% | 3.9% |
| Time to Breakeven | 387 days | 6 days |
| 2013 Taper Tantrum | ||
| % Loss | -28.7% | -0.2% |
| % Gain to Breakeven | 40.3% | 0.2% |
| Time to Breakeven | 340 days | 1 days |
| 2011 US Debt Ceiling Crisis & European Contagion | ||
| % Loss | -22.5% | -17.9% |
| % Gain to Breakeven | 29.0% | 21.8% |
| Time to Breakeven | 48 days | 123 days |
| 2008-2009 Global Financial Crisis | ||
| % Loss | -28.4% | -53.4% |
| % Gain to Breakeven | 39.6% | 114.4% |
| Time to Breakeven | 164 days | 1085 days |
In The Past
Village Super Market's stock fell -6.7% during the 2025 US Tariff Shock. Such a loss loss requires a 7.2% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About Village Super Market (VLGEA)
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Village Super Market, Inc. (VLGEA) is a regional grocery retailer operating a chain of supermarkets primarily in the Northeast United States. Founded in 1937, the company manages 37 stores across New Jersey, New York, Pennsylvania, and Maryland. Its portfolio includes 29 traditional ShopRite supermarkets, alongside 5 Fairway Markets and 3 Gourmet Garage specialty stores, catering to diverse customer segments.
The company's stores offer a comprehensive range of products and services, extending beyond conventional groceries. Key offerings include specialty departments such as on-site bakeries, expanded delicatessens, and a wide selection of natural, organic, ethnic, and international foods. Additionally, stores provide convenient prepared meals and in-house pharmacies, aiming to serve the complete everyday and specialized culinary needs of its local communities and customers.
```AI Analysis | Feedback
- A regional Kroger or Albertsons for the Northeastern U.S.
- A regional Kroger that also owns high-end specialty markets like Whole Foods or Wegmans.
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- Groceries and Everyday Essentials: A broad selection of food items, household goods, and general merchandise typically found in a supermarket.
- Specialty Foods: Offerings include natural and organic foods, ethnic and international foods, and various prepared foods.
- Baked Goods: Freshly made items from on-site bakeries.
- Deli Items: A wide assortment of meats, cheeses, and prepared dishes from an expanded delicatessen.
- Pharmacy Services: Prescription fulfillment and over-the-counter medications provided through in-store pharmacies.
AI Analysis | Feedback
Village Super Market (VLGEA) primarily sells to individual consumers through its chain of supermarkets.
Its major customer categories include:
- Everyday Grocery Shoppers: Individuals and families seeking a wide range of products for their regular household grocery needs, primarily served by its ShopRite supermarkets.
- Specialty and Gourmet Food Enthusiasts: Customers interested in natural, organic, ethnic, international, and prepared food offerings, often found at its Fairway Markets and Gourmet Garage specialty stores.
- Convenience-Seeking Consumers: Individuals looking for quick meal solutions from prepared food sections or utilizing in-store pharmacy services.
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- Wakefern Food Corp.
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John J. Sumas, Chief Executive Officer
John J. Sumas has served as a Director of Village Super Market since 2009 and as Co-President since 2018. He has held various supervisory positions within the company since his employment in 1987, including Chief Operating Officer, General Counsel, and Vice President.
Nicholas J. Sumas II, President and Chairman of the Board
Nicholas J. Sumas II has been a Director of Village Super Market since 2009 and a Co-President since 2018. He has served in diverse supervisory roles since joining the company in 1994, including Chief Marketing Officer and Vice President. Mr. Sumas is also an executive officer and a member of the Board of Directors of Wakefern Food Corp.
John L. Van Orden CPA, Chief Financial Officer and Treasurer
John L. Van Orden serves as the Chief Financial Officer and Treasurer for Village Super Market.
John P. Sumas, Executive Vice President, Secretary and Director
John P. Sumas holds the positions of Executive Vice President, Secretary, and Director at Village Super Market.
Luigi Perri, Principal Accounting Officer and Controller
Luigi Perri is the Principal Accounting Officer and Controller for Village Super Market.
AI Analysis | Feedback
The key risks to Village Super Market's business (VLGEA) are primarily centered around intense competition, its integral relationship with the Wakefern Food Corp. cooperative, and the high operating costs associated with its geographic concentration.
