Market Overview - Wall Street rebounded after a brief selloff due to renewed U.S.-China trade tensions, with investors optimistic about potential dialogue between the two nations [1][9] - Major indexes displayed resilience, supported by easing monetary policy, solid earnings, and investor confidence in economic stability [2] Investment Strategy - A relative price strength strategy is recommended, focusing on stocks that outperform their sectors despite market turbulence [4][5] - Stocks that have shown better performance than the S&P 500 over the last 1 to 3 months and have solid fundamentals are highlighted as having growth potential [6] Stock Recommendations - **United Natural Foods (UNFI)**: Leading distributor of natural and organic products, with a projected earnings growth of 167.6% for fiscal 2026 and a market cap of $2.5 billion. Shares increased by 102% over the past year [11][12] - **Teladoc Health (TDOC)**: Provides virtual healthcare services, with an expected EPS growth rate of 48.4% over the next 3 to 5 years. The company has a market cap of $6.5 billion and shares have decreased by 6.1% in the past year [13][14] - **Supernus Pharmaceuticals (SUPN)**: Develops treatments for CNS disorders, with a market cap of $2.7 billion and a projected earnings growth of 9.8% for 2025. Shares have risen by 46.8% in the last year [15][16] - **BRP Inc. (DOOO)**: A leader in powersports with a market cap of $4.8 billion, showing a 26.2% increase in earnings estimates for fiscal 2026. Shares gained 19.9% over the past year [17][18] Screening Parameters - Stocks selected based on relative price change over 12 weeks, 4 weeks, and 1 week, alongside positive earnings estimate revisions for the current quarter [8][10]

RIDGEFIELD, Conn., Oct. 15, 2025 (GLOBE NEWSWIRE) -- The Chefs’ Warehouse, Inc. (NASDAQ: CHEF) today announced that the Company intends to release its financial results for the third quarter ended September 26, 2025 before the opening of the stock market on Wednesday, October 29, 2025 and host a conference call at 8:30 a.m. ET on Wednesday, October 29, 2025 to review those results. The conference call will be webcast live from the Company’s investor relations website at http://investors.chefswarehouse.com/. ...

Core Points - Colabor Group Inc. announced the passing of Mr. Warren J. White, Chairman of the Board, on October 14, 2025 [1] - Mr. White served as Chairman since 2019 and had extensive experience in various senior leadership roles across international manufacturing organizations [2] - Mr. Denis Mathieu has been appointed as the interim successor to Mr. White as Chairman of the Board [3] - The company expressed condolences to Mr. White's family and all who knew him [4] Company Overview - Colabor is a distributor and wholesaler of food and related products, serving the hotel, restaurant, and institutional markets in Quebec and the Atlantic provinces, as well as the retail market [5]

SAINT-BRUNO-DE-MONTARVILLE, Quebec, Oct. 10, 2025 (GLOBE NEWSWIRE) -- Colabor Group Inc. (TSX: GCL) (“Colabor” or the “Company”) will release its results for the third quarter ended September 6, 2025, after market close on Thursday, October 16, 2025. A conference call to discuss these results will be held on Friday, October 17, 2025 at 9:30 a.m. (Eastern Time). Conference Call: A live broadcast of the conference call will be available on the Company’s website, in the Investors section under Events and prese ...

US Foods has long had its eye on rival Performance Food , arguing a potential tie-up between the nation's No. 2 and No. 3 food service distributors could lead to more growth, challenge industry leader... ...

Core Viewpoint - United Natural Foods Inc. (UNFI) is a prominent distributor of natural, organic, and specialty foods in the U.S. and Canada, competing with other food distributors like Sysco and US Foods [1] Financial Performance - UNFI's fiscal fourth-quarter 2025 results surpassed analyst expectations, prompting analysts to revise their forecasts upward [3][5] - The stock price increased by 3.75%, or $1.41, currently trading at $39.03 [3] Stock Analysis - Roth Capital has set a price target of $35 for UNFI, indicating a potential downside of approximately 10.68% from its current trading price of around $39.19 [2][5] - The stock has experienced significant volatility, with a yearly high of $39.69 and a low of $18.81, reflecting the company's market fluctuations [4][5] Market Metrics - UNFI's market capitalization is approximately $2.36 billion, with a trading volume of 1,833,860 shares [4]

