UNFI

United Natural Foods Inc. (UNFI) | Rumor.io

United Natural Foods

UNFI

Attention (50-day avg)0%

Attention rank (50-day avg)#1,126

Bullish sentiment (50-day avg)88%

Price to earnings ratio33.9

Market capitalization2.8B

Earnings per share1.34

Dividend yield (TTM)—

Revenue (annual)31.8B

Net income (annual)-115M

Social

What share of all stock conversation is about UNFI?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% new	0% +0	0% +0	0% 0

Sep 8

United Natural Foods reported a 48.3% increase in adjusted EBITDA to $172 million in Q4, with a net income of $35 million and a net cash provided by operating activities of $197 million.
The company's adjusted EPS beat expectations, reaching $0.69, while revenue fell short of estimates at $7.6 billion, a 0.7% decrease from the previous year.
United Natural Foods expects fiscal 2027 net sales of $31.2 billion to $31.8 billion, with adjusted EBITDA of $730 million to $780 million and adjusted EPS of $3.00 to $3.50.

Generated by AI

Sentiment

Of the messages about UNFI that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	—	54.29% -45.71	83.82% +4.32
Bearish	—	—	45.71% +45.71	16.18% -4.32

Bullish· Jun 6

$UNFI is expected to reach $65, based on the author's target of $14.
The author believes $UNFI is heading towards $65, indicating a strong potential for growth.
$UNFI is nearly at or has reached the author's target of $14, suggesting a significant increase in value.

Bearish· Sep 26

United Natural Foods' profitability has declined due to decreased inflation-driven procurement gains and elevated shrink, with further headwinds expected as it cycles elevated inflationary benefits.
The company's new management has failed to deliver, with horrible guidance and a 70% decline in the stock price since last December.
United Natural Foods has dropped 67.11% from its 52-week high, with a 3-year low touched, and shares have tumbled 17% in premarket trading due to a quarterly loss and disappointing guidance.

Generated by AI

Topics

Of the messages about UNFI that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	—	—	34.11%	50.44%
Technical Analysis	—	—	1.55%	13.72%
Earnings	—	—	34.11%	22.68%
Macro	—	—	21.71%	6.42%
Analysts	—	—	8.53%	6.75%
Controversies	—	—	0%	0%

Earnings· Dec 2

United Natural Foods reported Q1 fiscal 2026 earnings, with adjusted EPS of $0.56, a 250% year-over-year increase, and revenue of $7.84B, a 0.4% year-over-year decline.
The company's adjusted EBITDA grew 24.6% and free cash flow improved due to supply chain and process efficiency gains, but net sales declined slightly.
United Natural Foods affirmed its fiscal 2026 outlook, with adjusted EPS guidance of $1.50-$2.30 and sales guidance of $31.6B-$32.0B.

Analysts· Sep 24

Stephens raises United Natural Foods' price target to $43 from $33.
RBC Capital Markets upgrades United Natural Foods to Sector Perform with a target price of $32.
Morgan Stanley cuts United Natural Foods' price target to $27 from $41.

Announcements· Dec 2

United Natural Foods, Inc. reported Q1 fiscal 2026 revenues of $7.8 billion, with a 0.4% year-over-year decline in net sales and a net loss of $4 million.
The company's adjusted earnings per share (EPS) for Q1 fiscal 2026 was $0.56, a 250% year-over-year increase and a beat of 40% of estimates.
United Natural Foods affirmed its fiscal 2026 outlook, with adjusted EPS guidance of $1.50-$2.30 and sales guidance of $31.6B-$32.0B.

Technical Analysis· Oct 9

UNFI is forming a falling wedge pattern, potentially leading to a massive bullish move towards $7-8.
A successful breakout from the falling wedge could trigger a rally towards $8, $11, or $14.
The support zone around $2 holds firm, offering a solid base for a potential breakout, with targets around $3.50 to $5.50.

Generated by AI

Community

Of the messages about UNFI, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	0%	20%	79.5%	67.95%
Newcomers	100%	80%	20.5%	32.05%

Regulars· Dec 10

The regulars are focused on the company's value creation strategy, specifically its FY28 targets, including $900m in EBITDA, $300m in annual FCF, and $33 billion in net sales.
The management team's cap allocation policy is under scrutiny, with some regulars questioning their myopic focus on debt repayment and ignoring the equity cost of capital, particularly when the FCF yield is 15%.
The company's Investor Day was seen as a disaster in terms of cap allocation, with the management team failing to address the importance of capital allocation in creating shareholder value, and instead focusing on incremental debt reduction.

