United Natural Foods(US:UNFI) Benzinga·2025-10-01 15:33Core 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 projects net sales to be between $31.6 billion and $32 billion, slightly below the consensus estimate of $32.31 billion. Adjusted earnings are expected to range from $1.50 to $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 and Price Targets - 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].