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Sector Analysis

Retail-Food Stores

Standard Industrial Classification: SIC 5400

Industry Insider Sentiment Analysis

The Retail-Food Stores sector (SIC 5400) acts as a critical barometer for broader economic health. Our real-time monitoring reveals total transactions. Monitoring "cluster buying" is one of the most reliable leading indicators for future sector performance. By analyzing aggregate data across this specific Standard Industrial Classification, investors can filter out individual company volatility and identify high-conviction trends. When multiple directors and officers within the same industry move capital simultaneously, it often signals an upcoming sector-wide revaluation or a fundamental shift in supply chain dynamics that has yet to be recognized by the broader public market.

Filing Date Trade Date Ticker Company Reporting Person Relationship Type Price Qty Total, $ Owned After
2025-11-13 00:15 2025-11-11 DNUT Krispy Kreme, Inc. Esposito Joseph J Officer SELL $4.28 2,641 $11,294 107,157
2025-04-26 00:24 2025-04-23 DNUT Krispy Kreme, Inc. JAB Indulgence B.V. 10% owner SELL $4.32 694,445 $3,000,002 74,190,990
2024-09-17 23:02 2024-09-16 DNUT Krispy Kreme, Inc. McBride Kelly P Officer SELL $12.13 16,488 $199,999 62,080
2024-03-12 23:08 2024-03-11 DNUT Krispy Kreme, Inc. Tattersfield Michael J. Director SELL $12.82 100,000 $1,282,090 2,936,940
2024-02-02 23:13 2024-02-02 BBXIA-B BBX Capital, Inc. LEVAN JARETT Director, Officer, 10% owner BUY $11.08 415,395 $4,602,577 500,557
2023-07-13 23:45 2023-07-12 BBXIA-B BBX Capital, Inc. LEVAN JARETT Director, Officer BUY $11.20 121,698 $1,363,018 660,616
2023-07-13 23:43 2023-07-12 BBXIA-B BBX Capital, Inc. LEVAN ALAN B Director, Officer, 10% owner SELL $11.20 62,062 $695,094 0
2022-08-23 02:46 2022-08-18 DNUT Krispy Kreme, Inc. Tattersfield Michael J. Director, Officer BUY $12.61 30,000 $378,225 2,834,623
2022-03-15 03:47 2022-03-10 DNUT Krispy Kreme, Inc. Tattersfield Michael J. Director, Officer BUY $13.90 19,500 $271,025 2,735,610
2021-12-04 04:00 2021-12-01 DNUT Krispy Kreme, Inc. JAB Indulgence B.V. 10% owner BUY $13.46 300,000 $4,037,760 74,885,435
2021-12-03 04:00 2021-11-30 DNUT Krispy Kreme, Inc. JAB Indulgence B.V. 10% owner BUY $14.28 274,683 $3,921,896 74,585,435
2021-12-02 04:00 2021-11-29 DNUT Krispy Kreme, Inc. JAB Indulgence B.V. 10% owner BUY $15.41 225,000 $3,466,238 74,310,752
2021-12-01 04:00 2021-11-26 DNUT Krispy Kreme, Inc. JAB Indulgence B.V. 10% owner BUY $15.27 263,950 $4,029,698 74,085,752
2021-11-30 04:00 2021-11-24 DNUT Krispy Kreme, Inc. JAB Indulgence B.V. 10% owner BUY $14.87 190,000 $2,825,642 73,821,802
2021-11-27 04:00 2021-11-23 DNUT Krispy Kreme, Inc. JAB Indulgence B.V. 10% owner BUY $14.47 263,900 $3,817,683 73,631,802
2021-11-25 04:01 2021-11-22 DNUT Krispy Kreme, Inc. JAB Indulgence B.V. 10% owner BUY $14.12 263,900 $3,725,371 73,367,902
2021-11-24 04:00 2021-11-19 DNUT Krispy Kreme, Inc. JAB Indulgence B.V. 10% owner BUY $13.83 223,988 $3,097,866 73,104,002
2021-11-23 04:00 2021-11-18 DNUT Krispy Kreme, Inc. JAB Indulgence B.V. 10% owner BUY $14.16 241,700 $3,422,714 72,880,014
2021-11-20 04:00 2021-11-17 DNUT Krispy Kreme, Inc. JAB Indulgence B.V. 10% owner BUY $14.79 238,841 $3,533,581 72,638,314
2021-11-19 04:00 2021-11-16 DNUT Krispy Kreme, Inc. JAB Indulgence B.V. 10% owner BUY $14.65 241,700 $3,540,518 72,399,473
2021-11-18 04:01 2021-11-15 DNUT Krispy Kreme, Inc. JAB Indulgence B.V. 10% owner BUY $14.44 232,749 $3,360,290 72,157,773
2021-11-17 04:00 2021-11-12 DNUT Krispy Kreme, Inc. JAB Indulgence B.V. 10% owner BUY $14.56 178,000 $2,591,075 71,925,024
2021-11-16 04:01 2021-11-11 DNUT Krispy Kreme, Inc. Goudet Olivier Director BUY $13.86 50,000 $693,235 734,853
2021-11-16 04:02 2021-11-11 DNUT Krispy Kreme, Inc. Tattersfield Michael J. Director, Officer BUY $13.86 40,000 $554,372 2,705,610
2021-11-16 04:00 2021-11-11 DNUT Krispy Kreme, Inc. JAB Indulgence B.V. 10% owner BUY $14.25 88,000 $1,254,106 71,747,024
2021-09-14 00:13 2021-09-09 DNUT Krispy Kreme, Inc. JAB Holdings B.V. 10% owner BUY $15.97 582,973 $9,310,778 9,516,291
2021-09-09 23:59 2021-09-07 DNUT Krispy Kreme, Inc. JAB Holdings B.V. 10% owner BUY $15.25 699,642 $10,668,631 8,933,318
2021-09-08 00:20 2021-09-02 DNUT Krispy Kreme, Inc. JAB Holdings B.V. 10% owner BUY $16.38 466,713 $7,646,252 8,233,676
2021-09-02 23:22 2021-08-31 DNUT Krispy Kreme, Inc. JAB Holdings B.V. 10% owner BUY $16.66 28,509 $474,914 7,766,963
2021-09-01 01:26 2021-08-27 DNUT Krispy Kreme, Inc. JAB Holdings B.V. 10% owner BUY $16.97 174,435 $2,959,429 7,738,454
2021-08-27 23:21 2021-08-25 DNUT Krispy Kreme, Inc. JAB Holdings B.V. 10% owner BUY $16.97 438,810 $7,448,405 7,564,019
2021-08-25 23:24 2021-08-23 DNUT Krispy Kreme, Inc. JAB Holdings B.V. 10% owner BUY $16.66 713,360 $11,886,290 7,125,209
2021-08-24 01:08 2021-08-19 DNUT Krispy Kreme, Inc. Goudet Olivier Director BUY $13.21 60,000 $792,660 684,853
2021-08-24 01:16 2021-08-19 DNUT Krispy Kreme, Inc. Tattersfield Michael J. Director, Officer BUY $14.30 10,500 $150,149 2,676,110
2021-08-23 13:31 2021-08-20 DNUT Krispy Kreme, Inc. JAB Holdings B.V. 10% owner BUY $15.19 294,748 $4,475,896 6,411,849
2021-08-20 13:10 2021-08-19 DNUT Krispy Kreme, Inc. JAB Holdings B.V. 10% owner BUY $14.39 234,748 $3,378,071 6,117,101
2021-08-19 01:36 2021-07-06 DNUT Krispy Kreme, Inc. Capel Patricia Director BUY $17.00 4,620 $78,540 10,277
2021-08-19 01:40 2021-07-06 DNUT Krispy Kreme, Inc. Roberts Debbie Sharell Director BUY $17.00 4,950 $84,150 4,950
2021-08-19 01:45 2021-07-06 DNUT Krispy Kreme, Inc. Tattersfield Michael J. Director, Officer BUY $17.00 590 $10,030 295
2021-07-09 01:43 2021-07-06 DNUT Krispy Kreme, Inc. Goudet Olivier Director BUY $16.02 294,118 $4,712,506 1,363,835
2021-07-09 00:05 2021-07-06 DNUT Krispy Kreme, Inc. JAB Indulgence B.V. 10% owner BUY $16.02 5,882,353 $94,250,001 5,882,353
SHOW ENTRIES

