Get the right hook and produce some growth, and your stock can be off and running. Though I believe organic foods distributor United Natural Foods
The basic growth story is certainly intact. Reported revenue was up more than 19% this quarter, with comparable growth up nearly 16%. Sales to supermarkets and independents grew faster than to the supernaturals market, and private-label sales were up 54%.
I'm not quite sure what to make of the margin picture, quite frankly. United Natural Foods' gross margins were down again, and that's not something I normally like to see, but the gross margins here always seem to be down on a year-over-year basis when I look at them. What's more, if you exclude the impact of stock compensation expense, operating margins were higher, so it all nets out OK in the end.
I think everybody pretty much understands the major risk factor for this company. Its current contract with Whole Foods
There are certainly plenty of likable hooks here. Organic/natural food is still a popular and growing category, and even your Wal-Marts
Valuation is still the sticking point for United Natural Foods, though. I'm absolutely willing to admit that you often have to pay up for high-quality growth, and I'm equally willing to admit that sticking to my value principles left me choking on the dust of stocks like Hansen Natural
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Fool contributor Stephen Simpson has no financial interest in any stocks mentioned (that means he's neither long nor short the shares).