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United Natural Foods Inc. (UNFI) Fundamental Analysis & AI Grade 2026

UNFI NYSE Wholesale-Groceries, General Line DE CIK: 0001020859
Recently Updated • Analysis: Jun 11, 2026 • SEC Data: 2026-05-02
Combined AI Grade
C
72% Confidence
N/A
C
72% Conf
Pending
Analysis scheduled

📊 UNFI Key Takeaways

Revenue: $23.5B
Net Margin: 0.2%
Free Cash Flow: $243.0M
Current Ratio: 1.33x
Debt/Equity: 1.04x
EPS: $0.78
AI Grade: C with 72% confidence
United Natural Foods Inc. (UNFI) receives a C fundamental grade with 72% confidence from our AI analysis based on SEC 10-K filings. With revenue of $23.5B, net profit margin of 0.2%, and return on equity (ROE) of 3.1%, United Natural Foods Inc. demonstrates mixed fundamentals in the Market sector. Below is our complete UNFI stock analysis for 2026.

Is United Natural Foods Inc. (UNFI) a Good Investment?

Claude

UNFI operates in an inherently low-margin business, but 0.6% operating margin paired with declining profitability (-2.6% net income YoY) despite 2.6% revenue growth signals operational stress. Critically weak liquidity (0.51x quick ratio), minimal cash reserves ($43M), and elevated leverage (1.04x D/E) create refinancing risk in a capital-intensive wholesale model.

United Natural Foods Inc. Key Strengths (UNFI)

Claude
  • + Positive free cash flow of $243M provides runway despite low margins
  • + Revenue growth maintained at 2.6% YoY in competitive wholesale sector
  • + Interest coverage ratio of 3.9x indicates ability to service debt obligations

UNFI Stock Risks: United Natural Foods Inc. Investment Risks

Claude
  • ! Operating margin of 0.6% leaves no room for disruption or cost inflation
  • ! Profitability declining (net income -2.6%, EPS -3.2% YoY) despite revenue growth indicates margin compression
  • ! Dangerously weak liquidity with quick ratio of 0.51x and only $43M cash for $7.2B asset base
  • ! Leverage elevated at 1.04x D/E with thin margins creating refinancing vulnerability
  • ! Abysmal returns on capital (ROE 3.1%, ROA 0.7%) destroying shareholder value

Key Metrics to Watch

Claude
  • * Operating margin trend—any further compression is critical warning
  • * Cash position and working capital management to reduce liquidity stress
  • * Debt levels and leverage ratios relative to operating cash flow
  • * Gross margin sustainability amid input cost pressures
  • * Free cash flow quality and consistency as capex demands continue

United Natural Foods Inc. (UNFI) Financial Metrics & Key Ratios

Revenue
$23.5B
Net Income
$49.0M
EPS (Diluted)
$0.78
Free Cash Flow
$243.0M
Total Assets
$7.2B
Cash Position
$43.0M

💡 AI Analyst Insight

The relatively thin 1.0% FCF margin may limit capital allocation flexibility.

UNFI Profit Margin, ROE & Profitability Analysis

Gross Margin 13.4%
Operating Margin 0.6%
Net Margin 0.2%
ROE 3.1%
ROA 0.7%
FCF Margin 1.0%

UNFI vs Market Sector: How United Natural Foods Inc. Compares

How United Natural Foods Inc. compares to Market sector averages

Net Margin
UNFI 0.2%
vs
Sector Avg 12.0%
UNFI Sector
ROE
UNFI 3.1%
vs
Sector Avg 15.0%
UNFI Sector
Current Ratio
UNFI 1.3x
vs
Sector Avg 1.8x
UNFI Sector
Debt/Equity
UNFI 1.0x
vs
Sector Avg 0.7x
UNFI Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is United Natural Foods Inc. Stock Overvalued? UNFI Valuation Analysis 2026

Based on fundamental analysis, United Natural Foods Inc. shows some fundamental concerns relative to the Market sector in 2026.

