Update shared on26 Sep 2025
Fair value Increased 4.98%Analysts have raised their price target for United Natural Foods to $29.00, citing stronger-than-expected customer retention, effective network optimization, resilience following a cyberattack, and improved financial guidance that offsets remaining structural risks.
Analyst Commentary
- Bullish analysts note effective network optimization and better-than-expected customer retention, supporting confidence in EBITDA growth.
- Updated guidance after the cyberattack indicates operational resilience, with the impact less severe than anticipated and maintaining underlying growth momentum.
- Positive earnings momentum and exposure to the healthy living sector contribute to upgrades and increased price targets.
- Adjusted FY25 and FY27 financial targets point to stability and business performance ahead of previous expectations, prompting upward revisions by some analysts.
- While some structural challenges and customer concentration risks remain, analysts see most negatives as priced in, with limited downside risk at current valuations.
What's in the News
- United Natural Foods will host an Analyst/Investor Day to update stakeholders on value creation, growth strategy, and business outlook.
- Over 300 warehouse workers in Florida ratified a five-year Teamsters contract with up to $8-per-hour wage increases, improved healthcare, and pension participation; similar labor gains were secured by drivers and workers across multiple states in earlier deals.
- The company revised fiscal 2025 guidance: net sales raised slightly to $31.6–$31.8 billion, but net loss expected to widen to $115–$90 million, primarily due to costs stemming from a major cyber incident; insurance proceeds are anticipated to cover related losses, with no material impact expected beyond Q4 2025.
Valuation Changes
Summary of Valuation Changes for United Natural Foods
- The Consensus Analyst Price Target has risen slightly from $27.62 to $29.00.
- The Consensus Revenue Growth forecasts for United Natural Foods has significantly risen from 0.3% per annum to 1.1% per annum.
- The Net Profit Margin for United Natural Foods has significantly risen from 0.33% to 0.38%.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.