Core Viewpoint - United Natural Foods, Inc. (UNFI) is positioned for growth in the natural foods market, supported by a recent stock upgrade and positive sales outlook despite challenges from a cyberattack [1][2][5] Company Overview - UNFI is a leading distributor of natural, organic, and specialty foods in the U.S. and Canada, competing with Sysco and US Foods [1] - The company's market capitalization is approximately $2.3 billion, indicating a substantial presence in the market [3] Stock Performance - UBS upgraded UNFI's stock to a "Buy" rating with a new price target of $42, up from $29, reflecting strong confidence in the company's future performance [1][5] - The stock price recently increased to $38, marking a 1.01% rise, with fluctuations between $37.91 and $39.41 on the same day [2][5] - Over the past year, the stock has experienced a 52-week high of $39.41 and a low of $18.81, highlighting its volatility [4] Financial Performance - UNFI has shown strong momentum in its fourth quarter, with a notable increase in EBITDA due to lean management strategies and network optimization [2][3][5] - The company anticipates solid revenue growth moving forward, supported by strategic initiatives and increasing demand for natural foods [4]

Financial Data and Key Metrics Changes - For Q4 2025, net sales were $7.7 billion, down from $8.2 billion in the previous year, reflecting a 1.6% growth when excluding the $582 million benefit from an extra week in last year's quarter [22][23] - Full-year net sales rose 4.6%, with volumes growing 1.4% and inflation at about 1.8% [24] - Adjusted EBITDA for Q4 was $116 million, compared to $133 million in the prior year, with full-year adjusted EBITDA at $552 million, slightly above the midpoint of guidance [27][28] - Free cash flow for Q4 was $86 million, bringing the full-year total to around $240 million, a significant improvement from a cash use of approximately $90 million in fiscal 2024 [28][29] Business Line Data and Key Metrics Changes - The natural segment grew by 9% on a comparable 13-week basis, outperforming the market, while conventional segment sales declined by 6% [23] - For the full year, volume growth outperformed Nielsen's industry benchmarks, largely due to the strength of the customer base and new business with existing customers [24] Market Data and Key Metrics Changes - The company is targeting a $90 billion addressable market, focusing on natural, organic, specialty, multicultural, and conventional grocery retailers [10] - The growth in the natural segment is supported by enduring consumer trends towards health and wellness [17][92] Company Strategy and Development Direction - The company aims to become the food industry's most valued partner by providing innovative products and services to help retailers and suppliers grow [9] - The refresh strategy focuses on creating more value for customers and suppliers while improving operational efficiency [10][13] - The company expects to achieve net sales growth in the low single digits from fiscal 2024 to 2027, with adjusted EBITDA growth in the low double-digit range [17][18] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's trajectory and ability to create sustainable long-term value despite challenges faced during the cyber incident [20] - The company anticipates continued growth in the natural segment and improved profitability through operational efficiencies and strategic investments [21][34] Other Important Information - The company reduced net debt to around $1.8 billion, the lowest level since 2018, and reduced net leverage by 0.7 turns compared to the previous year [8][29] - The company is focused on enhancing capabilities in merchandising, revenue growth management, and technology to drive long-term growth [31] Q&A Session Summary Question: Opportunities in natural merchandising initiatives - Management highlighted three key areas: innovation for natural retailers, deepening involvement for conventional retailers, and simplifying the experience for emerging suppliers [37] Question: Improving conventional profitability - Management noted that natural products have historically higher margins and emphasized efforts to improve product mix, efficiency, and lean operations across both segments [40] Question: Updated three-year guidance and customer attrition - Management indicated solid growth in the customer file and better-than-expected organic growth, particularly in natural and organic segments [46] Question: Industry promotional backdrop - Management observed a disciplined increase in promotional activities, with volume sold on deal still below 2019 levels [48] Question: Volume metrics and cyber incident impact - Management clarified that volumes were up about 1.5% for the full year, with a more significant impact from the cyber incident on conventional sales [51] Question: Factors leading to raised adjusted EBITDA algorithm - Management attributed the increase to better-than-expected top-line growth, progress in shrink reduction, and productivity improvements [52] Question: Relationship with Amazon - Management refrained from commenting on specific customers but emphasized a tailored strategy for enterprise accounts and support for small independents [56] Question: Capital investment and facility expansion - Management discussed ongoing rationalization and expansion of distribution centers, with a focus on automation and efficiency [61][62] Question: Margin gain flow in 2026 - Management outlined key components for EBITDA growth, including the exit of unprofitable contracts and continuous progress on shrink and supplier programs [66] Question: Tariff impact - Management is closely monitoring tariffs and working with suppliers and customers to manage costs effectively [68]