- Highly Competitive Supermarket Industry with Thin Profit Margins: Village Super Market operates in a fiercely competitive food retail environment characterized by narrow profit margins. The company faces direct competition from various retail formats, including national, regional, and local supermarket chains, as well as warehouse clubs, supercenters, drug stores, discount general merchandise stores, and online retailers. Some of these competitors possess greater financial resources, lower merchandise acquisition costs, and lower operating expenses, which can materially and adversely impact Village Super Market's results of operations through competitive pricing and promotional programs.
- Reliance on Wakefern Food Corp. Cooperative and Related Disputes: Village Super Market's business model is deeply integrated with the Wakefern Food Corp. cooperative, which provides significant purchasing power and brand equity through banners like ShopRite. While this membership offers a competitive advantage, it also limits the company's strategic independence and exposes it to the collective health and operational dynamics of the cooperative. There are ongoing litigation and commercial disputes with Wakefern, including those related to Village Super Market's Morton Williams acquisition, which introduce uncertainty and could potentially increase costs and impact business operations.
- Geographic Concentration and High Operating/Labor Costs: The company's operations are concentrated in the high-cost, heavily unionized markets of the northeastern United States, specifically New Jersey, New York, Pennsylvania, and Maryland. This geographic concentration leads to higher labor and overall operating costs compared to competitors operating in lower-cost regions or with non-unionized workforces. This puts persistent pressure on already thin profit margins. Additionally, this concentration makes the business susceptible to regional economic downturns, adverse demographic shifts, and the specific regulatory and economic conditions within these states. A substantial portion of Village Super Market's employees are covered by collective bargaining agreements, posing risks of work stoppages and increasing costs related to healthcare and pensions.
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The clear emerging threat for Village Super Market is the accelerating shift in consumer preferences towards online grocery shopping, including home delivery and curbside pickup services. This trend, driven by the increasing sophistication and convenience offered by dedicated online grocers (e.g., Amazon Fresh), third-party delivery platforms (e.g., Instacart, DoorDash expanding into groceries), and large big-box retailers with robust e-commerce capabilities (e.g., Walmart Grocery), directly challenges the traditional brick-and-mortar supermarket model. This technological and logistical disruption is analogous to Netflix's impact on Blockbuster, as it alters the fundamental method by which consumers acquire groceries, potentially eroding in-store foot traffic and requiring significant investment in digital infrastructure and fulfillment capabilities to remain competitive.
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The addressable markets for Village Super Market's main products and services, which include a variety of groceries, specialty foods, and pharmacy items, are located within the regions where the company operates.
- For New Jersey, the Supermarkets & Grocery Stores industry is projected to have a market size of $29.3 billion in 2026.
- In New York, the Supermarkets & Grocery Stores industry is estimated to reach a market size of $54.1 billion in 2026.
- For Pennsylvania, the Supermarkets & Grocery Stores industry is anticipated to be $36.6 billion in market size in 2026.
- The Supermarkets & Grocery Stores industry in Maryland is expected to have a market size of $17.7 billion in 2026.
AI Analysis | Feedback
Village Super Market (VLGEA) is expected to drive future revenue growth over the next 2-3 years through several key initiatives:
- Ongoing Store Replacement and Remodeling Program: The company's strategy of replacing older, smaller stores with larger, more modern locations is a significant driver of increased comparable store sales and profitability. Recent examples include the opening of a replacement store in Watchung, NJ, and financing for a new replacement store in East Orange, NJ, indicating this is a continued focus for growth.
- Expansion of Digital Sales Channels: Village Super Market has experienced substantial growth in its digital sales, with same-store digital sales increasing by 15% year over year. This trend is expected to continue, leveraging its online platforms for ShopRite, Fairway Market, and Gourmet Garage, along with their respective mobile applications.
- Increased Sales in Fresh and Pharmacy Categories: The company has observed stronger performance and higher sales in its fresh food and pharmacy departments. This focus on key categories is contributing to overall comparable store sales growth.
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Share Repurchases
- As of fiscal year 2025, Village Super Market had approximately $1.349 million remaining under its authorized share repurchase program.
