UNFI

Laird Superfood, Inc. LSF reported earnings per share of 11 cents in first-quarter 2026. The reported figure compared favorably with the year-ago quarterly loss of two cents a share. It reported net sales of $13.9 million, up 20% year over year, but below the consensus mark of $15 million. Navitas added $1.6 million to sales. The quarter reflected meaningful wholesale momentum and the early impact of acquired brands. E-commerce sales jumped 4% and accounted for 46% of net sales, while wholesale sales surged 37% and contributed about 54%, underscoring a balanced channel mix as LSF expanded its scaled superfood platform. While e-commerce sales were backed by Navitas sales and solid growth on Amazon.com, offset in part by softness in the direct-to-consumer unit, wholesale sales were driven by the addition of Navitas sales, strength in distribution and product assortment, and velocity improvement in grocery and club outlets. On April 21, 2026, LSF concluded two concurrent transactions under an investment agreement dated Dec. 21, 2025. First, the company acquired Terrasoul for $48.0 million, subject to post-closing adjustments. Second was the purchase by Gateway Superfood NSSIII Investment, LLC and Gateway Superfood NSSIV Investment, LLC, each an affiliate of Nexus Capital Management LP, of 60,000 shares of Series A Convertible Preferred Stock at $1,000 a share for gross proceeds of $60 million. Terrasoul results are not included in LSF’s consolidated financial statements for the quarter ended March 31, 2026. Laird Superfood, Inc. price-consensus-eps-surprise-chart | Laird Superfood, Inc. Quote Gross margin declined sharply to 33.3% from 41.9% in the prior-year quarter. Management attributed about 5.4 percentage points of the year-over-year contraction to unfavorable channel and product mix, inflationary commodity costs and the impact of import tariffs on a few input costs. The company also cited a timing-related inventory costing gain in the prior-year period that did not recur, accounting for roughly 3.2 percentage points of the contraction. Adjusted EBITDA came at a loss of $1.1 million against a profit of $0.4 million in the corresponding year-ago period. The downside was mainly due to inflationary commodity expenses, tariffs and increased marketing and selling expenses. LSF ended the quarter with $10.5 million in cash, cash equivalents and restricted cash wi...

HF FOODS GROUP INC. (HFFG) came out with quarterly earnings of $0.06 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.07 per share a year ago. These figures are adjusted for non-recurring items. A quarter ago, it was expected that this company would post earnings of $0.1 per share when it actually produced earnings of $0.05, delivering a surprise of -50%. Over the last four quarters, the company has surpassed consensus EPS estimates just once. HF FOODS GROUP, which belongs to the Zacks Food - Miscellaneous industry, posted revenues of $312 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 1.32%. This compares to year-ago revenues of $298.43 million. The company has topped consensus revenue estimates three times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. HF FOODS GROUP shares have lost about 12.1% since the beginning of the year versus the S&P 500's gain of 8.1%. While HF FOODS GROUP has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for HF FOODS GROUP was unfavorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #4 (Sell) for the stock. So, the shares are expected to underperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. It will be interesting to see how estimates for the c...

PROVIDENCE, R.I., May 11, 2026--(BUSINESS WIRE)--United Natural Foods, Inc. (NYSE: UNFI) will release financial results for its 13-week fiscal 2026 third quarter, ended May 2, 2026, the morning of Tuesday, June 9, 2026. Management will host a conference call that morning at 8:30 a.m. ET to discuss results. To access the conference call, please dial (800) 715 - 9871 (U.S. toll-free) and reference conference ID number 5462932. An audio webcast of the conference call, and materials that will be referenced during the call, will be available via the Investors section of the Company's website www.unfi.com. An online archive of the webcast will be available for 120 days. About United Natural Foods, Inc. UNFI is North America's premier grocery wholesaler delivering the widest variety of fresh, branded, and owned brand products to more than 30,000 locations throughout North America, including natural product superstores, independent retailers, conventional supermarket chains, ecommerce providers, and food service customers. UNFI also provides a broad range of value-added services and segmented marketing expertise, including proprietary technology, data, market insights, and shelf management to help customers and suppliers build their businesses and brands. As the largest full-service grocery partner in North America, UNFI is committed to building a food system that is better for all and is uniquely positioned to deliver great food, more choices, and fresh thinking to customers. To learn more about how UNFI is delivering value for its stakeholders, visit www.unfi.com. View source version on businesswire.com: https://www.businesswire.com/news/home/20260511052877/en/ Contacts Investor Contacts Kristyn [email protected] - or -Steve [email protected] Media Contact Kristen [email protected]

