Here are 1-2 brief analogies for Unifi (UFI):

• Intel for sustainable textiles.
• Corning for recycled performance fibers.

• REPREVE Recycled Performance Fibers: A flagship brand of performance fibers primarily made from recycled plastic bottles and other waste materials, used in various textile applications.
• Specialty Performance Yarns: Innovative yarns designed with advanced functionalities such as moisture management, thermal regulation, enhanced durability, and stretch for diverse end-uses.

Unifi, Inc. (symbol: UFI) primarily operates on a business-to-business (B2B) model, selling its high-quality recycled and synthetic performance fibers and yarns to other manufacturing companies, rather than directly to individuals.

While Unifi does not publicly disclose the names of its individual major customers—as no single customer accounted for 10% or more of its net sales in recent fiscal years, according to its SEC filings—its customer base consists of manufacturers across various industries that utilize Unifi's products as inputs for their end products.

The primary categories of customer companies Unifi serves include:

• Apparel Manufacturers: Companies producing clothing, activewear, fashion textiles, and footwear.
• Automotive Manufacturers: Companies using textiles for car interiors, upholstery, headliners, and other automotive applications.
• Home Furnishings and Upholstery Manufacturers: Companies producing furniture, bedding, carpeting, and other home goods.
• Industrial and Technical Textile Manufacturers: Companies making products for filtration, outdoor gear, medical textiles, and other specialized industrial applications.

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Edmund M. Ingle, Chief Executive Officer and Director

Mr. Ingle has served as Chief Executive Officer and a Director of Unifi since July 2020. Prior to rejoining Unifi, he was the Chief Executive Officer of the Recycling group of Indorama Ventures from May 2019 to June 2020. He also held the role of Chairman and Chief Executive Officer for Indorama's Wellman International division from May 2018 to May 2019. Mr. Ingle has a long history with Unifi, having spent 30 years in progressively senior roles with the Company from 1986 to 2018, including Vice President of Supply Chain, Vice President of Global Corporate Sustainability, Vice President and General Manager of REPREVE Polymers, and General Manager of the Company's Flake and Chip business.

Andrew J. Eaker, Executive Vice President, Chief Financial Officer, and Treasurer

Mr. Eaker was appointed Executive Vice President, Chief Financial Officer, and Treasurer of Unifi in January 2024, after serving as Interim Chief Financial Officer from August 2023. He joined Unifi in 2014 and has held several critical positions within the organization, including Vice President of Finance and Treasurer, Vice President of Finance and FP&A, Corporate Finance Manager, and Assistant Controller. Mr. Eaker is a Certified Public Accountant and began his career in the audit practice of KPMG, where he served public companies from 2009 to 2014.

Albert P. Carey, Executive Chairman

Mr. Carey has served as Executive Chairman of Unifi since April 2019. He previously held leadership positions at PepsiCo, including Chief Executive Officer of PepsiCo North America from 2016 to 2019, Chief Executive Officer of PepsiCo North America Beverages from July 2015 to March 2016, and Chief Executive Officer of PepsiCo Americas Beverages from September 2011 to July 2015. Mr. Carey also serves on the Board of Directors at The Home Depot Inc. and The Food Marketing Institute.

Meredith S. Boyd, Executive Vice President and Chief Product Officer

Meredith S. Boyd is the Executive Vice President and Chief Product Officer at Unifi. Her executive leadership experience at Unifi includes expertise in product design and manufacturing, and brand marketing.

Brian D. Moore, Executive Vice President and President of Unifi Manufacturing, Inc.

Brian D. Moore serves as Executive Vice President and President of Unifi Manufacturing, Inc. He is part of an executive leadership team that brings decades of individual experience in textile manufacturing and business leadership.

Intensified global competition in the recycled polyester fiber market, driven by numerous large-scale investments from established players and new entrants expanding their capacity for recycled PET (rPET) fibers. This increased supply puts downward pressure on pricing and threatens Unifi's market share.

Rapid advancements and commercial scaling of chemical recycling technologies for PET, which promise to deliver virgin-quality material from diverse plastic waste streams and enable infinite recycling. If these technologies achieve cost-effectiveness and broad adoption, they could diminish the competitive advantage and market demand for mechanically recycled fibers like REPREVE.

