Flowers Foods (FLO) Q4 2025

Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025

Earnings

Flowers Foods delivered a stronger-than-expected fourth quarter, with adjusted diluted EPS of $0.22 beating the $0.16 consensus estimate by 40.04%, even as a $135.98 million non-cash intangible asset impairment drove a GAAP net loss of $67.07 million… Read more Flowers Foods delivered a stronger-than-expected fourth quarter, with adjusted diluted EPS of $0.22 beating the $0.16 consensus estimate by 40.04%, even as a $135.98 million non-cash intangible asset impairment drove a GAAP net loss of $67.07 million. Net sales climbed 11.0% year over year to $1.23 billion, lifted by a combination of an extra fiscal week, the contribution of the Simple Mills acquisition, and modest pricing gains, though volume declines of 2.2% signaled continued softness in the packaged bread category. Adjusted EBITDA rose 14.7% to $117.42 million, expanding the margin 30 basis points to 9.5%, offering some reassurance that the core business retains its profitability footing. Looking ahead, management guided fiscal 2026 net sales of $5.16 billion to $5.27 billion and adjusted diluted EPS of $0.80 to $0.90, reflecting the headwind of one fewer operating week and ongoing category pressures. The company simultaneously raised its quarterly dividend 3.1% to $0.25 per share, signaling confidence in cash generation even as CEO Ryals McMullian announced a broad operational review spanning the brand portfolio and supply chain.