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B&G Foods Holdings (BGS)
NYSE:BGS

B&G Foods (BGS) AI Stock Analysis

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BGS

B&G Foods

(NYSE:BGS)

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Neutral 51 (OpenAI - 4o)
Rating:51Neutral
Price Target:
$4.50
▲(14.80% Upside)
B&G Foods faces significant financial challenges, including declining revenues and high leverage, which are major concerns. However, the company's technical indicators and high dividend yield provide some positive aspects. The earnings call highlighted mixed results, with improvements in adjusted EBITDA and cost-saving initiatives, but ongoing challenges with net sales and tariffs.

B&G Foods (BGS) vs. SPDR S&P 500 ETF (SPY)

B&G Foods Business Overview & Revenue Model

Company DescriptionB&G Foods, Inc. (BGS) is a prominent American packaged food company that specializes in the manufacturing and marketing of a diverse range of food products. Founded in 1996 and headquartered in Parsippany, New Jersey, the company operates primarily in the grocery and snacks sectors. B&G Foods' portfolio includes well-known brands such as Green Giant, Ortega, and Cream of Wheat, among others, catering to both retail and food service channels. The company focuses on providing high-quality, value-oriented products that appeal to a broad consumer base.
How the Company Makes MoneyB&G Foods generates revenue primarily through the sale of its packaged food products across various channels, including supermarkets, mass merchants, and food service establishments. The company's revenue model is driven by several key streams, including direct sales of branded products, private label offerings, and partnerships with retailers for in-store promotions. Additionally, B&G Foods benefits from strategic acquisitions of complementary brands and product lines, which expand its market presence and diversify its offerings. The company's ability to innovate and respond to consumer trends, such as health and wellness, also plays a crucial role in sustaining its revenue growth.

B&G Foods Earnings Call Summary

Earnings Call Date:Nov 05, 2025
(Q3-2025)
|
% Change Since: |
Next Earnings Date:Mar 03, 2026
Earnings Call Sentiment Neutral
The earnings call presented a mixed outlook. While the company showed improvements in adjusted EBITDA and benefited from cost-saving initiatives, it faced challenges with declining net sales and the impact of divestitures. The ongoing tariff issues also posed a significant challenge. However, the progress in divestiture strategy and growth in the Spices & Seasonings segment are positive signs.
Q3-2025 Updates
Positive Updates
Improved Adjusted EBITDA Performance
The third quarter demonstrated significant improvement in adjusted EBITDA delivery with sequential improvement in base business net sales trends. Adjusted EBITDA was $70.4 million, flat versus last year on a reported basis, but up year-over-year excluding the impact of divestitures.
Cost Savings Initiatives
The company benefited from a $10 million cost savings initiative, with SG&A overhead down $2 million from last year and cost of goods sold improved by 40 basis points versus last year.
Divestiture Strategy Progress
B&G Foods announced the divestiture of their Canadian Green Giant business and continued to evaluate the divestiture of their Green Giant U.S. frozen business. These divestitures are expected to create a more focused B&G Foods with increased cash flow generation and a lower leverage ratio.
Spices & Seasonings Growth
The Spices & Seasonings business unit grew net sales by 2.1% in Q3, benefiting from growth in fresh food and proteins and strength in the club and foodservice channels.
Negative Updates
Decline in Net Sales and Base Business Net Sales
Q3 net sales of $439.3 million finished minus 4.7% versus last year, and base business net sales were down minus 2.7%.
Impact of Divestitures
The divestiture of the Don Pepino and Sclafani business in May and the Le Sieur U.S. canned peas brand in August removed approximately $10.3 million of net sales and $3.2 million in adjusted EBITDA from Q3.
Tariff Challenges
Tariffs impacted the company's portfolio, reducing adjusted EBITDA in Q3 by nearly $3.5 million, with 60% affecting the Spices & Flavor Solutions business.
Increased Promotional Trade Spend
Promotional trade spend increased by approximately 110 basis points in Q3 versus last year, although it was sequentially favorable to year-over-year increases in the first and second quarters of 2025.
Company Guidance
During the B&G Foods, Inc. Third Quarter 2025 Financial Results Conference Call, the company provided updated guidance for fiscal year 2025, projecting net sales between $1.82 billion and $1.84 billion and adjusted EBITDA of $273 million to $280 million. The adjusted EBITDA as a percentage of net sales is expected to approach 20%, with a focus on improving cash flow generation and reducing the leverage ratio to 6x within the next 9 months. The company anticipates a 53rd week sales growth impact of 2% to 3% in the fourth quarter. Despite a 4.7% decrease in net sales in Q3, base business net sales excluding divestitures decreased by 2.7%. Cost efficiency initiatives are expected to yield $15 million to $20 million in annual savings. The company aims to improve base business net sales trends towards 1% growth and plans to reduce leverage to approximately 6x by mid-2026 through strategic divestitures and cash flow improvements.

