After a major 30% pullback, I’m buying the dip on $UNFI (-3,46%) .
United Natural Foods is the leading organic food wholesale distributor in the U.S., and a key partner of Whole Foods and Sprouts Farmers Market ($SFM (-2,76%) ). The natural and organic segment is projected to grow around 11% annually over the coming years, and $UNFI is strongly positioned to benefit from this trend.
The recent selloff was triggered by a cyberattack that disrupted operations and caused temporary losses in sales. However, I see this as a short-term setback rather than a structural issue. The company just posted better-than-expected earnings, showing underlying strength.
In today’s uncertain market, I prefer to invest in companies in the consumer staples space — traditionally considered “safe” — that also offer growth potential. After recent disappointments with $PEP (+3,06%) and $PG (-0,94%) , likely due to shifting consumer preferences toward healthier products, I see $UNFI (-3,46%) as being on the right side of that trend.
This 30% drop looks more like an opportunity than a warning sign.
