Flowers Foods, Inc. to Issue Quarterly Dividend of $0.25 (NYSE:FLO)
Flowers Foods (NYSE:FLO) has declared a quarterly dividend of $0.2475 per share, representing a 9.8% annualized yield and payable on March 20th to shareholders of record on March 6th. While the company has consistently increased its dividend for 24 years, its high payout ratio of 87.6% indicates potential risk if earnings decline. Analysts, however, forecast an EPS of $1.29 for next year, suggesting continued dividend coverage with a future payout ratio of 76.7%.
Flowers Foods Keeps Quarterly Dividend at $0.2475 per Share, Payable March 20 to Shareholders of Record March 6
Flowers Foods (NYSE: FLO) has announced that it will maintain its quarterly dividend of $0.2475 per share. This dividend is payable on March 20, 2026, to shareholders of record as of March 6, 2026. The company, a producer and marketer of packaged bakery foods, has made this declaration following recent earnings reports and analyst adjustments to its price target.
Flowers Foods (FLO) Maintains Quarterly Dividend with 10.02% Yie
Flowers Foods (FLO) has announced it will maintain its quarterly dividend of $0.2475 per share, resulting in a forward yield of 10.02% and marking its 94th consecutive quarterly dividend. While the company demonstrates a commitment to shareholder returns, financial analysis indicates concerns with profitability, growth, and a high debt-to-equity ratio, leading to a distress-suggesting Altman Z-Score of 1.76. Investors are advised to consider these risks alongside the company's dividend policy and market positioning.
5 Insightful Analyst Questions From Flowers Foods's Q4 Earnings Call
Flowers Foods (FLO) faced a challenging Q4 2025 despite meeting revenue estimates, primarily due to weak traditional loaf bread sales leading to a negative market reaction. Financial highlights include adjusted EPS of $0.22 and EBITDA of $117.4 million, both beating estimates, but guidance for 2026 missed analyst expectations. Analysts' questions focused on the timeline for operational review, stabilizing the traditional loaf segment, dividend sustainability, supply chain consolidation, and the differentiation of current brand investments.
Flowers Foods Resets DSD And Cakes Leadership As Earnings Pressure Mounts
Flowers Foods (NYSE:FLO) has restructured its leadership by creating a new chief DSD operations officer role for David Roach and consolidating its cake business under Dan Scott. These changes come during a challenging financial period, with the company reporting a net loss in the fourth quarter and lower full-year net income. The moves aim to improve execution and accountability, particularly within direct store delivery and the cake portfolio, as the company navigates market conditions and focuses on profitability.
Flowers Foods, Inc. Reports Fourth Quarter and Full Year 2025 Results; Ryals McMullian Comments
Flowers Foods, Inc. reported its fourth quarter and full fiscal year 2025 results, noting a double-digit quarterly sales growth primarily driven by an extra week in the fiscal calendar and the acquisition of Simple Mills. Despite a net loss in the fourth quarter due to a non-cash impairment of intangible assets, the company achieved increased net sales and adjusted EBITDA. Chairman and CEO Ryals McMullian commented on the positive performance of their leading brands, disciplined efficiency initiatives, and announced a comprehensive operational review for 2026 to address anticipated category headwinds and drive long-term shareholder value.
Southeast Asset Advisors LLC Sells 1,600,023 Shares of Flowers Foods, Inc. $FLO
Southeast Asset Advisors LLC significantly reduced its stake in Flowers Foods by selling over 1.6 million shares, despite the food company beating Q4 earnings estimates. This comes amidst weak FY-2026 guidance from Flowers Foods, which led to a share price decline and a "Reduce" consensus analyst rating. Additionally, the CEO also sold a substantial number of shares, contributing to potential near-term volatility for the stock.
Flowers Foods, Inc. (NYSE:FLO) Q4 2025 earnings call transcript
The article is a transcript of Flowers Foods, Inc.'s Q4 2025 earnings call. It contains details of the company's financial performance and discussions held during the call, providing insight into their recent operational results and future outlook.