Inbound Investments
- In January 2025, the company completed New Markets Tax Credit financing to help fund the development of a replacement store in East Orange, New Jersey.
Outbound Investments
- Village Super Market Inc.'s long-term investments totaled $53.7 million as of January 24, 2026.
- The average annual growth rate for these long-term investments was 7% over the past three years and 12% over the past five years.
Capital Expenditures
- Village Super Market budgeted $75 million for capital expenditures in fiscal year 2026. These expenditures are focused on constructing a replacement store in East Orange, New Jersey, another replacement store in fiscal year 2027, several smaller remodels, and various merchandising, technology, equipment, and facility upgrades.
- Capital expenditures in fiscal year 2025 were approximately $58.8 million, absorbing a significant portion of operating cash flow.
- For fiscal year 2021, the company budgeted $25 million for capital expenditures, primarily for smaller remodels, expanding ShopRite from Home and self-checkout, and various technology and facility improvements.
Peer Outperformance in Consumer Staples Merchandise Retail
VLGEA has outperformed 91% of its 11 Consumer Staples Merchandise Retail peers over 5Y. Consumer Staples Merchandise Retail ranks 1st of 12 industries in Consumer Staples by median 5Y return. That makes it one of the strongest corners of the sector.
Share of Consumer Staples Merchandise Retail constituents that VLGEA has outperformed, by holding period. Peers without a full price history over a given window are excluded from that window.
1Y
83%
of 12 industry peers · 25.9% return
3Y
82%
of 11 industry peers · 120.9% return
5Y
91%
of 11 industry peers · 147.5% return
No Consumer Staples Merchandise Retail peer with a comparable growth profile has beaten VLGEA by more than 20pp over 5Y.
Median price return by industry across the Consumer Staples sector, ranked by 5Y. Consumer Staples Merchandise Retail is VLGEA's own industry. Use this to see which corners of the sector have carried the returns.
| Industry | Names | 1Y med | 3Y med | 5Y med | Top 3 by 5Y |
|---|---|---|---|---|---|
| Consumer Staples Merchandise Retail ← | 12 | 5.6% | 39.9% | 54.4% | NGVC 232% · VLGEA 148% · WMT 140% |
| Food Retail | 6 | -8.1% | 42.3% | 44.4% | CASY 225% · SFM 192% · KR 64% |
| Tobacco | 6 | -39.5% | 7.7% | 30.6% | PM 138% · MO 109% · TPB 39% |
| Food Distributors | 9 | -1.7% | 31.3% | 10.9% | CHEF 244% · USFD 165% · ANDE 141% |
| Soft Drinks & Non-alcoholic Beverages | 12 | -8.1% | -18.1% | 0.8% | COKE 409% · BRFH 143% · CCHGY 113% |
| Brewers | 3 | -16.2% | -35.7% | -7.8% | BUD 43% · TAP -8% · SAM -68% |
| Agricultural Products & Services | 12 | 4.8% | 2.2% | -15.5% | BG 60% · ADM 58% · INGR 25% |
| Household Products | 19 | 2.9% | -9.2% | -16.5% | ACU 106% · IPAR 84% · CL 25% |
| Personal Care Products | 4 | -1.6% | -5.8% | -25.9% | ELF 245% · PG 15% · COTY -67% |
| Packaged Foods & Meats | 47 | -27.5% | -34.4% | -42.3% | MAMA 457% · SENEA 286% · LWAY 279% |
| Distillers & Vintners | 5 | -46.5% | -60.5% | -79.2% | STZ -41% · BF-B -57% · SNDL -79% |
| Drug Retail | 3 | -41.1% | -85.7% | -93.5% | HITI -58% · PETS -94% · SCNX -99% |
Median of constituents with a full price history over each window. Top names are unfiltered by size in this render.