Return on Equity
3.1%
Sector avg: 15%
Net Profit Margin
0.2%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
1.04x
Sector avg: 0.7x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

United Natural Foods Inc. Balance Sheet: UNFI Debt, Cash & Liquidity

Current Ratio
1.33x
Quick Ratio
0.51x
Debt/Equity
1.04x
Debt/Assets
77.8%
Interest Coverage
3.94x
Long-term Debt
$1.7B

UNFI Revenue & Earnings Growth: 5-Year Financial Trend

UNFI 5-year financial data: Year 2021: Revenue $27.0B, Net Income -$285.0M, EPS $-5.56. Year 2022: Revenue $28.9B, Net Income -$274.0M, EPS $-5.10. Year 2023: Revenue $30.3B, Net Income $149.0M, EPS $2.48. Year 2024: Revenue $31.0B, Net Income $248.0M, EPS $4.07. Year 2025: Revenue $31.8B, Net Income $24.0M, EPS $0.40.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: United Natural Foods Inc.'s revenue has grown significantly by 18% over the 5-year period, indicating strong business expansion. The most recent EPS of $0.40 reflects profitable operations.

UNFI Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
1.0%
Free cash flow / Revenue

UNFI Quarterly Earnings & Performance

Quarterly financial performance data for United Natural Foods Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2026 $7.7B -$7.0M $-0.12
Q2 2026 $7.9B -$3.0M $-0.05
Q1 2026 $7.8B -$4.0M $-0.06
Q3 2025 $7.5B -$7.0M $-0.12
Q2 2025 $7.8B -$3.0M $-0.05
Q1 2025 $7.6B -$21.0M $-0.35
Q3 2024 $7.5B $7.0M $0.12
Q2 2024 $7.8B -$15.0M $-0.25

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

United Natural Foods Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$343.0M
Cash generated from operations
Stock Buybacks
$29.0M
Shares repurchased (TTM)
Capital Expenditures
$100.0M
Investment in assets
Dividends
None
No dividend program

UNFI SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for United Natural Foods Inc. (CIK: 0001020859)

📋 Recent SEC Filings

Date Form Document Action
Jun 9, 2026 10-Q unfi-20260502.htm View →
Jun 9, 2026 4 xslF345X06/wk-form4_1781036224.xml View →
Jun 9, 2026 8-K unfi-20260609.htm View →
May 8, 2026 4 xslF345X06/wk-form4_1778242428.xml View →
Apr 2, 2026 4 xslF345X06/wk-form4_1775165942.xml View →

Frequently Asked Questions about UNFI

What is the AI rating for UNFI?

United Natural Foods Inc. (UNFI) has an AI grade of C with 72% confidence, based on fundamental analysis of SEC EDGAR filings.

What are UNFI's key strengths?

Claude: Positive free cash flow of $243M provides runway despite low margins. Revenue growth maintained at 2.6% YoY in competitive wholesale sector.

What are the risks of investing in UNFI?

Claude: Operating margin of 0.6% leaves no room for disruption or cost inflation. Profitability declining (net income -2.6%, EPS -3.2% YoY) despite revenue growth indicates margin compression.

What is UNFI's revenue and growth?

United Natural Foods Inc. reported revenue of $23.5B.

Does UNFI pay dividends?

United Natural Foods Inc. does not currently pay dividends.

Where can I find UNFI SEC filings?

Official SEC filings for United Natural Foods Inc. (CIK: 0001020859) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is UNFI's EPS?

United Natural Foods Inc. has a diluted EPS of $0.78.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined grade reflects both perspectives for balanced insights.

What is UNFI's fundamental grade?

Based on our AI fundamental analysis in June 2026, United Natural Foods Inc. has a C grade with 72% confidence. Review the strengths and risks sections above for full context. This is not investment advice.

Is UNFI stock overvalued or undervalued?

Valuation metrics for UNFI: ROE of 3.1% (sector avg: 15%), net margin of 0.2% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

What is UNFI's AI grade for 2026?

Our dual AI analysis gives United Natural Foods Inc. a combined C grade for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is UNFI's free cash flow?

United Natural Foods Inc.'s operating cash flow is $343.0M, with capital expenditures of $100.0M. FCF margin is 1.0%.

How does UNFI compare to other Market stocks?

Vs Default sector averages: Net margin 0.2% (avg: 12%), ROE 3.1% (avg: 15%), current ratio 1.33 (avg: 1.8).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Jun 11, 2026 | Data as of: 2026-05-02 | Powered by Claude AI