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分析师John Heinbockel首予$联合原生态食品 (UNFI.US)$持有评级。
根据TipRanks数据显示，该分析师近一年总胜率为58.1%，总平均回报率为6.9%。
此外，综合报道，$联合原生态食品 (UNFI.US)$近期主要分析师观点如下：
尽管在宣布之前普遍存在悲观情绪，但联合天然食品公布的第四季度收益业绩超出了预期，对2025财年的预测也与预期一致。在本季度接近尾声时，批发量向正数过渡，再加上一项三年预测，即尽管销售稳定，但利润仍将扩大，这表明过去的周期性挑战可能会消退。此外，供应商促销活动的增加或有利的购买可能性有可能带来更多好处。
尽管宏观经济条件艰难，但联合天然食品的转型工作仍取得了进展。尽管家用食品的增长有限，但该公司已经出现了令人鼓舞的迹象，例如第四季度末销量恢复正增长。所提供的长期指导似乎是可以实现的，这可能会在短期内支持该公司的估值倍数。
联合天然食品第四季度的息税折旧摊销前利润超出预期，使24财年的息税折旧摊销前利润达到预期的上限。该公司对25财年的展望表明 “稳定至温和的增长”，这为投资者提供了保证。管理层已经制定了实现高个位数年度息税折旧摊销前利润增长的长期目标。但是，未来几年的预期持续销售可能会 “限制估值上涨的可能性”。
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