Flowers Foods (FLO) Q3 2025

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Earnings

Flowers Foods delivered a flat earnings match in its fiscal third quarter, posting adjusted EPS of $0.23 in line with consensus expectations, while net sales climbed 3.0% to $1.23 billion, a headline figure that obscures a more complicated story bene… Read more Flowers Foods delivered a flat earnings match in its fiscal third quarter, posting adjusted EPS of $0.23 in line with consensus expectations, while net sales climbed 3.0% to $1.23 billion, a headline figure that obscures a more complicated story beneath the surface. The growth was driven entirely by the Simple Mills acquisition, which contributed $70.70 million to the top line; strip that out, and the core business contracted as pricing and mix fell 2.3% while volume slipped 0.6%, reflecting a persistently difficult consumer environment in the bread category. Profitability took a harder hit, with GAAP net income tumbling 39.2% to $39.53 million and adjusted EBITDA declining 11.4% to $118.12 million, pressured by higher production costs and a $9.70 million year-over-year increase in interest expense tied to Simple Mills acquisition debt. Analysts took note, with at least one firm cutting its price target on the stock to $10 while maintaining a hold rating. Looking ahead, Flowers narrowed its full-year guidance to net sales of $5.25 billion to $5.31 billion and adjusted diluted EPS of $1.02 to $1.08, with organic sales expected to decline 0.4% to 1.4% absent the acquisition contribution.