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UNFI.US
id: 618

United Natural Foods ($UNFI) Investor Settlement

The settlement terms have been submitted to the court for approval.
$39,000,000
Cash Settlement
S.D. New York
Court
1:23-cv-02364
Case number
12/08/2021
Class period Start
09/25/2023
Class period End

United Natural Foods has reached a $39 million settlement to resolve investor claims that it and certain officers concealed that the company's profitability was artificially propped up by unsustainable forward buying of inventory ahead of anticipated price increases.

Outline

Plaintiffs allege that UNFI and certain of its officers failed to disclose that the company's profitability during the class period benefited substantially from strategic forward buying of inventory ahead of known price increases, that this elevated forward buying produced atypical procurement gains that masked underlying operational challenges including labor costs and wage inflation, and that there was a substantial risk those gains would evaporate once inflation normalized, materially hurting future profitability. The case has now settled.

Timeline

  • December 9, 2020: UNFI announced its "Value Path" cost-cutting plan, targeting $70–100 million in savings by the end of fiscal 2023.

  • March 2021 – December 2022: On earnings calls, UNFI leaders repeatedly credited Value Path and inflation-driven gains for improving profits.

  • December 7, 2022: UNFI reported quarterly results still leaning on those inflation gains, without disclosing they wouldn't last.

  • March 8, 2023: UNFI missed profit expectations and cut its outlook, mainly because prior-year inflation gains didn't repeat. The stock fell 28%, from about $41 to $29.47 a share.

  • September 28, 2026: UNFI agreed to settle the case for $39 million.

Background

United Natural Foods, Inc. is a Rhode Island-based grocery and food distributor whose common stock trades on the NYSE under the ticker UNFI. Plaintiffs allege that during the class period, UNFI and certain of its officers, Alexander Miller Douglas, John W. Howard, and Christopher P. Testa, made materially false and misleading statements by failing to disclose that the company's reported profitability was significantly boosted by an elevated level of strategic forward buying of inventory in advance of anticipated price increases.

According to the complaint, this atypical forward-buying activity generated procurement gains that were masking real operational headwinds at UNFI, including labor cost pressures and wage inflation, that would otherwise have weighed on the company's results.

Plaintiffs allege there was a substantial, undisclosed risk that these forward-buying gains would shrink or disappear once inflationary pressures normalized, which would in turn materially and adversely affect UNFI's profitability going forward.

The litigation proceeded through a partially successful motion to dismiss, an answer, and extensive discovery, in which UNFI produced roughly 45,000 documents totaling more than 382,000 pages, and the parties conducted multiple depositions, including of both named plaintiffs and each side's class-certification experts.

After an unsuccessful mediation session in November 2025, the parties resumed negotiations and ultimately agreed, through a mediator's proposal, to settle the action for $39 million in cash.

What Can Investors Expect Now?

United Natural Foods has reached a $39 million settlement to resolve investor claims that it and certain officers concealed that the company's profitability was being artificially propped up by unsustainable forward-buying of inventory ahead of anticipated price increases.


If you were damaged due to this situation, you can file for a payout and get your share of the settlement. You can check if you are eligible and find other details in the FAQ section below.

Case Type
US Securities Class Action
Case Status
Stipulative Settlement
Alleged Offence
Misleading Statements, 
Financial Misrepresentation, 
Failure to Disclose, 
Omissions
Suspected Party
Directors, 
Management
Security Type
Stocks
Trade Direction
Long
Payout per Share
1.88
Filing date
03/20/2023
Plaintiffs
Dan Sills and George Dick
Attorneys
Robert S. Willoughby, Pomerantz LLP
Defendants
J. Alexander Miller Douglas; John W. Howard; Christopher P. Testa
Administrator
A.B. Data Ltd
Attorney fee
$10,835,820
Trades matching type
FIFO

Frequently Asked Questions