Goodfood: The 'Pandemic Stock' Narrative Is Not Supported By Facts

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StockBros Research


  • Goodfood has a measurable competitive advantage.
  • The company continues to expand its margins with growth margins already exceeding those of most major competitiors.
  • Goodfood is trading at a discount to peers.

Fried steaks with herbs and spices on wooden board, parchment, grilled garlic, corn, sauce, fork and knife on black background. Close-up. Top view
Sergey Nazarov/iStock via Getty Images

Investment Thesis

We will look at the cold hard numbers to quantitatively prove that Goodfood is a serious grocery player with an operational competitive advantage in the Canadian market that shouldn't be ignored.

Business Overview

This article was written by

StockBros Research profile picture
Two bros that talk about stocks, mainly GARP (growth at a reasonable price) stocks, but we look for opportunities everywhere. We don't have a specified time horizon. We invest in a stock for as long as our thesis holds true, and get out when the facts change. In addition, we've developed market-beating algorithms with python that help us find attractive investment opportunities within our own portfolios.Website: www.stockbrosresearch.comTwitter: @StockBrosTrades

Disclosure: I/we have a beneficial long position in the shares of GDDFF either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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