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Why Is United Natural (UNFI) Down 8.2% Since Last Earnings Report?

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A month has gone by since the last earnings report for United Natural Foods (UNFI - Free Report) . Shares have lost about 8.2% in that time frame, underperforming the S&P 500.

Will the recent negative trend continue leading up to its next earnings release, or is United Natural due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important drivers.

How Have Estimates Been Moving Since Then?

It turns out, estimates revision have trended upward during the past month.

The consensus estimate has shifted 7.46% due to these changes.

VGM Scores

Currently, United Natural has a strong Growth Score of A, though it is lagging a bit on the Momentum Score front with a B. Charting a somewhat similar path, the stock was allocated a grade of A on the value side, putting it in the top quintile for this investment strategy.

Overall, the stock has an aggregate VGM Score of A. If you aren't focused on one strategy, this score is the one you should be interested in.

Outlook

Estimates have been broadly trending upward for the stock, and the magnitude of these revisions looks promising. It comes with little surprise United Natural has a Zacks Rank #2 (Buy). We expect an above average return from the stock in the next few months.

Performance of an Industry Player

United Natural is part of the Zacks Food - Miscellaneous industry. Over the past month, Smucker (SJM - Free Report) , a stock from the same industry, has gained 3.7%. The company reported its results for the quarter ended January 2025 more than a month ago.

Smucker reported revenues of $2.19 billion in the last reported quarter, representing a year-over-year change of -1.9%. EPS of $2.61 for the same period compares with $2.48 a year ago.

For the current quarter, Smucker is expected to post earnings of $2.25 per share, indicating a change of -15.4% from the year-ago quarter. The Zacks Consensus Estimate has changed -0.1% over the last 30 days.

Smucker has a Zacks Rank #3 (Hold) based on the overall direction and magnitude of estimate revisions. Additionally, the stock has a VGM Score of C.


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