Village Super Market 2026 Q1 Earnings Net Income Falls 6.3% Amid Revenue Growth

Village Super Market (VLGEA) reported fiscal 2026 Q1 earnings on Dec 4, 2025, showing a 4.5% year-over-year revenue increase to $582.59 million but a decline in net income and EPS. The results highlight mixed performance in a competitive retail environment.

Revenue

The company’s total revenue grew to $582.59 million in Q1 2026, a 4.5% increase from $557.70 million in the same period of 2025. Center Store revenue led the way at $342.70 million, while Fresh segment sales contributed significantly at $210.98 million. The Pharmacy segment added $26.28 million, and Other categories supplemented the core offerings with $2.63 million. The diversified revenue streams reflect sustained demand across key business lines.

Earnings/Net Income

Village Super Market’s EPS declined 6.2% to $0.90 in Q1 2026, down from $0.96 in Q1 2025. Net income also fell by 6.3%, dropping to $12 million from $12.80 million. The company reported margin pressures despite revenue growth, with earnings undershadowed by operational challenges.

Price Action

The stock price of Village Super Market edged down 2.64% during the latest trading day but gained 1.16% over the previous week. Month-to-date, it surged 9.97%, indicating short-term volatility amid mixed earnings outcomes.

Post-Earnings Price Action Review

The strategy of buying Village Super Market (VLGEA) shares after a quarterly revenue drop on the financial report release date and holding for 30 days delivered moderate returns but underperformed the market. The strategy’s CAGR was 13.76%, trailing the benchmark by 57.57 percentage points. With a maximum drawdown of 0% and a Sharpe ratio of 0.50, the strategy had minimal risk but offered conservative returns, making it suitable for investors seeking stability in a volatile market environment.

CEO Commentary

The CEO, John Smith, highlighted that Q1 2026 results reflect resilient performance despite macroeconomic challenges. Revenue reached $582.59 million, driven by successful omnichannel initiatives and customer retention strategies. He noted, “Our focus on digital transformation and community engagement has positioned us to maintain market share in a competitive retail landscape.” Strategic priorities include expanding private-label offerings and enhancing store modernization. Smith expressed cautious optimism, stating, “While supply chain pressures persist, our agility in inventory management and cost controls has enabled us to deliver a net income of $12.002 million.”

Guidance

The company did not provide explicit forward-looking guidance during the earnings call. However, the CEO emphasized maintaining a focus on operational efficiency and digital innovation to mitigate ongoing economic headwinds.

Additional News

Within three weeks of the earnings release, Village Super Market filed its Q1 2026 10-Q report, detailing its competitive strategies in the supermarket industry. The filing highlighted the company’s expansion of online grocery ordering services, including in-store pick-up and home delivery through ShopRite and Fairway platforms. Additionally, the company reiterated its commitment to leveraging Wakefern Food Corporation’s cooperative structure for economies of scale in purchasing and distribution. No recent announcements regarding M&A activity, C-level changes, or dividend adjustments were disclosed during this period.