• Global Recycled Polyester Market: This market, which includes Unifi's REPREVE® fibers made from recycled plastic bottles and textile waste, was estimated at USD 15.52 billion in 2024. It is projected to reach USD 26.18 billion by 2030, growing at a compound annual growth rate (CAGR) of 9.25% from 2025 to 2030. Another estimate values the global recycled polyester (rPET) fiber market at USD 17.15 billion in 2025, with a forecast to grow to USD 39.56 billion by 2035 at a CAGR of 8.71%. The broader global recycled fibers market, in which synthetic recycled fibers like polyester hold a significant share, was estimated at USD 26.31 billion in 2024 and is projected to reach USD 40.82 billion by 2030, with a CAGR of 7.6% from 2025 to 2030.
• Global Polyester Yarn Market: The global polyester yarns market was valued at approximately USD 99.69 billion in 2024 and is projected to reach USD 156.80 billion by 2032, expanding at a CAGR of 5.85%. Specifically, the global polyester filament yarn market was valued at USD 106.40 billion in 2024 and is anticipated to reach USD 159.0 billion by 2035, with a CAGR of 3.70% from 2025 to 2035.
• Global Textile Market: As Unifi's fibers are integral to various textile products, the global textile market represents a significant addressable market. This market is projected to reach approximately USD 2.12 trillion in 2025. Other estimates for the global textile market size include USD 1.11 trillion in 2024, with a projection to reach USD 1.61 trillion by 2033 at a CAGR of 4.2% from 2025 to 2033. Another source indicates a value of USD 1,007.90 billion in 2024, projected to grow to USD 1,676.68 billion by 2032 with a CAGR of 6.69%.

1. Continued Momentum and Innovation in REPREVE Fiber Products: Unifi anticipates that its REPREVE recycled fiber products will continue to be a significant driver of net sales. The company is focused on innovation within this brand, including new product launches such as ThermaLoop™ Insulation and REPREVE® TAKEBACK™, both made from 100% textile waste, which are expected to gain traction with customers.
2. Expansion into New End-Markets Beyond Apparel: Unifi is strategically diversifying its product applications by pursuing "Beyond Apparel" initiatives. This involves penetrating new markets and end-uses such as home furnishings, military, automotive, and industrial applications, aiming to offset softness in the apparel sector and improve overall margins.
3. Increased Sales Volumes and Market Share Gains in Key Geographic Segments: Unifi has recently experienced growth driven by higher sales volumes, particularly in its Brazil segment. The company also reported competitive market share gains in both the Americas and Brazil segments, which are expected to contribute to continued revenue growth.
4. Benefits from Strategic Initiatives and Cost Optimization: Although primarily impacting profitability, Unifi's ongoing strategic initiatives, including cost reductions, operational efficiencies, and targeted pricing actions, are expected to enhance its competitiveness and free up resources for growth. These efforts are anticipated to support higher sales volumes and improved financial results as the company progresses.

Share Repurchases

• Unifi's Board of Directors approved a share repurchase program (2018 SRP) on October 31, 2018, authorizing the repurchase of up to $50 million of common stock.
• In fiscal year 2022, Unifi repurchased 616,500 shares for $9.2 million.
• As of June 29, 2025, $38.859 million remained available under the 2018 SRP, with no repurchases occurring in fiscal years 2024 or 2025.

Share Issuance

• The number of shares outstanding for Unifi increased from 18.03 million in fiscal year 2022 to 18.11 million in fiscal year 2023.
• Shares outstanding further increased to 18.28 million in fiscal year 2024 and approximately 18.36 million as of November 2025.

Capital Expenditures

• Unifi invested $39.6 million in fiscal year 2022 and $36.4 million in fiscal year 2023 in capital projects, primarily focused on texturing machinery, production capabilities, and technological enhancements in the Americas.
• Capital expenditures decreased to $11.2 million in fiscal year 2024 and are expected to range between $10 million and $12 million for fiscal year 2025, and between $8 million and $12 million for fiscal year 2026, primarily for maintenance and technological enhancements.
• A planned $100 million investment (fiscal 2021-2023) for new eAFK Evo texturing machinery in the Americas and Brazil was partially completed; however, due to weak demand, the remaining equipment purchases were delayed through contract modifications and the overall contract was terminated in the fourth quarter of fiscal 2025.