Flowers Foods, Inc. (NYSE:FLO) Q4 2025 Earnings Call Transcript
Flowers Foods (NYSE: FLO) discussed their Q4 and full-year 2025 results, outlining a comprehensive review of operations, brand portfolio, supply chain, and financial strategy to address category challenges and reignite growth. The company emphasized its commitment to strengthening the performance of its leading brands, particularly Nature's Own in the traditional loaf segment, and improving operational efficiency. They also addressed questions regarding capital allocation, the dividend, and factors impacting their 2026 outlook, including a challenging consumer environment and increased brand investments.
FLO Q4 Deep Dive: Category Pressures and Brand Investments Shape Outlook
Flowers Foods (FLO) met Q4 CY2025 revenue expectations, but its Q4 performance led to a negative market reaction due to weak sales of traditional loaf breads. The company is undertaking a comprehensive operations review, including re-investing in core brands like Nature's Own and optimizing its supply chain, to address category pressures and drive future growth. While facing headwinds from inflation and category softness, management expects these strategic shifts to improve long-term performance.
Wonder bread maker taking ‘comprehensive review’ of business amid slump
Flowers Foods, the maker of Wonder bread, is undertaking a comprehensive multi-year review of its business operations, supply chain, and financial strategy. This assessment could involve selling off brands or closing plants, as the company faces category headwinds and underperformance in its traditional loaf business. Flowers Foods expects flat to slightly declining net sales for 2026, forecasting approximately $5.2 billion to $5.3 billion, and is focusing on reinvigorating demand for key brands like Nature's Own and investing in innovation.
Flowers Foods Faces Underwhelming FY26 Forecast: Revenue and EPS Miss Expectations
Flowers Foods (NYSE: FLO) is experiencing a stock downturn of 11.19% due to an underwhelming FY26 forecast, with anticipated adjusted EPS of $0.80-$0.90 falling below market expectations of $0.97. Revenue projections are also slightly below consensus, indicating potential stagnation in sales growth and pressures on profit margins, prompting investor concern and a reflexive sell-off. The company faces critical hurdles in maintaining growth momentum amidst rising costs and market competition, requiring strategic adjustments and prudent financial management.
Flowers Foods, Inc. Q4 2025 Earnings Call Summary
Flowers Foods (FLO) reported Q4 2025 earnings, with management attributing strong performance to brand strength and efficiency initiatives, despite underperformance in their traditional loaf segment. The company has initiated a comprehensive review of its brand portfolio and supply chain to reignite growth and improve margins, expecting a challenging consumer environment and category headwinds in 2026. Strategic investments will focus on stabilizing the Nature's Own brand and maintaining a disciplined approach to promotions.
Advisors Asset Management Inc. Acquires 158,234 Shares of Flowers Foods, Inc. $FLO
Advisors Asset Management Inc. increased its stake in Flowers Foods, Inc. by 55% during the third quarter, purchasing 158,234 shares to own a total of 445,993 shares valued at approximately $5.82 million. Despite Flowers Foods beating Q4 EPS estimates, management's FY2026 guidance for EPS ($0.80–$0.90) fell below Street expectations, impacting the stock and analyst sentiment. Additionally, CEO Ryals Mcmullian sold over 209,000 shares, and the company currently holds a consensus "Reduce" rating from analysts with a $13.67 price target.
Flowers Foods, Inc. (NYSE:FLO) Q4 2025 earnings call transcript
This article provides the Q4 2025 earnings call transcript for Flowers Foods, Inc. (NYSE:FLO). It details the company's financial performance and discusses insights shared during the earnings call. The transcript is a direct record of the proceedings.
