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Posted by
Two Blokes Jun 25 -
Filed in
Stock
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3 views
United Natural Foods' stock plunged 30% after a major cyber-attack, despite strong Q3 results and accelerated leverage reduction guidance from management. I estimate the cyber-attack's financial impact at $85-175M before insurance, far less than the $1B seemingly priced into the stock. Management's FY26 leverage target and recent industry M&A suggest significant upside if UNFI executes, but legal/customer loss risks remain unquantified.
