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Upturn AI SWOT - About
IMKTA 
Ingles Markets Incorporated (IMKTA)
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Upturn Advisory Summary
09/16/2025: IMKTA (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 -22.63% | Avg. Invested days 25 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/16/2025 |
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, Inc. was founded in 1963 by Robert P. Ingle. It started as a small supermarket and has grown into a leading supermarket chain in the Southeast U.S. through strategic acquisitions and organic growth.
Core Business Areas
- Retail Grocery: Operates a chain of supermarkets offering a variety of food and non-food products.
- Wholesale: Supplies products to its stores and also sells to unaffiliated customers.
- Real Estate: Owns and develops shopping centers, some of which house its stores.
- Dairy Operations: Operates a dairy facility producing milk and other dairy products for its stores and wholesale customers.
Leadership and Structure
Robert P. Ingle II serves as the Chairman of the Board. The company has a traditional hierarchical structure with regional and store-level management.
Top Products and Market Share
Key Offerings
- Grocery Items: Includes fresh produce, meat, seafood, bakery goods, and packaged foods. Market share data varies by region but is estimated around 2-3% nationally. Competitors include Kroger, Publix, Walmart, and Aldi.
- Private Label Products: Ingles offers a range of private label products under its own brand, providing customers with value-priced alternatives. Market share data is not publicly disclosed, but private label sales contribute significantly to revenue. Competitors include private label products from Kroger, Publix, Walmart, and Aldi.
- Fuel Centers: Many Ingles stores have fuel centers. These drive revenue from gas sales. Competitors are other gas stations such as Exxon, Shell, and Murphy USA.
- Pharmacy: Many Ingles stores have pharmacies providing perscriptions and vaccinations to customers. These drive revenue from perscription sales and health products. Competitors are CVS, Walgreens, and Walmart.
Market Dynamics
Industry Overview
The supermarket industry is highly competitive with low profit margins. Trends include increasing demand for organic and natural foods, online grocery shopping, and prepared meals.
Positioning
Ingles Markets positions itself as a regional supermarket chain offering a wide variety of products, competitive pricing, and a convenient shopping experience. Its real estate holdings provide a degree of stability.
Total Addressable Market (TAM)
The US grocery market is estimated to be worth over $800 billion annually. Ingles' is positioned as a mid-sized regional player within this market, targeting value-conscious shoppers in the Southeast.
Upturn SWOT Analysis
Strengths
- Strong brand recognition in its operating region
- Vertically integrated supply chain (dairy operations)
- Real estate ownership provides stability
- Loyal customer base
Weaknesses
- Limited geographic presence compared to national chains
- Higher debt levels compared to some competitors
- Less investment in e-commerce compared to some competitors
Opportunities
- Expansion into adjacent geographic markets
- Increased focus on private label offerings
- Enhancement of e-commerce capabilities
- Capitalizing on health and wellness trends
Threats
- Intense competition from national supermarket chains and discount retailers
- Rising labor and supply chain costs
- Changing consumer preferences
- Economic downturns affecting consumer spending
Competitors and Market Share
Key Competitors
- KR
- WMT
- COST
- SFS
Competitive Landscape
Ingles Markets faces intense competition from larger national chains with greater resources and brand recognition. Its competitive advantage lies in its regional focus, loyal customer base, and real estate holdings.
Growth Trajectory and Initiatives
Historical Growth: Ingles Markets has experienced moderate growth over the past years, driven by same-store sales increases and new store openings.
Future Projections: Analysts' projections for Ingles Markets' future growth vary depending on economic conditions and company-specific factors.
Recent Initiatives: Recent initiatives include store renovations, expansion of private label offerings, and investment in supply chain efficiencies.
Summary
Ingles Markets Incorporated is a regional supermarket chain that has a strong position in the Southeast US due to its brand recognition. It competes in a very competitive industry, but their loyal customer base is beneficial. They need to improve e-commerce offerings and keep prices competitive. Debt levels are high but real estate offers stability.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings
- Industry reports
- Analyst estimates
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Market data is approximate and may vary.
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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