earnings
confidence high
sentiment positive
materiality 0.75
UNFI Q4 FY2026: Net income $35M, Adj EBITDA +48% to $172M; $200M buyback authorized
UNITED NATURAL FOODS INC
- Q4 net sales $7.64B (-0.7% YoY); net income $35M vs loss of $87M prior year; diluted EPS $0.57.
- FY2026 net sales $31.15B (-2.0%); net income $84M vs loss of $118M; Adjusted EPS $2.65 (up 273%).
- Adj EBITDA FY2026 $701M (+27%); free cash flow $323M (+35%); net leverage 2.2x.
- FY2027 Adj EBITDA guidance high single-digit growth; midpoint $25M above Dec 2025 Investor Day.
- Board authorized $200M share repurchase program, replacing prior program; no fixed expiration.