r/UNFI•
Pup2u

UNFI - Top Management ties to Coke (and thus Berkshire)

Someone (on another board) pointed out that many of UNFI's recent, top management new hires all have deep roots with Coke:

Jack Stahl - Chairman of the Board
Sandy - CEO
Matt Echols - Chief Corporate Affairs Officer
Louis Martin - Chief Strategy & Transformation Officer

IF UNFI was not on BH radar perviously, it must be now. It is a value stock, it has proven revenue, it is the type of nuts and bolts, real business they love, and it is big enough that UNFI can allow them to take a meaningful position in it. I smell an offer in the works! When pretty people from Ivy school suits show up, count the silverware twice and drink water, not the copious amounts of wine. Find a nice chair in a corner and watch the party unfold. I smell blood.

Posted Mar 8, 2022, 2:25 PM UTC

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