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VLGEA · 10-Q filed June 3, 2026

VLGEA earnings analysis

What we found in VLGEA's 10-Q: the parts that mattered, the offsets in the same document, and what the company said about what comes next.

Our reading of the filing · Free to read, no account needed

Village Super Market, Inc. reported Q3 results with revenue of $572.6M, marking a 1.6% increase year-over-year. Gross margin decreased to 28.08%, with net income dropping to $8.96M from $11.16M a year earlier. EPS came in at $0.61, showing signs of pressure on profitability amid rising costs and competition.

What stood out

The parts that mattered.

Pulled out of the filing itself, with the figures the company reported.

Revenue Growth Continues
Revenue for Q3 was $572.6M, up 1.6% from $564M in Q3 2025.
Digital Sales Growth
Same store sales, excluding storm impact, increased 1.3% in Q3.
Operating Cash Flow Improvement
Operating cash flow increased to $78.5M in the past 39 weeks from $71.6M.
Reduction in Capital Expenditures
Capital expenditures decreased to $33.8M for the 39 weeks ended April 25, 2026, comparing favorably to previous periods.
Improved Working Capital
Working capital increased to $30.08M, from $23.84M at the end of the last fiscal year.
Strong Free Cash Flow
Free cash flow for the first 39 weeks was $50M, a significant increase from previous periods.
What to watch

And the other side of it.

The offsets in the same document — the things a summary that only listed the good news would have left out.

Decline in Net Income
Net income fell to $8.96M in Q3 2026, down from $11.16M in Q3 2025.
Increased Operating Costs
Operating expenses rose as a percentage of sales, reflecting higher utility and service costs.
Legal Contingencies with Wakefern
Ongoing litigation with Wakefern remains unresolved, creating uncertainty in operations.
The numbers

What they reported.

What the company itself reported, taken out of the document.

What survived to operating profit
Of every $100 of revenue Cost of sales $72 Operating expenses $27 Left as operating profit $1
Percentages of revenue, taken from the filing. Drawn this way because it holds whatever scale the company reports in.
Earnings per share
$0.61
Gross margin
28.08%
Operating margin
1.47%
Guidance

What they said about what is next.

Management expects same store sales growth of 1.5% to 2.5% for fiscal 2026.

How we read the filing overall

The filing reads about the same as the one before it.

One reading of one document. It is not advice, and it is not a forecast.
Earlier filings

What came before.

10-Q · March 4, 2026
Village Super Market reported a stronger second quarter with sales of $640,959,000 and diluted EPS of $1.21, up from $599,651,000 and $1.14 in the prior-year quarter. Gross margin slipped slightly to 28.07% while…
10-K · October 9, 2025
Village Super Market reported fiscal 2025 sales of $2,320,690 (dollars in thousands) and net income of $56,380, driven by a 2.1% same-store-sales increase and margin improvement (operating income 3.11% vs 2.78% prior…
10-Q · June 4, 2025
Village Super Market reported 13-week sales of $563,669,000, up from $546,396,000 a year ago, with gross profit of $162,181,000 (gross margin 28.8%) and operating income of $13,725,000 (operating margin 2.4%). Diluted…
10-Q · March 5, 2025
Village Super Market reported 13-week sales of $599,651,000, up from $575,579,000 a year ago, with gross profit of $170,006,000 and operating income of $22,150,000. Diluted Class A EPS was $1.14 (vs $0.97 prior-year)…

This is our reading of a public filing, not the filing. Read the original on SEC.gov · Educational only. Nothing here is investment advice.

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