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Nov 02, 2024

UNFI Q1 2025 Earnings Report

Reported solid financial results with increased net sales and adjusted EBITDA.

Key Takeaways

UNFI reported a 4.2% increase in net sales to $7.9 billion and a 14.5% increase in adjusted EBITDA to $134 million in the first quarter of fiscal 2025. The company's performance reflects the early success of its multi-year strategic plan, with positive volume trends from new and existing customers. UNFI is also raising its full-year outlook for all financial metrics other than capital spending.

Net sales increased by 4.2% to $7.9 billion.

Net loss was $21 million, with a loss per diluted share of $(0.35).

Adjusted EBITDA increased by 14.5% to $134 million.

Adjusted EPS increased to $0.16.

Total Revenue
$7.87B
Previous year: $7.55B
+4.2%
EPS
$0.16
Previous year: -$0.04
-500.0%
Gross Profit
$1.04B
Previous year: $1.03B
+0.8%
Cash and Equivalents
$37M
Previous year: $37M
+0.0%
Free Cash Flow
-$159M
Previous year: -$328M
-51.5%
Total Assets
$7.97B
Previous year: $7.85B
+1.5%

UNFI

UNFI

Forward Guidance

The Company is increasing its full-year outlook for all metrics other than Capital and Cloud implementation expenditures. Net sales are projected to be between $30.6 and $31.0 billion, net loss between $(31) and $(3) million, EPS between $(0.45) and $(0.05), adjusted EPS between $0.40 and $0.80, and adjusted EBITDA between $530 and $580 million. Capital and cloud implementation expenditures are expected to be around $300 million, and free cash flow is expected to be greater than $100 million.

Positive Outlook

  • Net sales are projected to be between $30.6 and $31.0 billion.
  • Net loss is projected to be between $(31) and $(3) million.
  • EPS is projected to be between $(0.45) and $(0.05).
  • Adjusted EPS is projected to be between $0.40 and $0.80.
  • Adjusted EBITDA is projected to be between $530 and $580 million.

Challenges Ahead

  • Capital and cloud implementation expenditures are expected to be around $300 million.
  • The outlook is forward-looking and subject to risks outside of management's control.
  • Estimates are based on a number of assumptions and are subject to change.
  • The company is unable to provide a full reconciliation to the most comparable GAAP measure without unreasonable effort due to the difficulty in predicting the amounts for certain adjustment items.
  • The components of capital and cloud implementation expenditures for fiscal 2025 will be primarily dependent on the nature of certain contracts to be executed.