United Natural Foods, Inc. (UNFI) Stock Price & Analysis
United Natural Foods, Inc. (UNFI) is trading at USD 46.17, down 2.36% today, as of October 23, 2026 at 15:00 UTC (US market open; quotes may be delayed), according to Nexqual market data.
UNFI last closed at USD 47.28; today's session has ranged USD 46.04–46.89 on volume of 57,379 shares. Market capitalization is $2.78B, with a 52-week range of USD 30.91–57.02 (NYQ). Source: Nexqual, retrieved October 23, 2026 at 15:00 UTC.
Also available as compact Markdown for AI agents: nexqual.com/UNFI.md
Key facts (UNFI)
- Last four reported quarters (through Aug 1, 2026): revenue $31.2B, net income $84.0M (0.3% margin), free cash flow $323M (SEC filings).
- Valuation: P/E 33.1x (avg 32.8x at the last 1 fiscal year-ends), EV/EBITDA 8.4x, net debt $1.53B.
- 1 of 80 tracked superinvestors hold UNFI (13F, Q2 2026): 0 new, 0 added, 1 reduced, 0 unchanged.
- Analysts: Hold (mean 2.70 on a 1–5 scale) (10 analysts), mean target USD 53 (range 45–61).
- Total return with dividends: 1Y +15.8% vs S&P 500 +14.8%; 5Y +6.4% vs S&P 500 +77.5%.
- Next earnings: 2026-12-01, EPS estimate USD 0.67, revenue estimate $7.80B.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (UNFI)
| USD | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $28.9B | $30.3B | $31.0B | $31.8B | $31.2B | $31.2B |
| Gross profit | $4.18B | $4.13B | $4.20B | $4.22B | $4.20B | — |
| Operating income | $423M | $120M | $8.0M | -$31.0M | $211M | $211M |
| Net income | $248M | $24.0M | -$112M | -$118M | $84.0M | $84.0M |
| EPS (diluted) | $4.07 | $0.40 | -$1.89 | -$1.95 | $1.34 | — |
| Free cash flow | $80.0M | $301M | -$92.0M | $239M | $323M | $323M |
| Gross margin | 14.5% | 13.6% | 13.6% | 13.3% | 13.5% | — |
| Operating margin | 1.5% | 0.4% | 0.0% | -0.1% | 0.7% | 0.7% |
| Net margin | 0.9% | 0.1% | -0.4% | -0.4% | 0.3% | 0.3% |
| Revenue growth | +7.3% | +4.6% | +2.3% | +2.6% | -2.0% | — |
| Cash + short-term investments | $44.0M | $37.0M | $40.0M | $44.0M | $37.0M | — |
| Total debt | $2.12B | $1.96B | $2.08B | $1.86B | $1.56B | — |
Fiscal years end Aug. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Aug 1, 2026) (UNFI)
P/E 33.1x · P/S 0.1x · EV/EBITDA 8.4x · EV/Sales 0.1x · P/FCF 8.6x · P/B 1.7x · FCF yield 11.60% · Earnings yield 3.02% · Net debt $1.53B · EV $4.31B
P/E at fiscal year-ends: Aug 2026 32.8x.
Superinvestors (SEC 13F-HR, Q2 2026) (UNFI)
1 of 80 tracked investors hold UNFI. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Bill Miller | Miller Value Partners | 0.05% | $215K | Reduced -10.4% |
Analysts (UNFI)
Consensus Hold (mean 2.70 on a 1–5 scale), 10 analysts; mean target USD 53 (low 45, high 61).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-09-11 | Deutsche Bank | Target raised | Hold | $46 → $53 |
| 2026-09-10 | Roth Capital | Target raised | Neutral | $43 → $45 |
| 2026-09-09 | UBS | Target raised | Neutral | $47 → $50 |
Total return (dividends reinvested) (UNFI)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-25) | |
|---|---|---|
| Total return | +15.8% | +6.4% |
| S&P 500 (SPY) | +14.8% | +77.5% |
| Per year | +15.9% | +1.3% |
| Volatility (annualized) | 42.3% | 55.5% |
| Max drawdown | -21.5% (Jun 2026→Oct 2026) | -82.6% (Dec 2021→Apr 2024) |
UNFI revenue by business segment (quarter ended Aug 1, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Natural | $4.25B | 55.6% | +6.6% |
| Conventional | $2.87B | 37.5% | -8.6% |
| Retail | $528.0M | 6.9% | -7.9% |
| Total revenue | $7.64B | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
Companies that name UNFI in their SEC reports
| Relationship to UNFI | Company | Filing | Sentence |
|---|---|---|---|
| customer | Laird Superfood, Inc. (LSF) | 10-K Mar 30, 2026 | “We sell a substantial portion of our products through retailers such as Costco, through distributors such as United Natural Foods, Inc. and KeHE Distributors, and online through Amazon, and we depend on these third parties to sell our products to consumers.” |
| supplier | Vital Farms, Inc. (VITL) | 10-K Feb 26, 2026 | “We serve the majority of natural channel customers through food distributors, such as United Natural Foods, Inc., or UNFI, which purchase, store, sell and deliver our products to retailer customers.” |
| customer | Sprouts Farmers Market, Inc. (SFM) | 10-K Feb 19, 2026 | “Another 12% of our total purchases in fiscal 2025 and 3% of our total purchases in each of fiscal 2024 and 2023 were made through our secondary supplier, United Natural Foods, Inc. ("UNFI").” |
UNFI customer concentration
In the period ended Aug 1, 2026, a single direct customer accounted for 28% of revenue, per the company's 10-K filed Sep 14, 2026. The company does not name it.