Flowers Foods Resets DSD And Cakes Leadership As Earnings Pressure Mounts
Flowers Foods (NYSE:FLO) has restructured its leadership by creating a new Chief DSD Operations Officer role for David Roach and consolidating its cake business under Dan Scott. These changes aim to improve execution and accountability in direct store delivery and the cake division, particularly after a challenging earnings report where the company swung to a net loss. Investors are advised to monitor how these organizational shifts impact execution, profitability, and the performance of premium brands.
Flowers Foods (FLO) Q4 earnings and revenues top estimates
Flowers Foods (FLO) reported better-than-expected Q4 earnings and revenues. The company's performance exceeded analyst estimates, indicating a strong end to the fiscal year.
Flowers Foods stock falls 5% as 2026 earnings guidance disappoints
Flowers Foods (NYSE:FLO) shares dropped 5.6% after the company exceeded fourth-quarter earnings expectations but provided disappointing guidance for fiscal year 2026. While Q4 adjusted EPS and revenue were strong, driven by an extra week, an acquisition, and higher pricing, the forecast for fiscal 2026 adjusted EPS fell below analyst estimates. The company attributed the lower outlook to anticipated category headwinds and one fewer week of operations.
Flowers Foods (NYSE:FLO) Reports Q4 CY2025 In Line With Expectations But Stock Drops
Flowers Foods (NYSE:FLO) released its Q4 CY2025 earnings, with revenue meeting Wall Street expectations at $1.23 billion and adjusted EPS beating estimates significantly at $0.22. Despite these positive results and strong EBITDA performance, the stock dropped 7.4% after reporting, largely due to lower-than-expected guidance for both adjusted EPS and EBITDA for the upcoming financial year 2026, and a continued decline in sales volumes.
Earnings Flash (FLO) Flowers Foods, Inc. Reports Q4 Revenue $1.23B, vs. FactSet Est of $1.23B
Flowers Foods, Inc. (FLO) reported its Q4 revenue at $1.23 billion, matching FactSet's estimate. The company also provided its full-year 2026 revenue guidance, expecting a range of $5.16 billion to $5.27 billion, against an estimated $5.20 billion from FactSet, and full-year adjusted EPS guidance of $0.80 - $0.90, below FactSet's estimate of $0.97.
Flowers Foods: Q4 Earnings Snapshot
Flowers Foods Inc. (FLO) reported a Q4 loss of $67.1 million, or 32 cents per share, though adjusted earnings were 22 cents per share. The company's revenue for the quarter was $1.23 billion. For the full year, Flowers Foods posted a profit of $83.8 million on $5.26 billion in revenue and projects fiscal year earnings between 80 to 90 cents per share with revenue ranging from $5.16 billion to $5.27 billion.
Flowers Foods names chief DSD operations officer
Flowers Foods has appointed David Roach as chief DSD operations officer, a new role to enhance the execution and accountability of its direct-store-delivery business. Concurrently, Dan Scott has been named senior vice president, cake, leading a new division to accelerate performance and profitable growth within the cake portfolio. These organizational changes aim to improve operational efficiency and strengthen Flowers Foods' market position.
Flowers Foods (FLO) Q4 Earnings: What To Expect
Flowers Foods (FLO) is set to report its Q4 earnings, with analysts expecting a 10.7% year-on-year revenue growth to $1.23 billion and adjusted earnings of $0.15 per share. The company met revenue expectations last quarter but missed EBITDA and adjusted operating income estimates. Investor sentiment in the consumer staples sector has been positive, with Flowers Foods' stock up 11.5% in the last month.
Flowers names leaders for DSD, newly formed cake division
Flowers Foods Inc. has appointed David Roach as chief DSD operations officer, a newly created role with P&L responsibility for direct-store delivery. Concurrently, Dan Scott will lead the newly formed cake division as senior vice president of cake, aiming to accelerate its performance. These strategic leadership and structural changes are intended to strengthen the company's DSD model and drive long-term growth and profitability, particularly within its cake business.
