Instacart vs UNFI

Big Y Foods and Instacart Launch In-Store Foodservice Kiosks and Online Catering Ordering

For the first time, Big Y customers can customize made-to-order meals from in-store kiosks or online, and enjoy pickup & delivery options powered by FoodStorm SPRINGFIELD, MA and SAN FRANCISCO, October 20, 2026 - Big...

Gopuff hands onsite adtech to Instacart in retail media alliance

Gopuff, the convenience delivery app, has partnered with competitor Instacart to run its onsite advertising capabilities via Instacart's white-label Carrot Ads technology. The deal, announced in September, also includes Gopuff joining the Instacart Marketplace for rapid delivery in as fast as 15 minutes. Gopuff's head of ads, Michael Peroutka, explains the rationale: leveraging Instacart's demand generation (over 9,000 brand advertisers and a 300-person sales team) to establish a revenue floor while freeing Gopuff's team to focus on bespoke, experiential campaigns that leverage its youth-skewing audience (80% aged 18-34) and vertical integration. The partnership highlights a trend of alliances between competing retailers in retail media. Peroutka emphasizes a shared metric of total contribution profit and 'cubic profitability' as a north star, and criticizes vanity metrics like ROI and ROAS, focusing on moving product.

• Gopuff partnered with Instacart to run its onsite ad capabilities via Carrot Ads, announced in September 2026.
• Gopuff joins the Instacart Marketplace, fulfilling orders from its own warehouses in as fast as 15 minutes.
• Gopuff launched its own ad platform three years ago, but has now outsourced the technology to Instacart.

Skip and Instacart Join Forces, Providing Canadians With More Stores, More Stuff, and More to Skip

New partnership brings Instacart’s grocery and retail marketplace to Skip, while Skip’s 50,000+ national and local restaurant partners become available to Instacart customers.

10-K Financial Filing Analysis for UNFI (2026-09-14)

United Natural Foods, Inc. (UNFI) reported its annual results for the 52-week fiscal year ended August 1, 2026. Net sales declined 2.0% year-over-year to $31.15 billion, driven by Conventional wholesale volume declines (down 11.5% to $12.97 billion) due to network optimization actions including the exit of the Allentown facility, and Retail segment contraction (down 7.9% to $2.16 billion). This was partially offset by strong performance in the Natural segment, which grew 7.0% to $17.13 billion. Operating profitability improved sharply, returning to an Operating Income of $211 million and Net Income of $84 million compared to a Net Loss of $(118) million in fiscal 2025. Adjusted EBITDA rose 27.0% to $701 million, supported by supply chain efficiencies, network rationalization, and $50 million in cybersecurity insurance recoveries from a prior-year breach. UNFI also reduced total debt by $299 million to $1.56 billion, amended its ABL facility to $2.53 billion through 2031, repriced its Term Loan Facility, and authorized a new $200 million share repurchase program.

• Fiscal 2026 Net sales reached $31.152 billion, down 2.0% YoY, while Adjusted EBITDA increased 27.0% to $701 million and GAAP Net Income turned positive to $84 million.
• Total debt was reduced by $299 million to $1.563 billion as of August 1, 2026, alongside the execution of an amended $2.53 billion ABL facility expiring in April 2031 and a 75 bps repricing of the Term Loan Facility.
• The Board authorized a new $200 million common stock repurchase program on September 3, 2026, replacing the previous 2022 program under which $50 million was repurchased during fiscal 2026.

8-K Financial Filing Analysis for UNFI (2026-09-08)

On September 8, 2026, United Natural Foods, Inc. (UNFI) filed a Form 8-K disclosing two material corporate events: the authorization of a new $200 million share repurchase program and the reporting of its fourth-quarter and fiscal year 2026 financial results for the period ended August 1, 2026. The Board of Directors approved the 2026 Repurchase Program on September 3, 2026, which simultaneously terminates and replaces the company's prior share buyback program established in September 2022. The new authorization has no fixed expiration date and permits share repurchases via open market transactions, private negotiations, or Rule 10b5-1 trading plans, demonstrating management's capital allocation priorities and confidence in UNFI's balance sheet.

• UNFI's Board of Directors authorized a new share repurchase program of up to $200 million of common stock on September 3, 2026.
• The 2026 Repurchase Program replaces and terminates the previous share repurchase authorization dating back to September 2022.
• The company concurrently reported financial results for the fourth quarter and fiscal year ended August 1, 2026, alongside an updated investor presentation.

250 Million Pounds and Counting: UNFI Reaches Food Donation Milestone Ahead of Schedule

UNFI has surpassed its goal of donating 250 million pounds of food to communities across North America.....