Weis Markets (WMK)
Market Price (10/5/2026): $73.26 | Market Cap: $1.8 BilSector: Consumer Staples | Industry: Consumer Staples Merchandise Retail
Weis Markets (WMK)
Market Price (10/5/2026): $73.26Market Cap: $1.8 BilSector: 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 7.2%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 3.3% Low stock price volatilityVol 12M is 26% Megatrend and thematic driversMegatrends include E-commerce & DTC Adoption, Health & Wellness Trends, and Vegan & Alternative Foods. Themes include Online Grocery Platforms, Show more. | Weak multi-year price returns2Y Excs Rtn is -23%, 3Y Excs Rtn is -54% Meaningful short interestShort Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 10% | Significant short interestShort Interest Days-to-CoverDTC = (Short Interest Share Quantity) / (Average Daily Trading Volume). Reflects how many days it would take to cover (close out) the short interest based on average volumes. High DTC can signify an increased risk of a short squeeze. is 16.85 Key risksWMK key risks include [1] significant margin pressure causing net income to decline despite sales growth. |
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 7.2%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 3.3% |
| Low stock price volatilityVol 12M is 26% |
| Megatrend and thematic driversMegatrends include E-commerce & DTC Adoption, Health & Wellness Trends, and Vegan & Alternative Foods. Themes include Online Grocery Platforms, Show more. |
| Weak multi-year price returns2Y Excs Rtn is -23%, 3Y Excs Rtn is -54% |
| Meaningful short interestShort Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 10% |
| Significant short interestShort Interest Days-to-CoverDTC = (Short Interest Share Quantity) / (Average Daily Trading Volume). Reflects how many days it would take to cover (close out) the short interest based on average volumes. High DTC can signify an increased risk of a short squeeze. is 16.85 |
| Key risksWMK key risks include [1] significant margin pressure causing net income to decline despite sales growth. |
Qualitative Assessment
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Weis Markets (WMK) stock has lost about 5% since 6/30/2026 because of the following key factors:
1. Weis Markets experienced a decline in net income and earnings per share during fiscal Q2 2026, which ended on June 27, 2026. Net income decreased by 9.6% to $22.86 million compared to $25.28 million in the same period of fiscal 2025. Concurrently, earnings per share (EPS) fell to $0.92 from $0.96 in fiscal Q2 2025.
2. Pharmacy revenue growth was unfavorably impacted by approximately $10.71 million due to the Inflation Reduction Act's Medicare maximum fair price provisions. These provisions became effective on January 1, 2026, creating pricing headwinds for Weis Markets' pharmacy segment during fiscal Q2 2026.
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Weis Markets (WMK) stock has lost about 5% since 6/30/2026 because of the following key factors:
1. Weis Markets experienced a decline in net income and earnings per share during fiscal Q2 2026, which ended on June 27, 2026. Net income decreased by 9.6% to $22.86 million compared to $25.28 million in the same period of fiscal 2025. Concurrently, earnings per share (EPS) fell to $0.92 from $0.96 in fiscal Q2 2025.
2. Pharmacy revenue growth was unfavorably impacted by approximately $10.71 million due to the Inflation Reduction Act's Medicare maximum fair price provisions. These provisions became effective on January 1, 2026, creating pricing headwinds for Weis Markets' pharmacy segment during fiscal Q2 2026.
3. Operating, general, and administrative expenses increased by 8.3% in fiscal Q2 2026, largely driven by higher employee costs, outside services, and utilities. This rise in expenses contributed to a slight decrease in operating income, which was $29.1 million for the quarter, down from $30.2 million in the prior year.
4. A challenging consumer environment, characterized by customers focusing on affordability and value, influenced shopping behavior during fiscal Q3 2026. This broader macroeconomic trend impacted the grocery sector, as noted by Weis Markets' CEO, who stated that the company increased investments in promotions and loyalty marketing to support sales growth.
5. Weis Markets received a slight downgrade in its analyst rating during the period. On August 31, Weis Markets was downgraded by Weiss Ratings from a "buy (b)" to a "buy (b-)."
