United Natural Foods, Inc. (UNFI) Analyst/Investor Day Transcript
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United Natural Foods, Inc. remains a Buy, supported by improving profitability and a compelling risk-reward profile despite modest revenue growth. UNFI's natural segment is growing robustly, while the conventional segment lags, reflecting mixed business exposure post-Supervalu acquisition. Management reaffirmed FY2026 guidance and targets a net debt-to-EBITDA ratio of 2.5x, with adjusted EBITDA projected to reach $800 million by FY2028.
| Consumer Staples Distribution & Retail Industry | Consumer Staples Sector | James Alexander Miller Douglas Jr. CEO | XMUN Exchange | US9111631035 ISIN |
| US Country | 28,333 Employees | - Last Dividend | 20 Apr 2004 Last Split | 1 Nov 1996 IPO Date |
United Natural Foods, Inc. (UNFI), with its subsidiaries, plays a critical role in the food distribution sector across the United States and Canada, specializing in a wide array of products ranging from natural and organic foods to conventional grocery and non-food items. The company operates through two primary segments: Wholesale and Retail. Established in 1976, UNFI prides itself on its extensive product offerings that cater to grocery chains, independent retailers, supernatural chains, foodservice providers, e-commerce platforms, and the conventional military business, among others. Headquarters located in Providence, Rhode Island, serve as the central hub for its broad network of distribution and retail operations. Over time, UNFI has diversified its operations to include value-added services such as marketing, professional services for retail support, and e-commerce solutions, further solidifying its position in the market.