UNFIUnited Natural Foods, Inc.
United Natural Foods, Inc. (UNFI) is a leading player in the food distribution sector, specializing in the supply of organic, natural, and specialty products to the U.S. grocery and retail markets. The company’s next major catalyst is the Sep 8, 2026 — Q3 2026 Earnings Release, which will provide critical insight into the company’s performance during the third quarter of fiscal 2026. This event is expected to shed light on the company’s ability to maintain its growth trajectory amid shifting market dynamics and supply chain pressures. The event is supported by a recent report from , which confirmed the company’s schedule for the release of its Q3 results.
- A public fact about the setup: UNFI’s Q3 earnings release will be followed by a conference call with management, offering investors a direct line to the company’s leadership.
- Scouter has modeled bull and bear paths into the next catalyst: The modeled bull path is $54.00, while the bear fallback is $44.00, with a 50% bull lean.
- Past catalysts on this name are scored in The Read: The Q2 2026 earnings release, which was scored as a bear outcome, saw the stock fall 27% after the report, despite a revenue beat and guidance raise.
The Read
UNFI stock historically saw a median absolute move of ~18%.
The schedule
- Tue8Sep
The Q3 2026 Earnings Release is a critical event for UNFI, as it will provide investors with a detailed look at the company’s performance during the third quarter of fiscal 2026. This event is expected to have a high impact on the stock, as it will offer insights into the company’s ability to maintain its growth trajectory amid shifting market dynamics and supply chain pressures. The modeled bull target for this event is $54.00, while the bear fallback is $44.00, with a 50% bull lean. This suggests that the market is currently pricing in a balanced outlook for the company’s results.
The earnings release will be followed by a conference call with management, offering investors a direct line to the company’s leadership. This event is expected to provide valuable insights into the company’s strategic direction and financial performance. The company’s ability to deliver strong results during this period will be crucial in determining its future prospects.
The Q3 earnings release is also expected to be influenced by broader market trends, such as the growing demand for organic and plant-based products, which has been a significant driver of growth in the food distribution sector. UNFI has positioned itself to capitalize on this trend by expanding its product offerings and strengthening its relationships with key retailers. However, the company must also navigate the challenges of supply chain disruptions, which can impact its ability to meet customer demand and maintain its competitive position in the market.
The earnings release will also be influenced by the company’s recent performance, including its Q2 2026 results, which saw the company beat earnings and raise guidance. However, the stock fell 27% following the report, despite the positive results. This suggests that investors may be concerned about the company’s ability to maintain its growth trajectory in the face of ongoing challenges.
The Q3 earnings release is expected to provide investors with a clearer picture of the company’s financial health and strategic direction. The company’s ability to deliver strong results during this period will be crucial in determining its future prospects. The earnings release will also be influenced by broader market trends, such as the growing demand for organic and plant-based products, which has been a significant driver of growth in the food distribution sector.
The earnings release is expected to have a significant impact on the stock, as it will provide investors with a detailed look at the company’s performance during the third quarter of fiscal 2026. The company’s ability to deliver strong results during this period will be crucial in determining its future prospects. The earnings release will also be influenced by broader market trends, such as the growing demand for organic and plant-based products, which has been a significant driver of growth in the food distribution sector.
The Q3 earnings release is expected to be a critical event for UNFI, as it will provide investors with a detailed look at the company’s performance during the third quarter of fiscal 2026. The company’s ability to deliver strong results during this period will be crucial in determining its future prospects. The earnings release will also be influenced by broader market trends, such as the growing demand for organic and plant-based products, which has been a significant driver of growth in the food distribution sector.
"The Q3 earnings release is expected to provide investors with a detailed look at the company’s performance during the third quarter of fiscal 2026. The company’s ability to deliver strong results during this period will be crucial in determining its future prospects."
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- Thu10Dec
The Q4 2026 Earnings & FY2027 Guidance is a critical event for UNFI, as it will provide investors with a detailed look at the company’s performance during the fourth quarter of fiscal 2026 and its outlook for the fiscal year 2027. This event is expected to have a high impact on the stock, as it will offer insights into the company’s ability to maintain its growth trajectory amid shifting market dynamics and supply chain pressures. The modeled bull target for this event is $48.00, while the bear fallback is $39.00, with a 50% bull lean. This suggests that the market is currently pricing in a balanced outlook for the company’s results.
The earnings release will be followed by a conference call with management, offering investors a direct line to the company’s leadership. This event is expected to provide valuable insights into the company’s strategic direction and financial performance. The company’s ability to deliver strong results during this period will be crucial in determining its future prospects.
The Q4 earnings and guidance are also expected to be influenced by broader market trends, such as the growing demand for organic and plant-based products, which has been a significant driver of growth in the food distribution sector. UNFI has positioned itself to capitalize on this trend by expanding its product offerings and strengthening its relationships with key retailers. However, the company must also navigate the challenges of supply chain disruptions, which can impact its ability to meet customer demand and maintain its competitive position in the market.
