In this conversation, David Bastion from Kingdom Capital, an expert in value investing and stock analysis, dives deep into United Natural Foods Inc. (UNFI). He examines the hurdles UNFI faces post-merger and the implications of a recent cyberattack on its operations. David highlights management's strategic pivot, the importance of partnerships with Whole Foods and Amazon, and the need for recovery amidst inflation challenges. With a focus on the company's path to sustainable earnings growth, he offers invaluable insights for potential investors navigating this turnaround.
