
Kingdom Capital's David Bastian on United Natural Foods $UNFI
Yet Another Value Podcast
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Financial Turnaround in Grocery Distribution
This chapter explores the financial trajectory of a grocery distribution company undergoing a significant turnaround, focusing on EBITDA growth and debt management. It discusses skepticism from analysts regarding past management mistakes and the company's ability to achieve its ambitious targets, while also highlighting potential profitability based on market dynamics. The conversation delves into inventory management challenges, strategic changes, and the implications of partnerships with major entities like Amazon, ultimately assessing the company's future growth prospects.
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