Seeking Alpha·Sep 15, 2026
United Natural Foods, Inc. (UNFI) Presents at Goldman Sachs Global Consumer and Retail Conference TranscriptUnited Natural Foods, Inc. (UNFI) Presents at Goldman Sachs Global Consumer and Retail Conference Transcript
United Natural Foods (UNFI) appears to be experiencing a fragile profitability turnaround, with operating income returning to positive territory in recent quarters after a period of losses. However, this recovery is undermined by persistent gross margin compre...
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Trailing total returns as of 9/24/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Sep 8, 2026 | $0.69+12.7% vs $0.61 | $7.6B-0.8% vs $7.7B |
Q3 2026 Jun 9, 2026 | $0.77-1.7% vs $0.78 | $7.7B-0.9% vs $7.8B |
Q2 2026 Mar 10, 2026 | $0.62+21.6% vs $0.51 | $7.9B-2.0% vs $8.1B |
Q4 2025 Dec 2, 2025 | $0.56+40.3% vs $0.40 | $7.8B-0.9% vs $7.9B |
United Natural Foods, Inc. (UNFI) Presents at Goldman Sachs Global Consumer and Retail Conference Transcript
UNFI's conventional sales fell $293 million in Q4, but that segment supplied $39 million of the company's $56 million adjusted EBITDA increase. Planned optimization reduced quarterly sales by roughly five percentage points while gross profit still increased. At $44.93, fiscal 2027 guidance implies about 5.6 times midpoint adjusted EBITDA and an 11% free-cash-flow yield.
United Natural Foods (UNFI) offers high leverage to small margin changes, with EBITDA margin shifts driving outsized stock moves and financial impact. UNFI's recent margin rebound eased balance sheet concerns, but questions remain about how much further margin expansion is achievable amid sector-wide compression. Management guides for continued, albeit modest, EBITDA margin gains through operational execution, but lacks clear, discrete drivers for future improvement.
United Natural Q4 earnings beat estimates as margin gains and cost savings offset a 0.7% sales decline, while adjusted EBITDA jumps 48.3%.
Benchmark UNFI against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for United Natural Foods, Inc. (UNFI)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $43.74 | $2.65B | -22.32 | 2.6% | -0.37% | -7.39% | — | |
| $77.14 | $36.89B | 21.08 | 3.91% | 2.08% | 74.67% | — | |
| $90.79 | $14.26B | 39.65 | 7.17% | 0.53% | 7.63% | — | |
| $93.93 | $20.69B | 31.95 | 4.08% | 2.1% | 19.77% | — | |
| $108.89 | $4.44B | 64.82 | 9.36% | 2.09% | 15.09% | — | |
| $57.64 | $35.54B | 37.43 | 0.35% | 0.73% | 17.15% | — |
United Natural Foods, Inc. (UNFI) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
United Natural Foods, Inc. (UNFI) SEC filings — annual & quarterly reports (10-K, 10-Q)
Sep 8, 2026·SEC
Jun 22, 2026·SEC
Jun 9, 2026·SEC
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United Natural Foods, Inc. (UNFI) stock FAQ — growth, dividends, profitability & financials explained
United Natural Foods, Inc. (UNFI) reported $31.15B in revenue for fiscal year 2025. This represents a 7287% increase from $421.7M in 1997.
United Natural Foods, Inc. (UNFI) grew revenue by 2.6% over the past year. Growth has been modest.
Yes, United Natural Foods, Inc. (UNFI) is profitable, generating $84.0M in net income for fiscal year 2025 (-0.4% net margin).
United Natural Foods, Inc. (UNFI) has a return on equity (ROE) of -7.4%. Negative ROE indicates the company is unprofitable.
United Natural Foods, Inc. (UNFI) generated $323.0M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
