United Natural Foods, Inc. · NYSE:UNFI
United Natural Foods — Corporate Update (July 2025)
12 slides from United Natural Foods's corporate update, Jul 16, 2025
Slide 1: Business Update
Business Update July 16, 2025
Slide 2: Disclaimer
Disclaimer Certain information in this presentation and discussed on the conference call which this presentation accompanies constitutes forward-looking information within the meaning of the Private Securities Litigation Reform Act of 1995. Statements in this presentation regarding the Company’s bus
Slide 3: Agenda
Agenda Introduction Steve Bloomquist Vice President, Investor Relations Opening Remarks Sandy Douglas Chief Executive Officer Outlook Update Matteo Tarditi President and Chief Financial Officer Q&A
Slide 4: Opening Remarks
Opening Remarks Sandy Douglas Chief Executive Officer
Slide 5: Thank You to Our Customers, Suppliers, Associates
To Our Customers, Suppliers, Associates: Thank You. 5
Slide 6: Continued Focus on Customers & Suppliers
Continued Focus on Customers & Suppliers PARTNER-FIRST FOCUS STRONG, SAFE RECOVERY CONTINUED OPPORTUNITY • Immediate focus on supporting • Strong cyber security protocol • Strong momentum through third customers and suppliers helped protect UNFI and partner quarter of fiscal 2025 personal informatio
Slide 7: Financial Update
Financial Update Matteo Tarditi President and Chief Financial Officer
Slide 8: Updated Fiscal 2025 Outlook
Updated Fiscal 2025 Outlook (1) Raising net sales and free cash flow outlook, updating adjusted EBITDA and capital spending outlook. Estimates do not yet reflect benefits of insurance, which we expect will be sufficient to offset UNFI’s recovery and remediation costs.(2) Capital and Cloud (3)(4) Imp
Slide 9: Current Estimate of Incident Financial Impact
Current Estimate of Incident Financial Impact1 Expect operational impact will be largely contained to Q4 FY25 $ in millions Comments Lost Sales ~$(350)-$(400) • Preliminary estimates based on June actuals, to be further refined Adj EBITDA ~$(40)-$(50) • Estimated impact of lower sales on fixed and e
Slide 10: Summary
Summary • Strong cyber security protocol and swift actions helped protect partner personal information and enabled expeditious recovery from cyber incident. • Customer and supplier collaboration and solutions-oriented teamwork helped support a successful recovery process. • Commercial operating capa
Slide 11: Non-GAAP Metric Definitions
Non-GAAP Metric Definitions Adjusted EPS: The non-GAAP adjusted earnings per diluted common share measure is a consolidated measure, which the Company reconciles by adding Net income attributable to UNFI plus the LIFO charge or benefit, goodwill impairment benefits and charges, restructuring, acquis
Slide 12: Thank you
UNFI Thank you