Latest Trefis Analyses
| Title | Date | |
|---|---|---|
| DASHBOARDS | ||
| Village Super Market Earnings Notes | 12/16/2025 | |
| With Village Super Market Stock Surging, Have You Considered The Downside? | 10/17/2025 |
| Title | |
|---|---|
| ARTICLES |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 62.17 |
| Mkt Cap | 3.9 |
| Rev LTM | 7,211 |
| Op Inc LTM | 365 |
| FCF LTM | 253 |
| FCF 3Y Avg | 227 |
| CFO LTM | 462 |
| CFO 3Y Avg | 433 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 3.5% |
| Rev Chg 3Y Avg | 1.9% |
| Rev Chg Q | 1.8% |
| QoQ Delta Rev Chg LTM | 0.4% |
| Op Inc Chg LTM | -1.0% |
| Op Inc Chg 3Y Avg | 2.4% |
| Op Mgn LTM | 2.7% |
| Op Mgn 3Y Avg | 2.6% |
| QoQ Delta Op Mgn LTM | -0.1% |
| CFO/Rev LTM | 4.5% |
| CFO/Rev 3Y Avg | 4.2% |
| FCF/Rev LTM | 2.0% |
| FCF/Rev 3Y Avg | 1.5% |
Segment Financials
Revenue by Segment| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Center Store | 1,384 | 1,338 | 1,300 | ||
| Fresh | 833 | 806 | 788 | ||
| Pharmacy | 93 | 82 | 72 | 68 | 67 |
| Other | 10 | 10 | 7 | 6 | 8 |
| Bakery | 56 | 49 | |||
| Dairy and Frozen | 352 | 349 | |||
| Deli and Prepared Food | 167 | 156 | |||
| Groceries | 709 | 705 | |||
| Liquor | 19 | 22 | |||
| Meats | 200 | 199 | |||
| Non-Foods | 148 | 142 | |||
| Produce | 274 | 268 | |||
| Seafood | 62 | 65 | |||
| Total | 2,321 | 2,237 | 2,167 | 2,061 | 2,030 |
Price Behavior
Price Behavior
| Market Price | $45.78 | |
| Market Cap ($ Bil) | 0.5 | |
| First Trading Date | 03/27/1990 | |
| Distance from 52W High | -2.4% | |
| 50 Days | 200 Days | |
| DMA Price | $43.56 | $40.90 |
| DMA Trend | up | up |
| Distance from DMA | 5.1% | 11.9% |
| 3M | 1YR | |
| Volatility | 20.5% | 35.2% |
| Downside Capture | -10.68 | -48.50 |
| Upside Capture | 40.59 | -12.75 |
| Correlation (SPY) | 3.3% | -9.3% |
VLGEA Betas & Captures as of 8/31/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 0.48 | 0.12 | -0.56 | -0.34 | -0.25 | 0.21 |
| Up Beta | 0.30 | -0.38 | 0.93 | 0.41 | 0.27 | 0.50 |
| Down Beta | -2.96 | -0.79 | -1.27 | -0.82 | -0.79 | -0.03 |
| Up Capture | 67% | 57% | -80% | -22% | -4% | 8% |
| Bmk +ve Days | 10 | 21 | 32 | 68 | 138 | 427 |
| Stock +ve Days | 10 | 21 | 35 | 72 | 135 | 394 |
| Down Capture | 154% | 56% | -86% | -96% | -61% | 3% |
| Bmk -ve Days | 11 | 21 | 32 | 59 | 113 | 324 |
| Stock -ve Days | 11 | 21 | 28 | 54 | 114 | 351 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with VLGEA | |
|---|---|---|---|---|
| VLGEA | 23.6% | 35.1% | 0.66 | - |
| Sector ETF (XLP) | 6.5% | 14.4% | 0.20 | 35.9% |
| Equity (SPY) | 16.7% | 13.0% | 0.92 | -9.5% |
| Gold (GLD) | 13.1% | 29.3% | 0.42 | -11.3% |
| Commodities (DBC) | 45.1% | 20.7% | 1.71 | -14.6% |
| Real Estate (VNQ) | 3.7% | 13.7% | 0.01 | 15.8% |
| Bitcoin (BTCUSD) | -24.8% | 44.8% | -0.51 | 3.6% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with VLGEA | |
