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TickerUFI
SectorApparel - Manufacturers
Mkt cap$80M
EV / EBITDAN/A
PostureHigh Velocity
Composite70/100
LensTarget-side
SE-Cluster Research·Issuer Brief·Q2 2026CIK 100726

Unifi, Inc.

UFIHIGH VELOCITYFILING INTENSITY

Unifi, Inc. reads as High Velocity (composite 70/100); pressure / disclosure signals dominate the posture this cycle · primary market Consumer Products.

Lens

Disclosed M&A capital (2023–2025)

N/A

flat

vs N/A in 2020–2022

Disclosed transactions

N/A

flat

0/3 active fiscal years in window

Buyer archetype

Consistent Strategic Buyer

Meaningful spend appears across repeat years.

Composite score

70

/100

High Velocity dominates · Filing Intensity

Financial snapshot
Revenue$555M
EBITDAN/A
Enterprise value$140M
EV / Revenue0.3×
EV / EBITDAN/A
P/EN/A
Cash$27M
Total debt$82M
as of 2026-05-10
§ I·SE-Cluster Issuer Brief

Behavioral posture, nine reads.

Each index scores the issuer 0–100 against an EDGAR-anchored definition. Scores ≥ threshold elevate the issuer into the index's constituent set; the dominant index drives the masthead label.

Active Acquirer

15/100

Companies actively deploying disclosed capital into M&A

  • $82M disclosed buyer spend

Buyer Cadence

14/100

Buyer-side companies with recent filing activity

  • Filed within 34d
  • 299 8-Ks

Target Probability

20/100

Issuers showing target-side patterns from filings

  • 22 activism filings

Spin/Carve

0/100

Issuers showing spin-off, carve-out, or sum-of-parts posture

  • 22 activism filings

Pressure Watch

42/100

Issuers facing activism, governance, or control pressure

  • 22 activism filings
  • Latest activism 2.5y ago; discounted

Distress Watch

18/100

Issuers showing financial-distress filing patterns

  • 22 activism filings

Restatement Risk

0/100

Issuers with accounting-integrity flags from filings

Capital Velocity

Dominant
70/100

Issuers with the highest filing-activity intensity

  • 299 8-Ks
  • 5 form types

Quiet Power

0/100

Large issuers with low signal volume and clean disclosure cadence

  • Enterprise value $141M
  • 10-Q 34d ago
  • 2 active signals
§ II·SE-Cluster Issuer Brief

Capital cadence.

No disclosed M&A capital in the 10-year window.

This issuer has not disclosed material acquisition spend or count in the last ten fiscal years.

§ III·SE-Cluster Issuer Brief

Strategy posture.

The buyer's playbook in terms of strategic archetype: what each disclosed move says about how they're deploying capital.

Archetype mix

  • Platform
    20%
  • Geographic Expansion
    20%
  • Horizontal Consolidation
    20%
  • Tuck In
    20%
  • Bolt On
    20%

Strategy keywords

Terms recurring across recent 10-K acquisition disclosures.

  • platform
  • geographic_expansion
  • horizontal_consolidation
  • tuck_in
  • bolt_on
  • vertical_integration
§ IV·SE-Cluster Issuer Brief

Filing language.

Direct excerpts from acquisition disclosures and strategy sections: the verbs the buyer chose, in the filings they signed.

The Company’s investment in Renewables is anticipated to provide a unique revenue stream and support its strategy to grow the REPREVE® brand and related sustainability initiatives.

10-KFY2012

joint venture was established for the purpose of acquiring the assets and the expertise related to the business of cultivating, growing, and selling biomass crops

10-KFY2010

making key acquisitions and then eliminating redundant overhead costs and consolidating excess capacity to lower its manufacturing costs.

10-KFY2007

continued with its strategy to consolidate domestic operations through both acquiring other businesses and closing existing facilities

10-KFY2007

intended to be used as feedstock in the production of renewable fuels or energy in the U.S. and the European Union

10-KFY2010
§ V·SE-Cluster Issuer Brief

Market context.

Where this issuer sits inside its SE-Cluster rollup wedge, with disclosed-spend rank plus trading comparables against the public peer set.

Primary market

Consumer Products

Market spend (2023–2025)
$145.2B
Market spend (2020–2022)
$102.1B
Recent vs prior
+42%
Issuer rank in market
N/A
Share of market capital
0.0%

Valuation positioning

N/AEV / EBITDA

UFI trades at a -20.6-turn discount to the Consumer Products peer median of 12.2×.

EV / Revenue
0.3×
Net debt / EBITDA
N/A
Peer median EV / EBITDA
12.2×

Trading comparables

FMP market data · 2026-05-10

CompanyEV / EBITDAEV / RevNet debt / EBITDARevenueM&A 2023–2025
15.7×2.3×2.0×$164.7B$24.6B
8.7×1.3×-0.1×$10B$5.5B

Trading multiples from FMP market data; disclosed M&A spend from the SE-Cluster EDGAR 10-K corpus. Peer set = top disclosed buyers in Consumer Products. Bars scaled to the highest EV/EBITDA in the set.

§ VI·SE-Cluster Issuer Brief

Buyer landscape.

Public buyers whose stated archetypes, target categories, and recent cadence align with this issuer as a plausible acquisition target. Scores cross EDGAR signal and disclosure overlap.

Likely buyers

No public buyers surface as a strong target-side fit on current signal.

Likely sellers / divestiture partners

No reciprocal divestiture / strategic-alternatives matches identified.

§ VII·SE-Cluster Issuer Brief

Filing activity & signal stream.

Filing cadence and event-driven signals visible on EDGAR. The signal stream below is curated from restatement / spin-carve / activism categories, providing context for any near-term call.

Filing cadence

  • 10-K (annual)452025-08-26
  • 10-Q (quarterly)992026-05-06
  • 8-K (event)2992026-05-05
  • Proxy / DEF 14A512025-09-12
  • Activism (13D / DFAN / PREC)222023-12-27

Signals on file

  • elevated

    Activism on file

    2023-12-27

    22 activist filings on file (13D, DFAN14A, PREC14A series).

  • info

    Signal

    Serial acquisition history

  • info

    Signal

    10-K strategy themes

§ VIII·SE-Cluster Issuer Brief

Audited corpus.

No audited record on file for this CIK in the current v6 corpus.

This issuer has not been extracted into the v6 audited acquirer corpus yet. The brief above pulls from ranking-level aggregates and issuer-index signal only.

Unifi, Inc.: Issuer Brief | SE-Cluster