Q1 25 EPS
$0.35
MISS 6.27%
Est. $0.37
Q1 25 Revenue
$1.55B
MISS 2.84%
Est. $1.60B
vs S&P Since Q1 25
-75.3%
TRAILING MARKET
FLO -49.7% vs S&P +25.7%
Market Reaction
Did FLO Beat Earnings? Q1 2025 Results
Flowers Foods delivered a disappointing first quarter for fiscal 2025, missing Wall Street expectations as softening consumer demand and acquisition-related costs weighed on results. The packaged bakery giant posted adjusted diluted EPS of $0.35, fal… Read more Flowers Foods delivered a disappointing first quarter for fiscal 2025, missing Wall Street expectations as softening consumer demand and acquisition-related costs weighed on results. The packaged bakery giant posted adjusted diluted EPS of $0.35, falling short of the $0.37 consensus estimate by 5.41%, while net sales slipped 1.4% year-over-year to $1.55 billion for the 16-week period ended April 19, 2025. The top-line decline was driven by a 2.7% volume drop and pricing and mix weakness, as increased promotional activity across the Branded Retail segment pressured the company's core business. The recently completed Simple Mills acquisition provided a 1.6% sales offset but added meaningful interest expense and amortization costs that burdened earnings. Looking ahead, management trimmed full-year adjusted diluted EPS guidance to $1.05 to $1.15 from a prior range of $1.11 to $1.24, also flagging a potential tariff headwind of up to $30 million as an additional risk to the outlook for the remainder of fiscal 2025.
Key Takeaways
- • Moderating ingredient costs improved production cost ratio by 50 basis points
- • Simple Mills acquisition contributed $24.3 million in net sales and $3.6 million to adjusted EBITDA
- • Greater than expected category declines pressured volumes
- • Higher interest expense from debt issued for Simple Mills acquisition
- • Increased promotional activity in Branded Retail weighed on pricing/mix
- • Higher workforce-related costs and vehicle rent expense increased SD&A
FLO YoY Financials
Q1 2025 vs Q1 2024, source: SEC Filings
FLO Revenue by Segment
With YoY comparisons, source: SEC Filings
“Despite economic uncertainty and greater than expected category declines in the first quarter, Flowers' performance underscores the importance of our leading brands, each of which maintained or gained unit and dollar share.”
— Ryals McMullian, Q1 2025 Earnings Press Release
FLO Earnings Trends
FLO vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
FLO EPS Trend
Earnings per share: estimate vs actual
FLO Revenue Trend
Quarterly revenue: estimate vs actual
FLO Quarterly Results
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 26 BEAT | $0.27 | $0.29 | +8.17% | $1.57B | -0.43% |
| Q4 25 BEAT FY | $0.15 | $0.22 | +45.60% | $1.23B | +0.19% |
| FY Full Year | — | $1.09 | — | $5.26B | — |
| Q3 25 MISS | $0.23 | $0.23 | -1.41% | $1.23B | -0.25% |
| Q2 25 BEAT | $0.29 | $0.30 | +1.83% | $1.24B | -1.87% |
| Q1 25 MISS | $0.37 | $0.35 | -6.27% | $1.55B | -2.84% |