Added to YB: 2025-04-15
Pitch date: 2025-02-25
UNFI [bullish]
United Natural Foods, Inc.
+1.36%
current return
Author Info
No bio for this author
Company Info
United Natural Foods, Inc., together with its subsidiaries, engages in the distribution of natural, organic, specialty, produce, and conventional grocery and non-food products in the United States and Canada.
Market Cap
$2.3B
Pitch Price
$32.37
Price Target
56.00 (+71%)
Dividend
N/A
EV/EBITDA
6.33
P/E
-19.71
EV/Sales
0.18
Sector
Consumer Staples Distribution and Retail
Category
value
United Natural Foods, Inc. - $UNFI
UNFI: Undervalued food distributor. $56 PT by 2027 (28% IRR). New CFO driving efficiencies: DC closures, inventory turns up. Targeting 2.5% EBITDA margin vs 2.1% est. Supplier fee increases, potential retail divestiture. Q1 beat. Whole Foods contract extended to 2032. Risks: debt, earnings quality. Catalysts: guidance beats, asset sales, RFK Jr. policies.
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