Here’s Kingdom Capital Advisors’ Updates on United Natural Foods (UNFI)

Group 1: Kingdom Capital Advisors Performance - Kingdom Capital Advisors reported a portfolio recovery in Q3 2025, achieving a composite return of 20.78% (net of fees), outperforming the Russell 2000 TR (12.39%), S&P 500 TR (8.12%), and NASDAQ 100 TR (9.01%) [1] - Since inception, the portfolio compounded at 21.06% (net of fees), significantly higher than the Russell 2000 TR (4.60%), S&P 500 TR (11.46%), and NASDAQ 100 TR (13.48%) [1] Group 2: United Natural Foods, Inc. (UNFI) Highlights - United Natural Foods, Inc. (NYSE:UNFI) demonstrated a one-month return of 42.11% and a 52-week gain of 98.65%, closing at $41.34 per share with a market capitalization of $2.404 billion on October 13, 2025 [2] - The company faced a cyber-attack that impacted its distribution network for over 10% of the recent quarter, yet management exceeded sales guidance, showcasing strong execution under pressure [3] - Management's guidance for FY26 anticipates $300 million in free cash flow from operations and an additional $150 million from cyber insurance and asset sales, with UNFI trading below 6x EV/EBITDA, indicating a discount compared to peers [3] Group 3: Hedge Fund Interest and Investment Outlook - United Natural Foods, Inc. was held by 27 hedge fund portfolios at the end of Q2 2025, an increase from 26 in the previous quarter, indicating growing interest [4] - Despite the potential of UNFI as an investment, certain AI stocks are considered to offer greater upside potential and lower downside risk [4]