Weis Markets, Inc. (WMK)
NYSEConsumer StaplesGrocery StoresSnapshot 2026-09-09
$69.76-1.57%
Close 2026-09-09 · 1-day change
NYSEConsumer StaplesGrocery StoresSnapshot 2026-09-09
Broken: Primary pillar broken — Operating income stays near $35.7M in 2026-Q1: Operating income $35.2M vs $35.7M target.
Weis Markets grew revenue from $1.16B to $1.26B in 2026-Q1. They kept dividends steady at $0.34 per share. Cash from operations rose from $25.8M to $30.2M. These show steady business and good cash flow.
Operating income fell from $40.97M to $35.7M, showing profit pressure. Financial restatements and legal issues raise risk. Revenue growth is slow and profit margins are under pressure.
The price is about 14% above our fair value near $71. Analysts expect about 3% revenue growth. Our view sees some risk in profit and cash flow.
Breaks if: Cash from operations falls below $25.8M in 2026-Q1
Focus on increasing cash generated from operating activities to support business operations and investments.
This is not a price target or investment advice.
A long-form read on the 1–3 year hold thesis. It updates when the weekly evidence changes.
This investment represents a stable consumer staples company with a focus on revenue growth and consistent dividend payments. The current thesis state is intact, indicating that the reasons to invest remain solid despite recent price reactions.
The market appears to have priced in a neutral valuation, with a slight premium compared to peers. There is a low expectations gap, suggesting that WMK's current performance aligns with what investors anticipate.
Management has shown mixed progress in achieving its priorities. Revenue growth is strong, but operating income has declined recently, indicating some challenges. Cash from operating activities is improving, which is a positive sign for future performance.
The long-term thesis hinges on external factors like inflation trends and the performance of sector bellwethers such as KR, SFM, and ACI. Favorable conditions in the consumer staples sector could support WMK's growth, while negative trends could pose risks.
The most important moves since the prior daily snapshot.
Our read on the company is unchanged since the prior snapshot.
as of 2026-09-09
Review the evidence to watch, what would become a concern, and what would make it less concerning.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Stated as a priority in 2 of last 2 quarters. Cash from operating activities rose significantly from $30.25 million in 2026-Q1 to $65.05 million in 2026-Q2. This indicates progress in improving operating cash flow, consistent with management's focus on cost management and operational efficiency.
“Cash from operating activities was $65.05 million in 2026-Q2”
“Cash from operating activities was $30.25 million in 2026-Q1”
Breaks if: Dividend per share falls below $0.34 in 2026-Q1
Continue paying quarterly cash dividends at a stable rate to shareholders.
Stated as a priority in 2 of last 2 quarters. The company consistently declared and paid a quarterly dividend of $0.34 per share in both 2026-Q1 and 2026-Q2, maintaining stable dividend payments as committed.
“Board declared quarterly cash dividend of $0.34 per share payable August 10, 2026”
“Board declared quarterly cash dividend of $0.34 per share payable May 26, 2026”
Breaks if: Operating income falls below $35.7M in 2026-Q1
Focus on increasing total revenue and comparable store sales while managing operating income effectively.
Stated as a priority in 2 of last 2 quarters. Total revenue grew 4.6% year-over-year in both 2026-Q1 and 2026-Q2, with comparable store sales also increasing. Operating income was $35.7 million in 2026-Q1 but declined to $29.1 million in 2026-Q2. The trajectory shows revenue growth delivering, while operating income declined quarter-over-quarter, indicating mixed progress.
“Second Quarter 2026 total revenue increased 4.6% and comparable store sales increased 2.3%”
“First Quarter 2026 total revenue increased 4.6% and comparable store sales excluding fuel increased 1.2%”
Breaks if: Revenue falls below $1.16B in 2026-Q1
Focus on increasing total revenue and comparable store sales while managing operating income effectively.
Stated as a priority in 2 of last 2 quarters. Total revenue grew 4.6% year-over-year in both 2026-Q1 and 2026-Q2, with comparable store sales also increasing. Operating income was $35.7 million in 2026-Q1 but declined to $29.1 million in 2026-Q2. The trajectory shows revenue growth delivering, while operating income declined quarter-over-quarter, indicating mixed progress.
“Second Quarter 2026 total revenue increased 4.6% and comparable store sales increased 2.3%”
“First Quarter 2026 total revenue increased 4.6% and comparable store sales excluding fuel increased 1.2%”
Overall, WMK's fundamentals are solid, but external market conditions will play a crucial role in its future performance. Not investment advice.