Will United Natural (UNFI) Gain on Rising Earnings Estimates?
United Natural Foods (UNFI) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
United Natural Foods Q4: Sales Tailwinds, Margin Gains Ahead
United Natural Foods reported good underlying Q4 momentum, excluding a temporary cyberattack impact. The sales outlook is improved by secular growth in demand for natural foods. UNFI expects fairly good revenues ahead, despite network optimization. Lean management continues to improve UNFI's efficiency, significantly raising EBITDA. The earnings growth outlook remains very encouraging.
United Natural Foods, Inc. (UNFI) Q4 2025 Earnings Call Transcript
United Natural Foods, Inc. (NYSE:UNFI ) Q4 2025 Earnings Call September 30, 2025 8:30 AM EDT Company Participants Steve Bloomquist - Vice President Investor Relations James Alexander Douglas - CEO & Director Giorgio Tarditi - President & CFO Conference Call Participants John Heinbockel - Guggenheim Securities, LLC, Research Division Mark Carden - UBS Investment Bank, Research Division Kelly Bania - BMO Capital Markets Equity Research Scott Mushkin - R5 Capital LLC Alexander Slagle - Jefferies LLC, Research Division William Kirk - ROTH Capital Partners, LLC, Research Division Leah Jordan - Goldman Sachs Group, Inc., Research Division Edward Kelly - Wells Fargo Securities, LLC, Research Division Charles Cerankosky - Northcoast Research Partners, LLC William Reuter - BofA Securities, Research Division Presentation Operator Hello, and thank you for standing by. My name is Regina, and I will be your conference operator today.
UNFI: Signs This Turnaround Is Real
United Natural Foods, Inc. is rated Buy, reflecting optimism in its turnaround and improved cash flow outlook for fiscal 2026. UNFI's 2018 Supervalu acquisition brought scale but also integration, debt, and margin challenges, leading to a volatile and underperforming stock. Recent quarterly results show strong cash flow improvements and a robust 2026 outlook, with management targeting $300 million in free cash flow.
United Natural Foods (UNFI) Reports Q4 Loss, Tops Revenue Estimates
United Natural Foods (UNFI) came out with a quarterly loss of $0.11 per share versus the Zacks Consensus Estimate of a loss of $0.27. This compares to earnings of $0.01 per share a year ago.
United Natural Foods, Inc. (UNFI) Business Update Call Transcript
United Natural Foods, Inc. (NYSE:UNFI ) Business Update Call July 16, 2025 8:30 AM ET Company Participants Giorgio Tarditi - President & CFO James Alexander Miller Douglas - CEO & Director Steven J. Bloomquist - Vice President Investor Relations Conference Call Participants Alexander Russell Slagle - Jefferies LLC, Research Division Charles Edward Cerankosky - Northcoast Research Partners, LLC John Edward Heinbockel - Guggenheim Securities, LLC, Research Division Leah Dianne Jordan - Goldman Sachs Group, Inc., Research Division Scott Andrew Mushkin - R5 Capital LLC William Joseph Kirk - ROTH Capital Partners, LLC, Research Division William Michael Reuter - BofA Securities, Research Division Operator Thank you for standing by, and welcome to the UNFI business update conference call and webcast.
UNFI Revises 2025 Guidance, Maintains Long-Term Growth Focus
United Natural Foods raises 2025 sales outlook despite a cyberattack that trimmed earnings and EBITDA projections.
Here's Why United Natural Foods (UNFI) is a Strong Momentum Stock
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United Natural (UNFI) Up 4.1% Since Last Earnings Report: Can It Continue?
United Natural (UNFI) reported earnings 30 days ago. What's next for the stock?
United Natural Foods Unjustly Flattened By Cyber Event
United Natural Foods' stock plunged 30% after a major cyber-attack, despite strong Q3 results and accelerated leverage reduction guidance from management. I estimate the cyber-attack's financial impact at $85-175M before insurance, far less than the $1B seemingly priced into the stock. Management's FY26 leverage target and recent industry M&A suggest significant upside if UNFI executes, but legal/customer loss risks remain unquantified.
United Natural Foods: Temporary Setback, Long-Term Opportunity
I rate UNFI a buy, as investors are overly focused on a temporary IT incident and missing strong revenue and margin progress toward turnaround targets. UNFI's Q3 revenue grew 7.5% year-over-year, driven by new business wins and category penetration, with wholesale segment volumes up 4%. Margins are improving due to operating leverage, efficiency initiatives, and the exit from unprofitable contracts, with EBITDA growth outpacing revenue.
UNFI's Q3 Earnings & Sales Beat Estimates on Wholesale Volume Growth
United Natural posts third-quarter earnings and sales beat, driven by 4% wholesale volume growth and a 12% surge in natural product sales.