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Stock Movement Drivers
Fundamental Drivers
The -5.0% change in WMK stock from 6/30/2026 to 10/4/2026 was primarily driven by a -3.5% change in the company's Net Income Margin (%).| (LTM values as of) | 6302026 | 10042026 | Change |
|---|---|---|---|
| Stock Price ($) | 77.95 | 74.04 | -5.0% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 5,013 | 5,069 | 1.1% |
| Net Income Margin (%) | 2.0% | 1.9% | -3.5% |
| P/E Multiple | 19.3 | 18.8 | -2.7% |
| Shares Outstanding (Mil) | 25 | 25 | 0.0% |
| Cumulative Contribution | -5.0% |
Market Drivers
6/30/2026 to 10/4/2026| Return | Correlation | |
|---|---|---|
| WMK | -5.0% | |
| Market (SPY) | 3.1% | 18.4% |
| Sector (XLP) | -3.1% | 35.3% |
Fundamental Drivers
The 9.3% change in WMK stock from 3/31/2026 to 10/4/2026 was primarily driven by a 4.1% change in the company's Net Income Margin (%).| (LTM values as of) | 3312026 | 10042026 | Change |
|---|---|---|---|
| Stock Price ($) | 67.75 | 74.04 | 9.3% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 4,958 | 5,069 | 2.3% |
| Net Income Margin (%) | 1.8% | 1.9% | 4.1% |
| P/E Multiple | 18.3 | 18.8 | 2.7% |
| Shares Outstanding (Mil) | 25 | 25 | 0.0% |
| Cumulative Contribution | 9.3% |
Market Drivers
3/31/2026 to 10/4/2026| Return | Correlation | |
|---|---|---|
| WMK | 9.3% | |
| Market (SPY) | 18.6% | 0.8% |
| Sector (XLP) | -1.1% | 46.4% |
Fundamental Drivers
The 5.0% change in WMK stock from 9/30/2025 to 10/4/2026 was primarily driven by a 6.5% change in the company's Shares Outstanding (Mil).| (LTM values as of) | 9302025 | 10042026 | Change |
|---|---|---|---|
| Stock Price ($) | 70.50 | 74.04 | 5.0% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 4,843 | 5,069 | 4.7% |
| Net Income Margin (%) | 2.1% | 1.9% | -8.3% |
| P/E Multiple | 18.3 | 18.8 | 2.7% |
| Shares Outstanding (Mil) | 26 | 25 | 6.5% |
| Cumulative Contribution | 5.0% |
Market Drivers
9/30/2025 to 10/4/2026| Return | Correlation | |
|---|---|---|
| WMK | 5.0% | |
| Market (SPY) | 16.5% | -2.1% |
| Sector (XLP) | 4.9% | 45.6% |
Fundamental Drivers
The 24.5% change in WMK stock from 9/30/2023 to 10/4/2026 was primarily driven by a 38.3% change in the company's P/E Multiple.| (LTM values as of) | 9302023 | 10042026 | Change |
|---|---|---|---|
| Stock Price ($) | 59.47 | 74.04 | 24.5% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 4,798 | 5,069 | 5.6% |
| Net Income Margin (%) | 2.5% | 1.9% | -21.6% |
| P/E Multiple | 13.6 | 18.8 | 38.3% |
| Shares Outstanding (Mil) | 27 | 25 | 8.7% |
| Cumulative Contribution | 24.5% |
Market Drivers
9/30/2023 to 10/4/2026| Return | Correlation | |
|---|---|---|
| WMK | 24.5% | |
| Market (SPY) | 86.2% | 11.4% |
| Sector (XLP) | 26.1% | 38.5% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| WMK Return | 41% | 27% | -21% | 8% | -4% | 15% | 70% |
| Peers Return | 57% | 4% | 15% | 38% | -4% | 1% | 149% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 12% | 104% |
Monthly Win Rates [3] | |||||||
| WMK Win Rate | 75% | 58% | 50% | 42% | 50% | 67% | |
| Peers Win Rate | 60% | 48% | 60% | 53% | 55% | 62% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 44% | |
Max Drawdowns [4] | |||||||
| WMK Max Drawdown | -16% | -17% | -32% | -17% | -28% | -17% | |
| Peers Max Drawdown | -19% | -28% | -15% | -21% | -26% | -26% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: KR, ACI, IMKTA, VLGEA, 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 10/2/2026 (YTD)
How Low Can It Go
| Event | WMK | S&P 500 |
|---|---|---|
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -29.6% | -6.7% |
| % Gain to Breakeven | 42.1% | 7.1% |
| Time to Breakeven | 649 days | 31 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -10.5% | -24.5% |
| % Gain to Breakeven | 11.7% | 32.4% |
| Time to Breakeven | 35 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -12.4% | -33.7% |
| % Gain to Breakeven | 14.1% | 50.9% |
| Time to Breakeven | 5 days | 140 days |
| 2015-2016 China Devaluation / Global Growth Scare | ||
| % Loss | -11.2% | -12.2% |
| % Gain to Breakeven | 12.7% | 13.9% |
| Time to Breakeven | 34 days | 62 days |
| 2011 US Debt Ceiling Crisis & European Contagion | ||
| % Loss | -10.2% | -17.9% |
| % Gain to Breakeven | 11.3% | 21.8% |
| Time to Breakeven | 31 days | 123 days |
| 2010 Eurozone Sovereign Debt Crisis / Flash Crash | ||
| % Loss | -12.4% | -15.4% |
| % Gain to Breakeven | 14.2% | 18.2% |
| Time to Breakeven | 76 days | 125 days |
In The Past
Weis Markets's stock fell -0.3% during the 2025 US Tariff Shock. Such a loss loss requires a 0.3% gain to breakeven.