|---|---|---|---|---|
| VLGEA | 20.4% | 28.3% | 0.67 | - |
| Sector ETF (XLP) | 5.4% | 13.7% | 0.18 | 32.8% |
| Equity (SPY) | 12.9% | 17.2% | 0.57 | 19.3% |
| Gold (GLD) | 19.0% | 18.8% | 0.82 | -3.1% |
| Commodities (DBC) | 10.6% | 19.6% | 0.42 | -1.6% |
| Real Estate (VNQ) | 0.7% | 18.9% | -0.07 | 24.4% |
| Bitcoin (BTCUSD) | 12.0% | 52.6% | 0.41 | 10.9% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with VLGEA | |
|---|---|---|---|---|
| VLGEA | 7.8% | 28.9% | 0.31 | - |
| Sector ETF (XLP) | 7.3% | 14.9% | 0.35 | 33.6% |
| Equity (SPY) | 15.5% | 17.9% | 0.73 | 25.0% |
| Gold (GLD) | 12.0% | 16.4% | 0.60 | -1.8% |
| Commodities (DBC) | 8.5% | 18.1% | 0.39 | 3.1% |
| Real Estate (VNQ) | 4.8% | 20.7% | 0.19 | 24.5% |
| Bitcoin (BTCUSD) | 63.7% | 66.2% | 1.03 | 7.5% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Returns Analyses
Earnings Returns History
Updated 9/11/2026| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 10/10/2023 | 0.0% | -0.5% | 1.3% |
| 10/7/2022 | 1.2% | 4.9% | 14.6% |
| SUMMARY STATS | |||
| # Positive | 2 | 1 | 2 |
| # Negative | 0 | 1 | 0 |
| Median Positive | 0.6% | 4.9% | 8.0% |
| Median Negative | -0.5% | ||
| Max Positive | 1.2% | 4.9% | 14.6% |
| Max Negative | -0.5% | ||
| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 10/10/2023 | 0.0% | -0.5% | 1.3% |
| 10/7/2022 | 1.2% | 4.9% | 14.6% |
| SUMMARY STATS | |||
| # Positive | 2 | 1 | 2 |
| # Negative | 0 | 1 | 0 |
| Median Positive | 0.6% | 4.9% | 8.0% |
| Median Negative | -0.5% | ||
| Max Positive | 1.2% | 4.9% | 14.6% |
| Max Negative | -0.5% | ||
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 04/30/2026 | 06/03/2026 | 10-Q |
| 01/31/2026 | 03/04/2026 | 10-Q |
| 10/31/2025 | 12/04/2025 | 10-Q |
| 07/31/2025 | 10/09/2025 | 10-K |
| 04/30/2025 | 06/04/2025 | 10-Q |
| 01/31/2025 | 03/05/2025 | 10-Q |
| 10/31/2024 | 12/04/2024 | 10-Q |
| 07/31/2024 | 10/10/2024 | 10-K |
| 04/30/2024 | 06/05/2024 | 10-Q |
| 01/31/2024 | 03/06/2024 | 10-Q |
| 10/31/2023 | 12/06/2023 | 10-Q |
| 07/31/2023 | 10/11/2023 | 10-K |
| 04/30/2023 | 06/07/2023 | 10-Q |
| 01/31/2023 | 03/08/2023 | 10-Q |
| 10/31/2022 | 12/07/2022 | 10-Q |
| 07/31/2022 | 10/13/2022 | 10-K |
| Report Date | Filing Date | Filing |
|---|---|---|
| 04/30/2026 | 06/03/2026 | 10-Q |
| 01/31/2026 | 03/04/2026 | 10-Q |
| 10/31/2025 | 12/04/2025 | 10-Q |
| 07/31/2025 | 10/09/2025 | 10-K |
| 04/30/2025 | 06/04/2025 | 10-Q |
| 01/31/2025 | 03/05/2025 | 10-Q |
| 10/31/2024 | 12/04/2024 | 10-Q |
| 07/31/2024 | 10/10/2024 | 10-K |
| 04/30/2024 | 06/05/2024 | 10-Q |
| 01/31/2024 | 03/06/2024 | 10-Q |
| 10/31/2023 | 12/06/2023 | 10-Q |
| 07/31/2023 | 10/11/2023 | 10-K |
| 04/30/2023 | 06/07/2023 | 10-Q |
| 01/31/2023 | 03/08/2023 | 10-Q |
| 10/31/2022 | 12/07/2022 | 10-Q |
| 07/31/2022 | 10/13/2022 | 10-K |
| 04/30/2022 | 06/08/2022 | 10-Q |
| 01/31/2022 | 03/10/2022 | 10-Q |
