Flowers Foods (FLO)
NYSE:FLO
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Earnings Data
Report Date
Aug 06, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.24Last Year’s EPS
0.3Same Quarter Last Year
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call balanced meaningful operational and financial progress—bottom-line results ahead of expectations, a major brand relaunch (Nature's Own), strong hedging for core commodities, targeted cost and balance-sheet actions (including a dividend reset freeing ~$100M)—against persistent top-line softness, underperformance in the large traditional loaf segment (~38% of branded retail), and rising oil-driven packaging and distribution costs (an incremental ~$0.02–$0.03 headwind in the back half). Management emphasized productivity and SG&A levers, reaffirmed guidance, and prioritized deleveraging to below 3.0x, suggesting cautious confidence. Overall, positives (relaunch, hedging, cost discipline, balance-sheet moves) slightly outweigh the headwinds and uncertainties.Company Guidance
Bottom-Line Results Ahead of Expectations and Guidance Reaffirmed
Management reported bottom-line results ahead of expectations and reaffirmed full-year guidance, citing confidence driven by hedging, cost management, brand initiatives and expected easier comps in the back half of the year.
Nature's Own Nationwide Relaunch
Launched a nationwide relaunch of Nature's Own with a 360-degree marketing campaign (celebrity endorsement: John Cena). Reformulated product to remove roughly one-third of ingredients, achieved non-GMO verification, and targeted stabilization of the traditional loaf segment that represents approximately 38% of branded retail.
Commodity Hedging and Captured Outlook
Company stated it is virtually fully hedged for the balance of the year on core commodities in its program, and has embedded oil/resin/distribution impacts into its outlook. Management quantified incremental oil-derivative headwind at roughly $0.02–$0.03 in the back half per unit (embedded in guidance).
Balance Sheet and Capital Allocation Actions
Dividend reset frees roughly $100 million of cash (management noted this could reduce leverage by ~0.2 turns if fully directed to debt reduction). Primary priority is deleveraging to below 3.0x net leverage by the end of fiscal 2027. CapEx guidance set at $115–$125 million with about $2 million per bakery for maintenance and the remainder for growth/productivity investments.
Category and Channel Strengths
Positive trends reported in premium bread, cake categories, Better-For-You segments, snack and half-loaf expansion. Foodservice showed recent top-line improvement and materially better profitability following prior optimization efforts.
Ongoing Cost and Productivity Initiatives
Company reiterated ongoing SG&A cost management, supply chain efficiency efforts, packaging configuration alternatives and other productivity measures to offset input cost pressure.
FLO Earnings History
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 |
|---|---|---|---|
May 21, 2026 | $7.01 | ― | ― |
Feb 12, 2026 | $11.04 | $10.08 | -8.72% |
Nov 06, 2025 | $11.08 | $11.29 | +1.89% |
Aug 15, 2025 | $15.50 | $14.67 | -5.37% |
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 Aug 06, 2026, After Close (Confirmed).
What is Flowers Foods (FLO) earnings time?
Flowers Foods (FLO) earnings time is at Aug 06, 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 2026 (Q2) is 0.24.