United Natural Foods IncQ4 revenue expected to decline 1.6% to $7.6B amid network optimization and unwind of project-based work.

United Natural Foods is set to report its fourth-quarter fiscal 2026 earnings on September 8, with analysts expecting a decline in revenue. The Zacks Consensus Estimate puts revenues at $7.6 billion, a 1.6% drop from the year-ago period, while earnings are projected at 62 cents per share, a significant improvement from the year-ago loss of 11 cents. The company's results are likely to be pressured by ongoing network optimization and the unwind of project-based work in its Natural segment, though natural-product growth and low-single-digit food inflation may provide some support. Management has cited optimization and productivity gains as tailwinds for profitability, but incremental fuel and transportation costs and investments in technology and supply chain could offset some benefits. United Natural currently holds a Zacks Rank of 3 with an Earnings ESP of 0.00%, indicating an uncertain earnings beat. Other companies with favorable earnings combinations include The Chefs' Warehouse, Mondelez International, and The Hershey Company.
United Natural Foods IncQ4 revenue expected to decline 1.6% to $7.6B amid network optimization and unwind of project-based work.
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