Bruce TattersSprouts Farmers Market, Inc.SFMCOMMENTApr 29, 2015

It's -19% in the last week, mostly after strong numbers last Thursday and analysts raised estimates. But their full-year forecast was low, suggesting slowing growth this year. Also, this momentum stock went up too fast. 

Is up 103% this year. They reported late July a strong beat and raised guidance--tremendous same-store sales drove a big earnings beat.

SFM has had a nice run, up 66% year-to-date and 113% on a one-year basis. Forward estimates are calling for high single-digit to low double-digit growth on both sales and earnings, and its free cash flow is strong. Profit margins are stable, and its forward P/E of 25X is somewhat high, but it has been beating earnings estimates nicely over the past few years. We continue to like its momentum, but given its multiple expansion, we might expect a pullback or consolidation at some point.
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Excellent company. Would recommend buying. 

It's profitable, has a new and better management team, is growing and yet sells at only 18x PE.

They're good at what they do, overcoming his concerns of food inflation. It has pulled back to a good price at 12x PE.

She likes this company, because they do reasonably priced food. They are expecting 14% revenue growth next year, and 4% same-store sales growth. It is a high growth company in the consumer staples space. Also, they tend to have smaller square footage stores. They’ve seen some good growth in the number of stores, and are expecting to expand their stores by 16% this year.

IPO was priced at $17-$18 and the stock opened up at around $38. This is a south-eastern US focused company with 188 stores that will focus on produce. Only 13% of the company is public right now.