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| Event | WMK | S&P 500 |
|---|---|---|
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -29.6% | -6.7% |
| % Gain to Breakeven | 42.1% | 7.1% |
| Time to Breakeven | 649 days | 31 days |
| 2008-2009 Global Financial Crisis | ||
| % Loss | -41.8% | -53.4% |
| % Gain to Breakeven | 71.7% | 114.4% |
| Time to Breakeven | 560 days | 1085 days |
In The Past
Weis Markets's stock fell -0.3% during the 2025 US Tariff Shock. Such a loss loss requires a 0.3% 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 Weis Markets (WMK)
Weis Markets, Inc. (WMK) is a regional retail grocery chain primarily engaged in the sale of food through its network of supermarkets. The company operates 197 stores, mainly under the Weis Markets brand, serving communities across the Mid-Atlantic region. Its geographic footprint includes Pennsylvania, Maryland, Delaware, New Jersey, New York, West Virginia, and Virginia.
The company's stores offer a comprehensive selection of products and services to meet household needs. This includes a full range of groceries, fresh produce, meats, seafood, dairy products, frozen foods, and prepared meals. Additionally, Weis Markets provides value-added services such as pharmacy, fuel, and the sale of beer and wine in applicable locations, complemented by a variety of general merchandise items like health and beauty care and household products.
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Here are a few analogies to describe Weis Markets:
- Weis Markets is like a regional version of Kroger.
- It's similar to ShopRite for Pennsylvania and surrounding states.
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- Food Products: Sells a comprehensive selection of groceries, fresh produce, meats, seafood, dairy, frozen foods, deli items, prepared meals, and baked goods.
- Beverages (Alcoholic): Offers beer and wine for sale in authorized supermarket locations.
- Pharmacy Services: Provides prescription fulfillment and a variety of over-the-counter health products.
- Fuel: Operates gas stations, often situated alongside its supermarket stores.
- General Merchandise: Sells non-food items including health and beauty care products and household essentials.
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Weis Markets (WMK) primarily sells to individual consumers and households through its chain of supermarkets. Based on its business model as a retail food seller, its major customers can be categorized as:
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Households and Families: These customers represent the core demographic for a supermarket chain, purchasing groceries, dairy products, meats, fresh produce, bakery items, and household products for their daily consumption and household needs.
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Local Community Members: Individuals living within the geographic proximity of Weis Markets' 197 stores across Pennsylvania, Maryland, Delaware, New Jersey, New York, West Virginia, and Virginia. These customers rely on Weis Markets for their regular and incidental shopping needs.
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Convenience-Oriented Shoppers: Customers who utilize the broader range of services offered, such as deli and prepared foods, pharmacy services, beer and wine, or fuel (Weis Gas-n-Go). This category also includes those seeking convenience through services like Weis 2 Go for online orders and pickup.
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Key Risks to Weis Markets (WMK)
- Intense Competition and Price Sensitivity: Weis Markets operates in a fiercely competitive retail food industry, facing pressure from national chains, discount grocers like Aldi, supercenters such as Walmart and Costco, and growing e-commerce platforms including Amazon and Instacart. This competitive landscape, coupled with consumers' increasing price consciousness, can lead to price wars, putting significant pressure on Weis Markets' sales, market share, and already thin profit margins.
