Earnings summaries and quarterly performance for FLOWERS FOODS.
Executive leadership at FLOWERS FOODS.
A. Ryals McMullian
Detailed
Chairman and Chief Executive Officer
CEO
D. Anthony Scaglione
Detailed
Chief Financial Officer
Heeth Varnedoe IV
Detailed
President and Chief Operating Officer
R. Steve Kinsey
Detailed
Chief Financial Officer
Stephanie B. Tillman
Detailed
Chief Legal Counsel
Terry S. Thomas
Detailed
Chief Growth Officer
Board of directors at FLOWERS FOODS.
Brigitte H. King
Detailed
Director
Edward J. Casey, Jr.
Detailed
Director
George E. Deese
Detailed
Director
James T. Spear
Detailed
Director
Joanne D. Smith
Detailed
Director
Margaret G. Lewis
Detailed
Director
Melvin T. Stith, Ph.D.
Detailed
Director
Rhonda O. Gass
Detailed
Director
Sterling A. Spainhour
Detailed
Director
Thomas C. Chubb, III
Detailed
Independent Presiding Director
W. Jameson McFadden
Detailed
Director
Research analysts who have asked questions during FLOWERS FOODS earnings calls.
Mitchell Pinheiro
Sturdivant & Company
5 questions for FLO
Also covers: CDXC, CVGW, FDP +3 more
Scott Marks
Jefferies
5 questions for FLO
Also covers: BGS, GIS, HSY +12 more
Jim Salera
Stephens Inc.
4 questions for FLO
Also covers: BRBR, CAKE, CELH +20 more
Steve Powers
Deutsche Bank
4 questions for FLO
Also covers: BRBR, CHD, CL +21 more
Bill Chappell
Truist Securities
2 questions for FLO
Also covers: ELF, ENR, FRPT +4 more
Max Gumport
BNP Paribas
2 questions for FLO
Also covers: CAG, GIS, HRL +10 more
James Salera
Stephens Inc.
1 question for FLO
Also covers: BRBR, CAKE, CELH +20 more
Max Andrew Gumport
BNP Paribas
1 question for FLO
Also covers: CAG, GIS, HRL +8 more
Stephen Robert Powers
Deutsche Bank
1 question for FLO
Also covers: BRBR, CHD, CL +20 more
Recent press releases and 8-K filings for FLO.
FLO Reports Q3 2025 Results and Narrows Fiscal 2025 Guidance
FLO
Earnings
Guidance Update
Demand Weakening
- For Q3 2025, FLO reported net sales of $1.227 billion, an increase of 3.0% year-over-year, primarily driven by a 5.9% contribution from acquisitions, despite a 2.3% negative price/mix and 0.6% volume decline.
- Net income for Q3 2025 decreased 39.2% to $39.5 million, while adjusted EBITDA fell 11.4% to $118.1 million, impacted by lower gross margin, higher adjusted SD&A, and increased net interest expense.
- GAAP diluted EPS for Q3 2025 was $0.19, a decrease of $0.12 from the prior year, and adjusted diluted EPS was $0.23, down $0.10.
- The company narrowed its fiscal year 2025 guidance (provided November 6, 2025), now expecting net sales between $5.254 billion and $5.306 billion, adjusted EBITDA between $515 million and $532 million, and adjusted diluted EPS between $1.02 and $1.08.
Nov 7, 2025, 1:30 PM
Flowers Foods Discusses Q3 2025 Results and Outlook
FLO
Demand Weakening
CFO Change
Guidance Update
- Flowers Foods reported Q3 2025 results, noting that it was CFO Steve Kinsey's final earnings call after 18 years.
- The company observed consumer sentiment reaching a low point in Q3 2025, with category weakness expected to persist into at least part of 2026.
- Gross margin decreased by 190 basis points and EBITDA margin by 160 basis points in Q3 2025, primarily due to top-line pressure, increased promotional activity, and the higher cost structure of Simple Mills as a 100% co-man product.
- Strategic initiatives include redefining traditional loaf with value and "better-for-you" attributes, with Canyon units up 6% and Dave's Killer Bread units up 10% in the quarter. The small loaf category also saw significant growth, gaining 15 percentage points of unit share.
- Flowers Foods is reducing CapEx expectations for the year as part of a deleveraging strategy and project reassessment, while also expecting continued inflationary pressure on input costs, including volatile wheat commodities, into 2026.
Nov 7, 2025, 1:30 PM
Flowers Foods Discusses Q3 2025 Results Amidst Consumer Weakness and CFO Transition
FLO
Demand Weakening
CFO Change
Guidance Update
- Steve Kinsey is concluding his 18-year tenure as CFO after the Q3 2025 earnings call.
- Flowers Foods experienced margin pressure in Q3 2025, with gross margin down 190 basis points and EBITDA margin down 160 basis points, primarily due to increased promotional activity, higher costs from Simple Mills' co-manufacturing, and elevated labor expenses.
