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Hot Stocks: SI craters 58%; CERT, SFM surge on earnings; HRL reaches 52-week low
George Soros Deals a Big Blow to Tesla Rival Rivian - $RIVN $TSLA
Sprouts Farmers Market - Can a boring company can be a good investment? $SFM
Sprouts Farmers Market (SFM) Could be a Good Value Investing Opportunity
SafeMint - SFM is live. Low MC. Community Driven. Huge potential
Not particularly sexy, but worth consideration: SFM
Squeeze Potential with Good Fundamentals?- $SFM
Squeeze Potential with Good Fundamentals-SFM
Advice needed: Sprouts Farmers Mkt (SFM) - Short interest 17% of float, new high 6/10 on 2.5x volume
$SFM Best growth stock opportunity, low p/e, new CEO in last few years, been seeing a lot of positive changes to the store recently, IMO will own this sector of grocery. I believe last quarter would’ve been green if not for covid restrictions like self serve salads, soups, anti maskers etc
Palantir Faces Big Test as 80% of Shares Unlock for Trading
Palantir Faces Big Test as 80% of Shares Unlock for Trading
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Affirm (AFRM), Klarna (KLAR) and Sprouts Farmers Market (SFM)
Sprouts will be good for the long term. Idk much about the other companies though. SFM will head back up because of their plans for growth
Grocery is notoriously hard. I've looked into it a few times and margins are terrible and labor costs are high. SFM is looking decent, but I've been eyeing NGVC. It is lesser known and smaller, but they also are natural food focused and have similar growth. Also cheaper and family run.
Not for nothing, but wonder SFM looks really interesting at these levels. Thing has really sold off. I just wonder how good of businesses grocery stores are to invest in, in the first place. Like they are typically pretty low margin business. Also seems like Walmart is becoming like the biggest national grocery store on top of that.
My SFM - the only green candle 🚀
I think there's some issues with Chipotle that are unique to Chipotle, but when you look across the restaurant group, it's not exactly encouraging for spending. I don't know if you get some majorly negative read this quarter from Uber, but if Uber said they're *starting* to see some people pulling back from spending on taxis for their tacos, wouldn't be surprising. "and that traffic is collapsing according to CMG's latest report." I don't think that's the case at all. Traffic from younger people may have been weakening yes, but it wasn't so much that CMG didn't still have positive (albeit slightly at +0.3%) comps. Somewhat related, higher priced grocery store (SFM) in the last 6 months looks like a healthcare company with a failed phase 3 trial and FCFS (largest pawn shop) had a record quarter the other day. So do I think Uber will crater? I don't think it's going to report some major negative quarter, but wouldn't surprise me if it's a decent/good quarter and had some forward-looking commentary that's less than fantastic.
> Everyone is talking about recession. IMO, you have a market of sector haves and have nots and an economy that is K-shaped. It's been a good earnings season so far overall imo, but there are sectors of the market that are doing mediocre/horrible. The consumer is concerning - most of consumer staples has had a terrible last few years and that seems to be continuing. Look at a basket of staples (see: https://pbs.twimg.com/media/G4mVDCFXgAASA9U?format=png&name=large, or https://pbs.twimg.com/media/G4mVDCFXgAASA9U?format=png&name=large) and most of them have had a mediocre/terrible year or in a fair amount of cases, last 5 years. A lot of restaurant stocks have had a lousy year, some have had a lousy last 5. Target continues to be an example of people trading down. The largest pawn shop co (FCFS) had a record quarter the other day. The 6 mo chart of SFM looks like a biotech that had a failed trial. Not every consumer name has done badly of course, especially those catering to wealthy consumers - LVMH has rebounded off the summer lows, for example. However, look at some of those staples names in the links above and there's been some real obliteration. So much price was pushed by a lot of these companies in recent years and a lot of consumers have lessened their purchases or walked away entirely. Tech is doing well, a fair amount of industrials are doing well, healthcare seems to be doing okay and banks don't seem bad. Anyone benefitting from continued massive data center spending doing well. WDC gets a boost from STX earnings and one would think that when WDC has earnings a couple of days later, the STX-earnings boost would have priced good earnings in. Nope, WDC goes up another 10%. So, is everything broadly looking like it's starting to erode? No. Some companies are doing very well and some in particular might continue to if this level/pace of data center spend is maintained in the coming years. That said, the picture of the consumer is looking more concerning. Recession imminent? I don't think that's the case. Is everything doing well across the board? No and it becomes continuing to watch whether that stabilizes/improves or continues to erode. If the data center spending stopped tomorrow, that would be a *significant* impact, not only to tech but a fair amount of names in industrials, utilities and energy. If anything, the data center spending only seems to be increasing but if for some reason it stopped or even slowed, would be ugly.
