Added to YB: 2024-12-20
Pitch date: 2024-12-19
UNFI [bullish]
United Natural Foods, Inc.
+26.14%
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
$26.01
Price Target
79.00 (+141%)
Dividend
N/A
EV/EBITDA
6.33
P/E
-19.71
EV/Sales
0.18
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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