UNFI at a glance
UNITED NATURAL FOODS INC (UNFI, SEC CIK 1020859) filed its latest 10-K annual report on September 14, 2026, a 10-Q quarterly report on June 9, 2026, an 8-K current report on September 8, 2026 and Form 4 insider filings as recently as October 5, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended August 1, 2026 (FY2026), UNITED NATURAL FOODS INC (UNFI) reported revenue of $31.2 billion (down 2.0% from FY2025) and net income of $84.0 million. Diluted EPS was $1.34.
- As of June 30, 2026, 32 institutional investment managers tracked by SignalX reported holding UNITED NATURAL FOODS INC (UNFI) shares worth $1.5 billion in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $31.2B
- −2.0% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 32 funds
- $1.5B · −1 vs prior quarter
- Latest 8-K
- Sep 8, 2026
- Item 2.02 · Item 8.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Aug 1, 2026
Management Discussion & Analysis
- Revenue $31.2B, down 2.0% YoY ($632M decline); Natural up $1.1B (+7.0%), Conventional down $1.7B (-11.5%), Retail down $185M (-7.9%)
- Operating margin 0.68% ($211M operating income vs -$31M loss), Gross margin 13.5% vs 13.3%, Operating expenses 12.5% vs 13.0% of sales
- Best segment: Conventional Adj. EBITDA up $96M (+55.2%); Worst segment: Retail Adj. EBITDA down $31M with gross profit decline of $69M
- Cash: $37M cash, $1.23B unused credit; total debt down $299M to $1.56B; share repurchases $50M (1.25M shares); Capex $217M; increased cloud tech spend to $35M; liquidity $1.27B
- Outlook: Fiscal 2027 capex/cloud spend ~$300M; risks include inflation, supply chain, cybersecurity, multiemployer pension exposure, macroeconomic volatility, and competitive dynamics
Risk Factors
- FDA and DEA regulatory compliance risks, including 2019 Controlled Substances Act settlement with DEA for pharmacy operations
- Geopolitical and supply chain exposure to tariffs, import restrictions, and global conflicts impacting imported product costs and availability
- Operational vulnerability from IT system migration to a new ERP and warehouse management platform with risk of cost overruns and business disruption
- Competitive risk from mass market grocery distributors expanding natural product offerings and advanced AI-driven digital platforms reducing customer and product visibility
- Leverage risk with $1.6B long-term debt increasing vulnerability to economic downturns and restrictive covenants limiting operating and strategic flexibility
Business Overview
- Core business: Leading grocery wholesaler and support services provider to 30,000+ retailers in U.S. and Canada with 200,000+ natural, organic, conventional products
- New digital marketplace Endless Aisle launched in fiscal 2026, expanding access to innovative, emerging brands for retailers and suppliers
- Strategic emphasis on sustainability with updated Sustainability Policy and Climate Action Partnership involving 100+ suppliers reducing Scope 3 emissions
- Employee count rose to 23,431 with 48% unionized, expanded safety programs with AI video fleet safety tech and Lean management in 44 distribution centers
- Retail segment now includes 65 Cub Foods and Shoppers stores, supplied principally by Conventional distribution centers; intersegment sales eliminated for reporting
AI summary of the UNFI 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended May 2, 2026
Management Discussion & Analysis
- Quarterly revenue $7.723B, down $336M YoY from $8.059B
- Operating margin 0.9% vs 0.2% YoY; net income $33M vs $7M loss
- Adjusted EBITDA $183M vs $157M YoY; margin 2.4% vs 1.9%
- Product cost inflation approximately 4%; consumer trading down and rising fuel costs headwinds
- Network consolidation and planned facility closure supporting efficiency and debt reduction goals
Risk Factors
- No risk-factors section provided; supplied text contains Items 2 and 6 only
- Amended loan agreement dated April 1, 2026, indicating updated debt-financing terms
- Debt agreements restrict dividends and may limit share repurchases
- 2022 Repurchase Program had $109 million remaining as of May 2, 2026
- 82,233 shares repurchased at $48.64 per share during the quarter
AI summary of the UNFI 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Q4 and FY2026 results released September 8, 2026, covering fiscal year ended August 1, 2026
- Press release and investor presentation provide detailed financial results and management commentary
Item 8.01: Other Events
- $200 million share repurchase authorization approved September 3, 2026
- Prior September 2022 repurchase program terminated
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Mark Bushway leaving as President of Natural, Organic, Specialty & Fresh Products and Chief Supply Chain Officer
- Transition support through January 1, 2027, retaining Chief Supply Chain Officer title until departure
Item EX-99.1: Item EX-99.1
- Leadership realignment effective August 3, 2026, aimed at stronger commercial execution, supply-chain efficiency, and profitable growth
- Matteo Tarditi promoted to President and COO, consolidating sales, customer relationships, supply chain, technology, and lean implementation
Item 1.01: Entry into a Material Definitive Agreement
- Filing contains only the authorized signature for UNFI’s June 22, 2026 report
- No material agreement terms or investor-impacting transaction details included in the provided text
AI summaries of UNFI 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for UNFI
Don't miss the next UNFI filing
- Alerts as it files. A push when UNFI files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut UNFI, by share count.