- Rising Operating Costs and Margin Pressure: The grocery sector is characterized by thin profit margins, which are further strained by escalating operating costs. Weis Markets, like other grocers, faces challenges from persistent inflation, increasing labor costs due to shortages and higher wages, rising energy prices, and elevated rent. Additionally, disruptions in the complex supply chain, caused by factors such as natural disasters, labor shortages (e.g., truck drivers), and geopolitical events, contribute to higher inventory costs and impact product availability, all of which erode profitability.
- Internal Control Weaknesses and Financial Reporting Issues: Weis Markets has recently disclosed significant internal control weaknesses and financial reporting problems. The company restated financial statements for 2023–2024 and several interim periods in 2025 due to overstated inventory at one of its meat manufacturing plants, linked to misconduct by a former non-executive employee. This has led to a reduction in retained earnings and the identification of material weaknesses in internal control over financial reporting as of December 27, 2025. Such issues can significantly impact investor confidence, lead to financial repercussions, and indicate underlying operational and governance challenges.
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The clear emerging threat to Weis Markets is the aggressive expansion of hard discounters, such as Aldi and Lidl, within their operating regions. These retailers employ a fundamentally different, lower-cost business model characterized by a limited assortment of predominantly private-label goods and highly efficient operations, allowing them to offer significantly lower prices than traditional supermarkets. This competitive pressure directly threatens Weis Markets' market share, sales volume, and profit margins, particularly for everyday grocery staples, by siphoning off price-sensitive customers.
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Addressable Markets for Weis Markets' Main Products and Services (U.S.)
- Grocery/Supermarket Sales: The addressable market for U.S. grocery sales totaled an estimated $920.3 billion in 2025.
- Pharmacy Services: The U.S. retail pharmacy market size is estimated to reach approximately $670.6 billion in 2025.
- Retail Beer and Wine: The U.S. alcohol market was valued at $530 billion in 2023. Supermarkets accounted for 20% of the alcoholic beverage market in 2024, indicating an addressable market of approximately $106 billion for supermarkets in the U.S.
- Retail Fuel: Gasoline sales in U.S. convenience stores, a relevant segment for Weis Markets' "Weis Gas-n-Go" operations, totaled $532.2 billion in 2023.
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Here are 3-5 expected drivers of future revenue growth for Weis Markets (WMK) over the next 2-3 years:
- New Store Openings and Existing Store Remodels: Weis Markets is consistently investing in its physical footprint through significant capital expenditures for new store openings and major remodels of existing locations. This expansion and modernization strategy is expected to contribute to future sales growth.
- Growth in E-commerce Sales: The company has demonstrated strong growth in its e-commerce channel, with a reported 21% increase in fiscal year 2025. Continued focus and investment in online shopping and delivery services are anticipated to be a key revenue driver.
- Increased Pharmacy Volume: Weis Markets experienced elevated pharmacy volume, partially attributed to a competitor's exit from the market. Expanding and enhancing its pharmacy services can continue to drive customer traffic and revenue.
- Strategic Pricing Investments: The company has utilized strategic pricing adjustments as a method to support sales growth, even amidst cautious consumer spending. This approach, aimed at maintaining competitiveness and attracting customers, is expected to continue contributing to revenue.
- Enhancing Efficiencies and Integrating Technologies: Weis Markets is actively working to improve efficiencies and integrate new technologies to enrich the customer experience. These initiatives are expected to foster customer loyalty and attract new shoppers, indirectly leading to revenue growth.
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Share Repurchases
- In 2025, Weis Markets repurchased 2.15 million shares for $140 million at $65 per share from two family trusts.
- This transaction was executed at a discount, ranging from 8.4% to 15.6% below various trading averages, to assist the selling trusts with estate tax obligations and maintain the Weis family's controlling interest.
- The buyback was funded using existing cash reserves and proceeds from the sale of marketable securities.
Outbound Investments
- In Q1 2025, Weis Markets acquired the former Saylor's Market in Newville, PA.
- The company also acquired two Sunnyway Foods supermarkets in Pennsylvania in Q1 2025.
Capital Expenditures
- Weis Markets planned for record investments in its long-term capital expenditure program for 2024 and 2025.
- Capital spending in 2025 totaled $205.2 million, supporting five new store openings and seven major remodels.
- The capital expenditure program focuses on new store construction, expansion and remodeling of existing units, and technology upgrades, with approximately one-third of the budget dedicated to new stores annually.
