Tax-loss harvesting alternatives for UNFI

Among the 6 Food Retail peers screened, CASY (Casey's) has tracked UNFI most closely over the past year, with a return correlation of 0.27. The strongest fund stand-in is PBJ (Invesco Food & Beverage ETF) at 0.40 over the past year. Correlations are computed from daily closing-price returns aligned by trading day.

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STOCKS

Single-name peers

Ticker	Name	Sub-industry	1Y	3Y	5Y	10Y
CASY	Casey's	Food Retail	0.27	0.18	0.17	0.16
GO	Grocery Outlet	Food Retail	0.13	0.14	0.17	0.14
KR	Kroger Co.	Food Retail	0.12	0.13	0.16	0.22
ACI	Albertsons	Food Retail	0.09	0.10	0.12	0.15
SFM	Sprouts Farmers Market	Food Retail	0.02	0.15	0.19	0.27
CART	Maplebear Inc.	Food Retail	-0.04	0.08	—	—

ETFS

Fund stand-ins

An ETF is generally not 'substantially identical' to a single stock, which is why funds are the standard wash-sale-aware replacement.

Ticker	Name	Focus	Match	1Y	3Y	5Y	10Y
PBJ	Invesco Food & Beverage ETF	Food & Beverage	INDUSTRY	0.40	0.38	0.40	0.32
FSTA	Fidelity MSCI Consumer Staples	Cons Staples Sector	SECTOR	0.26	0.27	0.30	0.24
VDC	Vanguard Consumer Staples ETF	Cons Staples Sector	SECTOR	0.25	0.28	0.30	0.25
XLP	Consumer Staples Select SPDR	Cons Staples Sector	SECTOR	0.23	0.24	0.26	0.22
IYK	iShares US Consumer Staples ETF	Cons Staples Sector	SECTOR	0.23	0.24	0.27	0.20
IWM	iShares Russell 2000	Small-Cap	BROAD	0.20	0.31	0.35	0.26
RTH	VanEck Retail ETF	Retail	INDUSTRY	0.18	0.29	0.32	0.26
VTI	Vanguard Total Stock Market	Total US Market	BROAD	0.15	0.26	0.31	0.23
SPY	SPDR S&P 500 ETF	S&P 500	BROAD	0.14	0.25	0.30	0.22
VOO	Vanguard S&P 500 ETF	S&P 500	BROAD	0.14	0.25	0.30	0.22
IVV	iShares Core S&P 500	S&P 500	BROAD	0.14	0.25	0.30	0.22
IWF	iShares Russell 1000 Growth	Large Growth	BROAD	0.10	0.19	0.25	0.19

NEXT STEPS

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Replacement research for UNFI's peers

CASY GO KR ACI SFM CART

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Method: Pearson correlation of daily closing-price returns, Yahoo Finance data, series aligned by trading day, refreshed weekly. A cell is blank when overlapping history covers less than 60% of its window. Correlation is descriptive, not predictive. Wash-sale treatment depends on facts and circumstances — confirm with a tax professional. Not investment advice.