- Ask anything. An AI agent that reads every UNFI filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Best David Edward | F | Oct 2, 2026 | 1,910 | $45.59 |
| Martin Louis Anthony | A | Sep 22, 2026 | 1,419 | - |
| Benedict Danielle | A | Sep 22, 2026 | 928 | - |
| Bushway Mark | A | Sep 22, 2026 | 819 | - |
| Tarditi Giorgio Matteo | A | Sep 22, 2026 | 1,651 | - |
| Hussain Mahrukh | A | Sep 22, 2026 | 928 | - |
| DOUGLAS J ALEXANDER JR | A | Sep 22, 2026 | 5,458 | - |
| Luchini Alfredo | A | Sep 10, 2026 | 34,005 | - |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $31.8B | $31.2B |
| Gross Profit | - | $4.2B | $4.2B |
| Operating Income | - | -$31.0M | $211.0M |
| Net Income | - | -$118.0M | $84.0M |
| Gross Margin | - | 13.3% | 13.5% |
| Op. Margin | - | -0.1% | 0.7% |
| Net Margin | - | -0.4% | 0.3% |
| Balance Sheet | |||
| Total Assets | $7.5B | $7.6B | $7.1B |
| Equity | - | $1.6B | $1.6B |
| ROE | - | -7.6% | 5.2% |
| Per Share | |||
| EPS | - | $-1.95 | $1.34 |
| Cash Flow | |||
| Operating CF | - | $470.0M | $540.0M |
| CapEx | $345.0M | $231.0M | $217.0M |
Source: XBRL data in UNITED NATURAL FOODS INC (UNFI)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate UNFI share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 32 | $1.49B |
| Q1 2026 | 33 | $1.47B |
| Q4 2025 | 29 | $1.13B |
| Q3 2025 | 28 | $1.28B |
| Q2 2025 | 27 | $827.9M |
| Q1 2025 | 25 | $682.3M |
| Q4 2024 | 21 | $622.9M |
| Q3 2024 | 19 | $263.5M |
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Source: 13F-HR filings on SEC EDGAR (aggregated from 214 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
UNFI filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Sep 24, 2026 | - | - | - |
| 4 | Sep 24, 2026 | - | - | - |
| 4 | Sep 24, 2026 | - | - | - |
| 4 | Sep 24, 2026 | - | - | - |
| 4 | Sep 24, 2026 | - | - | - |
| 4 | Sep 24, 2026 | - | - | - |
| 10-K | Sep 14, 2026 | Aug 1, 2026 | Analysis | |
| 4 | Sep 14, 2026 | - | - | - |
| 4 | Sep 9, 2026 | - | - | - |
| 4 | Sep 9, 2026 | - | - | - |
| 4 | Sep 9, 2026 | - | - | - |
| 4 | Sep 9, 2026 | - | - | - |
| 4 | Sep 9, 2026 | - | - | - |
| 4 | Sep 9, 2026 | - | - | - |
| 8-K | Sep 8, 2026 | - | Analysis | - |
| SC 13G | Jul 31, 2026 | - | - | |
| 8-K | Jul 9, 2026 | - | Analysis | - |
| 4 | Jun 30, 2026 | - | - | - |
| 4 | Jun 25, 2026 | - | - | - |
| 8-K | Jun 22, 2026 | - | Analysis | - |
| 4 | Jun 9, 2026 | - | - | |
| 8-K | Jun 9, 2026 | - | Analysis | |
| 10-Q | Jun 9, 2026 | May 2, 2026 | Analysis | |
| 4 | May 8, 2026 | - | - |
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UNFI SEC filings: frequently asked questions
Which institutions hold UNFI stock?
As of June 30, 2026, the largest UNITED NATURAL FOODS INC (UNFI) holders among the 13F filers tracked by SignalX were BlackRock ($477.6 million), Vanguard Portfolio Management LLC ($203.9 million), Dimensional Fund Advisors ($161.3 million), Vanguard Capital Management LLC ($118.3 million), State Street Corp ($112.3 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was UNFI's revenue in fiscal year 2026?
For the fiscal year ended August 1, 2026 (FY2026), UNITED NATURAL FOODS INC (UNFI) reported revenue of $31.2 billion (down 2.0% from FY2025) and net income of $84.0 million. Diluted EPS was $1.34. The figures come from the XBRL data in the 10-K.
What are the main risks in UNFI's latest 10-K?
In the 10-K filed September 14, 2026, UNITED NATURAL FOODS INC (UNFI) flagged: FDA and DEA regulatory compliance risks, including 2019 Controlled Substances Act settlement with DEA for pharmacy operations. Geopolitical and supply chain exposure to tariffs, import restrictions, and global conflicts impacting imported product costs and availability. (AI summary of the Risk Factors section.)
What did UNFI report in its latest 8-K?
UNITED NATURAL FOODS INC (UNFI) filed an 8-K on September 8, 2026 reporting Item 2.02 (Results of Operations and Financial Condition) and Item 8.01 (Other Events). Q4 and FY2026 results released September 8, 2026, covering fiscal year ended August 1, 2026.
What are the latest UNFI SEC filings?
UNITED NATURAL FOODS INC (UNFI) filed its latest 10-K annual report on September 14, 2026, a 10-Q quarterly report on June 9, 2026, an 8-K current report on September 8, 2026 and a Form 4 insider filing on October 5, 2026.
What is UNFI's SEC CIK number?
UNITED NATURAL FOODS INC (UNFI)'s SEC Central Index Key (CIK) is 1020859. EDGAR lists every UNFI filing under that number.
Ask anything about UNFI
The research agent reads UNFI's filings, financials, insider trades and 13F holders, then answers with sources.