My thesis 4 months ago was simple: management was sandbagging, 36 bad stores were being cut, sticky inflation would push consumers toward discount grocery, and insiders were buying aggressively. Since then: 36 underperforming stores closed, removing roughly $12M of annualized EBITDA drag heading into 2027. Q2 beat expectations: traffic +1.8%, basket trends improved, EBITDA held up, and guidance improved. Insiders bought millions. CEO Jason Potter alone bought roughly $2.4M, mostly around $5.90
CryptoAlerta — análise de criptomoedas e mercado em tempo real