ProShare Advisors LLC Acquires 2,499,194 Shares of Flowers Foods, Inc. $FLO
ProShare Advisors LLC significantly increased its stake in Flowers Foods, Inc. (NYSE:FLO) by 139.1%, acquiring 2,499,194 shares and now owning 4,295,812 shares valued at approximately $56.06 million. Despite this institutional interest, Flowers Foods' dividend payout ratio is an elevated 107.61%, raising sustainability concerns. Additionally, CEO Ryals Mcmullian recently sold 209,000 shares for $2.27 million, reducing his ownership by about 17%.
All-new leadership roles support Flowers Foods’ growth strategy
Flowers Foods, the parent company of brands like Dave's Killer Bread and Nature's Own, has created two new leadership roles to support its growth strategy. David Roach has been appointed Chief Direct-Store-Delivery (DSD) Operations Officer, overseeing the DSD business's profit-and-loss, sales performance, and operational efficiency. Additionally, Dan Scott will lead the consolidated end-to-end cake business as Senior VP, Cake, focusing on accelerating performance and profitable growth.
FLOWERS FOODS NAMES DAVID ROACH CHIEF DSD OPERATIONS OFFICER
Flowers Foods, Inc. has appointed David Roach as its chief DSD operations officer, a new role focusing on strengthening DSD execution and accountability. This move also includes consolidating the cake division under Dan Scott, senior vice president, cake. These changes aim to enhance profitability and operational efficiency in a dynamic retail environment.
Down 39% In Last 12 Months, Can Flowers Foods Stock Recover in 2026?
Flowers Foods (FLO) is facing significant challenges due to a transformation in the bread category, with traditional loaf bread experiencing declines as consumers shift towards premium or value options. Despite these headwinds and margin pressures, the company is strategically repositioning its portfolio towards faster-growing segments like Canyon Bakehouse and Dave's Killer Bread. Our valuation model projects a potential stock price recovery to $13.81 within 1.9 years, representing a 17% total return, assuming a modest revenue growth and operating margin.
Flowers Foods, Inc. (FLO): A Bear Case Theory
This article summarizes a bearish thesis on Flowers Foods, Inc. (FLO) from Aklan Investment Research, highlighting several secular challenges facing the company. Despite strong brands like Wonder Bread, FLO is impacted by declining traditional bread volumes due to shifting consumer preferences towards snacks and private labels, high price elasticity, inflationary pressures, and elevated leverage. These factors lead to limited growth potential and significant downside risk for the stock.
Flowers Foods Updates Executive Change of Control Plan
Flowers Foods (NYSE: FLO) has updated its Executive Change of Control Plan by extending its term to three years from the previous two years. This amendment applies to executive officers who are parties to the plan and aligns their interests with shareholders' long-term interests during potential change of control events. The modified plan was approved by the board's compensation committee, ensuring executive retention and continuity without increasing other benefits or payments.
Flowers Foods Facing Employee Misclassification Problems
Flowers Foods, the company behind brands like Wonder Bread, is under scrutiny from the Department of Labor for allegedly misclassifying its delivery drivers as independent contractors instead of employees. This review comes amidst nearly two dozen lawsuits filed by drivers and follows DOL guidance suggesting businesses reassess contractor designations. The situation has led one analyst to downgrade Flowers Foods' stock due to potential increases in distribution costs if drivers are reclassified.
Flowers Foods Updates Executive Change of Control Plan
Flowers Foods has updated its executive change of control plan. The article is terse and does not provide further details.
Coston McIsaac & Partners Has $26,000 Holdings in Flowers Foods, Inc. $FLO
Coston McIsaac & Partners significantly reduced its stake in Flowers Foods (NYSE:FLO) by 98.7% in Q3, now holding 2,105 shares valued at $26,000. Other institutional investors have also adjusted their positions, with 75.45% of the stock owned by institutions. The company pays a $0.99 annualized dividend, yielding 8.3%, but its payout ratio of 107.61% suggests it might be unsustainable relative to earnings.