Interested in Sprout Social, Inc.? Here are five stocks we like better. Sprout Social posted Q1 fiscal 2026 revenue of $121.5 million, up 11.2% year over year, while non-GAAP operating margin expanded to 11.6% and free cash flow hit a record $24.7 million. The company announced its first share repurchase program, authorizing up to $50 million, citing strong cash generation and a valuation gap versus its long-term outlook. Growth was driven increasingly by larger enterprise customers and AI adoption: customers with $30,000+ in annual recurring revenue topped 60% of subscription revenue, and Trellis AI moved out of beta and is now expanding across the platform. United Natural Foods’ Risk-Reward Tradeoff Looks Appetizing Sprout Social (NASDAQ:SPT) reported first-quarter fiscal 2026 revenue growth of 11.2% year over year and announced its first share repurchase authorization, as management emphasized larger enterprise customers, artificial intelligence initiatives and continued margin expansion. Chief Executive Officer Ryan Barretto said Sprout generated revenue of $121.5 million in the quarter and posted a non-GAAP operating margin of 11.6%. The company also reported current remaining performance obligations of $281.7 million, up 10% year over year, while total remaining performance obligations increased approximately 10%. → Insider Sales: Top AST SpaceMobile Insider Cuts Postion Over 30% Sprinklr Gets Targets Raised By Analysts, Here's Why “We’re also seeing customers making longer-term commitments to Sprout, with multi-year contracts now representing nearly half of our contract mix, up from about one-third two years ago,” Barretto said. He said the trend reflects growing customer confidence in Sprout as a strategic platform, particularly among larger and more sophisticated customers. Sprout reported non-GAAP free cash flow of $24.7 million in the first quarter, up approximately 27% from a year earlier and described by Barretto as the company’s largest quarterly non-GAAP free cash flow result to date. On a trailing 12-month basis, Sprout generated more than $51 million in non-GAAP free cash flow. → Light Speed Returns: Corning Cashes In on NVIDIA Growth How to Invest in Grocery Stores The company also announced that its board authorized a share repurchase program of up to $50 million. Barretto said the authorization reflects management’s confidence in Sprout’s...

Monster Beverage Corporation MNST posted strong first-quarter 2026 results, with earnings and sales topping expectations. Adjusted earnings were 58 cents per share, up 23.7% year over year and exceeded the Zacks Consensus Estimate of 53 cents. Revenues jumped 26.9% year over year to $2.35 billion, beating the consensus mark of $2.16 billion by 8.9%. Results reflected broad-based demand and global execution. International performance remained a defining feature of the quarter. Net sales to customers outside the United States climbed 44.9% year over year to $1.06 billion, representing about 45% of total net sales for the period. In the United States, management cited strength in its Zero Sugar portfolio, including continued momentum in the Ultra family, alongside incremental gains from recent launches and packaging initiatives such as larger multipacks in select channels. The quarter’s growth was led by the Monster Energy Drinks segment, where net sales increased 27.6% year over year to $2.19 billion. Management attributed performance to core brand strength and a steady cadence of innovation across platforms such as Monster Energy, Ultra, Juice Monster, Reign and Bang. Strategic Brands also delivered, with segment sales rising 28.9% to $126.7 million. By contrast, Alcohol Brands declined 5.9% to $32.7 million, while the Other segment decreased 12% to $5.3 million. Adjusted gross profit, as a percentage of net sales, was 55.3% in the first quarter of 2026, down 180 basis points (bps) from a year ago, with the decline primarily tied to geographic mix, higher aluminum can costs and increased freight-in costs, partly offset by pricing actions. Adjusted operating expenses were $549.3 million, or 23.7% of net sales, compared with $447.5 million or 24.6% in the year-ago quarter. Distribution expenses rose 32.5% to $102.8 million, while selling expenses increased 13.2% to $195 million and general and administrative expenses jumped 16.2% to $265.5 million. Monster Beverage exited the quarter with $2.04 billion in cash and cash equivalents and $945.3 million in short-term investments, alongside $1.88 billion in net accounts receivable and $828.3 million in inventories. During the quarter, MNST repurchased about 1.4 million shares for roughly $100 million at an average price of $73.86, and the company had approximately $400 million remaining under its existing repurchase...

