Yet Another Value Podcast cover image

Kingdom Capital's David Bastian on United Natural Foods $UNFI

Yet Another Value Podcast

00:00

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.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app