NEW YORK, June 18, 2025 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of United Natural Foods, Inc. (“United Natural” or the “Company”) (NYSE: UNFI).  Such investors are advised to contact Danielle Peyton at newaction@pomlaw.com or 646-581-9980, ext. 7980.   The investigation concerns whether United Natural and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.  [Click here for information about joining the class ...

NEW YORK, June 17, 2025 /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of United Natural Foods, Inc. ("United Natural" or the "Company") (NYSE: UNFI).  Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.  The investigation concerns whether United Natural and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices. [Click here for information about joining the class action]O ...

Group 1 - The analyst has over 15 years of investment experience, focusing on mid-sized hedge funds with assets between $100 million and $500 million [1] - The investment strategy includes medium-term investing in ideas with catalysts for value unlocking or short selling in case of downside catalysts [1] - The analyst has a generalist approach but has significant experience in the industrial, consumer, and technology sectors, where higher conviction investments are typically made [1] Group 2 - There is no current stock, option, or derivative position in any mentioned companies, but a potential long position in UNFI may be initiated within 72 hours [2] - The article expresses the analyst's own opinions and is not compensated for it, aside from Seeking Alpha [2] - Seeking Alpha does not provide recommendations or advice regarding investment suitability for particular investors [3]

Core Insights - GameStop (GME) and United Natural Foods (UNFI) reported strong quarterly earnings but experienced significant stock declines post-reporting, with GME down over 20% and UNFI down over 15% [1][2] GameStop (GME) - GameStop's Q1 earnings were $0.17 per share, exceeding expectations of $0.07 and improving from an adjusted loss of -$0.12 per share a year ago [5] - The company's Selling, General, and Administrative Expenses (SG&A) decreased by 25% year-over-year to $228.1 million from $295.1 million [5] - Despite the positive earnings report, the stock fell due to a $1.75 billion convertible note offering, raising concerns about potential share dilution [2] - Future earnings projections for GameStop indicate a 127% increase in FY26 to $0.75 per share, although FY27 EPS is expected to decline to $0.36 [8] United Natural Foods (UNFI) - United Natural Foods reported Q3 EPS of $0.44, surpassing estimates of $0.24 by 83% and increasing 340% from $0.10 in the same quarter last year [6] - The company attributed its performance to improved efficiency across 20 distribution centers and the addition of profitable contracts [6] - UNFI reaffirmed its full-year EPS guidance of $0.70-$0.90, with projections for FY25 EPS at $0.80, up from $0.14 in FY24, and a further increase to $1.35 in FY26 [9][10] - The stock's decline was influenced by concerns over a recent cyberattack disrupting operations [2] Market Sentiment - Both companies currently hold a Zacks Rank 3 (Hold), indicating a cautious outlook despite improved operational performance [10] - The trend of EPS revisions will be critical for investors, as both stocks are trading at slight premiums to the S&P 500's forward earnings multiple of 23.3X [10][11]

Group 1 - United Natural Foods Inc (UNFI) reported fiscal Q3 2025 earnings that exceeded expectations, with a quarterly sales increase of 7.5% year-on-year to $8.06 billion, surpassing the analyst consensus estimate of $7.78 billion, driven by a 4% increase in wholesale unit volumes [1] - The adjusted EPS was 44 cents, beating the analyst consensus estimate of 21 cents [1] - The company reiterated its fiscal 2025 sales guidance of $31.3 billion to $31.7 billion, compared to the analyst consensus of $31.57 billion, and reaffirmed adjusted EPS guidance of 70-90 cents against a consensus estimate of 82 cents [2] Group 2 - United Natural Foods maintained its adjusted EBITDA outlook of $550 million to $580 million and announced the termination of a major supply agreement as part of a strategic pruning to enhance profitability [2] - Following the earnings announcement, shares of United Natural Foods fell 2.1% to trade at $21.67 [3] - Analysts adjusted their price targets for United Natural Foods, with BMO Capital lowering it from $32 to $25, Deutsche Bank from $33 to $24, and UBS from $30 to $26 [6]

