Goldman Sachs analyst Leah Jordan maintains $United Natural Foods (UNFI.US)$ with a hold rating, and adjusts the target price from $15 to $22.
According to TipRanks data, the analyst has a success rate of 68.2% and a total average return of 23.4% 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 reported a Q4 earnings beat and provided FY25 guidance that aligned with expectations, despite a bearish sentiment prior to the announcement. The company's shift to positive wholesale volumes at the end of the quarter, along with a new three-year outlook that projects margin growth despite flat sales, suggests that the cyclical pressures faced in the past may now be subsiding. Additionally, there is potential for further upside from a rise in vendor promotions or advantageous procurement circumstances.
United Natural Foods is demonstrating progress in its turnaround efforts despite challenging macroeconomic conditions. Although growth in food at home has remained moderate, the company has experienced encouraging signs, such as a return to positive volume growth towards the end of Q4. The long-term guidance appears to be attainable, which may contribute to stabilizing its valuation multiple.
United Natural Foods' Q4 EBITDA surpassed expectations, aligning FY24 EBITDA with the upper range of projections. The company's outlook for FY25 suggests a stable to modest growth trajectory, potentially reassuring investors. Furthermore, while management has outlined a long-term objective for high-single-digit annual EBITDA growth, the anticipation of steady sales in the near future may curtail the potential for valuation increase.
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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高盛集團分析師Leah Jordan維持$聯合原生態食品 (UNFI.US)$持有評級，並將目標價從15美元上調至22美元。
根據TipRanks數據顯示，該分析師近一年總勝率為68.2%，總平均回報率為23.4%。
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：
聯合天然食品公佈了第四季度業績好轉，並提供了與預期一致的25財年指導，儘管在宣佈之前情緒看跌。該公司在本季度末轉向正的批發量，以及新的三年展望，儘管銷售持平，但預計利潤率仍將增長，這表明過去面臨的週期性壓力現在可能正在減弱。此外，供應商促銷活動的增加或有利的採購環境有可能帶來進一步的上行空間。
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。儘管國內食品的增長保持溫和，但該公司已經出現了令人鼓舞的跡象，例如在第四季度末恢復正增長。長期指引似乎是可以實現的，這可能有助於穩定其估值倍數。
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與較高的預測範圍保持一致。該公司對25財年的展望顯示出穩定至溫和的增長軌跡，這可能會讓投資者放心。此外，儘管管理層已經概述了高個位數的年度息稅折舊攤銷前利潤增長的長期目標，但對近期穩定銷售的預期可能會抑制估值上升的可能性。
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