UNFI company outlook (results filed Sep 8, 2026)
- “Fiscal 2027 Outlook (1) The Company is providing the following outlook for fiscal 2027, a 52-week year.”
- “The outlook for Adjusted EPS reflects a tax rate of 27%.”
- “As such, the Company is unable to reconcile the outlook for free cash flow as well as Capital and cloud implementation expenditures in fiscal 2027 to the most directly comparable financial measures calculated in accordance with GAAP.”
Quoted word-for-word from the SEC 8-K results press release.
UNFI analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Oct 2026) | $0.67 | $0.71 | -4.8% | $7.80B | 9 |
| Next quarter (ends Jan 2027) | $0.87 | $0.87 | +0.4% | $8.01B | 9 |
| Current fiscal year (ends Jul 2027) | $3.35 | $3.21 | +4.1% | $31.54B | 10 |
| Next fiscal year (ends Jul 2028) | $4.06 | $3.84 | +5.8% | $32.28B | 8 |
UNFI options: expected move
Options price a move of about ±15.6% (±$7.20) by Dec 18, 2026, which includes earnings on Dec 1, 2026; the earnings reaction alone is priced at about ±10.6%. Over the last 8 reports the stock moved ±8.8% on average.
| Expiration | Days | ATM implied volatility | Expected move |
|---|---|---|---|
| Nov 20, 2026 | 28 | 37.2% | ±8.3% |
| Dec 18, 2026 | 56 | 49.9% | ±15.6% |
| Jan 15, 2027 | 84 | 45.7% | ±17.6% |
| Feb 19, 2027 | 119 | 45.2% | ±20.4% |
| May 21, 2027 | 210 | 46.5% | ±27.9% |
30-day implied volatility 35.5% vs 33.8% realized over the last 30 trading days. Put/call ratio (volume) 0. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.
Key Statistics (as of October 23, 2026 at 15:00 UTC)
| Price | USD 46.17 |
|---|---|
| Change | ▼ 2.36% (down) |
| Previous Close | USD 47.28 |
| Open | USD 46.93 |
| Day Range | USD 46.04 – 46.89 |
| 52-Week Range | USD 30.91 – 57.02 |
| Volume | 57,379 shares |
| Market Cap | $2.78B |
| Exchange | NYQ |
Technical Analysis (UNFI)
Nexqual's technical model rates UNFI "BUY" based on 4 bullish and 1 bearish signals across 128 daily candles, as of October 23, 2026 at 15:00 UTC.
| Overall Signal | BUY |
|---|---|
| RSI (14) | 52.01 (neutral) |
| vs SMA50 | Above (USD 45.84) |
| MACD | 0.31 (positive) |
Analyst Ratings (UNFI)
Wall Street analysts rate UNFI "Hold" based on 10 analysts, with a mean price target of USD 53 (range USD 45–61), per Nexqual as of October 23, 2026 at 15:00 UTC.
| Consensus Rating | Hold |
|---|---|
| Analyst Count | 10 |
| Mean Target | USD 53 |
| High Target | USD 61 |
| Low Target | USD 45 |
| Buy / Hold / Sell | 3 / 7 / 0 |
Earnings (UNFI)
| Next Earnings Date | 2026-12-01 |
|---|---|
| EPS Estimate | USD 0.67 |
| Revenue Estimate | $7.80B |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-07-31 | USD 0.69 vs est 0.62 ▲ beat |
| 2026-04-30 | USD 0.77 vs est 0.77 ▼ miss |
| 2026-01-31 | USD 0.62 vs est 0.51 ▲ beat |
| 2025-10-31 | USD 0.56 vs est 0.4 ▲ beat |
Source: Nexqual, October 23, 2026 at 15:00 UTC.