Financial Data and Key Metrics Changes - For Q4 2025, net sales were $7.7 billion, down from $8.2 billion in the previous year, reflecting a 1.6% growth when excluding the $582 million benefit from an extra week in last year's quarter [22][23] - Full-year adjusted EBITDA was $552 million, slightly above the midpoint of the outlook provided earlier, with a Q4 adjusted EBITDA of $116 million compared to $133 million in the prior year [27][28] - Free cash flow for Q4 was $86 million, bringing the full-year total to approximately $240 million, a significant improvement from a cash use of about $90 million in fiscal 2024 [28][29] Business Line Data and Key Metrics Changes - The natural segment grew by 9% on a comparable 13-week basis, outperforming the market, while conventional segment sales declined by 6% [23] - For the full year, net sales rose 4.6%, with volume growth of 1.4% and inflation at about 1.8% [24] Market Data and Key Metrics Changes - The company is targeting a $90 billion addressable market, focusing on natural, organic, specialty, multicultural, and conventional grocery retailers [10] - The company expects net sales to grow in the low single digits on average from fiscal 2024 to 2027, reflecting better-than-projected organic growth [17] Company Strategy and Development Direction - The company aims to become the food industry's most valued partner by providing innovative products and services to help retailers and suppliers grow profitably [9] - The refresh strategy focuses on creating more value for customers and suppliers while becoming a more effective and efficient business [10][12] - The company plans to enhance capabilities in merchandising, revenue growth management, and technology to drive long-term growth [31] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's trajectory and ability to create sustainable long-term value despite challenges faced during the cyber incident [20] - The company anticipates continued execution of its strategy and another year of profitable growth, with adjusted EBITDA expected to exceed $730 million by fiscal 2027 [18][34] Other Important Information - The company reduced net debt to around $1.8 billion, the lowest level since 2018, and reduced net leverage by 0.7 turns compared to the previous year [8][29] - The company is focused on improving the experience for independent customers and emerging suppliers, which are critical to the industry's vitality [16] Q&A Session Summary Question: Opportunities in natural merchandising initiatives - Management highlighted three key areas: innovation for natural retailers, deepening involvement in categories for conventional retailers, and simplifying the experience for emerging suppliers [37] Question: Improving conventional profitability - Management noted that natural products have historically higher margins, and efforts are focused on improving product mix, driving efficiency, and embedding lean practices [40] Question: Updated three-year guidance and customer attrition - Management indicated solid growth in the customer file and better-than-expected organic growth, particularly in natural and organic segments [46] Question: Industry promotional backdrop - Management observed a disciplined increase in promotional activities, with volume sold on deal still below 2019 levels [48] Question: Volume metrics and cyber incident impact - Management clarified that volume growth was skewed towards natural products, with a heavier impact from the cyber incident on conventional sales [51] Question: Factors leading to raised adjusted EBITDA algorithm - Management cited stronger top-line growth, continuous progress on shrink reduction, and productivity efforts as key contributors [52] Question: Relationship with Amazon - Management refrained from commenting on specific customers but emphasized a tailored strategy for enterprise accounts [56] Question: Capital investment and facility expansion - Management confirmed ongoing rationalization and optimization of distribution centers, with plans for automation and modernization [62] Question: Margin gain flow in 2026 - Management outlined key components for EBITDA growth, including the exit of unprofitable contracts and continuous shrink reduction efforts [66] Question: Tariff impact - Management is closely monitoring tariffs and working with suppliers and customers to manage costs effectively [68]

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][3] - The company faced significant challenges due to a cyber incident in June 2025, which impacted net sales and adjusted EBITDA [2] Financial Performance - Net sales for the fourth quarter reached $7.70 billion, surpassing Wall Street's estimate of $7.64 billion, but down 5.6% from $8.16 billion a year earlier [1] - The adjusted net loss was 11 cents per share, better than the expected 19-cent loss, compared to an adjusted earnings of 1 cent per share in the prior year [3] - Adjusted EBITDA for the fourth quarter was $116 million, down from $143 million in the previous year [5] Segment Performance - The natural segment experienced strong growth of 9.1%, contributing an additional $335 million in year-over-year sales [3] - The conventional segment declined by 6.1%, resulting in a decrease of $223 million, while the retail segment saw a modest decline of 1.7%, totaling $10 million [4] Cyber Incident Impact - The cyber incident is estimated to have caused a reduction of approximately $400 million in net sales and around $50 million in adjusted EBITDA [2] - After adjusting for the extra week in fiscal 2024 and the estimated 5% impact from the cyber incident, the company achieved underlying sales growth of 1.6% [4] Financial Position - On a GAAP basis, the company reported a wider net loss of $1.43 per share, compared to a loss of 63 cents in the prior year [5] - The net leverage ratio improved from 4.0x at the end of fiscal 2024 to 3.3x by the end of fiscal 2025, indicating progress toward deleveraging goals [5] - Cash and cash equivalents stood at $44 million at the end of the fourth quarter of fiscal 2025 [6] Future Outlook - For fiscal year 2026, the company expects net sales to be in the range of $31.6 billion to $32 billion, slightly below the estimated $32.31 billion [7]