Professional
Added to YB: 2024-07-26
Pitch date: 2024-07-02
UNFI [bullish]
United Natural Foods, Inc.
+254.47%
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
$12.65
Price Target
N/A
Dividend
N/A
EV/EBITDA
6.09
P/E
-6.33
EV/Sales
0.14
Sector
Consumer Staples Distribution and Retail
Category
turnaround
Miller Value Partners Deep Value Strategy New Position: United Natural Foods, Inc.
UNFI: Food distributor down 80%, new mgmt driving transformation. $30B rev, 30k customers. Six sigma/lean initiatives for efficiency. Expanding high-margin services. Potential margin improvement to peer levels. Risks: short-term disruption. 13M sqft distribution network provides safety. Upside: >$5/share earnings power. 600M mkt cap, >50% FCF/earnings yield, 60% discount to book value.
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