Here’s Kingdom Capital Advisors’ Updates on United Natural Foods (UNFI)

Kingdom Capital Advisors, a private investment firm, released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here. In the third quarter, the portfolio recovered from the significant drawdowns from November 2024 to June 2025. The composite returned 20.78% (net of fees) in the quarter, compared to 12.39% for the Russell 2000 TR, 8.12% for the S&P 500 TR, and 9.01% for the NASDAQ 100 TR. The portfolio compounded at 21.06% (net of fees) since its inception vs. 4.60% for the Russell 2000 TR, 11.46% for the S&P 500 TR, and 13.48% for the NASDAQ 100 TR. In addition, please check the fund’s top five holdings to know its best picks in 2025.

In its third-quarter 2025 investor letter, Kingdom Capital Advisors highlighted stocks such as United Natural Foods, Inc. (NYSE:UNFI). United Natural Foods, Inc. (NYSE:UNFI) distributes natural, organic, specialty, produce, and conventional grocery and non-food products.  The one-month return of United Natural Foods, Inc. (NYSE:UNFI) was 42.11%, and its shares gained 98.65% of their value over the last 52 weeks. On October 13, 2025, United Natural Foods, Inc. (NYSE:UNFI) stock closed at $41.34 per share, with a market capitalization of $2.404 billion.

Kingdom Capital Advisors stated the following regarding United Natural Foods, Inc. (NYSE:UNFI) in its third quarter 2025 investor letter:

“United Natural Foods, Inc. (NYSE:UNFI) exemplifies our approach to developing edge through misunderstood situations. Despite a cyber-attack that paralyzed their distribution network for over 10% of the most recent quarter, management still exceeded sales guidance — demonstrating exceptional execution under pressure. The cyber event appears mostly covered by insurance and has deepened customer relationships rather than strained them. Management’s September 30th guidance for the upcoming year shows continued execution well ahead of Wall Street expectations. With $300m of free cash flow expected from operations in FY26, another $150m from cyber insurance proceeds and asset sales, UNFI trades below 6x EV/EBITDA—a persistent discount to peers.”

Is United Natural Foods, Inc. (UNFI) the Best Food Stock to Buy According to Billionaires?

United Natural Foods, Inc. (NYSE:UNFI) is not on our list of 30 Most Popular Stocks Among Hedge Funds. According to our database, 27 hedge fund portfolios held United Natural Foods, Inc. (NYSE:UNFI) at the end of the second quarter, up from 26 in the previous quarter.  While we acknowledge the risk and potential of United Natural Foods, Inc. (NYSE:UNFI) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than United Natural Foods, Inc. (NYSE:UNFI) and that has 10,000% upside potential, check out our report about this cheapest AI stock.

In another article, we covered United Natural Foods, Inc. (NYSE:UNFI) and shared the list of best food stocks to buy according to Wall Street analysts. In addition, please check out our hedge fund investor letters Q3 2025 page for more investor letters from hedge funds and other leading investors.

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Disclosure: None. This article is originally published at Insider Monkey.