Professional
Added to YB: 2026-01-12
Pitch date: 2026-01-07
UNFI [neutral]
United Natural Foods, Inc.
-0.49%
current return
Author Info
Kingdom Capital Advisors believes the stock market inefficiently prices securities; therefore, we seek to identify dislocations between price and intrinsic value. To this end, small and microcap stocks are least followed by wall street analysts and often present the greatest opportunities for generating superior returns. Sign up for the newsletter.
Company Info
United Natural Foods, Inc., together with its subsidiaries, engages in the distribution of natural, organic, specialty, produce, and conventional grocery and non-food products in the United States and Canada.
Market Cap
$2.0B
Pitch Price
$32.68
Price Target
N/A
Dividend
N/A
EV/EBITDA
5.81
P/E
-19.94
EV/Sales
0.17
Sector
Consumer Staples Distribution and Retail
Category
value
Kingdom Capital Advisors Portfolio Holding: United Natural Foods, Inc.
UNFI (holding update): Cyber-attack in June caused 25% stock drop despite Dec investor day outlining path to $800M EBITDA by FY28. Natural & organic duopoly trading ~4x EV/EBITDA on guidance, ~$2B EV for $300M FCF by FY26. Mgmt prioritizing buybacks after debt paydown. Pullback viewed as noise vs fundamentals.
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