Core Insights - C&S Wholesale Grocers has signed a new agreement to serve as the primary supplier for Sedano's Supermarkets, enhancing its presence in the Southeast region [3][7] - This partnership is part of C&S's broader strategy to expand its retailer connections and drive long-term growth in the Southeast [3] - C&S has experienced significant expansion over the past year, including the acquisition of approximately 170 Winn-Dixie and Harveys Supermarket locations and a $1.77 billion deal to acquire SpartanNash [4][5] Company Developments - C&S will provide a comprehensive range of services to Sedano's, including assortment, distribution, transportation, procurement, merchandising, and retail services [7] - The acquisition of SpartanNash will result in a combined company operating around 60 distribution centers and serving approximately 10,000 independent retail locations [5] - C&S is also expanding its operations internationally by partnering with Atlantic Grocery Supply to offer wholesale and supply services in the Caribbean and Central and South America [5]

Group 1 - UNFI has raised its sales expectations for the period ending in fiscal 2027, now anticipating low single-digit growth instead of flat sales [3] - The improved outlook is attributed to the company's ability to strengthen relationships with existing customers and acquire new ones, alongside consumer trends favoring health and wellness products [4] - UNFI reported a net loss of $87 million for Q4, with conventional segment sales down nearly 13% and retail sales declining by almost 9%, impacted by a cyberattack [5][8] Group 2 - For the full fiscal year, UNFI achieved sales of just under $32 billion, reflecting a year-over-year increase of 2.6%, while adjusted EBITDA rose nearly 7% [6] - The company has focused on creating value for customers and improving efficiency, generating sales through services like credit card processing and digital shelf tags [7] - The Q4 sales decline was partially due to the cyberattack, which reduced the sales growth rate by about 5%, and the previous year’s quarter had an additional week [8]