Some stocks that look poised to rise immediately: VERI, LRN, EME, DPRO, SFM
> conference calls, annual reports etc…? Conference calls, annual reports and other information such as investor presentations should be on the company website under the investor relations section. Read the news, read articles every day. There's times where I'll see a headline and think it's an investable theme and then going from there to picking stocks. Trying to see big themes relatively early doesn't always work out but when it does - especially in this kind of market - it can be really successful. Ask yourself questions looking at companies - if it hasn't done well, what's the catalyst that can lead to a turnaround in the near future? If it's done well, is that recent success sustainable? Look at the chart of SFM for an example of what can happen when recent success is not sustainable. Give yourself the widest possible investable universe, within reason (don't gamble on penny stocks.) Value investing broadly hasn't worked well for many (many) years but that doesn't mean that there's not occasional specific opportunities in value. There are good growth stocks beyond the couple of dozen that are all anyone talks about. That's not saying don't own those names, but the universe of good stocks is definitely larger than the stuff everyone talks about. One other broad thing I believe in: invest in the market that is, not the one you think should or want it to be. What is the market doing, what is workng, what is not working, why? Invest accordingly and watch for a change in behavior that persists. Too many people invest through the lens of what they think should be and that's the kind of thing that leads people to start shorting this market months ago or sitting in cash. Peter Lynch once said "Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in corrections themselves" - and it's true. There will absolutely be other correcftions and bad markets in the future, but investing with one foot out the door thinking one is always imminent is not a good way to invest. Speaking of bad markets, a long discussion from a few years ago that I think is a good overview of investing in a bad period in general: https://lt3000.blogspot.com/2020/05/coronavirus-update-from-unknown-unknown.html
VERI, ONDS, LRN, NBIS, maybe SFM
Wtf are you smoking? What about NFLX CMG MSFT CVNA SFM FI ?? I could keep going.
crazy how fast that fall was for SFM, holy shit
Well I did buy SFM calls yesterday so that might track
Consumer growth stories have momentum, get overextended and the moment the momentum stops it's a rug pull. See: this, Elf in the $200's before rapidly losing 75%, BRBR, CELH before bouncing, etc. The SFM 6 mo chart looks like a healthcare name with a failed trial. I traded SFM when it was oversold recently (and it will be oversold again this morning), but thankfully sold it. Last year I told myself never again with consumer brand growth stories and SFM this morning is a reminder. Probably will bounce again, but was a growth story and the story has slowed w/lower guidance (and CMG being down 20% is another indicator that the consumer is cutting back on spending.)
SFM took a massive dump on earnings. Is the reaction justified?
Time to start a sc|3ze on SFM SFM to the moon 🌕
my gambling itch came back right at eod and i almost bought SFM calls thank everything i didn’t get filled lmao
Is now a good time to buy SFM? Anything wrong with this stock? Why is it raped so much for so long?
sprouts farmers market SFM dip buy? do you dare catch a knife?
SFM 4.5% beat, P/E of only 22, down 15% after market. Did not say the letters AI enough to beat earnings.
RIP SFM got GAPED… what happened
SFM got GAPED what happened???
Wednesday is going to be an absolute bloodbath. Inverse me with META, CVNA, SFM, GOOG, CNC, MELI, CMG puts and BA, CAT, SBUX and ADP calls
Calls on CVNA, RDDT, SFM, NET
SFM 2nd week in a row already 2x
> BROS, SFM, SJM Yep. And BDSM, FTM, and MTF!
BROS, SFM, SJM - safest stocks right now
Whoever said to get $SFM calls as a rebound play, you’re amazing 🙏
High PE ratio for a retail shop. SFM is in a tough place, not cheap enough to compete with Trader Joes and not high end enough to take Wholefoods market share. This is a gamble.
Any opinion on SFM these days? It looks like a good buying opportunity
Same with other consumer staple companies like SFM as well.
If anyone wants a turnaround play, SFM (Sprouts) looks like it turned around after a brutal drop. ER on 10/29 with all up revisions and 0 down.