B&G Foods Financial Statement Overview

Summary
Income Statement
45
Neutral
Balance Sheet
40
Negative
Cash Flow
50
Neutral
Breakdown
Income Statement
Total Revenue
Gross Profit
EBITDA
Net Income
Balance Sheet
Total Assets
Cash, Cash Equivalents and Short-Term Investments
Total Debt
Total Liabilities
Stockholders Equity
Cash Flow
Free Cash Flow
Operating Cash Flow
Investing Cash Flow
Financing Cash Flow

B&G Foods Technical Analysis

Technical Analysis Sentiment
Negative
Last Price3.92
Price Trends
50DMA
4.49
Negative
100DMA
4.37
Positive
200DMA
4.61
Negative
Market Momentum
MACD
0.03
Positive
RSI
43.25
Neutral
STOCH
0.74
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For BGS, the sentiment is Negative. The current price of 3.92 is below the 20-day moving average (MA) of 4.62, below the 50-day MA of 4.49, and below the 200-day MA of 4.61, indicating a bearish trend. The MACD of 0.03 indicates Positive momentum. The RSI at 43.25 is Neutral, neither overbought nor oversold. The STOCH value of 0.74 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for BGS.

B&G Foods Peers Comparison

Overall Rating
UnderperformOutperform
Sector (―)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
69
Neutral
$1.78B26.676.82%3.43%0.54%-24.42%
61
Neutral
$1.19B-4.89-17.18%-0.69%-910.85%
60
Neutral
$8.51B14.3214.82%5.64%2.71%4.90%
52
Neutral
$8.26B-82.51-1.16%7.87%-5.82%-119.70%
51
Neutral
$360.70M-1.40-40.86%17.12%-6.04%-844.18%
49
Neutral
$10.58B-8.73-17.44%4.40%-0.66%-326.55%
* Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
BGS
B&G Foods
4.44
-1.71
-27.80%
CPB
Campbell Soup
27.68
-12.17
-30.54%
CAG
Conagra Brands
16.98
-8.88
-34.34%
JJSF
J & J Snack Foods
89.50
-63.55
-41.52%
SJM
JM Smucker
97.95
-9.22
-8.60%
THS
TreeHouse Foods
23.49
-11.44
-32.75%

B&G Foods Corporate Events

M&A TransactionsFinancial Disclosures
B&G Foods Reports Q3 2025 Sales Decline
Negative
Nov 5, 2025

B&G Foods reported a decrease in net sales by 4.7% in the third quarter of 2025 compared to the same period in 2024, primarily due to reduced volume and foreign currency impacts, despite improvements in net pricing and product mix. The company also faced significant non-cash impairment charges but managed to achieve a gain from the divestiture of the Le Sueur U.S. brand. The adjusted EBITDA remained stable year-over-year, and the company announced the sale of Green Giant Canada, aiming to strengthen its core brand portfolio.

M&A TransactionsBusiness Operations and Strategy
B&G Foods Sells Canadian Green Giant Lines
Neutral
Oct 27, 2025

On October 27, 2025, B&G Foods announced an agreement to sell its Green Giant and Le Sieur frozen and shelf-stable vegetable product lines in Canada to Nortera Foods. This move is part of B&G Foods’ strategy to divest non-core brands, reduce long-term debt, and sharpen its business focus. The sale, subject to regulatory approval, is expected to close by the end of 2025 or early 2026. The proceeds will be used for general corporate purposes, including debt repayment and asset purchases. B&G Foods had previously divested other parts of the Green Giant brand in the U.S. and continues to evaluate further divestitures.

Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Dec 09, 2025