Earnings summaries and quarterly performance for FLOWERS FOODS.
Executive leadership at FLOWERS FOODS.
A. Ryals McMullian
Detailed
Chairman and Chief Executive Officer
CEO
DA
D. Anthony Scaglione
Detailed
Chief Financial Officer
HV
Heeth Varnedoe IV
Detailed
President and Chief Operating Officer
RS
R. Steve Kinsey
Detailed
Chief Financial Officer
SB
Stephanie B. Tillman
Detailed
Chief Legal Counsel
TS
Terry S. Thomas
Detailed
Chief Growth Officer
Board of directors at FLOWERS FOODS.
BH
Brigitte H. King
Detailed
Director
EJ
Edward J. Casey, Jr.
Detailed
Director
GE
George E. Deese
Detailed
Director
JT
James T. Spear
Detailed
Director
JD
Joanne D. Smith
Detailed
Director
MG
Margaret G. Lewis
Detailed
Director
MT
Melvin T. Stith, Ph.D.
Detailed
Director
RO
Rhonda O. Gass
Detailed
Director
SA
Sterling A. Spainhour
Detailed
Director
TC
Thomas C. Chubb, III
Detailed
Independent Presiding Director
WJ
W. Jameson McFadden
Detailed
Director
Research analysts who have asked questions during FLOWERS FOODS earnings calls.
Jim Salera
Stephens Inc.
6 questions for FLO
Also covers: BRBR, CAKE, CELH +21 more
MP
Mitchell Pinheiro
Sturdivant & Company
6 questions for FLO
Also covers: CDXC, CVGW, FDP +4 more
Scott Marks
Jefferies
6 questions for FLO
Also covers: BGS, CAG, GIS +14 more
Steve Powers
Deutsche Bank
6 questions for FLO
Also covers: BRBR, CHD, CL +23 more
Max Gumport
BNP Paribas
4 questions for FLO
Also covers: CAG, GIS, HRL +10 more
Bill Chappell
Truist Securities
2 questions for FLO
Also covers: ELF, ENR, FRPT +4 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.
Flowers Foods Achieves High End of 2025 Guidance, Initiates Comprehensive Strategic Review
FLO
Guidance Update
New Projects/Investments
Dividends
- Flowers Foods achieved the high end of its 2025 guidance range and is undertaking a comprehensive review of its brand portfolio, supply chain, and financial strategy to strengthen execution, reignite top-line growth, and expand margins.
- The company's 2026 guidance anticipates ongoing category challenges, one fewer week, inflationary pressures, and additional investments in leading brands. It projects organic growth to be just below flat, implying significant market share gains, against an expected 4% category decline.
- A primary focus of the strategic review is to reinvigorate the Nature's Own brand, which underperforms in the traditional loaf segment, through planned innovation and increased marketing investment.
- Management is reviewing its capital allocation strategy, including the dividend, given that the 2026 EPS guidance is below the dividend commitment, and expects to refinance upcoming debt maturities while maintaining compliance with all covenants.
Feb 13, 2026, 1:30 PM
Flowers Foods Reports Q4 2025 Results and Initiates Comprehensive Strategic Review
FLO
Guidance Update
New Projects/Investments
Dividends
- Flowers Foods achieved the high end of its 2025 guidance and announced a comprehensive review of its brand portfolio, supply chain, and financial strategy to drive future growth and margin expansion.
- The 2026 guidance anticipates ongoing category challenges, inflationary pressures, and increased investments, with a strategic focus on reinvigorating the Nature's Own brand and the traditional loaf segment.
- The company is actively reviewing its capital allocation and capital structure, including the dividend, and expects to refinance its upcoming debt maturity while maintaining compliance with all covenants.
- Simple Mills faced Q4 2025 sales disruptions and a dip in EBITDA margin due to specific issues and input costs, but Flowers Foods projects double-digit top-line growth for the brand in 2026.
Feb 13, 2026, 1:30 PM
FLOWERS FOODS Reports Q4 2025 Results and Provides 2026 Guidance
FLO
Earnings
Guidance Update
Demand Weakening
- For Q4 2025, Flowers Foods reported net sales of $1.233 billion, an 11.0% increase year-over-year, and Adjusted EBITDA of $117.4 million, up 14.7%. The company recorded a net loss of $(67.1) million, primarily due to a non-cash impairment of intangible assets, while Adjusted Diluted EPS was $0.22, consistent with the prior year.
