NYSEConsumer StaplesGrocery StoresSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
Matching fiscal periods, usable estimates and at least one analyst are required.
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
The calculation requires same-period, same-provider snapshots, positive EPS, at least one analyst and a baseline within three days of the requested lookback.
The EPS and P/E reference is not available for WMK yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
4 published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Cash from operations rises to at least $30.2M in 2026-Q1 | Cash from operations rose from $25.8M to $30.2M. | Intact | Cash from operations falls below $25.8M in 2026-Q1 | Cash from operations: $49.986M FY2026-Q2; GAAP. Published target: >= $30.2M. The stored target says 2026-Q1; this source reports FY2026-Q2. Fiscal/calendar alignment needs review. Aug 6, 202649,986,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
Comparable estimate history is unavailable.
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Compare required revenue and earningsMonthly analyst history is unavailable.
Recent actions · Oct 6–Nov 4 · 0 recorded
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
WMK is a steady consumer staples business with a durable, income-oriented profile, rather than a turnaround or speculative growth story. Its long-term thesis is intact, and its recent signal improved from mixed to mildly favorable.
Valuation is stretched, at a premium to peers, with expectations somewhat ahead of the model’s view. Fragility indicators are low, but the premium leaves less room for execution to disappoint.
Near term, revenue growth has been consistent, and operating cash flow improved in the latest quarter. Operating income fell from the first to the second quarter, so progress on growth and efficiency remains mixed; recent earnings surprises have also been erratic despite a low stated miss risk.
Over the next few quarters, the thesis hinges on whether revenue growth translates into stronger operating income and whether cash flow improvement continues. A weakening jobs trend could raise recession concerns, while continued strength from sector peers could support the consumer staples backdrop; misses or lower guidance from those peers could weaken it.
For the next 1 to 3 years, WMK’s business case remains supported by recent revenue growth and cash flow progress, but stretched valuation and uneven operating income make execution important. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| They kept dividends steady at $0.34 per share. |
| Intact |
| Dividend per share falls below $0.34 in 2026-Q1 |
Dividend per share: $0.34 per share FY2026-Q2; GAAP. Published target: == $0.34. The stored target says 2026-Q1; this source reports FY2026-Q2. Fiscal/calendar alignment needs review. Aug 6, 20260.34 USD/share · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 3 of 3 supplied quarters. Management reported: “ Quarterly Cash Dividend On October 29, 2026, the Weis Markets, Inc. Board of Directors declared a quarterly cash dividend of $0.34 per share, payable on November 23, 2026, to shareholders of record as of November 9, 2026.” “ Quarterly Cash Dividend The Weis Markets, Inc. Board of Directors declared on July 16, 2026, a quarterly cash dividend of $0.34 per share to shareholders of record as of July 27, 2026, payable on August 10, 2026.” Delivery assessment Nov 4, 2026 |
Operating income stays near $35.7M in 2026-Q1 | A primary condition in Weis Markets, Inc.'s published investment case. The stated target is >= $35.7M. | Broken | Operating income falls below $35.7M in 2026-Q1 | Operating income: $29.107M FY2026-Q2; GAAP. Published target: >= $35.7M. The stored target says 2026-Q1; this source reports FY2026-Q2. Fiscal/calendar alignment needs review. Aug 6, 202629,107,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Revenue grows to at least $1.26B in 2026-Q1 | A primary condition in Weis Markets, Inc.'s published investment case. The stated target is >= $1.26B. | Intact | Revenue falls below $1.16B in 2026-Q1 | Revenue: $1.275B FY2026-Q2; GAAP. Published target: >= $1.26B. The stored target says 2026-Q1; this source reports FY2026-Q2. Fiscal/calendar alignment needs review. Aug 6, 20261,275,308,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
Next earnings date unavailable
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
4 of 4 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.