Newcomers· Jun 9

UNFI's Q3 revenue fell 4.2% YoY, missing estimates, and the company's core distribution business faces structural and cyclical headwinds.
Despite a 75% increase in profitability and strong cash flow, the stock price dropped 12% on the earnings print.
United Natural Foods' narrowed guidance and supply chain cost pressures led to a significant decline in the share price, with retail investors missing the initial move and smart money positioned before the print.

Generated by AI

United Natural Foods has logged a strong share price run in recent years, and with the stock last closing at US$46.82 the immediate question is whether that level is supported by its earnings power. With expectations around efficiency gains, automation and network changes now in play, the key issue is how much of that earnings story is already reflected in today's valuation. Over the past 3 years the stock has returned 148.4%, which puts a lot of weight on whether the current earnings...

10d agoYahoo Finance

United Natural Foods (UNFI) Calls the Bottom and Guides for Growth Again

12d agoYahoo Finance

United Natural Foods’ (UNFI) Path to Profitability–What Lies Ahead

On September 8, United Natural Foods Inc. (NYSE:UNFI) announced its fourth quarter and full FY26 results. For the final quarter, the company posted an adjusted EBITDA of $172 million, which grew 48.3% compared to Q4 FY25. United’s fourth quarter adjusted EPS of $0.69 took a sharp turn relative to a $0.11 adjusted loss per share […]

14d agoYahoo Finance

United Natural Foods at Goldman Sachs conference: growth plan takes shape

14d agoInvesting.com

Q2 Earnings Roundup: United Natural Foods (NYSE:UNFI) And The Rest Of The Perishable Food Segment

The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how United Natural Foods (NYSE:UNFI) and the rest of the perishable food stocks fared in Q2.

18d agoYahoo Finance

Deutsche Bank Adjusts United Natural Foods Price Target to $53 From $46, Maintains Hold Rating

19d agoYahoo Finance

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United Natural Foods Inc.

Consumer Defensive
Food Distribution

United Natural Foods Inc. is a wholesale grocery distributor focused on natural, organic, specialty, and conventional food products, along with a range of non-food items. The company serves supermarkets, independent retailers, natural food stores, e-commerce customers, and food service operators across the United States and Canada. Its product assortment includes fresh produce, perishables, frozen foods, grocery and general merchandise, nutritional supplements, personal care items, and private-label offerings. United Natural Foods Inc. also provides value-added services such as supply chain support, logistics, merchandising, and data-driven tools that help retailers and suppliers manage assortment and shelf availability. The company operates through wholesale and retail businesses, making it an important link between manufacturers, growers, brands, and store operators in the North American food distribution market.

Website

Location

15 Park Row West

Providence, RI, 02903

United States

Social

What share of all stock conversation is about UNFI?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% new	0% +0	0% +0	0% 0

Sep 8

United Natural Foods reported a 48.3% increase in adjusted EBITDA to $172 million in Q4, with a net income of $35 million and a net cash provided by operating activities of $197 million.
The company's adjusted EPS beat expectations, reaching $0.69, while revenue fell short of estimates at $7.6 billion, a 0.7% decrease from the previous year.
United Natural Foods expects fiscal 2027 net sales of $31.2 billion to $31.8 billion, with adjusted EBITDA of $730 million to $780 million and adjusted EPS of $3.00 to $3.50.

Generated by AI

Sentiment

Of the messages about UNFI that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	—	54.29% -45.71	83.82% +4.32
Bearish	—	—	45.71% +45.71	16.18% -4.32

Bullish· Jun 6

$UNFI is expected to reach $65, based on the author's target of $14.
The author believes $UNFI is heading towards $65, indicating a strong potential for growth.
$UNFI is nearly at or has reached the author's target of $14, suggesting a significant increase in value.

Bearish· Sep 26

United Natural Foods' profitability has declined due to decreased inflation-driven procurement gains and elevated shrink, with further headwinds expected as it cycles elevated inflationary benefits.
The company's new management has failed to deliver, with horrible guidance and a 70% decline in the stock price since last December.
United Natural Foods has dropped 67.11% from its 52-week high, with a 3-year low touched, and shares have tumbled 17% in premarket trading due to a quarterly loss and disappointing guidance.

