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Published
07 Oct 24
Updated
24 Jun 26
Views
214
Not Invested
ReposiTrakTRAK
TRAK logo
Fair Value
US$16
Share price24 Jun
US$7.9350.4% undervalued intrinsic discount
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1Y-50.62%
7D-1.98%

Regulatory Changes Will Drive Future Demand For Grocery Traceability Solutions

AN
AnalystConsensusTarget
AnalystConsensusTarget

Analyst Consensus Target compiles analysts opinions to create narratives on stocks using the Analysts Consensus Price Target, forecasted revenue and earnings figures, as well as the transcripts of earnings calls.

Published
07 Oct 24
Updated
24 Jun 26
Views
214
Not Invested
Fair ValueUS$16
Share priceUS$7.93
50.4% undervalued intrinsic discount
Narrative
Updates16

Shared on 24 Jun 26

TRAK: Expanding Food Traceability Adoption Will Support Future Upside Potential

ReposiTrak keeps adding new grocery partners and rolling out tools that make food tracking more automatic, helping suppliers and retailers meet tighter safety and reporting demands with less manual work. The latest wins hint that traceability is spreading beyond the minimum rules, which could widen the company’s customer base over time.
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1 viewusers have viewed this narrative update

Shared on 03 Jun 26

TRAK: Expanding Traceability And Compliance Adoption Will Support Future Upside Potential

ReposiTrak lands a string of new wins as retailers, wholesalers, and food suppliers expand its tools for traceability and compliance, including a first-of-its-kind rollout that hits key food safety requirements without disrupting day-to-day warehouse work. A new partnership also pairs its technology with an in-store workforce to help retailers keep shelves stocked while cutting store labor strain.
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4 viewsusers have viewed this narrative update

Shared on 05 May 26

TRAK: Expanding Food Traceability Adoption And Compliance Wins Will Drive Upside

Analysts have kept their ReposiTrak price target effectively unchanged at approximately $16.00, reflecting only very small tweaks in inputs such as discount rate, revenue growth, profit margin and future P/E assumptions, rather than any shift in their overall view of the stock. What's in the News A wholesale grocery cooperative in the Southern United States became the first wholesaler to reach full supplier to store traceability using ReposiTrak’s Touchless Traceability solution, achieving FSMA 204 compliance without case-level scanning or changes to distribution center workflows (Key Developments).
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1 viewusers have viewed this narrative update

Shared on 19 Apr 26

TRAK: Expanding Traceability Network Adoption Will Support Future Upside

Analysts held ReposiTrak's fair value estimate at $16.00 per share while making only very small tweaks to assumptions such as the discount rate and future P/E, reflecting largely unchanged views on the stock's risk and earnings profile. What's in the News ReposiTrak reported that eighteen fresh fruit and vegetable companies have joined the queue for the ReposiTrak Traceability Network to prepare for FDA Key Data Element sharing across their supply chains, covering a wide range of growers and distributors across the United States (Key Developments).
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7 viewsusers have viewed this narrative update

Shared on 04 Apr 26

TRAK: Expanding Traceability Adoption And Share Repurchases Will Support Future Upside

Analysts have maintained their $16.00 price target on ReposiTrak, linking this steady view to only slight adjustments in discount rate and future P/E assumptions rather than any change in projected growth or profitability. What's in the News ReposiTrak and SPAR Group, Inc.
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6 viewsusers have viewed this narrative update

Shared on 21 Mar 26

TRAK: Expanding Traceability Adoption And Share Repurchases Will Support Future Upside

Analysts have reaffirmed a $16.00 price target for ReposiTrak, citing only minimal tweaks to underlying assumptions such as discount rate, revenue growth, profit margin and future P/E, which together leave their overall valuation view effectively unchanged. What's in the News A grocery retailer using ReposiTrak Touchless Traceability is reported as the first to achieve end to end traceability under FDA FSMA Section 204, with hundreds of thousands of Key Data Element records generated across shipments, and several more corporate customers nearing similar go live milestones (Key Developments).
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3 viewsusers have viewed this narrative update

Shared on 06 Mar 26

TRAK: Expanding Traceability Network And Share Buybacks Will Support Future Upside

Analysts have modestly reduced their price target on ReposiTrak to reflect a slightly lower future P/E assumption of 36.44x, while keeping key fair value and growth inputs broadly unchanged. What's in the News A grocery retailer using ReposiTrak Touchless Traceability has achieved end to end FSMA 204 traceability, generating hundreds of thousands of FDA Key Data Element records without case level scanning, with three more corporate customers close to similar go live points (Key Developments).
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5 viewsusers have viewed this narrative update

Shared on 19 Feb 26

Fair value Decreased 45%

TRAK: Traceability Network Adoption Will Support Higher Future Profitability

Analysts have reduced their price target on ReposiTrak from $29 to $16, citing updated assumptions in their models for slower revenue growth, a lower future P/E multiple, and a higher profit margin profile. What's in the News ReposiTrak reported completing a share repurchase program announced on May 9, 2019, buying back a total of 2,220,026 shares, or 11.63% of the company, for US$14.46 million, including 79,927 shares, or 0.44%, repurchased between October 1, 2025 and December 31, 2025 for US$1.1 million (Key Developments).
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1 viewusers have viewed this narrative update

Shared on 01 May 25

Fair value Increased 19%
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2 viewsusers have viewed this narrative update

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.
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2 viewsusers have viewed this narrative update

Shared on 17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.
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5 viewsusers have viewed this narrative update

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.
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2 viewsusers have viewed this narrative update

Shared on 02 Apr 25

Fair value Increased 3.88%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
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4 viewsusers have viewed this narrative update

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.
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5 viewsusers have viewed this narrative update

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Read more
2 viewsusers have viewed this narrative update

Shared on 11 Mar 25

Fair value Decreased 19%
AnalystConsensusTarget has increased revenue growth from 14.3% to 16.1% and decreased future PE multiple from 62.9x to 52.5x.
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1 viewusers have viewed this narrative update

Fair Value vs Share Price

US$16
vs US$7.9350.4% undervalued intrinsic discount
PastFuture-7m31m2015201820212024202620272029Revenue US$30.5mEarnings US$10.6m
9.2%
Revenue growth
34.6%
Profit margin

Recent News & Updates

No updates

Recent updates

No updates

Stay ahead on ReposiTrak

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Company analysis

Flawless balance sheet and fair value.

Market capUS$145.6m
PB2.9x
Estimated Growth9.2%
Dividend Yield1.0%
Full analysis

CEO & management

Randall Fields
CEO
16.6yrs
CEO Tenure

A software-as-a-service provider, operates a business-to-business, e-commerce, compliance and traceability, and supply chain management platform in North America.

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