Anheuser-Busch InBev SA/NV BUD, aka AB InBev, reported first-quarter 2026 results, wherein earnings per share (EPS) and revenues surpassed the Zacks Consensus Estimate. Both the top and bottom lines also improved year over year. Bottom-line growth reflected disciplined cost management and positive business momentum, owing to the strength of its diversified footprint and consumer demand for its megabrands. BUD posted underlying earnings of 97 cents per share, up 20.8% from the year-ago quarter and surpassed the Zacks Consensus Estimate of 90 cents by 7.8%. Revenues came in at $15,267 million, up 12% year over year and ahead of the consensus mark of $14,675 million by 4%. Shares of this Zacks Rank #3 (Hold) company have gained 19.6% in the past three months compared with the industry’s 14.4% growth. BUD’s quarter benefited from a combination of revenue management and favorable mix. On an organic basis, revenues rose 5.8%, supported by a 4.5% increase in revenue per hectoliter on continued premiumization. Execution behind core brands remained a key lever. Combined revenues of its megabrands rose 8.2%, led by Corona, which grew 16% outside of its home market. Management also highlighted strong performances for Stella Artois and Michelob Ultra outside their home markets. Anheuser-Busch InBev SA/NV price-consensus-eps-surprise-chart | Anheuser-Busch InBev SA/NV Quote AB InBev delivered modest overall volume growth, aided by strength in key markets. Total volumes increased 0.8% organically, with beer volumes rising 1.2% and non-beer volumes declining 1.9%. The company noted record-high first-quarter beer volumes in markets including Mexico, Colombia, Brazil, South Africa and Peru, underscoring improved category activation across parts of its footprint. Digitization remained a notable growth vector in the quarter. As of March 31, 2026, BEES was live in 29 markets and the company said it is digitizing relationships with more than 6 million customers globally. AB InBev also indicated that 72% of its revenues were captured through B2B digital platforms in the quarter. The company’s marketplace initiatives continued to scale. BEES captured $14.6 billion in gross merchandise value (GMV) in the quarter, up 15% from the year-ago period, while BEES Marketplace GMV rose 55% to approximately $1.1 billion from sales of third-party products. These gains signal expanding monetiz...