Flowers Foods names new VP of procurement
Miles Dennis has retired as VP of procurement from Flowers Foods after more than four decades of service, having joined the company in 1984. Bret Hathaway has been promoted to succeed Dennis as VP, procurement, commodities, bringing experience from Conagra Brands. Hathaway expressed enthusiasm for building on the strong foundation laid by Dennis in commodity sourcing and risk management.
New procurement VP named at Flowers
Flowers Foods, Inc. has promoted Bret Hathaway to vice president, procurement, commodities, succeeding Miles Dennis who retired after 41 years with the company. Hathaway joined Flowers in 2022 and previously held roles at Lamb Weston and Conagra Brands. Dennis held various positions during his tenure, including auditor, assistant controller, and ultimately vice president of procurement.
After losing 35% in the past year, Flowers Foods, Inc. (NYSE:FLO) institutional owners must be relieved by the recent gain
Flowers Foods, Inc. (NYSE:FLO) institutional owners, who hold an 81% stake in the company, will be relieved by a recent 6.5% stock gain after a 35% loss over the past year. The top 13 shareholders collectively own 51% of the company, with The Vanguard Group, Inc. and BlackRock, Inc. being the largest institutional holders. While insiders own a smaller portion (US$178m), institutional activity significantly influences the stock due to their majority ownership.
Flowers Foods names Bret Hathaway as procurement VP
Flowers Foods has appointed Bret Hathaway as Vice President of Procurement and Commodities, succeeding the retiring Miles Dennis. Hathaway, who joined Flowers in 2022, will lead the company's commodities sourcing, risk management, and procurement strategy. His extensive experience from roles at Lamb Weston and Conagra Brands is expected to help Flowers navigate volatile commodity markets and supply chain challenges.
After losing 35% in the past year, Flowers Foods, Inc. (NYSE:FLO) institutional owners must be relieved by the recent gain
Institutional investors own 81% of Flowers Foods, Inc. (NYSE:FLO), making them the largest shareholder group. After a 35% loss over the past year, these institutional owners are likely relieved by a recent 6.5% gain, signaling potential improvement. The top 13 shareholders collectively own 51% of the company, highlighting the significant influence of institutional trading decisions on the stock's price.
Bret Hathaway named procurement VP at Flowers
Flowers Foods, Inc. has promoted Bret Hathaway to vice president, procurement, commodities. He takes over the role from Miles Dennis, who retired after 41 years with the company. Hathaway previously served as senior director, commodities and risk management at Flowers and held similar roles at Lamb Weston and Conagra Brands.
Flowers Foods Earnings Preview: Premium Brands in Focus
Flowers Foods is set to release its fourth-quarter and full-year 2025 results on February 12, 2026, with a webcast the following morning. Investors will focus on the performance of premium brand segments, strategies for mitigating rising input costs, and the effectiveness of its Direct-Store-Delivery system. The company's ability to capitalize on consumer trends toward specialty and health-oriented products, while managing operational expenses and commodity prices, will be critical.
Flowers Foods (FLO) Projected to Post Earnings on Friday
Flowers Foods (FLO) is expected to announce its Q4 2025 earnings on February 6th, with analysts projecting $0.16 EPS and $1.232 billion in revenue. The company offers a high quarterly dividend yielding 9.0%, but its payout ratio of 107.61% raises concerns about its sustainability. Insider activity shows CEO Ryals McMullian recently sold 209,000 shares, while analysts maintain a "Reduce" consensus rating with a target price of $13.67.
FLOWERS FOODS TO REPORT FOURTH QUARTER AND FULL YEAR 2025 RESULTS
Flowers Foods, Inc. (NYSE: FLO) will release its fourth quarter and full year 2025 financial results on Thursday, February 12, 2026, after the market closes. The company will also host a live question and answer webcast the following day, February 13, 2026, at 8:30 a.m. Eastern Time. All relevant materials, including the webcast and press release, will be available on their investor relations website.
