UNFI

United Natural Foods reported Q4 fiscal 2026 results beating both earnings and revenue estimates, with adjusted EPS of 69 cents versus 62 cents consensus and net sales of $7.64 billion topping expectations. The company achieved margin improvements through network optimization and cost-saving initiatives, with adjusted EBITDA rising 48.3% to $172 million.

However, net sales declined 0.7% year-over-year due to planned optimization actions and conventional segment weakness. For fiscal 2027, UNFI projects net sales of $31.2-$31.8 billion and adjusted EPS of $3.00-$3.50. The stock carries a Zacks Rank #3 (Hold) rating with an aggregate VGM Score of A.

United Natural Foods (UNFI) has completed the initial deployment of Lean daily management across 44 distribution centers by the end of fiscal 2026. The initiative has yielded measurable improvements in key operational metrics: fill rates improved 2 points, on-time delivery advanced 5 points, and throughput rose 12 points year-over-year in Q4 fiscal 2026. The company plans to advance to Lean 2.0 to deepen adoption and further improve service and productivity metrics.

Hain Celestial reported Q4 fiscal 2026 results with an adjusted loss of 5 cents per share, wider than consensus estimates, though net sales beat expectations at $263.1 million. The company is selling its International business to AURELIUS for approximately $323.2 million to reduce debt and focus on its North American operations.

Despite organic sales declining 2% and profitability pressures in the International segment, North America returned to organic growth and margins expanded. The stock has declined 9.1% since the earnings report and carries a Zacks Rank #4 (Sell) rating.