09:04 AM EDT, 09/30/2025 (MT Newswires) -- United Natural Foods ( UNFI ) issued a full-year earnings outlook above market estimates on Tuesday, while the grocery wholesaler reported better-than-expected fiscal fourth-quarter results.
Adjusted earnings are anticipated to come in between $1.50 and $2.30 per share for fiscal 2026, compared with the current consensus on FactSet for non-GAAP EPS of $1.49. For the 2025 fiscal year ended Aug. 2, the company's adjusted EPS soared 407% year over year to $0.71. The stock gained 5.2% in the most recent premarket activity.
Sales are pegged at $31.6 billion to $32 billion for the ongoing fiscal year, the company said, while the Street is looking for $32.36 billion. In the prior fiscal year, sales rose 2.6% to $31.78 billion.
"In fiscal 2026, we're focused on accelerating our momentum," Chief Executive Sandy Douglas said in a statement. "We're increasingly confident in our strategy and our path forward to generate sustainable long-term growth and shareholder value."
For the fourth quarter, United Natural Foods ( UNFI ) posted an adjusted loss of $0.11 a share versus earnings of $0.01 the year before. The average analyst estimate on FactSet was for a non-GAAP per-share loss of $0.18.
Sales declined to nearly $7.7 billion from $8.16 billion a year ago, which included a roughly $582 million benefit from an additional week, but topped the Street's view for $7.65 billion. Excluding the prior-year period's additional week, sales inclined 1.6%, the company said.
"In fiscal 2025, we continued to enhance our value proposition and delivered above-industry sales growth, while improving our effectiveness and efficiency," according to Douglas. "This drove higher free cash flow and further strengthened our financial position."
Revenue in the natural products segment increased 1.4% to about $4 billion, while conventional sales dropped 13% to $3.41 billion. The retail division saw sales fall 8.8% to $573 million.
Operating expenses came in at $1.05 billion for the quarter, or 13.6% of sales, compared with 13.2% in the fiscal 2024 quarter, the company said. The increase was driven in part by the deleveraging impact on fixed costs from lost sales attributable to the cybersecurity incident that impacted some of the company's information technology systems in June.