- The increase in net sales was driven by an extra week, the Simple Mills acquisition, and increased price/mix, though partially offset by softer volumes. The company noted a persistent challenging consumer environment.
- For fiscal year 2026, Flowers Foods provided guidance projecting net sales of $5.163 billion to $5.267 billion, Adjusted EBITDA of $465 million to $495 million, and Adjusted Diluted EPS of $0.80 to $0.90.
- The 2026 guidance incorporates cautious optimism around initiatives to enhance performance, balanced by a continued challenging consumer environment, one less week, and inflationary pressures. The company is also conducting a comprehensive review of its operations, focusing on its brand portfolio, supply chain, and financial strategy.
Feb 13, 2026, 1:30 PM
Flowers Foods Reports Q4 2025 Results, Initiates Comprehensive Review, and Addresses 2026 Outlook
FLO
Guidance Update
New Projects/Investments
Demand Weakening
- Flowers Foods achieved Q4 2025 results at the high end of its guidance range but anticipates 2026 guidance to reflect ongoing category challenges, one fewer week, and inflationary pressures.
- The company is undertaking a comprehensive, multi-year review of its brand portfolio, supply chain, and financial strategy to strengthen execution, reignite top-line growth, and expand margins.
- Key focus areas of this review include reinvigorating the Nature's Own brand within the underperforming traditional loaf segment and optimizing supply chain efficiency.
- The dividend and overall capital allocation are under review by management and the board, with an expectation to refinance $400 million in debt in October 2026 at slightly higher rates.
- Despite a projected 4% category decline, Flowers Foods expects to achieve market share gains in 2026 through incremental brand investments, innovation, and increased marketing.
Feb 13, 2026, 1:30 PM
Flowers Foods Reports Fourth Quarter and Full Year 2025 Results, Provides 2026 Outlook
FLO
Earnings
Guidance Update
Demand Weakening
- For the fourth quarter ended January 3, 2026, Flowers Foods reported net sales of $1.233 billion, an 11.0% increase, but a net loss of $67.1 million (or $0.32 per diluted share) primarily due to a $136.0 million non-cash impairment of intangible assets.
- For the full fiscal year 2025, net sales increased 3.0% to $5.256 billion, and net income was $83.8 million (or $0.40 per diluted share).
- The company anticipates Fiscal 2026 financial performance will be below 2025 levels due to category headwinds and one fewer week of operations, and is conducting a comprehensive operational review.
- For Fiscal 2026, Flowers Foods expects net sales of $5.163 billion to $5.267 billion, adjusted EBITDA of $465 million to $495 million, and adjusted diluted EPS of $0.80 to $0.90.
Feb 12, 2026, 9:15 PM
Flowers Foods Reports Q4 and Full Year 2025 Results, Provides 2026 Outlook
FLO
Earnings
Guidance Update
Demand Weakening
- For the fourth quarter ended January 3, 2026, Flowers Foods reported a net loss of $67.1 million and diluted EPS of ($0.32), primarily due to a $136.0 million non-cash impairment of intangible assets, despite a 11.0% increase in net sales to $1.233 billion.
- For the full fiscal year 2025, net sales increased 3.0% to $5.256 billion, but net income decreased 66.2% to $83.8 million, and diluted EPS decreased $0.77 to $0.40, also impacted by the intangible asset impairment.
- The company provided guidance for the 52-week Fiscal 2026, expecting net sales of approximately $5.163 billion to $5.267 billion, adjusted EBITDA between $465 million and $495 million, and adjusted diluted EPS of approximately $0.80 to $0.90.
- Chairman and CEO Ryals McMullian anticipates category headwinds and one fewer week of operations will lead to financial performance below 2025 levels for Fiscal 2026, prompting a comprehensive review of operations.
Feb 12, 2026, 9:05 PM
FLOWERS FOODS Announces Q4 2025 Results and Fiscal 2026 Guidance
FLO
Earnings
Guidance Update
Demand Weakening
- FLOWERS FOODS reported net sales of $1.233 billion for Q4 2025, an 11.0% increase year-over-year, driven by an extra week, the Simple Mills acquisition, and increased price/mix.
