United Natural Foods, Inc. (NYSE:UNFI ) Q3 2025 Earnings Conference Call June 10, 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 Benjamin Wood - BMO Capital Markets Equity Research Edward Joseph Kelly - Wells Fargo Securities, LLC, Research Division John Edward Heinbockel - Guggenheim Securities, LLC, Research Division Leah Dianne Jordan - Goldman Sachs Group, Inc., Research Division Mark David Carden - UBS Investment Bank, 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 Ladies and gentlemen, thank you for standing by.
United Natural Foods (UNFI) came out with quarterly earnings of $0.44 per share, beating the Zacks Consensus Estimate of $0.24 per share. This compares to earnings of $0.10 per share a year ago.
The fallout from a cyberattack continues to drag shares of United Natural Foods (UNFI), as a cautious outlook offset the food distribution company's strong fiscal third-quarter results.
United Natural Foods' Q3 earnings are likely to have gained from strong wholesale demand and strategic efficiency gains across operations.
United Natural Foods' recent gains and improved guidance seem already priced in, while tariff impacts remain uncertain and could pressure the stock further. The SuperValu acquisition transformed UNFI, increasing leverage but tripling revenue; debt reduction remains a key opportunity for future upside. Long-term potential exists if interest rates fall and consumer trends continue to favor organic products, with possible acquisition appeal to major partners.
United Natural (UNFI) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.
UNFI remains committed to long-term success, optimizing model and navigating market challenges to strengthen its position.
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
United Natural (UNFI) reported earnings 30 days ago. What's next for the stock?
United Natural Foods, Inc. has shown significant progress in the company's distribution efficiency improvements, beginning to show as improving earnings momentum. The sales outlook remains healthy as natural foods are gaining interest. Leveraged by high debt, UNFI's efficiency gains are highly valuable for shareholders. I estimate 73% upside to a fair value of $40.7.
The heavy selling pressure might have exhausted for United Natural (UNFI) as it is technically in oversold territory now. In addition to this technical measure, strong agreement among Wall Street analysts in revising earnings estimates higher indicates that the stock is ripe for a trend reversal.