Added to YB: 2025-10-30
Pitch date: 2025-10-28
UFI [bullish]
Unifi, Inc.
-19.5%
current return
Author Info
Company Info
Unifi, Inc., together with its subsidiaries, engages in the manufacture and sale of recycled and synthetic products in North America, Central America, South America, Asia, and Europe.
Market Cap
$66.5M
Pitch Price
$4.41
Price Target
22.00 (+520%)
Dividend
N/A
EV/EBITDA
-10.16
P/E
-2.76
EV/Sales
0.31
Sector
Textiles, Apparel and Luxury Goods
Category
turnaround
Milling About with Deep Value Part II: UNIFI, Inc $UFI
UFI: Textile mill w/ REPREVE recycled polyester from bottles serving major brands. Down cycle from retailer destocking + tariff uncertainty. Revenue fell from ~$700M normalized to $571M TTM. Recently sold facility for $40M debt reduction + $20M annual savings. Trading 0.14x P/S vs historical 1.0x. Potential 5x return to $22-35 range when cycle turns. Langone (Home Depot co-founder) bought 500K shares as 13.7% owner.
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