[https://finviz.com/published\_idea.ashx?t=SFM&f=100725&i=SFMw161399124i](https://finviz.com/published_idea.ashx?t=SFM&f=100725&i=SFMw161399124i) have you guys seen the freefall in Sprouts farmers markets? is it time to buy this ponzi yet?
I know this ain’t value investing but I’m buying some SFM
Is Secretary Scott Bessent secretly trying to desrpy the American Economy? He did, afterall, work for George Soros for 30 years. >Bessent graduated from Yale College in 1984. In 1991, he was hired by Soros Fund Management, eventually becoming the head of its London office. In this role, in September 1992, he was a leading member of the group that profited by $1 billion on Black Wednesday, the British Pound sterling crisis. He made another $1.2 billion profit for SFM in 2013 betting against the Japanese yen. After he left the Soros Fund in 2015
SFM down 50% in a month on no catalyst lmao, ok i don't feel so bad holding tech stocks now
SFM dropping 1% daily for the last 6 months seems like an ominous indicator of what's next.
What's the best price to start getting into SFM?
can someone explain how SFM has 16 consecutive red days in a row, with daily RSI being 2. How is that even possible for a stock to keep going down with no catalyst. are certain small caps truly at the mercy of MM? imagine walmart or costco this would never happen
Somebody just pull the plug on SFM already. It's been terminal for months.
What's the best entry price for SFM?
If you wanna see a brutal stock chart check out SFM. It was a straight line up for several years and has now gone from 65% 1Y gains to negative without a single tick upwards in ages LMAO
If it got worse maybe. You have a category that's been obliterated - look up names oversold (RSI below 30) on finviz and there's a ton of CPG names. CPG has been a lousy sector for a while and people making a big deal of KVUE down lately but those same people aren't talking about how as of May 2025 it was still below where it was spun off in May 2023. KVUE is moderately oversold with an RSI of 27; I'd be more interested in something like SFM (which was actually a pretty decent growth story until lately) with a *verrrrryyy* oversold RSI of 17.5.
What are your thoughts on the SFM 🌱 drawdown
What would concern me is that grocery stores in the past have occasionally figured out something new/novel as a way to stand out and they do well ... for a while. There's nothing really keeping other chains from trying to copy what SFM is doing. Whole Foods was a growth stock for a while until everyone else moved into organic - Amazon bought it well off highs. SFM has had real success recently. What are the reasons for that success that some other grocer couldn't copy Also, keep in mind this was a stock that IPO'd in August 2013 and then went down and never got back to the IPO price until July 2023. The recent decline is actually kinda interesting but I just get concerned when a grocery store turns into a growth story that that growth story is not sustainable over the medium/long-term because there's no moat in grocery. The funny thing is ask AI what makes Sprouts so special: "Sprouts Farmers Market differentiates itself by offering an immersive grocery experience focused on fresh, wholesome, and innovative products, including a large organic produce selection, a curated assortment of "better-for-you" items like plant-based and gluten-free goods, and a significant focus on health and wellness products. They achieve this through a unique store layout with open, bountiful produce displays, a wide array of vitamins and supplements, and a private-label brand that emphasizes health standards, all in a friendly and accessible environment designed to inspire customers on their wellness journeys." That .... sounds a lot like earlier era Whole Foods, doesn't it? So Amazon bought Whole Foods, turned it less Whole Foods-y and Sprouts has filled in the demand for what Whole Foods originally was.
