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United Natural Foods (UNFI) investor relations material
United Natural Foods Investor Day 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor Day 2025 summary10 Dec, 2025
Strategic direction and business transformation
Focused on becoming the most valued partner to grocery retailers and suppliers, targeting a $90 billion market and emphasizing differentiated products, services, and technology.
Accelerating capabilities in customer stewardship, merchandising, digital services, private brands, and next-generation supply chain.
Lean management, process redesign, and automation are being scaled to drive continuous improvement and embed a high-performance culture.
Leadership team blends industry veterans and new talent, with a strong focus on culture, talent development, and operational excellence.
Streamlining SG&A and eliminating operational waste through strategic transformation initiatives.
Financial guidance and performance outlook
Fiscal 2025 revenue was just under $32 billion, with over $550 million in Adjusted EBITDA at a 1.7% margin.
New FY25–FY28 targets: low single-digit annual net sales growth to ~$33 billion, low double-digit Adjusted EBITDA growth to ~$800 million, margin expansion to 2.4%, and ~$300 million annual free cash flow.
Cumulative free cash flow for FY26–FY28 expected to reach ~$900 million.
Net leverage projected to fall below 2x by fiscal 2027, a year ahead of prior expectations.
Value-added services and private brands are expected to grow faster than the core business, contributing a rising share of EBITDA.
Operational and technological advancements
Lean Daily Management and automation are being rolled out across distribution centers, driving improvements in throughput, fill rates, and shrink.
Technology upgrades include AI-enabled supply chain tools (RELEX), new ERP (SAP S/4 HANA), and digital platforms to enhance efficiency and customer experience.
Distribution center productivity up over 13% from FY24, with Lean and automation being scaled across the network.
Organizational efficiency initiatives and Value Delivery Office projects are expected to drive over $100 million of Adjusted EBITDA improvement in FY25 and FY26.
Supply chain optimization, network consolidation, and disciplined capital allocation are improving service, reducing costs, and boosting return on invested capital.
Lean transformation's OpEx efficiency impact
What is private brands penetration potential?
RELEX inventory management impact
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Next United Natural Foods earnings date
AGM 202516 Dec, 2025
Next United Natural Foods earnings date
AGM 202516 Dec, 2025
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Frequently asked questions
United Natural Foods, Inc. distributes natural and organic food products, including natural grocery items and specialty packaged food products to health food stores, organic grocery stores, co-ops and other specialty markets. The Company also distributes natural and organic produce, meat and seafood through warehouse clubs and independent supermarkets in the United States and Canada. The company's mission is to provide high quality products with exceptional service through a trained team of employees who care about their customers.
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