| 10/31/2021 | 12/08/2021 | 10-Q |
| 07/31/2021 | 10/14/2021 | 10-K |
| 04/30/2021 | 06/03/2021 | 10-Q |
| 01/31/2021 | 03/04/2021 | 10-Q |
| 10/31/2020 | 12/03/2020 | 10-Q |
| 07/31/2020 | 10/08/2020 | 10-K |
| 04/30/2020 | 06/04/2020 | 10-Q |
| 01/31/2020 | 03/05/2020 | 10-Q |
| 10/31/2019 | 12/05/2019 | 10-Q |
| 07/31/2019 | 10/10/2019 | 10-K |
Insider Activity
Updated 4/26/2026| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Sumas, John | EVP & Secretary | Direct | Sell | 4152026 | 41.30 | 12,703 | 524,672 | 4,251,648 | Form |
| 2 | Van, Orden John L | CFO & Treasurer | Direct | Sell | 4132026 | 43.88 | 8,000 | 351,032 | 1,405,137 | Form |
| 3 | Perri, Luigi | VP of Finance & CAO | Direct | Sell | 4102026 | 45.04 | 3,719 | 167,519 | 713,452 | Form |
| 4 | Sumas, John James | CEO | Direct | Sell | 4102026 | 43.16 | 12,702 | 548,218 | 1,555,918 | Form |
| 5 | Begley, Kevin | Direct | Sell | 4282025 | 35.19 | 3,000 | 105,579 | 1,547,119 | Form |
| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Sumas, John | EVP & Secretary | Direct | Sell | 4152026 | 41.30 | 12,703 | 524,672 | 4,251,648 | Form |
| 2 | Van, Orden John L | CFO & Treasurer | Direct | Sell | 4132026 | 43.88 | 8,000 | 351,032 | 1,405,137 | Form |
| 3 | Perri, Luigi | VP of Finance & CAO | Direct | Sell | 4102026 | 45.04 | 3,719 | 167,519 | 713,452 | Form |
| 4 | Sumas, John James | CEO | Direct | Sell | 4102026 | 43.16 | 12,702 | 548,218 | 1,555,918 | Form |
| 5 | Begley, Kevin | Direct | Sell | 4282025 | 35.19 | 3,000 | 105,579 | 1,547,119 | Form | |
| 6 | Begley, Kevin | Direct | Sell | 4282025 | 35.61 | 2,000 | 71,214 | 1,672,140 | Form | |
| 7 | Sumas, Robert | Direct | Sell | 4182025 | 35.28 | 3,000 | 105,828 | 2,996,026 | Form | |
| 8 | Sumas, Robert | Direct | Sell | 4162025 | 35.81 | 1,500 | 53,722 | 3,149,249 | Form | |
| 9 | Sumas, Robert | Direct | Sell | 4162025 | 35.59 | 2,700 | 96,088 | 3,182,670 | Form | |
| 10 | Sumas, Robert | Direct | Sell | 4142025 | 35.95 | 400 | 14,380 | 3,312,017 | Form | |
| 11 | Sumas, Robert | Direct | Sell | 4142025 | 36.27 | 600 | 21,763 | 3,356,284 | Form | |
| 12 | Sumas, Robert | Direct | Sell | 4142025 | 36.62 | 857 | 31,386 | 3,410,737 | Form | |
| 13 | Sumas, Robert | Direct | Sell | 4142025 | 36.21 | 943 | 34,148 | 3,403,493 | Form | |
| 14 | Begley, Kevin | Direct | Sell | 4112025 | 37.40 | 3,000 | 112,200 | 1,831,141 | Form | |
| 15 | Van, Orden John L | CFO & Treasurer | Direct | Sell | 4022025 | 38.00 | 3,000 | 114,000 | 1,405,164 | Form |
Industry Resources
| Consumer Staples Resources |
| FoodNavigator |
| Consumer Goods Technology (CGT) |
| Beverage Digest |
| Consumer Staples Merchandise Retail Resources |
| Mass Market Retailers |
| Store Brands |
| Retail Dive |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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Core Cache Last Updated: 9/24/2026