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Upturn AI SWOT - About
IMKTA 
Ingles Markets Incorporated (IMKTA)
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Upturn Advisory Summary
08/28/2025: IMKTA (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type Stock | Historic Profit -23.9% | Avg. Invested days 28 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/28/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.19B USD | Price to earnings Ratio 19.13 | 1Y Target Price - |
Price to earnings Ratio 19.13 | 1Y Target Price - | ||
Volume (30-day avg) - | Beta 0.71 | 52 Weeks Range 58.77 - 81.37 | Updated Date 06/30/2025 |
52 Weeks Range 58.77 - 81.37 | Updated Date 06/30/2025 | ||
Dividends yield (FY) 1.05% | Basic EPS (TTM) 3.27 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 1.15% | Operating Margin (TTM) 1.64% |
Management Effectiveness
Return on Assets (TTM) 2.98% | Return on Equity (TTM) 4% |
Valuation
Trailing PE 19.13 | Forward PE 9.03 | Enterprise Value 1444622709 | Price to Sales(TTM) 0.22 |
Enterprise Value 1444622709 | Price to Sales(TTM) 0.22 | ||
Enterprise Value to Revenue 0.27 | Enterprise Value to EBITDA 6.38 | Shares Outstanding 14547300 | Shares Floating 13554577 |
Shares Outstanding 14547300 | Shares Floating 13554577 | ||
Percent Insiders 0.6 | Percent Institutions 92.53 |
Upturn AI SWOT
Ingles Markets Incorporated
Company Overview
History and Background
Ingles Markets Incorporated was founded in 1963 by Robert P. Ingle. Initially a small grocery store, it has grown into a regional supermarket chain with locations primarily in the Southeastern United States. The company has focused on providing quality products and customer service, while also developing its real estate portfolio.
Core Business Areas
- Retail Grocery: This segment involves the operation of supermarkets that sell a wide variety of food and non-food products, including groceries, produce, meat and dairy products, bakery goods, and general merchandise. Ingles also has a fuel program that is linked with a loyalty card to allow users to save money.
- Real Estate: Ingles owns a significant portion of the real estate on which its stores are located, as well as other properties. This provides a stable asset base and rental income from leased properties.
- Dairy Operations: Ingles operates a dairy processing facility that produces milk and other dairy products, supplying its stores and wholesale customers.
Leadership and Structure
Robert P. Ingle II serves as Chairman of the Board. Ronald B. Freeman is the Chief Executive Officer. The company has a traditional corporate structure with a board of directors and executive management team overseeing operations.
Top Products and Market Share
Key Offerings
- Grocery Products: Ingles offers a wide range of grocery items, including private label brands and national brands. Market share data specific to individual grocery items is not publicly available. Competitors: Kroger (KR), Publix, Walmart (WMT).
- Produce: Fresh fruits and vegetables are a key offering. Market share data is not specifically available. Competitors: Kroger (KR), Publix, Walmart (WMT).
- Meat and Seafood: High-quality meat and seafood options. Market share data is not specifically available. Competitors: Kroger (KR), Publix, Walmart (WMT).
- Dairy Products: Ingles produces and sells its own dairy products, giving it a competitive advantage in terms of cost and supply. Market share for private label dairy not readily available. Competitors: Dean Foods (DFOD.PK, defunct), Kroger (KR), Publix.
- Fuel: Ingles also has a fuel program that is linked with a loyalty card to allow users to save money. Competitors: Kroger (KR), Publix, Walmart (WMT).
Market Dynamics
Industry Overview
The supermarket industry is highly competitive, characterized by low profit margins and intense competition for market share. Trends include increasing demand for organic and natural foods, the growth of online grocery shopping, and the rise of discount retailers.
Positioning
Ingles Markets is a regional supermarket chain focused on providing quality products and customer service in the Southeastern United States. Its real estate holdings and dairy operations provide a competitive advantage. They differentiate themselves with a customer rewards card and fuel savings program.
Total Addressable Market (TAM)
The US grocery market is estimated at over $800 billion annually. Ingles is positioned to capture a share of this market through its regional focus and competitive offerings.
Upturn SWOT Analysis
Strengths
- Strong regional presence in the Southeast
- Vertically integrated dairy operations
- Extensive real estate holdings
- Loyalty programs and customer service
- Customer reward card to save money on fuel
Weaknesses
- Limited geographic reach compared to national chains
- Higher debt level
- Dependence on regional economy
- Vulnerable to supply chain issues
Opportunities
- Expansion into new markets within the Southeast
- Increased focus on organic and natural foods
- Growth in online grocery sales
- Leveraging real estate assets for further development
- Expansion of private label offerings
Threats
- Intense competition from national supermarket chains
- Economic downturns impacting consumer spending
- Rising operating costs (labor, fuel, supplies)
- Changes in consumer preferences
- Supply chain disruptions
Competitors and Market Share
Key Competitors
- KR
- WMT
- GO
- COST
Competitive Landscape
Ingles Markets faces strong competition from national supermarket chains like Kroger and Walmart. Ingles differentiates itself through its regional focus, vertically integrated dairy operations, and customer service. However, it has a smaller geographic footprint and fewer resources than its larger competitors.
Growth Trajectory and Initiatives
Historical Growth: Ingles has experienced steady growth in revenue and store count over the past decade. Growth has been driven by expansion within its existing markets and acquisitions.
Future Projections: Analysts expect Ingles to continue to grow revenue at a moderate pace, driven by same-store sales growth and new store openings. Profitability is expected to remain stable.
Recent Initiatives: Recent initiatives include investments in technology, store remodels, and expansion of its private label offerings. The company is also focusing on improving its supply chain efficiency.
Summary
Ingles Markets is a regional supermarket chain with a solid presence in the Southeast, benefiting from its real estate holdings and dairy operations. The company's strength lies in its regional focus and customer loyalty programs. However, high debt levels and intense competition are challenges. Continued investment in technology and strategic expansion are crucial for future growth.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings (SEC)
- Market research reports
- Financial news sources
Disclaimers:
This analysis is based on publicly available information and is not financial advice. Market conditions and company performance can change rapidly. Conduct your own due diligence before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Ingles Markets Incorporated
Exchange NASDAQ | Headquaters Asheville, NC, United States | ||
IPO Launch date 1990-03-26 | CEO, COO, President & Director Mr. James W. Lanning | ||
Sector Consumer Defensive | Industry Grocery Stores | Full time employees 11072 | Website https://www.ingles-markets.com |
Full time employees 11072 | Website https://www.ingles-markets.com | ||
Ingles Markets, Incorporated, together with its subsidiaries, operates a chain of supermarkets in the southeast United States. It offers food products, including grocery, meat, and dairy products, produce, frozen food, and other perishables; and non-food products, which include fuel centers, pharmacies, health and beauty care products, and general merchandise, as well as private label items. The company owns and operates a milk processing and packaging plant that supplies organic milk, fruit juices, and bottled water products to other retailers, food service distributors, and grocery warehouses. In addition, it provides home meal replacement items, delicatessens, bakeries, floral departments, and greeting cards, as well as broad selections of local organic, beverage, and health-related items. The company operates under the Ingles and Sav-Mor brand names. Ingles Markets, Incorporated was founded in 1963 and is headquartered in Asheville, North Carolina.
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