- The company notes weak consumer sentiment and anticipates category demand weakness to continue at least partially into 2026, though stabilization is expected over time.
- Despite challenges, Flowers Foods is focusing on strategic alignment with consumer demand through value and better-for-you offerings, with brands like Canyon (up 6% in units) and Dave's Killer Bread (up 10% in units) showing growth in Q3 2025.
Nov 7, 2025, 1:30 PM
Flowers Foods Discusses Q3 2025 Results and Future Outlook
FLO
Earnings
CFO Change
Demand Weakening
- Flowers Foods announced that Steve Kinsey's Q3 2025 earnings call was his final one as CFO after 18 years.
- In Q3 2025, the company reported a 190 basis point decrease in gross margin and a 160 basis point decrease in EBITDA margin, primarily due to top-line pressure, increased promotional activity, and the higher cost structure associated with Simple Mills.
- Management expects weakness in the bread category to persist at least partway into 2026 due to consumer sentiment and economic factors, though stabilization is anticipated over time.
- Strategic investments in differentiated, value, and better-for-you offerings are yielding positive results, with Canyon units up 6% and Dave's Killer Bread units up 10% in the quarter.
- The company has reduced CapEx expectations for the year to prioritize deleveraging and is actively evaluating its cost structure for further optimization.
Nov 7, 2025, 1:30 PM
FLO Reports Q3 2025 Results and Narrows FY 2025 Outlook
FLO
Earnings
Guidance Update
M&A
- For the third quarter ended October 4, 2025, Flowers Foods, Inc. reported net sales increased 3.0% to $1.227 billion, with the Simple Mills acquisition contributing $70.7 million.
- Net income for Q3 2025 decreased 39.2% to $39.5 million, resulting in diluted EPS of $0.19 and adjusted diluted EPS of $0.23. Adjusted EBITDA also decreased 11.4% to $118.1 million.
- The company narrowed its Fiscal 2025 outlook, now expecting net sales of approximately $5.254 billion to $5.306 billion, adjusted EBITDA of approximately $515 million to $532 million, and adjusted diluted EPS of approximately $1.02 to $1.08.
Nov 6, 2025, 9:27 PM
Flowers Foods Reports Third Quarter 2025 Results and Updates Fiscal 2025 Outlook
FLO
Earnings
Guidance Update
M&A
- Flowers Foods reported net sales of $1.227 billion for the third quarter ended October 4, 2025, an increase of 3.0% compared to the prior year, with the Simple Mills acquisition contributing $70.7 million.
- For the third quarter, net income decreased 39.2% to $39.5 million, and diluted EPS was $0.19, a decrease of $0.12, primarily due to a challenging consumer environment and higher interest expense.
- Adjusted EBITDA for the quarter decreased 11.4% to $118.1 million, representing 9.6% of net sales.
- The company narrowed its Fiscal 2025 outlook, projecting net sales of $5.254 billion to $5.306 billion, adjusted EBITDA of $515 million to $532 million, and adjusted diluted EPS of $1.02 to $1.08.
Nov 6, 2025, 9:05 PM
Flowers Foods Reports Q3 2025 Results and Updates Fiscal 2025 Guidance
FLO
Earnings
Guidance Update
M&A
- Flowers Foods reported Q3 2025 net sales of $1.227 billion, a 3.0% increase year-over-year, primarily driven by a 5.9% contribution from acquisitions, which offset declines in price/mix and volume.
- For Q3 2025, net income decreased 39.2% to $39.5 million, and adjusted diluted EPS was $0.23, a $0.10 decrease from the prior year, attributed to lower operating income and higher net interest expense.
- The company narrowed its Fiscal 2025 guidance, now expecting net sales between $5.254 billion and $5.306 billion and adjusted diluted EPS between $1.02 and $1.08.
- The 53rd week in Fiscal 2025 is projected to add $70-80 million in net sales and approximately $0.02 to adjusted EPS.
Nov 6, 2025, 12:00 PM
Flowers Foods Reports Q3 2025 Results and Announces CFO Transition
FLO
Earnings
CFO Change
Product Launch
- Flowers Foods reported its Q3 2025 results amidst macroeconomic uncertainty and declining bread category units, which were down 2.9%.
- Despite these headwinds, the company's differentiated products and leading brands, such as DKB and Canyon, demonstrated strong performance with unit growth of 106% respectively, and significant share gains in specialty premium loaf, sandwich buns and rolls, and breakfast segments.
- Steve Kinsey, CFO, will retire at the end of the year, and Anthony Scaglione will assume the CFO role in January.
- The company is emphasizing innovation with new "better for you" products and expanding small loaf offerings, which saw category units increase 85% in the quarter.
Nov 6, 2025, 12:00 PM
Quarterly earnings call transcripts for FLOWERS FOODS.
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