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. United Natural Foods (UNFI) has drawn fresh attention after its fiscal second quarter earnings per share of $0.62 exceeded analyst expectations of $0.51, and the company announced a new US$2.4b revolving credit facility. See our latest analysis for United Natural Foods. Those earnings and financing updates have landed alongside a strong price move, with a 30.2% 90 day share price return and 53.3% year to date share price return helping lift total shareholder return to 94.7% over the past year. This suggests momentum has been building recently. If this kind of rebound has your attention, it could be a good time to see what else is moving and broaden your search with 17 top founder-led companies With UNFI trading near a 52 week high, showing a 52.4% intrinsic discount estimate yet sitting about 9.7% above the average analyst target, you have to ask: is there still a buying opportunity here, or is the market already pricing in future growth? Analysts putting fair value at $46.25 are sitting below the latest close at $51.24, which sets up a tight but important gap in expectations. Read the complete narrative. Want to see what kind of revenue path and margin reset are built into that price tag? The narrative leans on gradual top line progress, firming profitability and a future earnings multiple that sits just below the wider Consumer Retailing group. Curious how those pieces fit together into that single fair value line? Result: Fair Value of $46.25 (OVERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, this narrative still faces real tests if the recent cybersecurity breach leads to lasting customer fallout, or if large retailers continue to put more pressure on distributor margins than expected. Find out about the key risks to this United Natural Foods narrative. While the analyst narrative points to a fair value of $46.25 and labels United Natural Foods as 11% overvalued on that basis, the Simply Wall St DCF model tells a different story, with an estimated future cash flow value of $107.74. When one framework leans cautious and another sees a large gap, which set of assumptions feels more realistic to you? Look into how the SWS DCF model arrives at its fair value. After read...

The Boston Beer Company, Inc. SAM reported lower-than-expected revenues and earnings in first-quarter 2026. Both top and bottom lines also fell year over year. It posted first-quarter adjusted earnings per share (EPS) of $1.64, missing the Zacks Consensus Estimate of $1.85 by 11.4%. Also, the reported number decreased from $2.16 seen in the year-earlier quarter. Net revenues declined 4.4% year over year to $433.9 million and came below the consensus estimate of $437 million by 0.7%. The year-over-year decline was owing to soft volumes that were partly offset by pricing and a favorable mix. Apparently, shares lost more than 1% in the after-hours trading yesterday. This Zacks Rank #3 (Hold) company’s shares have risen 11.1% in the past three months, outperforming the industry’s 3.8% decline. The Boston Beer Company, Inc. price-consensus-eps-surprise-chart | The Boston Beer Company, Inc. Quote Depletions dipped 4% in the quarter, reflecting continued pressure across a few core brands. Decreases in Twisted Tea, Truly, Samuel Adams and Hard Mountain Dew brands were partly offset by growth in Sun Cruiser, Angry Orchard and Dogfish Head brands. Year-to-date depletions through the 17-week period ended April 24, 2026, decreased roughly 4% from the comparable period in 2025. Meanwhile, shipments declined at a higher rate than depletions, reporting a 6.9% decrease versus the year-earlier quarter. Shipment volume for the quarter was about 1.6 million barrels, mainly owing to tough prior-year comparisons as distributors built inventories for Sun Cruiser and Truly Unruly innovation in the first quarter of 2025 and a slightly lower distributor inventory levels led by improvements in the responsiveness of its supply chain to resonate well with demand. Management believes distributor inventory as of March 28, 2026, was at an appropriate level for each of its brands and averaged nearly four and a half weeks on hand versus the five weeks at the end of the year-earlier quarter. SAM reported gross margin of 49.3%, up 100 basis points (bps) from the first quarter of 2025, benefiting from price increases, favorable product mix, procurement savings and enhanced brewery efficiencies. The gain was partly offset by inflationary, commodity and tariff costs. Gross margin also included $1.6 million of shortfall fees and non-cash expense of third-party production pre-payments in total, wh...

