United Natural Foods Analysts Raise Their Forecasts Following Upbeat Q4 Results

Core Insights - United Natural Foods Inc. (UNFI) reported fiscal fourth-quarter 2025 results that exceeded analyst expectations despite a decline in year-over-year sales [1][2] Financial Performance - The company achieved net sales of $7.70 billion for the quarter, surpassing Wall Street's estimate of $7.64 billion, but this represents a 5.6% decrease from $8.16 billion in the same quarter last year [2] - UNFI recorded an adjusted net loss of 11 cents per share, which was better than the anticipated loss of 19 cents per share; in the prior-year period, the company had adjusted earnings of 1 cent per share [2] Management Commentary - CEO Sandy Douglas highlighted the company's effective navigation of a cyber incident in collaboration with customers and suppliers, contributing to a solid fourth quarter [3] Future Outlook - For fiscal year 2026, the company expects net sales to range between $31.6 billion and $32 billion, slightly below the estimated $32.31 billion; adjusted earnings are projected to be between $1.50 and $2.30 per share, compared to the consensus estimate of $1.47 per share [3] Stock Performance - Following the earnings announcement, United Natural Foods shares increased by 4% to $39.10 [4] Analyst Ratings - BMO Capital analyst Kelly Bania maintained an Outperform rating and raised the price target from $36 to $48 [9] - Wells Fargo analyst Edward Kelly kept an Equal-Weight rating and increased the price target from $26 to $36 [9] - UBS analyst Mark Carden maintained a Neutral rating and raised the price target from $29 to $42 [9]