What happened with VLGEA today?
No read yet
Uses news and trading volume to explain the day’s move and how it relates to the market.
Stop guessing. Get the call, a three-month target price, the best and worst cases, and a source for every claim.
Village Super Market runs ShopRite and Fairway supermarkets in New Jersey, New York, Maryland and Pennsylvania, plus Gourmet Garage specialty markets in New York City. Shoppers pay for groceries and other everyday purchases in stores or through online orders for pickup or delivery. Food accounts for most sales, with groceries the largest category; sales are concentrated in New Jersey and the New York metropolitan area.
The company buys substantially all its merchandise from Wakefern Food Corporation, a retailer-owned cooperative in which it is a shareholder. Wakefern supplies the store brands, purchasing and distribution services, technology and marketing support, and pays members dividends based on their purchasing volume. This makes Wakefern central to both stocking the stores and operating them. The membership agreement requires Village to source most products that Wakefern offers from the cooperative; certain unapproved store sales or changes in control trigger compensation payments, and a successor must meet Wakefern’s membership and supermarket-ownership conditions.
The risk section is the longest, dullest part of the filing. This keeps only what can really hurt you: where it hits, how hard, when it plays out.
Every company claims an edge. Each one is checked against hard numbers like margins and returns: which hold, and which line gives way first.
Village Super Market also depends on privately held Wakefern, which supplies substantially all its merchandise, provides its store banners and operating infrastructure, and pays patronage dividends that affect Village’s margins.
Weis Markets competes with Village for grocery shoppers in overlapping Mid-Atlantic markets, and Village names it as a principal competitor. Weis sells food in Pennsylvania and surrounding states; its pricing and promotions show the competition Village faces for local grocery spending.
Albertsons’ Acme and Safeway supermarkets compete with Village’s stores for shoppers’ grocery and pharmacy purchases in Village’s Mid-Atlantic markets.
Walmart competes for Village’s grocery shoppers by keeping prices low rather than relying on frequent promotions, putting pressure on Village’s prices and discounts. Watch Walmart’s everyday grocery prices alongside the digital coupons Village offers through its ShopRite and Fairway loyalty programs.
Kroger’s supermarket and pharmacy sales offer a broader view of the retail pressures facing Village, though their local competition is limited. Watch its food and pharmacy business: fresh food and pharmacy sales helped drive Village’s same-store sales growth in fiscal 2026.
Costco’s low-price membership warehouses compete for Village shoppers’ budgets, and Village names Costco as a principal competitor. Costco keeps a limited selection and moves goods quickly, allowing it to sell profitably at lower gross margins than most retailers; its prices are the comparison to watch.
Grocery Outlet Holding Corp. competes for Village’s grocery shoppers through discount stores in New Jersey, Pennsylvania and Maryland. It buys discounted merchandise as opportunities arise and sells name-brand foods, fresh products and everyday staples; its access to discounted goods is worth watching for the value it can offer those shoppers.
Ingles Markets and Village both rely on shoppers’ grocery purchases and narrow supermarket margins, but Ingles operates in the Southeast rather than Village’s territory. Its food sales and supermarket profitability offer a comparison for Village, not a measure of competition in Village’s local markets.
Sprouts Farmers Market offers a comparison for Village’s fresh-food sales, while its natural and organic foods parallel Village’s Fairway and Gourmet Garage offerings. Watch Sprouts’ fresh-food business: perishables made up 57.0% of its 2025 sales, and fresh departments helped drive Village’s fiscal 2026 same-store sales growth.
Sprouts Farmers Market, Inc. earningsSFM
Sprouts Farmers Market's report will show whether fresh food is still drawing shoppers, a source of demand that has also supported Village Super Market's store sales.
Read Sprouts Farmers Market's comparable-store sales alongside any disclosed trend in fresh or perishable food sales. If both hold up, demand for fresh food appears resilient, a supportive backdrop for Village Super Market's fresh departments. If overall sales hold but fresh food weakens, the support is coming from other categories, not a pickup in fresh-food demand.
Fed Interest Rate Decision
For Village Super Market, the Fed’s rate decision signals how borrowing rates may move and can change the interest income it receives on its variable-rate notes to Wakefern.
Expected4.0%Last release4.0%
If it comes in above expectations
If the Fed sets rates higher than expected, Village may earn more interest on its variable-rate notes to Wakefern; most of its term-loan rates are fixed through swaps, limiting the effect on its borrowing costs.
If it comes in below expectations
If the Fed sets rates lower than expected, Village may earn less interest on its variable-rate notes to Wakefern; its mostly swap-fixed term-loan rates limit any offset from lower borrowing costs.
Weis Markets, Inc. earningsWMK
Weis Markets' report will show how sales and promotional pressure are playing out for a grocer competing with Village Super Market in overlapping Mid-Atlantic markets.
Read Weis Markets' sales performance alongside its gross margin. Steady sales with a steady margin suggest grocers in these overlapping markets can keep customers without giving up much more on price. Weaker sales or a narrowing margin points to greater competitive or promotional pressure, a tougher setting for Village Super Market to protect traffic or profit.
Retail Sales MoM (Oct)
Retail sales track what consumers spend at retailers; because Village Super Market sells groceries and other goods in its stores and online, the reading signals whether customer purchases may lift or reduce its sales.
Stronger retail sales point to more consumer spending that may support purchases at Village’s supermarkets and digital channels; weaker sales point to less spending that may reduce those purchases and Village’s sales.
Walmart Inc. earningsWMT
Walmart's report will show whether its low grocery prices are drawing shoppers, the price challenge facing ShopRite's and Fairway's digital coupons.
Look at Walmart's grocery sales performance alongside what it says about its everyday low-price approach. Strong sales with that approach intact would show that price-focused shoppers have a powerful alternative, putting ShopRite's and Fairway's digital coupons up against a tough price comparison. Weaker sales would mean the report offers less evidence that Walmart's low prices are drawing stronger grocery demand.
Village Super Market earningsThis company
Village Super Market's report will show whether sales at established stores can grow without further erosion in the gross profit earned on each sales dollar.
Read same-store sales alongside the gross-profit percentage. Same-store sales cover stores open for at least four full quarters, so they show demand at established locations; the gross-profit percentage shows how much of each sales dollar remains after merchandise costs. Sales growth with a steady margin means demand is not being eaten up by changes in product mix, promotions or supplier rebates. Sales growth with a falling margin means those pressures are absorbing the gain, leaving operating costs to determine how much reaches profit.