The Coca-Cola Company KO has reported first-quarter 2026 results, with the bottom and top lines surpassing the Zacks Consensus Estimate. The company’s revenues and earnings per share (EPS) improved year over year. The results have benefited from continued business momentum, aided by enhanced pricing across markets. This quarter’s results highlighted the strength of KO’s resilient, all-weather strategy. Coca-Cola has reported a comparable EPS of 86 cents in the first quarter, up 18% from the year-ago period. Comparable EPS also beat the Zacks Consensus Estimate of 81 cents. Favorable currency translations aided the comparable EPS by three percentage points. Comparable currency-neutral EPS rose 15% year over year. Revenues of $12.47 billion grew 12% year over year and came above the Zacks Consensus Estimate of $12.30 billion. Organic revenues on an adjusted basis rose 10% from the prior-year quarter, led by growth across all operating segments. In the first quarter of 2026, KO gained a value share in the total non-alcoholic ready-to-drink beverages category. Shares of Coca-Cola gained 2.7% in the pre-market trading session following the solid results in the first quarter. The Zacks Rank #4 (Sell) stock has risen 2.7% in the past three months compared with the industry’s 1.7% growth. In the reported quarter, concentrate sales grew 8% year over year, while the price/mix improved 2%. Concentrate sales were five points ahead of unit case volume, mainly owing to six additional days in the reported quarter, somewhat offset by the timing of concentrate shipments. Coca-Cola’s total unit case volume rose 3% year over year in the first quarter, led by growth in China, the United States and India. Our model predicted year-over-year organic revenue growth of 7.1% for the first quarter, with a 3.6% increase in the price/mix and a 3.4% rise in the concentrate sales volume. CocaCola Company (The) price-consensus-eps-surprise-chart | CocaCola Company (The) Quote Regarding the cluster-category performance, the unit case volume grew 2% year over year for the sparkling soft drinks category. The trademark Coca-Cola’s unit volume rose 2%, buoyed by growth in Asia Pacific and North America. Coca-Cola Zero Sugar jumped 13%, backed by growth in all geographic operating segments. The unit case volume for Diet Coke/Coca-Cola Light also climbed 6%, on growth in North America. Sparkling...

A month has gone by since the last earnings report for General Mills (GIS). Shares have lost about 5.8% in that time frame, underperforming the S&P 500. Will the recent negative trend continue leading up to its next earnings release, or is General Mills due for a breakout? Well, first let's take a quick look at its latest earnings report in order to get a better handle on the recent catalysts for General Mills, Inc. before we dive into how investors and analysts have reacted as of late. General Mills reported third-quarter fiscal 2026 results, wherein both the top and bottom lines missed the Zacks Consensus Estimate. Both net sales and earnings experienced year-over-year declines. The company posted adjusted earnings of 64 cents per share, which missed the Zacks Consensus Estimate of 74 cents. The bottom line also declined 37% year over year on a constant-currency (cc) basis, attributed to reduced adjusted operating profit and increased adjusted effective tax rate. However, the impact was partially offset by reduced net shares outstanding. Net sales dropped 8% to $4,436.7 million, including a six-point headwind from the impacts of divestitures and acquisitions, partially offset by a one-point benefit from foreign currency exchange. The top line also missed the Zacks Consensus Estimate of $4,479 million. Organic net sales also saw a 3% decline, mainly due to lower volume and unfavorable price realization and product mix. This performance lagged Nielsen-measured global retail sales by approximately 1.5 points. The adjusted gross margin declined 280 basis points (bps), reaching 30.6% of net sales, mainly due to elevated input costs, partly offset by the favorable net price realization and mix to gross margin, including the product mix benefit from the yogurt divestitures. General Mills’ adjusted operating profit dropped 32% in constant currency, impacted by reduced adjusted gross profit dollars. The adjusted operating profit margin was down 420 bps, reaching 12.3%. North America Retail: Revenues in the segment were $2,596.4 million, down 14% year over year, including a nine-point headwind from the divestiture of North American yogurt businesses. Net sales fell double digits in the Big G Cereal & Canada operating unit, including the impact of the yogurt divestitures, declined by high-single digits in U.S. Snacks and decreased by low-single digits in U.S. Meals &...