Generated by AI

Topics

Of the messages about UNFI that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	—	—	34.11%	50.44%
Technical Analysis	—	—	1.55%	13.72%
Earnings	—	—	34.11%	22.68%
Macro	—	—	21.71%	6.42%
Analysts	—	—	8.53%	6.75%
Controversies	—	—	0%	0%

Earnings· Dec 2

United Natural Foods reported Q1 fiscal 2026 earnings, with adjusted EPS of $0.56, a 250% year-over-year increase, and revenue of $7.84B, a 0.4% year-over-year decline.
The company's adjusted EBITDA grew 24.6% and free cash flow improved due to supply chain and process efficiency gains, but net sales declined slightly.
United Natural Foods affirmed its fiscal 2026 outlook, with adjusted EPS guidance of $1.50-$2.30 and sales guidance of $31.6B-$32.0B.

Analysts· Sep 24

Stephens raises United Natural Foods' price target to $43 from $33.
RBC Capital Markets upgrades United Natural Foods to Sector Perform with a target price of $32.
Morgan Stanley cuts United Natural Foods' price target to $27 from $41.

Announcements· Dec 2

United Natural Foods, Inc. reported Q1 fiscal 2026 revenues of $7.8 billion, with a 0.4% year-over-year decline in net sales and a net loss of $4 million.
The company's adjusted earnings per share (EPS) for Q1 fiscal 2026 was $0.56, a 250% year-over-year increase and a beat of 40% of estimates.
United Natural Foods affirmed its fiscal 2026 outlook, with adjusted EPS guidance of $1.50-$2.30 and sales guidance of $31.6B-$32.0B.

Technical Analysis· Oct 9

UNFI is forming a falling wedge pattern, potentially leading to a massive bullish move towards $7-8.
A successful breakout from the falling wedge could trigger a rally towards $8, $11, or $14.
The support zone around $2 holds firm, offering a solid base for a potential breakout, with targets around $3.50 to $5.50.

Generated by AI

Community

Of the messages about UNFI, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	0%	20%	79.5%	67.95%
Newcomers	100%	80%	20.5%	32.05%

Regulars· Dec 10

The regulars are focused on the company's value creation strategy, specifically its FY28 targets, including $900m in EBITDA, $300m in annual FCF, and $33 billion in net sales.
The management team's cap allocation policy is under scrutiny, with some regulars questioning their myopic focus on debt repayment and ignoring the equity cost of capital, particularly when the FCF yield is 15%.
The company's Investor Day was seen as a disaster in terms of cap allocation, with the management team failing to address the importance of capital allocation in creating shareholder value, and instead focusing on incremental debt reduction.

Newcomers· Jun 9

UNFI's Q3 revenue fell 4.2% YoY, missing estimates, and the company's core distribution business faces structural and cyclical headwinds.
Despite a 75% increase in profitability and strong cash flow, the stock price dropped 12% on the earnings print.
United Natural Foods' narrowed guidance and supply chain cost pressures led to a significant decline in the share price, with retail investors missing the initial move and smart money positioned before the print.

Generated by AI

United Natural Foods

Social

Sep 8

Bullish· Jun 6

Bearish· Sep 26

Earnings· Dec 2

Analysts· Sep 24

Announcements· Dec 2

Technical Analysis· Oct 9

Regulars· Dec 10

Newcomers· Jun 9

Is United Natural Foods (UNFI) Overvalued After Its Earnings Boost?

United Natural Foods (UNFI) Calls the Bottom and Guides for Growth Again

United Natural Foods’ (UNFI) Path to Profitability–What Lies Ahead

United Natural Foods at Goldman Sachs conference: growth plan takes shape

Q2 Earnings Roundup: United Natural Foods (NYSE:UNFI) And The Rest Of The Perishable Food Segment

Deutsche Bank Adjusts United Natural Foods Price Target to $53 From $46, Maintains Hold Rating

Also Discussed

United Natural Foods Inc.

Company Information

Location

Is United Natural Foods (UNFI) Overvalued After Its Earnings Boost?

United Natural Foods (UNFI) Calls the Bottom and Guides for Growth Again

United Natural Foods’ (UNFI) Path to Profitability–What Lies Ahead

United Natural Foods at Goldman Sachs conference: growth plan takes shape

Q2 Earnings Roundup: United Natural Foods (NYSE:UNFI) And The Rest Of The Perishable Food Segment

Deutsche Bank Adjusts United Natural Foods Price Target to $53 From $46, Maintains Hold Rating

Also Discussed

Social

Sep 8

Bullish· Jun 6

Bearish· Sep 26

Earnings· Dec 2

Analysts· Sep 24

Announcements· Dec 2

Technical Analysis· Oct 9

Regulars· Dec 10

Newcomers· Jun 9