Added to YB: 2025-07-30
Pitch date: 2025-07-28
UNFI [bullish]
United Natural Foods, Inc.
+14.3%
current return
Author Info
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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
$28.40
Price Target
49.00 (+49%)
Dividend
N/A
EV/EBITDA
6.33
P/E
-19.71
EV/Sales
0.18
Sector
Consumer Staples Distribution and Retail
Category
turnaround
Quick Value - United Natural Foods (UNFI)
UNFI: Food distributor trading at 6.6x FY25E EBITDA amid turnaround. Q3 results show progress on 3-year plan with FCF guidance doubled to $200M. Cybersecurity incident caused $40-50M EBITDA hit but contained. Targeting $650M EBITDA by FY27, deleveraging to 2.5x by FY26. At 6-7x FY27 EBITDA = $38-49/share (16-30% IRR).
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