Flowers Foods (NYSE:FLO) Upgraded to Hold at Zacks Research
Zacks Research upgraded Flowers Foods (NYSE:FLO) from a "strong sell" to a "hold" rating, though overall analyst sentiment remains cautious with a "Reduce" consensus. This upgrade follows Truist reducing its price target and management issuing FY2025 guidance lower than analysts' estimates. Additionally, CEO Ryals Mcmullian recently sold a significant number of shares, reducing his ownership by nearly 17%.
FLOWERS FOODS TO REPORT FOURTH QUARTER AND FULL YEAR 2025 RESULTS
Flowers Foods, Inc. (NYSE: FLO) announced it will release its fourth quarter and full year 2025 financial results on Thursday, February 12, 2026, after the market close. The company will host a live question and answer webcast the following day at 8:30 a.m. Eastern Time. Details for accessing the webcast and supporting materials will be available on their investor relations website.
Flowers Foods, Inc. (NYSE:FLO) Receives Average Recommendation of "Reduce" from Brokerages
Flowers Foods (NYSE:FLO) has received an average "Reduce" rating from analysts, with one sell rating and four hold ratings, and a consensus one-year price target of $13.67. This comes amidst CEO Ryals Mcmullian's significant insider sale of 209,000 shares in early January. Despite offering an 8.9% annualized dividend yield, concerns about its sustainability are heightened by a payout ratio exceeding 100%.
FLOWERS FOODS TO REPORT FOURTH QUARTER AND FULL YEAR 2025 RESULTS
Flowers Foods, Inc. (NYSE: FLO) announced it will release its fourth quarter and full year 2025 financial results on Thursday, February 12, 2026, after the market closes. The company will also host a live question and answer webcast the following day at 8:30 a.m. Eastern Time. Supporting materials, including the webcast and press release, will be available on their investor relations website.
Flowers Foods, Inc. $FLO Shares Sold by Cooke & Bieler LP
Cooke & Bieler LP significantly reduced its stake in Flowers Foods (NYSE:FLO) by 2.3%, selling 127,290 shares, while CEO Ryals Mcmullian also sold 209,000 shares. Despite a high dividend yield of 8.9%, the company's dividend payout ratio is 107.6%, and analysts maintain a "Reduce" consensus rating with a target price of $13.67 due to concerns about its financial metrics.
Flowers Foods v. Brock
The Supreme Court is reviewing Flowers Foods v. Brock to determine if the Federal Arbitration Act exempts "last-mile" delivery drivers from arbitration, specifically those transporting goods within a state that originated out-of-state. The Constitutional Accountability Center filed an amicus brief supporting Mr. Brock, arguing that both the FAA's original meaning and historical judicial precedent classify these drivers as engaged in interstate commerce. This case will clarify the scope of the FAA's exemption for workers involved in interstate commerce.
Is Flowers Foods’ (FLO) Protein-Packed Bread Push Quietly Redefining Its Premium Health Brand Strategy?
Flowers Foods (FLO) recently launched Nature's Own Life™ Wheat + Protein bread, a high-protein, keto-friendly product, aiming to bolster its "better-for-you" portfolio. This move aligns with the company's strategy to drive earnings through health-oriented innovation, especially as it navigates margin pressures and a high dividend payout. The article discusses how this new product fits into Flowers Foods' investment narrative, emphasizing the need for new offerings to support margins and balance sheet stability given existing financial commitments.
Flowers Foods, Inc. $FLO Shares Purchased by Campbell & CO Investment Adviser LLC
Campbell & CO Investment Adviser LLC significantly increased its holdings in Flowers Foods (NYSE:FLO) by 249.8% in the third quarter, now owning 253,542 shares worth $3.31 million. Concurrently, CEO Ryals Mcmullian sold 209,000 shares for approximately $2.27 million, reducing his stake by nearly 17%. Analysts currently have a "Reduce" rating on the stock with an average price target of $13.67, while the company maintains an annualized dividend of $0.99, yielding 8.9%.
