United Natural Foods stock surges despite cyber incident impact on outlook

Published 16/07/2025, 20:32
© Reuters.

Investing.com -- United Natural Foods Inc. (NYSE:UNFI) stock surges 11.3% after the grocery wholesaler revised its fiscal 2025 outlook to account for a previously disclosed cyber incident, while reporting strong performance through the first three quarters of the year.

The company estimates the cyber incident will reduce fiscal 2025 net sales by $350 million to $400 million and net income by $50 million to $60 million, including tax impact. The incident is also expected to decrease adjusted EBITDA by $40 million to $50 million.

Despite these headwinds, UNFI updated its full-year net sales outlook to $31.6 billion to $31.8 billion, up from the previous range of $31.3 billion to $31.7 billion. However, the company now expects a net loss of $90 million to $115 million, compared to the prior outlook of $55 million to $80 million loss.

The grocery wholesaler lowered its adjusted earnings per share guidance to $0.40 to $0.80 from the previous range of $0.70 to $0.90. Adjusted EBITDA outlook was also reduced to $535 million to $565 million from $550 million to $580 million.

UNFI reported strong performance through the first three quarters of fiscal 2025, with net sales increasing 5.5% YoY, while net loss improved by $44 million and earnings per share improved by $0.75. Operating cash flow rose to $310 million and free cash flow increased to $153 million.

The company expects to achieve its multi-year financial targets at an accelerated pace, projecting net leverage reduction to nearly 2.5 times by fiscal year-end 2026, approximately one year earlier than initially projected.

UNFI anticipates adequate insurance coverage for the cyber incident and does not expect meaningful operational or financial impact beyond the fourth quarter of fiscal 2025.

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