The earnings call highlights several strategic and operational successes, such as successful integration of Simple Mills and growth in key brands, but also acknowledges significant challenges, including declines in traditional loaf sales, pressure in foodservice and private label segments, and ongoing margin pressures.

Company Guidance

In the third quarter of 2025, Flowers Foods emphasized its strategic efforts to realign its portfolio with consumer demand, which is yielding positive results despite pressures in the bread category. The company is focusing on redefining traditional loaf products by incorporating value and better-for-you attributes, aligning with evolving consumer preferences, though this transformation will take time. The call highlighted a generational shift in consumer behavior, with an increasing bifurcation into premium and value segments, impacting traditional loaf sales. Despite a 190 basis point decline in gross margin and a 160 basis point drop in EBITDA margin due to negative price mix and lower volumes, Flowers Foods remains committed to long-term consumer investment and cost optimization. The company reported growth in brands like Canyon (up 6% in units) and Dave's Killer Bread (up 10% in units), and significant gains in the small loaf category, where they achieved a 15-point unit share increase. Amidst these strategic shifts, Flowers Foods is also managing its capital allocation, reducing CapEx expectations for the year to focus on deleveraging, while acknowledging the balance between investment and maintaining dividends. Looking forward, the company anticipates stabilization in the category as economic conditions improve, with continued focus on consumer engagement and innovation, particularly through its Simple Mills acquisition, which is performing in line with expectations.

Positive Strategic Alignment and Consumer Engagement

The company is effectively targeting growth areas by aligning its portfolio with consumer demand, leading to positive results in the bread category. This includes redefining traditional loaf with value and better-for-you attributes.

Successful Integration and Performance of Simple Mills

Simple Mills has performed well post-acquisition, with collaboration between teams yielding opportunities in customer engagement and procurement. The brand's performance aligns with expectations, and new innovations are planned for the next year.

Growth in Key Brands and Product Categories

Canyon increased 6% in units, and Dave's Killer Bread increased 10% in units. The small loaf category, under Nature's Own banner, gained 15 points in unit share and is already the #2 brand in a category growing by 85%.

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

Daily Earnings Calendar >

FLO Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Feb 05, 2026	2025 (Q4)	0.16 / -	0.22	―	―	―
Nov 06, 2025	2025 (Q3)	0.23 / 0.23	0.33	-30.30% (-0.10)
Aug 15, 2025	2025 (Q2)	0.30 / 0.30	0.36	-16.67% (-0.06)
May 16, 2025	2025 (Q1)	0.37 / 0.35	0.38	-7.89% (-0.03)
Feb 07, 2025	2024 (Q4)	0.20 / 0.22	0.2	10.00% (+0.02)
Nov 08, 2024	2024 (Q3)	0.29 / 0.33	0.29	13.79% (+0.04)
Aug 16, 2024	2024 (Q2)	0.33 / 0.36	0.33	9.09% (+0.03)
May 16, 2024	2024 (Q1)	0.41 / 0.38	0.38	0.00% (0.00)
Feb 08, 2024	2023 (Q4)	0.21 / 0.20	0.23	-13.04% (-0.03)
Nov 09, 2023	2023 (Q3)	0.28 / 0.29	0.3	-3.33% (-0.01)

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
Nov 06, 2025	$11.65	$11.87	+1.89%
Aug 15, 2025	$16.30	$15.42	-5.40%
May 16, 2025	$16.53	$16.76	+1.39%
Feb 07, 2025	$18.49	$18.25	-1.30%

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 Feb 05, 2026, After Close (Confirmed).

What is Flowers Foods (FLO) earnings time?

Flowers Foods (FLO) earnings time is at Feb 05, 2026, 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.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is FLO EPS forecast?

FLO EPS forecast for the fiscal quarter 2025 (Q4) is 0.16.

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