The earnings call reveals a mixed performance with strong growth in premium and innovative segments like DKB and Simple Mills but is overshadowed by challenges in traditional bread sales and increased market competition. The company is in a transition phase, with strategic plans to address current weaknesses, yet significant patience is required for these to materialize.
Company Guidance -
Q3 2025
During the Flowers Foods Second Quarter 2025 Results Conference Call, the company provided guidance indicating that they are in a transitional phase due to challenging economic conditions and shifting consumer trends impacting traditional product lines. Despite these challenges, Flowers Foods is focused on aligning their portfolio with current consumer demands, highlighting the success of their premium and differentiated products like Dave’s Killer Bread and Simple Mills, which have shown strong performance. The company acknowledged competitive pressures from lower-priced entrants affecting their traditional loaf segment but is countering with innovation and product line expansions, such as small loaf offerings. Financially, the company updated its tariff outlook, anticipating lower costs, and remains committed to a balanced capital allocation strategy, despite a reduction in EPS guidance and ongoing debt paydown efforts. Flowers Foods continues to focus on innovation and strategic investments in marketing and promotions to drive awareness and maintain market share, particularly in premium segments that offer higher margins.
Strong Performance in Premium and Innovative Segments
Dave's Killer Bread (DKB) and Canyon Bakehouse have shown strong performance, with DKB specifically highlighted for its success. The keto products were up 37% in the quarter, indicating significant growth in this segment.
Successful Launch of Wonder Products
The Wonder brand's new product line has vastly exceeded expectations and continues to perform ahead of forecasts, showing strong market acceptance and retailer enthusiasm.
Simple Mills Growth and Expansion
Simple Mills continues to grow its distribution points, and despite challenges like the UNFI cyber attack, it performed in line with high expectations. Simple Mills is expanding its presence in club channels.
Flowers Foods (FLO) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
FLO Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Aug 15, 2025
$16.58
$15.69
-5.37%
May 16, 2025
$16.82
$17.05
+1.37%
Feb 07, 2025
$18.81
$18.57
-1.28%
Nov 08, 2024
$21.20
$20.63
-2.69%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Flowers Foods (FLO) report earnings?
Flowers Foods (FLO) is schdueled to report earning on Nov 06, 2025, After Close (Confirmed).
What is Flowers Foods (FLO) earnings time?
Flowers Foods (FLO) earnings time is at Nov 06, 2025, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.