UNFI Latest Report

Key Financial Data

1. On February 1, 2025, United Natural Foods (UNFI) had a total operating revenue of $8.158 billion, a cost of sales of $7.086 billion, and a gross profit of $1.072 billion.

2. According to Goldman, as of November 2024, UNFI's operating revenue was $7.871 billion, indicating that the company faced financial pressure in 2024, with a net profit of -$20 million and a basic earnings per share of -$0.35.

3. The year-on-year change in operating revenue in 2025 is not yet clear, but the company is working to improve its financial situation and aims for sustainable growth.

Peer Comparison

1. Industry-wide analysis: The health food industry where UNFI is located benefits from the trend of healthy eating, but the competition is fierce, and the overall operating revenue of the industry may be affected by the economic cycle and changes in consumer preferences.

2. Peer evaluation analysis: If UNFI's operating revenue growth rate is lower than the industry average, it may indicate that its competitiveness in the market is insufficient, and a deep analysis of its market positioning and strategic implementation is needed.

Summary

UNFI's operating revenue in 2025 shows that the company is facing intense market competition and macroeconomic pressure while trying to improve its financial situation. Although operating revenue has grown, its overall financial health needs attention, especially the negative net profit.

Opportunities

1. Increased demand for health foods, UNFI can meet consumer attention to healthy eating by launching new products.

2. Innovation opportunities brought by technological development, especially the application of sustainable ingredients, may provide new growth points for the company.

3. Policy changes may bring new market opportunities, and UNFI can optimize its operating strategies to adapt to the new market environment.

Risks

1. Intense competition, competition from traditional supermarkets and e-commerce platforms may affect UNFI's market share.

2. Poor financial condition, negative net profit may affect the company's financing ability and investor confidence.

3. Policy changes may increase compliance costs, affecting the company's profitability and market performance.