Peer Outperformance in Consumer Staples Merchandise Retail
| Ticker | Name | Rev Growth 3Y Avg | P/E | 1Y | 3Y | 5Y | 5Y Gap |
|---|---|---|---|---|---|---|---|
| WMK | Weis Markets | 1.9% | 18.8x | 3.4% | 19.8% | 50.6% | — |
| WMT | Walmart | 5.3% | 37.6x | 3.0% | 102.9% | 143.7% | +93pp |
| BJ | BJ's Wholesale Club | 5.6% | 20.3x | 2.4% | 39.0% | 74.2% | +24pp |
| Industry | Names | 1Y med | 3Y med | 5Y med | Top 3 by 5Y |
|---|---|---|---|---|---|
| Consumer Staples Merchandise Retail ← | 12 | 3.4% | 39.0% | 62.4% | NGVC 228% · VLGEA 149% · WMT 144% |
| Food Distributors | 8 | 1.3% | 37.6% | 52.2% | CHEF 253% · USFD 167% · ANDE 131% |
| Food Retail | 6 | -8.9% | 52.3% | 29.7% | CASY 236% · SFM 191% · KR 65% |
| Tobacco | 6 | -40.7% | 7.7% | 16.7% | PM 145% · MO 114% · TPB 20% |
| Soft Drinks & Non-alcoholic Beverages | 12 | -8.7% | -12.4% | 0.9% | COKE 397% · CCHGY 110% · BRFH 108% |
| Brewers | 3 | -17.0% | -30.5% | -9.9% | BUD 40% · TAP -10% · SAM -67% |
| Household Products | 19 | 0.4% | -6.0% | -19.1% | ACU 105% · IPAR 65% · CL 28% |
| Agricultural Products & Services | 11 | -9.3% | -3.2% | -20.4% | ADM 49% · BG 45% · ALCO 21% |
| Personal Care Products | 4 | -2.0% | -1.3% | -24.6% | ELF 249% · PG 18% · COTY -67% |
| Packaged Foods & Meats | 46 | -32.4% | -31.2% | -39.7% | MAMA 462% · LWAY 286% · SENEA 247% |
| Distillers & Vintners | 5 | -46.1% | -57.5% | -80.0% | STZ -42% · BF-B -56% · MGPI -80% |
| Drug Retail | 3 | -48.1% | -85.9% | -94.2% | HITI -55% · PETS -94% · SCNX -100% |
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Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 61.47 |
| Mkt Cap | 3.8 |
| 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% |
Price Behavior
| Market Price | $74.04 | |
| Market Cap ($ Bil) | 1.8 | |
| First Trading Date | 01/05/1988 | |
| Distance from 52W High | -10.0% | |
| 50 Days | 200 Days | |
| DMA Price | $72.66 | $71.21 |
| DMA Trend | up | down |
| Distance from DMA | 1.9% | 4.0% |
| 3M | 1YR | |
| Volatility | 23.0% | 25.7% |
| Downside Capture | 89.99 | 10.46 |
| Upside Capture | 36.20 | 12.52 |
| Correlation (SPY) | 17.3% | -2.5% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 0.46 | 0.42 | 0.35 | 0.00 | -0.05 | 0.20 |
| Up Beta | 0.66 | 0.47 | 0.09 | -0.08 | -0.21 | 0.42 |
| Down Beta | -0.50 | -1.53 | 0.16 | -0.62 | -0.26 | -0.01 |
| Up Capture | 68% | 40% | 28% | 22% | 6% | 5% |
| Bmk +ve Days | 6 | 16 | 27 | 66 | 132 | 424 |
| Stock +ve Days | 10 | 17 | 28 | 64 | 125 | 383 |
| Down Capture | 21% | 106% | 76% | 18% | 10% | 30% |
| Bmk -ve Days | 16 | 26 | 37 | 60 | 120 | 328 |
| Stock -ve Days | 12 | 25 | 36 | 62 | 126 | 367 |
[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 WMK | |
|---|---|---|---|---|
| WMK | 4.8% | 26.1% | 0.14 | - |
| Sector ETF (XLP) | 5.1% | 14.5% | 0.11 | 45.6% |