这次攻击不仅影响门店，也波及大量依赖该公司分销渠道的品牌供应商。目前，供应商甚至无法通过内部系统进行信息沟通。 去年 Stop & Shop 母公司曾报告遭网络攻击。更早在 2021 年，全球最大肉类商 JBS 也因遭勒索软件攻击，引发肉类行业混乱。 事件还带来投资者焦虑。UNFI 股价在五日内暴跌超 18%，全年跌幅超 15%。与此同时，公司宣布将全年利润预期下调，理由包括终止与 Key Food 的合作，并关闭一个位于宾夕法尼亚州的配送中心。 Douglas 强调，公司虽然仍在评估本次攻击的财务影响，但"能够应对"。 近日，美国多地超市出现货架空置，主要原因是一家向 Whole Foods Market 和多家连锁商超供货的主要分销商——联合天然食品公司（United Natural Foods，UNFI）遭遇网络攻击，导致物流系统大面积瘫痪。 这家专注于天然与有机产品的公司上周发现其系统遭遇未经授权的侵入，随后主动关闭部分系统以防进一步损害。然而，这一措施直接影响了订 单处理和配送，导致全国多家超市无法补货。 Whole Foods 一些门店的货架已被扫空，社交平台上的用户纷纷晒出"空架图"。不仅是大型 ...

Core Insights - United Natural Foods, Inc. (UNFI) reported strong third-quarter fiscal 2025 results, with revenues and earnings exceeding expectations and showing year-over-year growth [1][3] - The company has achieved seven consecutive quarters of sequential adjusted EBITDA growth, reflecting effective execution of its multi-year strategy [1][6] Financial Performance - Adjusted earnings per share for Q3 were 44 cents, surpassing the Zacks Consensus Estimate of 24 cents and up from 10 cents in the same quarter last year [3][7] - Net sales increased by 7.5% year over year to $8,059 million, exceeding the Zacks Consensus Estimate of $7,846 million, driven by a 4% rise in wholesale unit volumes and inflation effects [3][7] - Gross profit rose 6.1% year over year to $1,082 million, with a gross margin of 13.4%, a slight contraction from 13.6% in the previous year [5][6] Segment Performance - Revenue from the Natural segment grew 12% to $4,160 million, Conventional sales increased by 2.7% to $3,628 million, and Retail sales saw a 0.4% rise to $573 million [4] Cost and Margin Analysis - Operating expenses were $1,025 million, up from $992 million in the prior year, but as a percentage of sales, they decreased to 12.7% from 13.2% [6] - Adjusted EBITDA reached $157 million, marking a 20.8% increase from $130 million in the same quarter last year [6] Financial Health - Total liquidity stood at $1.49 billion as of May 3, 2025, including nearly $52 million in cash and approximately $1.44 billion in unused capacity under its asset-based lending facility [7] - Free cash flow for Q3 was $119 million, up from $49 million in the prior-year quarter [7] - Total outstanding debt, net of cash, was $1.93 billion, a decrease of $118 million from the previous quarter [8] Future Guidance - For fiscal 2025, UNFI anticipates net sales between $31.3 billion and $31.7 billion, with adjusted EBITDA expected to be between $550 million and $580 million [9][10] - The company projects a net loss of $55 million to $80 million for fiscal 2025, contrasting with earlier expectations of a net loss of $13 million and net earnings of $3 million [9]

