Q1 2026 Unifi Inc Earnings Call Transcript

Nov 5, 2025 / 01:30 PM GMT

Release Date Price: €3.72 (+1.64%)

Transcript 10-Q8-K

Key Points

Positve

Unifi Inc (UFI) has implemented a cost restructuring program to align its cost structure with current revenue levels, which is expected to result in significant savings.
The company is seeing positive momentum in its Beyond Apparel initiatives, particularly in the military, carpet, and packaging applications.
Unifi Inc (UFI) has resized its operating cost model to be profitable even at lower revenue levels, with actions such as headcount reductions and price adjustments.
The company is optimistic about the growth of its Reprieve polyester resin sales, which are part of its Beyond Apparel business growth in the US.
Unifi Inc (UFI) is actively working with retailers to highlight the benefits of using US yarn in Central America, which can help them receive tariff rebates.

Negative

Unifi Inc (UFI) experienced a challenging quarter with sales revenues significantly impacted by light orders due to recent tariffs.
The transition of closing the Madison facility and moving operations to Yakkinville resulted in increased costs and operational challenges.
The company's consolidated net sales for the quarter were down 8% year over year, primarily due to trade-related uncertainty and demand volatility.
The Asia segment saw a decline in net sales and gross profit due to lower sales volumes and unfavorable pricing dynamics.
Unifi Inc (UFI) is facing import pricing pressures and lower sales volumes in its Brazil segment, impacting financial performance.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

UFI.N - Unifi Inc
Q1 2026 Unifi Inc Earnings Call
Nov 05, 2025 / 01:30PM GMT

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Presentation
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Unidentified_1 [1]
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Good morning and thank you for attending Unfi's first quarter fiscal 2026 earnings conference call. Today's conference is being recorded and all lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question-and-answer session.

Speaker for today's call include.

I Carey, executive Chairman.

Eddie Ingle, Chief Executive Officer.

AJ Ecker, Chief Financial Officer.

During this call, management will be referencing a webcast presentation that can be found in the investor relations section of Unfi.com.

Please familiarize yourself with page 2 of that side deck for cautionary statements and non-GAAP measures.

I will now turn the call over to Al

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