United Natural Foods reported a 16.6% year-over-year increase in adjusted EBITDA to $183 million in the third quarter of fiscal 2026, crediting AI-driven tools and supply-chain optimization for faster-than-expected productivity gains. Operating expenses fell nearly 7% from a year earlier, while operating expenses as a percentage of net sales decreased 40 basis points. The company expanded its use of Samsara, an AI-powered fleet management platform, which helped improve on-time deliveries by more than 4% and reduce average miles driven per delivery by nearly 5% year to date. Management plans to continue investing in technology and supply-chain capabilities as profitability strengthens.
United Natural Foods IncAI-driven tools and supply-chain optimization drove 16.6% EBITDA growth and cost reductions.
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Samsara IncUnited Natural Foods expanded use of Samsara's AI-powered fleet management platform, indicating product adoption.
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