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Real-Money Stock Picks / Jason Moser


Subject:  Re: UNFI Earnings Out Date:  1/18/2013  11:17 AM
Author:  poinkie Number:  1372 of 1388

Thanks for the color/commentary/explanation: Mackey is an enigma & looks like he kinda backed away from the most critical rhetoric later in the day.

Fun anectdotal story. I'm at a corporate food service campus up here in MN this morning - 3 kitchens/exec. chefs & <50 cooks - non-union:). They just received their first ever order from UNFI & the team was breaking down delivery pallets.

It was like X-mas. Lots of, "this is the coolest stuff!" & passing around both raw ingredients & packaged goods.

I'll be interested to see the re-order, how fast these products move & if they resonate with the customer (it isn't grocer/retail - so results won't be perfectly typical).


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