| Equity (SPY) | 16.2% | 13.0% | 0.88 | -2.2% |
| Gold (GLD) | 6.8% | 29.6% | 0.22 | -8.5% |
| Commodities (DBC) | 44.9% | 20.8% | 1.67 | -20.1% |
| Real Estate (VNQ) | 1.5% | 13.6% | -0.15 | 28.3% |
| Bitcoin (BTCUSD) | -28.9% | 44.3% | -0.64 | -0.5% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with WMK | |
|---|---|---|---|---|
| WMK | 9.2% | 28.6% | 0.32 | - |
| Sector ETF (XLP) | 5.3% | 13.7% | 0.17 | 40.5% |
| Equity (SPY) | 13.1% | 17.2% | 0.58 | 19.4% |
| Gold (GLD) | 18.4% | 18.9% | 0.79 | 1.6% |
| Commodities (DBC) | 10.3% | 19.6% | 0.41 | 1.5% |
| Real Estate (VNQ) | 0.7% | 18.8% | -0.07 | 29.9% |
| Bitcoin (BTCUSD) | 14.6% | 52.2% | 0.45 | 5.0% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with WMK | |
|---|---|---|---|---|
| WMK | 5.7% | 29.8% | 0.24 | - |
| Sector ETF (XLP) | 6.9% | 14.9% | 0.33 | 36.7% |
| Equity (SPY) | 15.3% | 17.9% | 0.72 | 23.7% |
| Gold (GLD) | 11.5% | 16.4% | 0.57 | 1.1% |
| Commodities (DBC) | 8.2% | 18.1% | 0.37 | 3.5% |
| Real Estate (VNQ) | 4.2% | 20.7% | 0.16 | 25.1% |
| Bitcoin (BTCUSD) | 64.1% | 66.2% | 1.04 | 7.8% |
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Returns Analyses
Earnings Returns History
Updated 9/4/2026| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 8/4/2026 | -4.6% | -9.1% | -10.0% |
| 5/6/2026 | 3.0% | -0.5% | 9.3% |
| 3/13/2026 | 4.8% | 5.4% | 13.0% |
| 11/4/2025 | 3.1% | 2.3% | 4.3% |
| 8/6/2025 | 5.4% | 4.6% | 4.2% |
| 5/7/2025 | -0.7% | -15.1% | -16.3% |
| 2/25/2025 | -1.5% | -1.0% | 1.6% |
| 11/5/2024 | 9.0% | 10.9% | 7.3% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 13 | 14 | 13 |
| # Negative | 10 | 9 | 10 |
| Median Positive | 3.0% | 4.5% | 6.4% |
| Median Negative | -3.0% | -6.8% | -6.9% |
| Max Positive | 9.0% | 10.9% | 13.0% |
| Max Negative | -9.7% | -15.1% | -16.3% |
| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 8/4/2026 | -4.6% | -9.1% | -10.0% |
| 5/6/2026 | 3.0% | -0.5% | 9.3% |
| 3/13/2026 | 4.8% | 5.4% | 13.0% |
| 11/4/2025 | 3.1% | 2.3% | 4.3% |
| 8/6/2025 | 5.4% | 4.6% | 4.2% |
| 5/7/2025 | -0.7% | -15.1% | -16.3% |
| 2/25/2025 | -1.5% | -1.0% | 1.6% |
| 11/5/2024 | 9.0% | 10.9% | 7.3% |
| 8/6/2024 | 0.3% | -5.0% | -2.0% |
| 2/27/2024 | 2.2% | 8.3% | 6.4% |
| 11/6/2023 | -4.0% | -7.9% | -7.7% |
| 8/7/2023 | 8.0% | 7.5% | -2.8% |
| 5/8/2023 | -3.9% | -11.3% | -13.7% |
| 2/27/2023 | -4.2% | 2.5% | 6.7% |
| 10/31/2022 | -9.7% | -6.8% | -6.5% |
| 8/1/2022 | 0.2% | 4.1% | 0.9% |
| 5/2/2022 | -1.1% | 5.8% | -6.9% |
| 3/7/2022 | 2.5% | 1.3% | 1.6% |
| 11/1/2021 | 1.6% | 10.9% | 10.9% |
| 8/2/2021 | 3.0% | 4.3% | 8.2% |
| 5/4/2021 | -2.1% | 1.5% | -5.3% |
| 3/10/2021 | 0.2% | -3.4% | -7.0% |
| 11/3/2020 | -1.3% | 0.3% | 0.6% |
| SUMMARY STATS | |||
| # Positive | 13 | 14 | 13 |
| # Negative | 10 | 9 | 10 |
| Median Positive | 3.0% | 4.5% | 6.4% |
