# Village Super Market, Inc. (VLGEA)

> Source: Nexqual · https://nexqual.com/VLGEA · data as of 2026-10-22 20:00 UTC · cite as "Nexqual, Village Super Market, Inc. (VLGEA), nexqual.com/VLGEA" · informational, not investment advice.

**Price:** USD 45.62 (+5.12% on the day) · last close of Oct 22, 2026; US market pre market, not a live price. Prev close 43.4 · day 43.44–45.62 · 52w 30.86–48.21 · market cap $675M · NMS

## Key facts
- Last four reported quarters (through Jul 25, 2026): revenue $2.41B, net income $52.5M (2.2% margin), free cash flow $55.1M (SEC filings).
- Valuation: P/E 12.9x, EV/EBITDA 6.1x, net cash $67.9M.
- Insider open-market sales, last ~7 months: 4 Form 4 filings, $1.6M; 4 not under a Rule 10b5-1 plan ($1.6M); 0 by opportunistic insiders, 0 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Analysts: None.
- Total return with dividends: 1Y +41.6% vs S&P 500 +14.9%; 5Y +142.5% vs S&P 500 +80.3%.
- Next earnings: 2026-12-01, EPS estimate USD —, revenue estimate $0K.

## Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters)
| USD | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $2.06B | $2.17B | $2.24B | $2.32B | $2.41B | $2.41B |
| Gross profit | $580M | $616M | $642M | $663M | $678M | — |
| Operating income | $38.9M | $65.5M | $62.1M | $72.1M | $64.3M | $64.3M |
| Net income | $26.8M | $49.7M | $50.5M | $56.4M | $52.5M | $52.5M |
| Free cash flow | $36.4M | $58.1M | $17.8M | $34.5M | $55.1M | $55.1M |
| Gross margin | 28.1% | 28.5% | 28.7% | 28.6% | 28.2% | — |
| Operating margin | 1.9% | 3.0% | 2.8% | 3.1% | 2.7% | 2.7% |
| Net margin | 1.3% | 2.3% | 2.3% | 2.4% | 2.2% | 2.2% |
| Revenue growth | +1.5% | +5.1% | +3.2% | +3.8% | +3.7% | — |
| Cash + short-term investments | $135M | $141M | $117M | $111M | $131M | — |
| Total debt | $73.7M | $81.8M | $72.2M | $58.0M | $62.9M | — |
Fiscal years end Jul. EPS is split-adjusted.

## Valuation (price ÷ last four quarters, through Jul 25, 2026)
P/E 12.9x · P/S 0.3x · EV/EBITDA 6.1x · EV/Sales 0.3x · P/FCF 12.3x · P/B 1.3x · FCF yield 8.15% · Earnings yield 7.77% · Dividend yield (paid, TTM) 1.97% · Net cash $67.9M · EV $608M

## Insider sales (SEC Form 4, open-market, last ~7 months)
0 of 4 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.
| Trade date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan | Insider type |
|---|---|---|---|---|---|---|---|
| 2026-04-14 | Sumas John | EVP & Secretary | 12,703 | $525K | 11% | No | Too little history (no open-market trades in 2024 or 2025) |
| 2026-04-10 | Van Orden John L | CFO & Treasurer | 8,000 | $351K | 20% | No | Too little history (no open-market trades in 2023) |
| 2026-04-09 | Perri Luigi | VP of Finance & CAO | 3,719 | $168K | 19% | No | Too little history (no open-market trades in 2023 or 2025) |
| 2026-04-08 | Sumas John James | CEO | 12,702 | $548K | 10.6% | No | Too little history (no open-market trades in 2023–2025) |
% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.

## Analysts
Consensus None.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-23) | 5Y (from 2021-10-18) |
|---|---|---|
| Total return | +41.6% | +142.5% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +41.8% | +19.3% |
| Volatility (annualized) | 34.3% | 24.7% |
| Max drawdown | -20.3% (May 2026→Jun 2026) | -20.9% (Apr 2022→Sep 2022) |

## Peers (Grocery Stores)
NGVC (Natural Grocers by Vitamin Cott) USD 32.37 +7.65% · YSWY (Yesway, Inc.) USD 24.51 +5.35% · DNUT (Krispy Kreme, Inc.) USD 2.95 +2.43% · DDL (Dingdong (Cayman) Limited) USD 1.99 -2.45% · GO (Grocery Outlet Holding Corp.) USD 13.9 +5.70% · IMKTA (Ingles Markets, Incorporated) USD 88.75 +4.24%

## More
Full page: https://nexqual.com/VLGEA · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt

## Supply chain and relationships (SEC annual reports)

Named in VLGEA's own 10-K filed 2026-10-08 (https://www.sec.gov/Archives/edgar/data/103595/000010359526000018/vlgea-20260725.htm):

| Relationship | Company | Sentence in the filing |
|---|---|---|
| Supplier | Wakefern Food | "We are the second-largest member of Wakefern Food Corporation, a retailer-owned cooperative, from whom we purchase substantially all of our merchandise." |
| Competitor | Amazon (AMZN) | "Some of the Company's principal competitors include Acme, Aldi, Amazon/Whole Foods, BJs, Costco, Foodtown, Giant, Kings, Lidl, Safeway, Stop & Shop, Target, Trader Joe's, Walmart, Wegmans and Weis." |
| Competitor | Costco (COST) | "Some of the Company's principal competitors include Acme, Aldi, Amazon/Whole Foods, BJs, Costco, Foodtown, Giant, Kings, Lidl, Safeway, Stop & Shop, Target, Trader Joe's, Walmart, Wegmans and Weis." |
| Competitor | Walmart (WMT) | "Some of the Company's principal competitors include Acme, Aldi, Amazon/Whole Foods, BJs, Costco, Foodtown, Giant, Kings, Lidl, Safeway, Stop & Shop, Target, Trader Joe's, Walmart, Wegmans and Weis." |

## Revenue by product line (quarter ended 2026-07-25)

| Line | Revenue | Share | YoY |
|---|---|---|---|
| Net Merchandise Sales | $604.7M | 99.2% | +1.3% |
| — Center Store (part of Net Merchandise Sales) | $350.1M | 57.4% | +0.1% |
| — Fresh (part of Net Merchandise Sales) | $228.2M | 37.4% | +2.4% |
| — Pharmacy (part of Net Merchandise Sales) | $26.4M | 4.3% | +9.3% |
| Other Product | $4.8M | 0.8% | +77.1% |
| Total revenue | $609.6M | 100% | — |

## Analyst estimates and revisions

| Period | EPS est. | 90d ago | Change | Revenue est. | Analysts |
|---|---|---|---|---|---|
| Current quarter | — | — | — | $0 | — |
| Next quarter (ends 2015-07-31) | — | — | — | $0 | — |
| Current fiscal year (ends 2015-07-31) | — | — | — | $0 | — |
| Next fiscal year | — | — | — | $0 | — |