Financials & Fundamentals (UNFI)
| Total Revenue | $31.15B |
|---|---|
| Revenue Growth (latest quarter, YoY) | -0.70% |
| Gross Margin | +13.53% |
| Operating Margin | +0.97% |
| Profit Margin | +0.27% |
| ROE | +5.29% |
| Debt / Equity | 1.87 |
| Current Ratio | 1.29 |
| Total Cash | $38.00M |
| Total Debt | $3.04B |
| Free Cash Flow (last four quarters to Aug 2026, SEC 10-Q / 10-K) | $323.00M (1.0% of revenue) |
Source: Nexqual, October 23, 2026 at 15:00 UTC.
Financial Health Score (UNFI)
Nexqual rates United Natural Foods, Inc.'s overall financial health "Weak" across five dimensions, as of October 23, 2026 at 15:00 UTC.
| Growth | Weak — Revenue -2% YoY (annual), declining |
|---|---|
| Profitability | Weak — Gross margin 14%, operating 1% (last 12 months) |
| Balance Sheet | Weak — $37M cash and investments vs $1.56B debt (Aug 2026, SEC) |
| Cash Flow | Mixed — FCF $323M (last 4 quarters to Aug 2026, SEC), slim 1.0% margin |
| Efficiency | Mixed — ROE 5%, ROA 2.8% |
Ownership (UNFI)
| Insider Ownership | +3.32% |
|---|---|
| Institutional Ownership | +99.62% |
| Shares Outstanding | 60.32M |
| Float | 58.63M |
| Short % of Float | +7.96% |
Source: Nexqual, October 23, 2026 at 15:00 UTC.
Leadership (UNFI)
United Natural Foods, Inc. is led by James Alexander Miller Douglas, CEO & Director, per Nexqual as of October 23, 2026 at 15:00 UTC.
| CEO & Director | James Alexander Miller Douglas |
|---|---|
| President & COO | Giorgio Matteo Tarditi |
| Co-Founder & Independent Director | Michael S. Funk |
| Chief Financial Officer | Alfredo Luchini |
Major Backers & Investors (UNFI)
Notable institutional backers of United Natural Foods, Inc. include American Century Companies Inc, SG Americas Securities, LLC, Wellington Management, according to Nexqual as of October 23, 2026 at 15:00 UTC.
Active Investors
| Investor | Stake |
|---|---|
| American Century Companies Inc | 6.42% |
| SG Americas Securities, LLC | 2.7% |
| Wellington Management | 2.56% |
| Shaw D.E. & Co., Inc. | 2.56% |
| Invesco | 1.47% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| BlackRock | 17.34% |
| Vanguard Group | 11.69% |
| Dimensional Fund Advisors | 5.86% |
| State Street | 4.08% |
| Geode Capital | 2.9% |
Source: Nexqual, October 23, 2026 at 15:00 UTC.
From United Natural Foods, Inc.'s Latest SEC 10-K Filing (filed 2026-09-14)
Key Strengths & Strategy (as disclosed to the SEC)
- We continue our efforts to standardize to industry-leading software solutions for inventory procurement, order management, transportation operations and warehouse management systems throughout our network.
- Our wholesale operations are supported by a strategically designed distribution network that enables us to efficiently source, store and deliver products to our customers.
- We continue to leverage effective transportation management systems that enable us to lower inbound transportation costs by making optimal use of our own fleet of trucks and/or by consolidating deliveries to achieve full truckloads.
Partnerships
- We continue to serve our largest customer pursuant to an amended and restated distribution agreement with a term through May 20, 2032.
Legal & Regulatory Risks (Item 1A, quoted)
- Product liability claims could have an adverse effect on our business.
- We may be unable to adequately protect our intellectual property rights, which could harm our business.
- We may also be subject to claims that our activities or the products we sell infringe, misappropriate, or otherwise violate the intellectual property rights of others.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| ANDE | The Andersons, Inc. | USD 64.62 | ▼ 0.74% |
| CHEF | The Chefs' Warehouse, Inc. | USD 106.51 | ▼ 0.73% |
| AVO | Mission Produce, Inc. | USD 11.66 | ▼ 1.35% |
| PFGC | Performance Food Group Company | USD 95.43 | ▼ 2.52% |
| USFD | US Foods Holding Corp. | USD 101.53 | ▼ 2.43% |
| SYY | Sysco Corporation | USD 82.03 | ▼ 2.32% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 15:00 UTC. This page is informational and not investment advice.
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