Financial Performance - Net sales for the 13-week period ended May 3, 2025, were $8,059 million, an increase of $561 million or 7.5% compared to $7,498 million for the same period in 2024 [126]. - Adjusted EBITDA for the 13-week period ended May 3, 2025, was $157 million, up $27 million or 20.8% from $130 million for the same period in 2024 [126]. - Gross profit for the 13-week period ended May 3, 2025, increased by $62 million or 6.1% to $1,082 million, with a gross profit margin of 13.4% compared to 13.6% in the same period of 2024 [135]. - Operating expenses for the 13-week period ended May 3, 2025, were $1,025 million, an increase of $33 million or 3.3%, representing 12.7% of net sales compared to 13.2% in the same period of 2024 [137]. - Net loss attributable to United Natural Foods, Inc. for the 13-week period ended May 3, 2025, was $7 million, a decrease of $14 million compared to a net loss of $21 million for the same period in 2024 [126]. - The company reported a year-to-date net sales increase of approximately 5.5% for fiscal 2025 compared to fiscal 2024, driven by higher Natural unit volumes and inflation [133]. - Operating income increased by $41 million to $47 million for fiscal 2025 year-to-date, compared to $6 million for fiscal 2024 year-to-date [144]. - Net loss attributable to United Natural Foods, Inc. was $7 million, or $0.12 per diluted common share, for the third quarter of fiscal 2025, down from a net loss of $21 million, or $0.34 per diluted common share, for the same quarter in fiscal 2024 [149]. Cost Management and Efficiency - In the third quarter of fiscal 2025, the company experienced product cost inflation of approximately 2% compared to the same period in fiscal 2024 [112]. - The company is consolidating two distribution centers in the Central region to achieve cost savings and improve customer experience [106]. - The company is focused on optimizing its distribution network to enhance efficiency and minimize future costs [109]. - Retail's Adjusted EBITDA increased by $4 million for the third quarter of fiscal 2025, driven primarily by lower operating expenses [158]. Distribution and Operations - A new distribution center in Manchester, Pennsylvania, with approximately 1.3 million square feet, began operations in the first quarter of fiscal 2025, focusing on natural products [108]. - The company operates 75 grocery stores, including 53 Cub Foods and 22 Shoppers stores, and plans to invest in customer-facing merchandising initiatives and technology [110]. - The company recognized a $118 million right-of-use asset and operating lease liability for a new distribution center in Sarasota, Florida, expected to begin operations in the first half of fiscal 2026 [108]. - The company is realigning its commercial wholesale organization into two product-centered divisions to enhance service to customers and suppliers [100]. Debt and Liquidity - Total liquidity as of May 3, 2025, was $1,494 million, consisting of $1,442 million in unused credit and $52 million in cash [161]. - Total debt decreased by $123 million to $1,962 million as of May 3, 2025, from $2,085 million as of August 3, 2024 [161]. - The company expects to continue replenishing operating assets and paying down debt obligations with internally generated funds [162]. - As of May 3, 2025, the company had $750 million of floating rate notional debt under interest rate swap contracts, with fixed rates ranging from 2.475% to 4.130% [169]. Capital Expenditures and Investments - Capital expenditures for fiscal 2025 year-to-date were $157 million, a decrease of $60 million compared to $217 million for fiscal 2024 year-to-date [171]. - Cloud technology implementation expenditures for fiscal 2025 year-to-date were $6 million, down from $28 million in fiscal 2024 year-to-date [171]. - The company expects total capital and cloud implementation spending for fiscal 2025 to be approximately $300 million, focusing on distribution network automation and technology platform investments [172]. Market Risks and Other Considerations - The company’s exposure to market risk includes fluctuations in interest rates and price increases in diesel fuel, with no material changes reported since the last annual report [187]. - The company expects to contribute approximately $51 million to multiemployer pension plans in fiscal 2025, up from $47 million in fiscal 2024 [180]. - The company did not repurchase any shares in fiscal 2025 year-to-date, managing repurchases based on market conditions [184]. - Restructuring, acquisition, and integration related expenses increased to $14 million for the 13-week period ended May 3, 2025, compared to $9 million for the same period in 2024 [139]. - The company experienced a decrease in retail net sales by 2.2% year-to-date due to lower volume and store closures [134]. - The gross profit as a percentage of net sales decreased to 13.3% for fiscal 2025 year-to-date compared to 13.5% for fiscal 2024 year-to-date [136]. - Wholesale net sales increased by 4% in unit volumes, contributing to the overall growth in net sales for fiscal 2025 year-to-date [153]. - Adjusted EBITDA for wholesale increased by $33 million, or 26.4%, for the third quarter of fiscal 2025 compared to the same period in fiscal 2024 [157].

Core Viewpoint - United Natural Foods, Inc. (UNFI) held its Third Quarter Fiscal 2025 Earnings Conference Call on June 10, 2025, to discuss financial results and business updates [1][2][3]. Group 1: Company Overview - The conference call was led by Steven J. Bloomquist, Vice President of Investor Relations, who welcomed participants and introduced the management team [2][3]. - Key executives present included Sandy Douglas, Chief Executive Officer, and Matteo Tarditi, President and Chief Financial Officer, who will provide insights into the company's performance [3]. Group 2: Financial Information - A copy of the earnings release was made available prior to the call, along with a supplemental disclosure containing key financial information in Microsoft Excel format [3].

Group 1 - United Natural Foods (UNFI) reported quarterly earnings of $0.44 per share, exceeding the Zacks Consensus Estimate of $0.24 per share, and showing a significant increase from $0.10 per share a year ago, representing an earnings surprise of 83.33% [1] - The company achieved revenues of $8.06 billion for the quarter ended April 2025, surpassing the Zacks Consensus Estimate by 2.71% and increasing from $7.5 billion year-over-year [2] - United Natural has consistently surpassed consensus EPS estimates over the last four quarters, indicating strong performance [2] Group 2 - The stock has underperformed the market, losing about 5% since the beginning of the year, while the S&P 500 has gained 2.1% [3] - The company's earnings outlook is mixed, with current consensus EPS estimates at $0.19 for the coming quarter and $0.82 for the current fiscal year, with revenues expected to be $7.7 billion and $31.58 billion respectively [7] - The Zacks Industry Rank for Food - Miscellaneous is currently in the bottom 33% of over 250 Zacks industries, which may impact the stock's performance [8]