Really fukt the GOOGL🅰️ℹ️ Was incredibly dumb this Spring & didn’t sell SFM🌱🛒 in the $160 range to buy GOOGL🅰️ℹ️ sub $170 Now the grocery store sector has withered entirely—all tickers down even COST🌭—while tech has skyrocketed over rate cut expectations, GUH I’ll like add any dips below $200, thinking $350 Q4FY26
💎 🔛 🤲: > PHOENIX - Sprouts Farmers Market, Inc. (NASDAQ:SFM), currently valued at $14.1 billion, announced on Tuesday that its Board of Directors has authorized a new $1 billion share repurchase program, replacing its current authorization which had approximately $143 million remaining. According to InvestingPro data, management has been consistently aggressive with share buybacks, supported by the company’s robust financial health score of 2.92 out of 5. > The specialty grocery retailer said the new buyback program was approved on August 13, 2025, and will allow the company to purchase shares on a discretionary basis through open market purchases, privately negotiated transactions, or other means, including through Rule 10b5-1 trading plans. > The program has no expiration date and may be commenced, suspended, or discontinued at any time, according to the company. Sprouts noted that its Board expects to periodically review the authorization to assess its continued appropriateness based on capital allocation priorities, market conditions, and alternative investment opportunities. > “Our ongoing share repurchase program reflects our robust cash flow generation and our Board’s confidence in our strategy and the potential of our business,” said Curtis Valentine, chief financial officer of Sprouts Farmers Market. > Valentine added that the company is committed to delivering long-term value for investors by prioritizing investments for business growth while returning excess free cash flow to shareholders through the ongoing repurchase program. > Sprouts Farmers Market operates more than 450 stores across 24 states and employs approximately 35,000 people. The company specializes in fresh, natural, and organic food products. > The announcement was made in a press release statement issued by the company. > In other recent news, Sprouts Farmers Market reported impressive second-quarter 2025 results, surpassing analysts’ expectations. The company achieved an earnings per share of $1.35, beating the forecasted $1.23, and generated revenue of $2.2 billion, exceeding the anticipated $2.17 billion. UBS adjusted its price target for Sprouts Farmers Market to $180.00, citing supply chain impacts but maintaining a Neutral rating. Meanwhile, Wells Fargo upgraded the company’s stock rating from Equal Weight to Overweight, viewing recent stock pullbacks as buying opportunities. Barclays also upgraded Sprouts Farmers Market to Overweight, raising its price target to $185.00, highlighting the company’s steady growth outlook and incremental sales drivers. On the other hand, BMO Capital lowered its price target to $170.00, maintaining a Market Perform rating due to expected deceleration in comparable store sales growth. These developments reflect a mix of optimism and caution among analysts regarding Sprouts Farmers Market’s future performance.
$SFM Sprouts Farmers Market had absolutely stellar earnings, somehow it is low... this will not last. I have calls for $200 for two weeks and a month out
SFM yes but FTAI the numbers are crooked
There's just not been much innovation at some CPG companies - Kraft is a huge example of what happens when you prioritize cost cutting over innovation. Store brands are also winning - many of them taste better and are at least moderately cheaper. "General Mills follow suit?" The Kelloggs deal will probably at least start some food M&A discussions with various brands but whether they go anywhere who knows. General Mills could spin off pet food w/Blue Buffalo but take that away and you're left with an unappealing set of people food brands. They need to dump underperforming brands and try to look for deals to refresh the portfolio but no guarantee that that works. Bad deals can certainly happen - look at SJM already writing down the value of the Hostess purchase less than two years later. Personally would continue to prefer who owns the shelves in terms of food - KR, WMT, SFM - than the brands trying to compete for shelf space.
Anyone else just sitting on SFM COST AAPL 🌱🌭🍏
SFM Sprouts I found it when it was low 40s
It's probably not the answer you want but it could just be a healthy past due pullback. SFM is up 25% YTD, 91% over the past year, and 517% over the past 3 years. They're trading way over their 3Y valuation averages right now.
Any ideas why $SFM has been dropping this week?
Im holding calls too, its all good. I’ll never break even in SFM at this point
I’m long SFM via 7/18 165c and 170c. I like the stock especially on this 10% pullback and see no reason that it’ll stop being a superlong now. Likely sees $210 sometime before January. Cheap at $160
whats your thoughts on SFM current performance? I wanted to get it but it looks like it’s been in decline after being hot for a while. I’ve been to a store when I last visited Colorado and was impressed.
SFM new ATH 🥳 
STX, SFM, NFLX, GLD, BTC, PLTR But only 1-2k invested in each, the rest is VT and sgov, so I’m up only 6-7% ytd Do you think Spotify will continue to grow? I’m interested in starting a position soon
Can't post youtube links, but we study billionaires is a great channel. They had an interview up over the weekend with James and Abby Zimmerman of Lowell Capital. It's interesting, since they have a somewhat similar approach to investing as me and they even named some companies that some of own, like CLS, SFM, and LYST. I think it's a solid watch/listen.
What's your goals and what's the rest of your portfolio look like? Individual stocks are a good way to diversify away from the top holdings of your index funds. A year ago, I was thinking of harvesting my AAPL and planting some grocer stocks. I was specifically looking at Kroger (KR) and Sprouts (SFM). KR is up 30% since and SFM has doubled.
