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Flowers Foods
Flowers Foods (FLO) investor relations material
Flowers Foods Q4 2025 (Q&A) earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 (Q&A) earnings summary13 Feb, 2026
Executive summary
Delivered Q4 2025 results at the high end of guidance, with strong brand performance and efficiency initiatives, despite a challenging consumer environment and traditional loaf bread weakness.
Comprehensive, multi-year review of brand portfolio, supply chain, and financial strategy underway to reignite growth and expand margins.
Facing ongoing category challenges, inflationary pressures, and one fewer week in 2026, but planning additional investments in leading brands.
Simple Mills acquisition contributed to sales growth but resulted in net losses in Q4 and FY 2025.
Financial highlights
Q4 2025 net sales rose 11.0% year-over-year to $1.233B, aided by an extra week, Simple Mills acquisition, and improved price/mix, partially offset by volume declines.
Q4 net loss of $67.1M, down $110.2M from prior year, mainly due to a $136M non-cash intangible asset impairment, higher interest expense, and tax rate.
Adjusted EBITDA for Q4 2025 increased 14.7% to $117.4M (9.5% margin); full-year adjusted EBITDA was $535.2M (10.2% margin).
FY 2025 cash from operations was $446.2M; capex $127.1M; dividends $209.3M; acquisition spend $791.9M.
Long-term debt increased to $1.76B from $1.02B year-over-year; net debt/adjusted EBITDA at 3.3x–3.75x, near covenant limits.
Outlook and guidance
Fiscal 2026 net sales guidance: $5.163B to $5.267B; adjusted EBITDA: $465M to $495M; adjusted diluted EPS: $0.80 to $0.90.
2026 guidance reflects ongoing category headwinds, inflation, loss of extra week, and continued promotional activity.
Dividend payout ratio projected to exceed 100% of 2026 EPS guidance.
No material financial impact expected from the upcoming Supreme Court case.
Anticipates refinancing $400M in debt at higher rates, but confident in execution.
Simple Mills' profitability outlook?
What triggered the intangible asset impairment?
Operational review: specific actions planned?
What specific actions from the strategic review
Why not cut the dividend today?
Nature's Own demand reinvigoration plans
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Next Flowers Foods earnings date
Q1 202615 May, 2026
Flowers Foods
Next Flowers Foods earnings date
Q1 202615 May, 2026
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Frequently asked questions
Flowers Foods, Inc. is a producer and marketer of bakery products in the United States. The company's products include fresh breads, buns, rolls, snack cakes, tortillas, frozen breads and rolls, and other baked goods, such as muffins and pies. It distributes its products through direct store delivery and warehouse delivery systems. Flowers Foods serves retail bakery departments of mass merchandisers, grocery stores, convenience chains, restaurants, coffeehouses, schools, institutions, armed forces commissaries, dollar discount chains, warehouse club stores under exclusive contracts with third-party distributors to provide breads and buns for their proprietary brands of sandwiches and for sale in microwave ovens in their stores; foodservice distributors to prepare sandwiches; institutional customers as well as vending companies.
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