Looking back on perishable food stocks’ Q4 earnings, we examine this quarter’s best and worst performers, including United Natural Foods (NYSE:UNFI) and its peers. The perishable food industry is diverse, encompassing large-scale producers and distributors to specialty and artisanal brands. These companies sell produce, dairy products, meats, and baked goods and have become integral to serving modern American consumers who prioritize freshness, quality, and nutritional value. Investing in perishable food stocks presents both opportunities and challenges. While the perishable nature of products can introduce risks related to supply chain management and shelf life, it also creates a constant demand driven by the necessity for fresh food. Companies that can efficiently manage inventory, distribution, and quality control are well-positioned to thrive in this competitive market. Navigating the perishable food industry requires adherence to strict food safety standards, regulations, and labeling requirements. The 12 perishable food stocks we track reported a strong Q4. As a group, revenues beat analysts’ consensus estimates by 1.7% while next quarter’s revenue guidance was 4.6% below. Amidst this news, share prices of the companies have had a rough stretch. On average, they are down 5.5% since the latest earnings results. With a vast network of 55 distribution centers spanning approximately 30 million square feet of warehouse space, United Natural Foods (NYSE:UNFI) is North America's premier grocery wholesaler distributing natural, organic, and conventional products to over 30,000 retail locations across the US and Canada. United Natural Foods reported revenues of $7.95 billion, down 2.6% year on year. This print fell short of analysts’ expectations by 2%, but it was still a satisfactory quarter for the company with a solid beat of analysts’ EBITDA estimates but full-year revenue guidance missing analysts’ expectations. United Natural Foods delivered the weakest performance against analyst estimates and weakest full-year guidance update of the whole group. Interestingly, the stock is up 21.7% since reporting and currently trades at $47.25. Is now the time to buy United Natural Foods? Access our full analysis of the earnings results here, it’s free. Founded in 1983 in California, Mission Produce (NASDAQ:AVO) grows, packages, and distributes avocados. Mission Produc...

Constellation Brands, Inc. STZ reported fourth-quarter fiscal 2026 results, wherein the top and bottom lines surpassed the Zacks Consensus Estimate. The company’s sales and earnings declined year over year on weak consumer demand trends. The Beer business continues to outperform the category in dollar share gains in Circana U.S. tracked channels in the fiscal year, surpassing the overall beer category by roughly two percentage points in year-over-year dollar sales, generating depletion and net sales growth in the fourth quarter of 0.6% and more than 1%, respectively. The Wine & Spirits business remaining portfolio outpaced the total wine category in both dollar sales and volumes in Circana U.S. tracked channels in fiscal 2026, delivering above 8% depletion growth in the reported quarter. Comparable earnings per share (EPS) of $1.90 dropped 28% year over year in the fiscal fourth quarter but surpassed the Zacks Consensus Estimate of $1.74. On a reported basis, the company’s EPS was $1.16 against a loss of $2.09 reported in the year-earlier quarter. Constellation Brands Inc price-consensus-eps-surprise-chart | Constellation Brands Inc Quote Net sales declined 11% year over year to $1.920 billion but came above the Zacks Consensus Estimate of $1.896 billion. Organic net sales were flat year over year. Constellation Brands' sales for the beer business jumped nearly 1% year over year to $1.73 billion, backed by a rise of 1.1% in shipment volumes and favorable pricing, partly offset by unfavorable mix. Depletions rose 0.6% as declines for Modelo Especial of just under 1% and Corona Extra of about 6% were more than offset by increases from Pacifico, Victoria and the Modelo Chelada brands of nearly 21%, 17%, and 5%, respectively. Sales in the wine and spirits segment plunged 58% year over year to $194.2 million in the fiscal fourth quarter. The metric was hurt by a 72.9% decline in shipment volumes, reflecting the effects of the Wine & Spirits divestitures, changes in distributor contractual obligations and pricing efforts taken on certain brands. The Zacks Consensus Estimate for the company's beer, and wine and spirits segments is currently pegged at $1.71 billion and $195 million, respectively. STZ's comparable operating income came in at $508 million, down 9% year over year. Operating income for the beer segment slipped 8% year over year to $572.5 million. The be...