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Feb 01

UNFI Q2 2025 Earnings Report

UNFI reported revenue growth and improved adjusted EBITDA in Q2 2025.

Key Takeaways

United Natural Foods, Inc. (UNFI) reported Q2 2025 revenue of $8.16 billion, reflecting a 4.9% year-over-year increase. The company posted a net loss of $3 million, with an EPS of -$0.05. Adjusted EPS increased to $0.22, and adjusted EBITDA grew 13.3% to $145 million. Free cash flow improved significantly, reaching $193 million.

Revenue increased 4.9% year-over-year to $8.16 billion.

Net loss was $3 million, with EPS of -$0.05.

Adjusted EPS rose to $0.22, up from $0.07 in Q2 2024.

Adjusted EBITDA grew 13.3% to $145 million.

Total Revenue
$8.16B
Previous year: $7.78B
+4.9%
EPS
$0.22
Previous year: $0.07
+214.3%
Gross Margin
13.1%
Previous year: 13.3%
-1.5%
Gross Profit
$1.07B
Previous year: $1.04B
+3.6%
Cash and Equivalents
$44M
Previous year: $34M
+29.4%
Free Cash Flow
$193M
Previous year: $116M
+66.4%
Total Assets
$7.73B
Previous year: $7.67B
+0.8%

UNFI

UNFI

UNFI Revenue by Segment

Forward Guidance

UNFI has raised its FY25 outlook for most key metrics, expecting continued revenue growth and improved profitability.

Positive Outlook

  • Net sales forecast raised to $31.3 - $31.7 billion.
  • Adjusted EPS guidance increased to $0.70 - $0.90.
  • Adjusted EBITDA outlook improved to $550 - $580 million.
  • Free cash flow expectations raised to over $150 million.
  • Deleveraging efforts progressing faster than expected.

Challenges Ahead

  • Retail segment sales declined 3.3% year-over-year.
  • Gross margin slightly decreased due to lower product margin rates.
  • Operating expenses increased to $1.03 billion.
  • Higher restructuring and integration costs impacted profitability.
  • Macroeconomic conditions may pose challenges in the second half of FY25.

Revenue & Expenses

Visualization of income flow from segment revenue to net income