- The company posted a net loss of $(67.1) million or $(0.32) GAAP diluted EPS in Q4 2025, primarily due to a non-cash impairment of intangible assets.
- Adjusted EBITDA increased 14.7% to $117.4 million (9.5% of sales) in Q4 2025, with Adjusted diluted EPS consistent at $0.22.
- For fiscal year 2026, FLOWERS FOODS issued guidance projecting net sales between $5.163 billion and $5.267 billion, adjusted EBITDA between $465 million and $495 million, and adjusted diluted EPS between $0.80 and $0.90. This guidance incorporates cautious optimism around initiatives, offset by a continued challenging consumer environment, one less week, and inflationary pressures.
Feb 12, 2026, 9:00 PM
Flowers Foods Reports Q4 2025 Results and Provides 2026 Guidance
FLO
Earnings
Guidance Update
Demand Weakening
- Flowers Foods reported a 11% increase in net sales for Q4 2025, with adjusted diluted EPS remaining consistent at $0.22 compared to the prior year, though GAAP diluted EPS was a loss of $0.32 due to a $136 million non-cash impairment of intangible assets.
- For fiscal year 2026, the company provided guidance expecting net sales between $5.163 billion and $5.267 billion, adjusted EBITDA between $465 million and $495 million, and adjusted diluted EPS between $0.80 and $0.90.
- The company anticipates a challenging category backdrop in 2026, particularly in traditional loaf, along with inflationary pressures and near-term margin impacts from planned investments in brand innovation and marketing.
- Flowers Foods is conducting a comprehensive review of its operations and brand portfolio to reignite top-line growth and expand margins, and Anthony Scaglione joined as the new CFO in January.
Feb 12, 2026, 9:00 PM
Flowers Foods Reports Q4 2025 Results and Provides 2026 Guidance
FLO
Earnings
Guidance Update
Management Change
- Flowers Foods reported Q4 2025 net sales increased 11% year-over-year, driven by the Simple Mills acquisition and an extra week, despite a 2.2% volume decline. Adjusted diluted EPS was $0.22, consistent with the prior year.
- The company recorded a GAAP diluted EPS loss of $0.32 in Q4 2025, primarily due to a $136 million non-cash impairment of intangible assets resulting from a brand portfolio review.
- For fiscal year 2026, Flowers Foods issued guidance anticipating net sales between $5.163 billion and $5.267 billion, adjusted EBITDA of $465 million to $495 million, and adjusted diluted EPS of $0.80 to $0.90. The company expects 2026 to be an investment and transition year with continued category headwinds and inflationary pressures.
- Anthony Scaglione was appointed as the new CFO, and the company is undertaking a comprehensive review of its operations, brand portfolio, and capital allocation to reignite growth, focusing on better-for-you and value-oriented products and enhancing supply chain efficiency.
Feb 12, 2026, 9:00 PM
Flowers Foods Reports Q4 2025 Results and Provides 2026 Guidance
FLO
Earnings
Guidance Update
CFO Change
- Flowers Foods concluded 2025 on a strong note, achieving results at the high end of its guidance range, with net sales increasing 11% in Q4 2025 from the prior year period. The company reported a GAAP diluted EPS loss of $0.32 and an adjusted diluted EPS of $0.22 for the quarter, consistent with the prior year period.
- The company recorded a $136 million non-cash impairment of intangible assets in Q4 2025, resulting from a review of its brand portfolio and long-term outlook for certain brands.
- For fiscal year 2026, Flowers Foods expects net sales between $5.163 billion and $5.267 billion, adjusted EBITDA between $465 million and $495 million, and adjusted diluted EPS between $0.80 and $0.90.
- Anthony Scaglione has been welcomed as the new CFO, and the company anticipates 2026 to be an investment and transition year as it conducts a comprehensive review of its operations, brand portfolio, and financial strategy to reignite top-line growth and expand margins.
Feb 12, 2026, 9:00 PM
Quarterly earnings call transcripts for FLOWERS FOODS.
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more