Added to YB: 2024-12-20
Pitch date: 2024-12-19
UNFI [bullish]
United Natural Foods, Inc.
+74.43%
current return
Author Info
No bio for this author
Company Info
United Natural Foods, Inc., together with its subsidiaries, distributes natural, organic, specialty, produce, and conventional grocery and non-food products in the United States and Canada.
Market Cap
$732.3M
Pitch Price
$26.01
Price Target
79.00 (+74%)
Dividend
N/A
EV/EBITDA
6.09
P/E
-6.33
EV/Sales
0.14
Sector
Consumer Staples Distribution and Retail
Category
turnaround
United Natural Foods: Why Is It Going Up?
UNFI: Stock surged from $10 to $27 in <1yr. New mgmt driving turnaround post-SuperValu merger. Q1 results beat sandbagged guidance: FCF +$169M, rev +4%. Consolidating DCs, focusing on higher-margin natural/organic. Risks: Whole Foods dependency, leverage. Upside: 2.5% EBITDA margins, $775M EBITDA potential. 8-10x multiple = 2-3x upside.
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