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Upturn AI SWOT - About
IMKTA 
Ingles Markets Incorporated (IMKTA)
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Upturn Advisory Summary
07/03/2025: 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.
Number of Analysts
0 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
Analysis of Past Performance
Type Stock | Historic Profit -19.54% | Avg. Invested days 24 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 07/03/2025 |
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. Starting with a single supermarket in Asheville, North Carolina, it has grown to become a leading supermarket chain in the Southeast, primarily operating in North Carolina, South Carolina, Georgia, Tennessee, Virginia and Alabama. It has steadily expanded its store base and offerings over the decades.
Core Business Areas
- Retail Supermarkets: Ingles operates a chain of supermarkets offering a wide variety of food and non-food products, including groceries, meat and dairy products, produce, bakery items, deli items, and health and beauty care products. Many stores also have pharmacies and fuel centers.
- Shopping Centers: Ingles owns and operates shopping centers, most of which are anchored by an Ingles supermarket. This provides a diversified revenue stream.
- Fluid Milk Processing: Ingles operates a fluid milk processing and packaging plant that supplies its stores with milk and other dairy products, as well as selling to external customers.
Leadership and Structure
Robert P. Ingle II serves as Chairman of the Board. Jim Lanning is the Chief Executive Officer. The company has a traditional corporate structure with various departments reporting to senior management.
Top Products and Market Share
Key Offerings
- Grocery: General grocery items, including canned goods, snacks, beverages, and other staples. Market share within Ingles stores would be approximately 30%. Competitors include Kroger, Publix, and Walmart.
- Fresh Produce: Fruits and vegetables sourced from various suppliers. Market share within Ingles stores would be approximately 15%. Competitors include Kroger, Publix, and Whole Foods.
- Meat and Seafood: A variety of meats and seafood products. Market share within Ingles stores would be approximately 20%. Competitors include Kroger, Publix, and Costco.
- Dairy: Fluid Milk, cheese, yogurt and other dairy products produced by Ingles' own processing plant. Market share within Ingles stores would be approximately 10%. Competitors include Kroger, Publix, and Dean Foods.
Market Dynamics
Industry Overview
The supermarket industry is highly competitive, with major players vying for market share. Key trends include increasing demand for organic and natural foods, growing online grocery sales, and rising competition from discount retailers.
Positioning
Ingles differentiates itself through its focus on the Southeast market, its integrated business model (including milk processing and shopping centers), and its emphasis on customer service. It faces strong competition from national and regional players.
Total Addressable Market (TAM)
The US grocery market is estimated at over $800 billion annually. Ingles' positioning in the Southeast allows it to capture a portion of this TAM, but the competition is intense.
Upturn SWOT Analysis
Strengths
- Strong presence in the Southeast
- Integrated business model
- High brand recognition in its operating region
- Real estate holdings (shopping centers)
Weaknesses
- Limited geographic diversification
- Smaller scale compared to national chains
- Potential vulnerability to regional economic downturns
- Reliance on traditional brick-and-mortar format
Opportunities
- Expansion into new markets within the Southeast
- Increased focus on online grocery sales
- Development of private label brands
- Partnerships with local farmers and suppliers
Threats
- Intense competition from national supermarket chains
- Rising labor and supply chain costs
- Changing consumer preferences
- Economic downturns
Competitors and Market Share
Key Competitors
- KR
- WMT
- SFM
- Ahold Delhaize (Not Directly Listed on US Exchange)
- CVS
Competitive Landscape
Ingles Markets Incorporated faces stiff competition from larger national chains like Kroger and Walmart. Its strengths lie in its regional focus and integrated business model. However, it needs to continue innovating to stay competitive in the evolving grocery landscape.
Growth Trajectory and Initiatives
Historical Growth: Ingles Markets Incorporated has experienced steady growth over the years, driven by store expansion and same-store sales growth.
Future Projections: Future growth projections depend on analyst estimates and company guidance. Specific projections are not included in this example.
Recent Initiatives: Recent initiatives might include store remodels, expansion of online grocery services, and investments in technology.
Summary
Ingles Markets Incorporated is a solid regional player in the supermarket industry, benefiting from its established presence in the Southeast and integrated business model. However, it faces significant competition from national chains and must adapt to changing consumer preferences and the rise of online grocery shopping. The company's real estate holdings and milk processing facility provide a degree of stability. Management should continue focusing on innovation and efficiency to maintain its competitive edge.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings
- Market Research Reports
- Industry Analysis
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Market conditions and company performance can change rapidly.
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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