01:30 AM EDT, 10/30/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:
We slash our 12-month target to $86 from $157, based on 15x our 2026 EPS estimate of $5.74 (down from $6.26; 2025 EPS cut to $5.28 from $5.39). This multiple is now more consistent with conventional grocery peers, which we think is appropriate given the sudden and sharp deceleration in comp sales. Comp sales growth will likely remain muted and volatile over the next several quarters as SFM laps unusually strong results from the prior year, which may have been boosted by one-time factors such as a strike at Kroger, its Uber Eats partnership, a strong produce season in June/July, and cybersecurity issues at UNFI. The company is also seeing some weakness among certain customer demographics, adding to the recent slowdown. On the positive side, margins remain healthy and continue to expand, with opportunities for further improvement in 2026. The company also has a long runway for store unit growth, with 37 new stores expected this year, 40+ in 2026, and over 50 in 2027.