Sector-Wide Insider Alpha

Analyzing insider movements across the Retail-Food Stores sector provides a macro-view of executive conviction. When multiple leaders in different companies within the same SIC code (5400) simultaneously buy shares, it often indicates an industry-wide undervaluation or a positive shift in market cycles.

SEC Filings in Retail-Food Stores

Every transaction in the Retail-Food Stores industry is reported via Form 4 disclosures. By filtering these filings by industry, investors can detect institutional-scale sentiment shifts before they are reflected in broader market indices, following the capital flow of those with intimate industry knowledge.

UNDERSTANDING THE DATA

FILING DATE: The date and time when the transaction was reported to the SEC. This is when the public first receives the information.

TRADE DATE: The actual day the insider executed the purchase or sale in the market.

INDUSTRY: The specific market sector the company operates in. Useful for identifying broader institutional capital flows across sectors.

OWNED AFTER: The total number of shares held by the insider following the transaction. This highlights the insider's remaining conviction in the company.

CHANGE %: The percentage increase or decrease of the insider's total position. Large percentage changes often carry more weight than the dollar amount alone.

TRADE TYPES DEFINITIONS

BUY: An open market purchase. Typically indicates an insider's belief that the stock is undervalued or poised for growth.

SELL: An open market sale. While often used for diversification or liquidity, large or unexpected sales can be a warning signal.

OPT+S (OPTION EXERCISE & SALE): This occurs when an insider exercises their stock options and sells them immediately. Often part of a structured compensation plan.