| Median Negative | -3.0% | -6.8% | -6.9% |
| Max Positive | 9.0% | 10.9% | 13.0% |
| Max Negative | -9.7% | -15.1% | -16.3% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 06/30/2026 | 08/06/2026 | 10-Q |
| 03/31/2026 | 05/07/2026 | 10-Q |
| 12/31/2025 | 03/12/2026 | 10-K |
| 09/30/2025 | 11/06/2025 | 10-Q |
| 06/30/2025 | 08/07/2025 | 10-Q |
| 03/31/2025 | 05/08/2025 | 10-Q |
| 12/31/2024 | 02/26/2025 | 10-K |
| 09/30/2024 | 11/07/2024 | 10-Q |
| 06/30/2024 | 08/08/2024 | 10-Q |
| 03/31/2024 | 05/09/2024 | 10-Q |
| 12/31/2023 | 02/28/2024 | 10-K |
| 09/30/2023 | 11/09/2023 | 10-Q |
| 06/30/2023 | 08/10/2023 | 10-Q |
| 03/31/2023 | 05/11/2023 | 10-Q |
| 12/31/2022 | 03/01/2023 | 10-K |
| 09/30/2022 | 11/03/2022 | 10-Q |
| Report Date | Filing Date | Filing |
|---|---|---|
| 06/30/2026 | 08/06/2026 | 10-Q |
| 03/31/2026 | 05/07/2026 | 10-Q |
| 12/31/2025 | 03/12/2026 | 10-K |
| 09/30/2025 | 11/06/2025 | 10-Q |
| 06/30/2025 | 08/07/2025 | 10-Q |
| 03/31/2025 | 05/08/2025 | 10-Q |
| 12/31/2024 | 02/26/2025 | 10-K |
| 09/30/2024 | 11/07/2024 | 10-Q |
| 06/30/2024 | 08/08/2024 | 10-Q |
| 03/31/2024 | 05/09/2024 | 10-Q |
| 12/31/2023 | 02/28/2024 | 10-K |
| 09/30/2023 | 11/09/2023 | 10-Q |
| 06/30/2023 | 08/10/2023 | 10-Q |
| 03/31/2023 | 05/11/2023 | 10-Q |
| 12/31/2022 | 03/01/2023 | 10-K |
| 09/30/2022 | 11/03/2022 | 10-Q |
| 06/30/2022 | 08/04/2022 | 10-Q |
| 03/31/2022 | 05/05/2022 | 10-Q |
| 12/31/2021 | 03/10/2022 | 10-K |
| 09/30/2021 | 11/04/2021 | 10-Q |
| 06/30/2021 | 08/05/2021 | 10-Q |
| 03/31/2021 | 05/06/2021 | 10-Q |
| 12/31/2020 | 03/11/2021 | 10-K |
| 09/30/2020 | 11/05/2020 | 10-Q |
| 06/30/2020 | 08/05/2020 | 10-Q |
| 03/31/2020 | 05/07/2020 | 10-Q |
| 12/31/2019 | 03/12/2020 | 10-K |
| 09/30/2019 | 11/04/2019 | 10-Q |
Insider Activity
Updated 4/26/2026| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Gleeson, Robert G | Chief Operating Officer | Direct | Buy | 11102025 | 65.51 | 500 | 32,754 | 65,507 | Form |
| 2 | Patricia, R. Weis Marital Trust | Direct | Sell | 6102025 | 65.00 | 1,921,746 | 124,913,490 | 263,339,895 | Form | |
| 3 | Weis, Patricia G Ross | Direct | Sell | 6102025 | 65.00 | 232,100 | 15,086,500 | 113,750 | Form | |
| 4 | Weis, Patricia G Ross | See Footnote (1) | Sell | 6102025 | 65.00 | 1,921,746 | Form |
| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Gleeson, Robert G | Chief Operating Officer | Direct | Buy | 11102025 | 65.51 | 500 | 32,754 | 65,507 | Form |
| 2 | Patricia, R. Weis Marital Trust | Direct | Sell | 6102025 | 65.00 | 1,921,746 | 124,913,490 | 263,339,895 | Form | |
| 3 | Weis, Patricia G Ross | Direct | Sell | 6102025 | 65.00 | 232,100 | 15,086,500 | 113,750 | Form | |
| 4 | Weis, Patricia G Ross | See Footnote (1) | Sell | 6102025 | 65.00 | 1,921,746 | Form |
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