Guggenheim analyst John Heinbockel initiates coverage on $United Natural Foods (UNFI.US)$ with a hold rating.
According to TipRanks data, the analyst has a success rate of 58.1% and a total average return of 6.9% over the past year.
Furthermore, according to the comprehensive report, the opinions of $United Natural Foods (UNFI.US)$'s main analysts recently are as follows:
United Natural Foods has produced a fourth-quarter earnings result that surpassed expectations, along with a projection for fiscal year 2025 that aligns with forecasts, despite a general pessimistic sentiment prior to the announcement. The transition to positive wholesale volumes near the quarter's conclusion, coupled with a three-year forecast that anticipates margin expansion despite steady sales, suggests that past cyclical challenges are likely to subside. Moreover, there is a possibility for further benefits from a rise in vendor promotions or advantageous purchasing possibilities.
United Natural Foods is demonstrating advancements in its turnaround efforts, despite challenging macroeconomic conditions. Although growth for food consumed at home has been limited, the company has experienced encouraging signs, such as a return to positive volume growth at the conclusion of Q4. The long-term guidance provided appears to be attainable, which is likely to support the company's valuation multiple in the near term.
United Natural Foods' Q4 EBITDA exceeded expectations, contributing to the FY24 EBITDA reaching the upper range of the guidance. The company's outlook for FY25 suggests a 'stable to modest growth', providing reassurance to investors. Management has established a long-term objective for high-single-digit annual EBITDA growth. However, the anticipated consistent sales in the upcoming years may 'restrict the potential for valuation increase'.
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Guggenheim分析師John Heinbockel首次給予$聯合原生態食品 (UNFI.US)$持有評級。
根據TipRanks數據顯示，該分析師近一年總勝率為58.1%，總平均回報率為6.9%。
此外，綜合報道，$聯合原生態食品 (UNFI.US)$近期主要分析師觀點如下：
儘管在宣佈之前普遍存在悲觀情緒，但聯合天然食品公佈的第四季度收益業績超出了預期，對2025財年的預測也與預期一致。在本季度接近尾聲時，批發量向正數過渡，再加上一項三年預測，即儘管銷售穩定，但利潤仍將擴大，這表明過去的週期性挑戰可能會消退。此外，供應商促銷活動的增加或有利的購買可能性有可能帶來更多好處。
儘管宏觀經濟條件艱難，但聯合天然食品的轉型工作仍取得了進展。儘管家用食品的增長有限，但該公司已經出現了令人鼓舞的跡象，例如第四季度末銷量恢復正增長。所提供的長期指導似乎是可以實現的，這可能會在短期內支持該公司的估值倍數。
聯合天然食品第四季度的息稅折舊攤銷前利潤超出預期，使24財年的息稅折舊攤銷前利潤達到預期的上限。該公司對25財年的展望表明 「穩定至溫和的增長」，這爲投資者提供了保證。管理層已經制定了實現高個位數年度息稅折舊攤銷前利潤增長的長期目標。但是，未來幾年的預期持續銷售可能會 「限制估值上漲的可能性」。
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