$UNFI

United Natural Foods (UNFI) reported Q4 adjusted EPS of $0.69, beating estimates, but revenue of $7.64B missed expectations. The company guided fiscal 2027 sales to $31.2B-$31.8B, up from $31.15B in 2026. Adjusted EBITDA rose 27% to $701M, and free cash flow hit a record $323M. Management expects fiscal 2027 adjusted EPS of $3.00-$3.50. Hedge fund interest declined in Q2.

Supermarket News' August Grocery Gauge score is 55, with store openings and visits up, but earnings and labor metrics down. Kroger cut its full-year outlook, while UNFI reported lower sales. Grocery inflation was unchanged from July, per the U.S. Bureau of Labor Statistics.

United Natural Foods (UNFI) reported Q4 FY26 adjusted EBITDA of $172M, up 48.3% YoY, and adjusted EPS of $0.69, reversing a prior-year loss. Full-year adjusted EBITDA grew 27% to $701M. Net sales declined 0.7% YoY due to optimization initiatives. Capital spending rose to $117M, reducing free cash flow. Hedge fund ownership declined, with BlackRock as the largest stakeholder. FY27 guidance expects modest sales growth and margin expansion.

Deutsche Bank maintained a 'Hold' rating on United Natural Foods (UNFI) but raised its price target to $53 from $46. UNFI's stock is currently priced at $44.68, which is 79.1% overvalued compared to its GF Value of $24.94. The company has a GF Score of 64/100, indicating moderate financial health, with strengths in profitability and momentum but weaknesses in valuation. Insider activity shows significant sell-offs.

Deutsche Bank raised its price target for United Natural Foods to $53 from $46, while maintaining a Hold rating. The stock has seen a 5-day change of 44.58 USD, a 1st Jan change of +1.08%, and a year-to-date increase of +32.64%.

United Natural Foods reported fiscal 2026 net sales of $31.2b, net income of $84m, and record free cash flow. The company raised full-year guidance due to higher profitability from AI-driven supply chain upgrades. Management forecasts fiscal 2027 net income of $105m to $145m and EPS of $1.70 to $2.30, with an $200m share repurchase program. Investors will watch for sustained margin improvements and cash generation.

UNFI reported Q4 2026 net sales of $7.6B, down 0.7%, with adjusted EBITDA up 48.3% to $172M. Sales grew in the natural segment (+6.6%) but declined in conventional (-8.6%) and retail (-7.9%) segments. Adjusted EPS rose to $0.69 from a loss last year. Full-year free cash flow increased by $84M. The company guided fiscal 2027 net sales to $31.2B-$31.8B and adjusted EBITDA to $730M-$780M. Management highlighted cost-saving initiatives, debt reduction, and share repurchases.

United Natural Foods (UNFI) CCO's stake increased by 84,629 shares due to a stock award, according to an SEC Form 4 filing. The transaction occurred on September 8, 2026, with no monetary value attached to the shares.

United Natural Foods (UNFI) reported that Chief Supply Chain Officer Mark Bushway acquired 48,824 shares of common stock on September 8, 2026, through earned performance share units (PSUs). Bushway's direct holdings increased to 99,943 shares. The PSUs were granted on December 21, 2023, and settled in common stock on a one-for-one basis with no purchase price.

United Natural Foods Inc. (UNFI) reported a 0.7% Q4 sales decline and 2% full-year drop, citing network optimization and project completions. Adjusted EBITDA rose 48.3% in Q4 and 27% annually. CEO Sandy Douglas highlighted focus on helping retailers compete. UNFI expects fiscal 2027 sales growth in low-single digits and adjusted EBITDA growth in high-single digits.