The earnings and guidance are expected to have a significant impact on the stock, as they will provide investors with a detailed look at the company’s performance during the fourth quarter of fiscal 2026 and its outlook for the fiscal year 2027. The company’s ability to deliver strong results during this period will be crucial in determining its future prospects. The earnings and guidance are also influenced by broader market trends, such as the growing demand for organic and plant-based products, which has been a significant driver of growth in the food distribution sector.
"The Q4 earnings and guidance are expected to provide investors with a detailed look at the company’s performance during the fourth quarter of fiscal 2026 and its outlook for the fiscal year 2027. The company’s ability to deliver strong results during this period will be crucial in determining its future prospects."
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- Mon10May
- Mon9Aug
Past
- Tue10Mar
Actual outcome: Bull · $40.17 at outcome
UNFI delivered a significant earnings beat and raised its full-year adjusted EPS and EBITDA guidance, signaling the margin stabilization and profitability inflection point the market was seeking. Although the company lowered its sales outlook due to a strategic shift away from low-margin segments, investors focused on the improved gross margins and productivity gains, driving the stock above the bull target by the run date.
The FQ2 '26 Earnings Release and Guidance was a significant event for UNFI, as it provided investors with a detailed look at the company’s performance during the second quarter of fiscal 2026 and its outlook for the fiscal year 2026. The company delivered a significant earnings beat and raised its full-year adjusted EPS and EBITDA guidance, signaling the margin stabilization and profitability inflection point the market was seeking. Although the company lowered its sales outlook due to a strategic shift away from low-margin segments, investors focused on the improved gross margins and productivity gains, driving the stock above the bull target by the run date.
The earnings release was followed by a conference call with management, offering investors a direct line to the company’s leadership. This event provided valuable insights into the company’s strategic direction and financial performance. The company’s ability to deliver strong results during this period was crucial in determining its future prospects.
The FQ2 '26 earnings and guidance were also influenced by broader market trends, such as the growing demand for organic and plant-based products, which has been a significant driver of growth in the food distribution sector. UNFI has positioned itself to capitalize on this trend by expanding its product offerings and strengthening its relationships with key retailers. However, the company must also navigate the challenges of supply chain disruptions, which can impact its ability to meet customer demand and maintain its competitive position in the market.
The earnings and guidance were expected to have a significant impact on the stock, as they provided investors with a detailed look at the company’s performance during the second quarter of fiscal 2026 and its outlook for the fiscal year 2026. The company’s ability to deliver strong results during this period was crucial in determining its future prospects. The earnings and guidance were also influenced by broader market trends, such as the growing demand for organic and plant-based products, which has been a significant driver of growth in the food distribution sector.
- Tue10Mar
Actual outcome: Bear · $40.17 at outcome
Although UNFI shares experienced a 6.6% bounce following the earnings release, the stock closed well below the bear floor. While the company delivered a Q2 earnings beat and raised its full-year profit outlook thanks to margin improvements, a revenue miss and lowered fiscal 2026 sales guidance kept the stock's overall valuation severely depressed.
The Q2 2026 Earnings Release was a significant event for UNFI, as it provided investors with a detailed look at the company’s performance during the second quarter of fiscal 2026. The company delivered a Q2 earnings beat and raised its full-year profit outlook thanks to margin improvements. However, the stock fell 27% following the report, despite the positive results. This suggests that investors may have been concerned about the company’s ability to maintain its growth trajectory in the face of ongoing challenges.
The earnings release was followed by a conference call with management, offering investors a direct line to the company’s leadership. This event provided valuable insights into the company’s strategic direction and financial performance. The company’s ability to deliver strong results during this period was crucial in determining its future prospects.
The Q2 earnings release was also influenced by broader market trends, such as the growing demand for organic and plant-based products, which has been a significant driver of growth in the food distribution sector. UNFI has positioned itself to capitalize on this trend by expanding its product offerings and strengthening its relationships with key retailers. However, the company must also navigate the challenges of supply chain disruptions, which can impact its ability to meet customer demand and maintain its competitive position in the market.
The earnings release was expected to have a significant impact on the stock, as it provided investors with a detailed look at the company’s performance during the second quarter of fiscal 2026. The company’s ability to deliver strong results during this period was crucial in determining its future prospects. The earnings release was also influenced by broader market trends, such as the growing demand for organic and plant-based products, which has been a significant driver of growth in the food distribution sector.
The Q2 earnings release was a critical event for UNFI, as it provided investors with a detailed look at the company’s performance during the second quarter of fiscal 2026. The company’s ability to deliver strong results during this period was crucial in determining its future prospects. The earnings release was also influenced by broader market trends, such as the growing demand for organic and plant-based products, which has been a significant driver of growth in the food distribution sector.