United Natural Foods (UNFI) shifts to Natural, Conventional, Retail segments

Rhea-AI Filing Summary

United Natural Foods, Inc. is changing how it reports its business segments to match a new product-centered structure. In the fourth quarter of fiscal 2025, the company reorganized its internal financial reporting and management processes so that results better reflect how its leadership now runs the business.

Operations that were previously grouped under Wholesale will be split between two new segments called Natural and Conventional, and some activities that were in Other will move into the Natural segment. Going forward, the company will report three main segments: Natural, Conventional and Retail, with Corporate and Other capturing shared corporate functions and intersegment eliminations.

To help investors understand the new structure, United Natural Foods has posted a supplemental information package on its investor website that recasts historical segment results for each quarter and year from fiscal 2023 to 2024 and the first three quarters of fiscal 2025 under the new segment definitions. The information in this update is being furnished under Regulation FD, meaning it is not treated as filed for liability purposes under the Exchange Act.

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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

______________________

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of The

Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): September 18, 2025

UNITED NATURAL FOODS, INC.
(Exact name of registrant as specified in its charter)
Delaware (State or other jurisdiction of incorporation)			001-15723 (Commission File Number)			05-0376157 (IRS Employer Identification No.)
15 Park Row West, Suite 302, Providence, RI 02903
(Address of principal executive offices) (Zip Code)

Registrant’s telephone number, including area code: (401) 528-8634

313 Iron Horse Way, Providence, RI 02908

(Former name or former address, if changed since last report.)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):

☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class			Trading Symbol(s)			Name of each exchange on which registered
Common stock, par value $0.01			UNFI			New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). 

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 7.01    Regulation FD Disclosure.

In the fourth quarter of fiscal 2025, United Natural Foods, Inc. (the “Company”) restructured its internal financial reporting and management processes to align with its new product-centered divisions. As a result, the Company plans to update its segment reporting based on how the Chief Operating Decision Maker (“CODM”) manages the business, makes decisions about the allocation of resources and assesses segment performance. The Company’s operations previously reported in Wholesale will now be included in the two separate Natural and Conventional segments, and certain operations previously reported in Other will also be included in the Natural segment. The business will be classified into three reportable segments: Natural, Conventional and Retail. Certain corporate functions and eliminations for intersegment activity will be included in Corporate and Other. The Company continues to take action to help deliver the full benefit of these product-centered divisions to our customers and suppliers.

Beginning September 18, 2025, the Company made available on the Investors section of the Company’s website a supplemental information package recasting its historical segment results for each quarter and year from fiscal 2023 to 2024 and the first three quarters of fiscal 2025 to reflect this new segment reporting structure.

The information included under this Item 7.01 “Regulation FD Disclosure” of this Current Report on Form 8-K is being furnished. As such, the information herein shall not be deemed to be “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that Section, nor shall it be incorporated by reference into a filing under the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by specific reference in such a filing.

SIGNATURES

    Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

UNITED NATURAL FOODS, INC.
By:			/s/ Giorgio Matteo Tarditi
Name:			Giorgio Matteo Tarditi
Title:			President and Chief Financial Officer

Date:    September 18, 2025

FAQ

What change did United Natural Foods (UNFI) announce in this 8-K?

United Natural Foods, Inc. announced that it has restructured its internal financial reporting and management processes and will update its segment reporting to align with new product-centered divisions. The business will now be reported in three segments: Natural, Conventional and Retail, plus a Corporate and Other category.

How is United Natural Foods (UNFI) redefining its reporting segments?

Operations that were previously reported in Wholesale will be included in two separate segments, Natural and Conventional, and certain operations that were in Other will move into the Natural segment. The company will classify its business into three reportable segments: Natural, Conventional and Retail, with Corporate and Other capturing corporate functions and intersegment eliminations.

From which periods has United Natural Foods (UNFI) recast historical segment results?

The company has prepared a supplemental information package that recasts historical segment results for each quarter and year from fiscal 2023 to 2024 and for the first three quarters of fiscal 2025 to reflect the new segment reporting structure.

Where can investors find the updated segment information for United Natural Foods (UNFI)?

Beginning September 18, 2025, United Natural Foods made a supplemental information package available on the Investors section of its website. This package shows historical results recast into the new Natural, Conventional and Retail reportable segments.

How is the information in this United Natural Foods (UNFI) 8-K treated under securities laws?

The company states that the information provided under Item 7.01, Regulation FD Disclosure, is being furnished, not filed. As a result, it is not subject to the liabilities of Section 18 of the Securities Exchange Act of 1934 and will only be incorporated by reference into other filings if specifically referenced.

Who signed this United Natural Foods (UNFI) 8-K and in what capacity?

The report was signed on behalf of United Natural Foods, Inc. by Giorgio Matteo Tarditi, who is identified as the company’s President and Chief Financial Officer, dated September 18, 2025.