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To: S. maltophilia who wrote (75503)	4/26/2024 12:09:03 PM
From: E_K_S	Respond to of 78476

More on the recent Amazon announcement on their grocery delivery subscription: Amazon has launched a new unlimited grocery delivery subscription service for Prime members and SNAP recipients in the U.S. 1 2 3 4 5: Prime members can get unlimited grocery deliveries for orders over $35 from Whole Foods, Amazon Fresh, and various local grocery and specialty retailers on Amazon.com for $9.99 per month. 1 2 3 4 5 SNAP recipients can access the same service for $4.99 per month, without needing a Prime membership. 3 5 The subscription includes features like one-hour delivery windows at no extra cost, unlimited 30-minute pickup on any size order, and priority access to recurring weekly grocery delivery reservations. 2 3 4 Amazon piloted this program in Columbus, Denver, and Sacramento in late 2023, and is now expanding it nationwide to over 3,500 cities and towns. 3 4 In addition to Whole Foods and Amazon Fresh, the service includes deliveries from local and specialty retailers like Cardenas Markets, Save Mart, Bartell Drugs, Rite Aid, Pet Food Express, and Mission Wine & Spirits. 1 2 3 4 Amazon has not provided details on the specific warehouse distribution backend for this new grocery delivery service. However, it likely leverages Amazon's existing logistics network and infrastructure, including Whole Foods stores, Amazon Fresh facilities, and partnerships with local retailers. 1 2 3 4 5

To: S. maltophilia who wrote (75503)	4/26/2024 12:22:38 PM
From: E_K_S	Read Replies (1) \| Respond to of 78476

Some of the recent articles my AI came up with on UNFI & Wholefoods the key points about the relationship and contracts between Amazon (AMZN) and United Natural Foods, Inc. (UNFI) for grocery distribution are: UNFI is the primary wholesale grocery distributor for Whole Foods Market, which is a wholly-owned subsidiary of Amazon. 1 2 3 4 In March 2021, UNFI and Whole Foods extended their primary distribution agreement until September 27, 2027. This extended the previous agreement that was set to expire in October 2025. 1 2 3 4 The extended agreement allows UNFI to continue playing a "very important role" in delivering "better-for-you" foods to Whole Foods stores and meeting the growing demand for healthy groceries, especially during the COVID-19 pandemic. 1 2 3 Whole Foods accounted for about 18% of UNFI's net sales in fiscal year 2020, making it UNFI's largest single customer. UNFI's sales to Whole Foods have been growing, up 7.4% in fiscal 2020 and 9.3% in the first quarter of fiscal 2021. 4 In addition to supplying Whole Foods, UNFI also distributes some food products to other Amazon grocery stores and facilities. 4 So in summary, UNFI has a long-standing, expanding distribution partnership with Amazon's Whole Foods business, which was recently extended to 2027, allowing UNFI to continue serving as the primary grocery wholesaler for the Whole Foods retail network. 1 2 3 4 ---------------------------------------- What happens in 10/2025 especially w/ this new grocery delivery subscription. Any idea what the maturity term was for that roll over debt? ----------------------------------------------------------------------- With Supervalu acquisition, UNFI gets a company in transition details about the distribution warehouse assets and locations that UNFI acquired in their $2.9 billion acquisition of SuperValu in 2018 are: UNFI acquired SuperValu's network of 32 distribution centers across the United States. 1 2 3 Some of the specific distribution facilities included were: A dry grocery warehouse in Commerce, California 4 A frozen/refrigerated warehouse in Santa Fe Springs, California 4 A dry grocery and refrigerated/frozen warehouse in Stockton, California 4 A dry grocery and refrigerated/frozen warehouse in Milwaukie, Oregon 4 A dry grocery and refrigerated/frozen warehouse in Seattle, Washington 4 UNFI also acquired a bakery manufacturing facility in Los Angeles as part of the SuperValu acquisition. 4 In addition, UNFI took over SuperValu's sublease of a distribution facility in Stockton, California from Raley's Supermarkets. 4 So in summary, the $2.9 billion UNFI acquisition of SuperValu gave UNFI control over a large network of 32 distribution centers across the country, with key facilities located in California, Oregon, and Washington. 1 2 3 4 ----------------------------------------------------------------------- UNFI has also been updating their distribution warehouses w/ Symbotic Inc (SYM) robots. UNFI and Symbotic Inc. have entered into a commercial agreement to implement Symbotic's AI-powered robotics and software automation in five of UNFI's distribution centers over the next four years. 4 Specifically: UNFI and Symbotic announced a commercial agreement to implement Symbotic's automation systems in five of UNFI's distribution centers. 4 The Symbotic System is designed to enable UNFI to transform its distribution centers to enhance capabilities and efficiency, improve order accuracy for customers, increase storage capacity, and facilitate planned future growth. 4 Under the agreement, UNFI also has an option to implement Symbotic's warehouse automation systems in additional distribution centers. 4 The Symbotic System is expected to create operating efficiencies at the customer store level while creating a safer environment for UNFI's associates. 4 So in summary, UNFI has made a capital investment to implement Symbotic's AI-powered automation systems in 5 of its distribution centers, with the option to expand to more centers, in order to improve efficiency, accuracy, and capacity in its supply chain operations. 4