PERSON DIRECTORY
David Bastian
David Bastian appears in 1 indexed conversation across Yet Another Value Podcast. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
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Kingdom Capital's David Bastian on United Natural Foods $UNFI
UNFI’s turnaround is shifting from growth-at-any-price to margin repair: management is exiting an EBITDA-negative Key Food contract for $53 million and closing redundant distribution centers, while peers generally earn 2.5%-3% margins.Management targets roughly flat revenue, high-single-digit EBIT growth and 2.5x leverage by July 2027, but Whole Foods’ more-than-20% sales share, heavy capex and possible cyberattack attrition keep the cash-flow case unresolved.