I was specifically looking at both Kroger (KR) and Sprouts Farmer's Market (SFM) exactly one year ago. I wanted to diversify away from tech in event of a recession. Grocers are classic recession stocks because people still need to eat. Since then, KR is up over 30% and SFM has doubled. Also, I bought MSFT in fall 2008 when it was $20/share. I did not hold on to it.
Dang, SFM🌱🛒 got clapt yesterday Lost a nice chunk of unrealized gains, GUH 🤕
Invest in SFM🌱🛒 then, dummy
RYCEY and SFM good luck I am there with you but also JEPQ for income
none of this makes any sense. >Then I bought CME CHF futures Jun 16 2025 to lock in the exchange rates so as to hedge the currency risks. do you mean to say you bough SFM5 futures ? (i think so) when did you buy them ? USDCHF fx is a bet on relative interest rate differentials. if the expected IR differential changes, then the fx rate will change. famously the idiot in charge launched a global trade war, which saw investors flee the dollar in droves, causing dxy weakness. you can see USDCHF went from 0.88 or so before american's were "liberated (from our wealth/future/reputation)" to now 0.8233. do you think fx rates are static? they also take into account relative purchasing power (PPP) and expected trade flows.
No, I don't think so, but I can see how it looks that way. u/flybyskyhi made the point that he wasn't confident that his macroeconomic guesses would translate into positive equity prices. I'm a trend-follower, so I made the (unstated) leap based on his comment that all you need to know is manifested in the equity price. I trade GLD, so I know it's going up. I trade Walmart, so in Yahoo Finance I looked at the "Compare to WMT" section on the WMT page and found Costco was doing well. I trade Kroger, and found ACI, SFM, & GO the same way. I trade HSBC, and found BofA, BCS, & RY the same way. But I didn't start with a thesis that retailers or grocers or banks "should" do well; I'd found a trending stock on 3 separate occasions, and then in hindsight saw that maybe those sectors are doing well. But notice that I'm not saying to buy ALL the grocers, or ALL the banks, but if one in a category is doing well, maybe look at the others also. I have a bunch of watchlists set up in Barchart, and I'd found each of my original picks by sorting them and then scrolling through charts until I found one that looked good. No macroeconomic forecasts required. Cheers!
Looking forward to some earnings after close: AEIS, CLMB, FTAI, GFL, KLAC, META, MSFT, MYRG, PTC, SFM Also strong numbers from $TT this morning * Q1 Non-GAAP EPS of $2.45 beats by $0.25. * Revenue of $4.69B (+11.7% Y/Y) beats by $230M. * Strong enterprise bookings of $5.3 billion with a book-to-bill of 113 percent. * Enterprise backlog of $7.3 billion, up approximately $500 million
Came here to say something similar, so I'll tack it on here. There's always something going up. Go long that. Gold is going up. Walmart is going up. Costco too. Kroger, ACI, SFM, GO. Bank of America, HSBC, BCS, RY. Find and focus on those.
SFM is close. 
Look at the top 10 holdings SFM up 2.7% INSM up 1.5% FTAI up 4.24% You get the idea
I know that mf's holding puts. It was his bread and butter at SFM
Not until SFM hits $175 
I feel a bit nervous about the tariff issue, but I'm willing to give it time, as it's obvious he's not just implementing tariffs simply for the sake of having them. He wants to bring people to the table. It's not something I can control anyway. Whether or not it works out remains to be seen. I've been pleased with his and his cabinet's overall performance to this point, and there are many more issues I expect him to tackle going forward. I've only recently started using within the last 2-3 months, so I don't have a massive portfolio. I've put most of my funds into various rare Earth mineral companies, Nvidia and SFM.
I’m watching RH real close for the next few weeks. DCA in WSM, MSFT and SFM. I’m holding cash for most tech for now.
An analogy is the mass sell offs over the last 2 days is like when people hoarded toilet paper during the pandemic. It’s an avalanche of fear based behavior across the country that shouldn’t happen. Those who stay calm, don’t sell, and buy good stocks at lower prices will benefit. I bought additional shares of BRK-B and SFM last week which should work in my favor sometime in the future.
My SFM is recovering well 
Yeah but how about SFM back to 170 
Yolo on next expiry SFM at the money calls
KR🤑🛒 & SFM🌱🛒 stable AF during this administration’s first 💯 sessions
SFM up nicely today 
Where’s the other regard who is playing SFM with me 