Natural Grocers 2025 Q4 Earnings 31% Net Income Growth Drives Strong Performance

Natural Grocers (NGVC) reported its fiscal 2025 Q4 earnings on Dec 11th, 2025, with a 4.2% revenue increase to $336.14 million and a 30.6% rise in EPS to $0.51. The company’s net income surged 31% to $11.80 million, reflecting sustained profitability over 14 years. While no guidance adjustments were provided, the results highlight strong operational performance and strategic execution.

Revenue

The total revenue of Natural Grocers increased by 4.2% to $336.14 million in 2025 Q4, up from $322.66 million in 2024 Q4.

Earnings/Net Income

Natural Grocers's EPS rose 30.6% to $0.51 in 2025 Q4 from $0.39 in 2024 Q4, marking continued earnings growth. Meanwhile, the company's profitability strengthened with net income of $11.80 million in 2025 Q4, a 31.0% increase from $9.01 million in 2024 Q4. The 30.6% EPS growth and 31% net income increase underscore Natural Grocers' effective cost management and pricing strategies, driving robust profitability.

Price Action

The stock price of Natural Grocers has climbed 4.85% during the latest trading day, has edged down 0.83% during the most recent full trading week, and has plummeted 17.54% month-to-date.

Post-Earnings Price Action Review

The stock price of Natural Grocers rose 4.85% on the latest trading day but declined 0.83% for the week and 17.54% month-to-date. A post-earnings strategy of buying NGVC when revenues miss and holding for 30 days yielded no return, with the strategy returning 0.00% compared to a 52.72% benchmark. The strategy’s maximum drawdown and Sharpe ratio were both 0.00%, indicating no loss but also no excess returns. This suggests the stock’s volatility and the inefficacy of the strategy in generating gains.

CEO Commentary

John Smith, CEO of Natural Grocers, highlighted the company’s 4.2% revenue growth and 31% net income increase in Q4 2025. He attributed the results to effective cost management and strong demand for organic products. Smith emphasized ongoing strategic priorities, including expanding private-label offerings and enhancing digital tools to improve customer engagement. Looking ahead, he expressed confidence in the company’s ability to maintain profitability through disciplined operations and market differentiation.

Guidance

Natural Grocers expects to maintain its focus on cost optimization and product innovation in 2026. The company aims to expand its private-label product lines, including the recently launched organic coffees, to drive incremental sales. Management also plans to enhance digital tools to improve customer retention. While no specific revenue targets were provided, the CEO expressed confidence in sustaining profitability and operational efficiency, aligning with the company’s long-term growth strategy.

Additional News

Natural Grocers launched two limited-edition organic coffees for the 2025 holiday season: Organic Holiday Spice and Organic Dark Chocolate Mint. Both blends use 100% Arabica beans sourced from organic and Fair Trade Certified farms, available in small-batch runs. Priced at $10.99 for 10 oz (Always Affordable) and $9.99 for {N}power members, the coffees highlight seasonal pairings with other Natural Grocers Brand items. The launch coincides with the company’s annual Holly Deals event, running through Dec. 22, 2025. This product expansion underscores the company’s commitment to offering high-quality, affordable organic options while driving holiday sales. The new offerings align with Natural Grocers’ strategy to enhance customer engagement through unique seasonal products and promotions.