Added to YB: 2026-04-29
Pitch date: 2026-02-25
WMK [bearish]
Weis Markets, Inc.
+0.66%
current return
Author Info
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Company Info
Weis Markets, Inc. engages in the retail sale of food through a chain of supermarkets. The company's retail food stores offer groceries, dairy products, frozen food, meats, seafood, fresh produce, floral, pharmacy services, deli products, prepared food, bakery products, beer and wine, and fuel; and general merchandise items, such as health and beauty care, and household products.
Market Cap
$1.7B
Pitch Price
$69.97
Price Target
31.00 (-55%)
Dividend
1.98%
EV/EBITDA
5.59
P/E
18.84
EV/Sales
0.33
Sector
Consumer Staples Distribution and Retail
Category
turnaround
Weis Markets, Inc. - $WMK (short)
WMK (short): PA regional grocer trading 13.3x trailing EBIT (15x post-fraud adj), premium to KR despite no scale/data moat. $22M meat inventory fraud overstated earnings 2022-2025, likely $12M in LTM. Op income declining: $155M→$134M→$125M→$112M (adj LTM). Threatened by WMT+/AMZN delivery, Aldi/TJ's/Wegman's expansion. PT $43 at 9x EBIT, $31 at 6x on structural decline. 50%+ downside.
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