- An extension of the Whole Foods / Amazon contract through 2030 is imminent.
- Reversion to the lowest and average historical EV / EBITDA multiples would rerate shares to at least $43 to $94 per share.
- UNFI shares can continue to appreciate over 10% a year (after being re-rated) even with zero growth (an unlikely scenario).
- Sell-side analysts properly recognize the ability of UNFI to generate $1 to $2 billion in asset sales.
- A stunning case study shows why sell-side analysts are not portfolio managers and illustrates how they create market inefficiencies.
For further details see:
United Natural Foods: 'Primed' To Soar To 'Whole' Value