Flowers Foods Reports Q4 Revenue of $1.23B
Reports Q4 revenue $1.23B, consensus $1.23B. "Flowers concluded 2025 on a positive note driven by the strong performance of our leading brands," said Ryals McMullian, chairman and CEO of Flowers Foods. "Our disciplined execution of efficiency initiatives produced results at the high end of our guidance range. We remain committed to implementing further enhancements to drive improved results as we navigate ongoing category challenges. Looking ahead to 2026, we anticipate these category headwinds, combined with one fewer week of operations, will result in financial performance below 2025 levels. In response, we are conducting a comprehensive review of our operations, including our brand portfolio, supply chain, and financial strategy. Our leading brands and strong cash flow position us well as we undertake this operational review. We are confident it will drive category outperformance and enhance long-term value for our shareholders."
Trade with 70% Backtested Accuracy
Analyst Views on FLO
About FLO
About the author

- Pioneering Certification: Simple Mills is among the first brands to achieve Non-UPF verification, successfully certifying 20 products, which underscores its leadership in food transparency and nutritional integrity.
- Consumer Education Boost: With 70% of consumers struggling to identify ultra-processed foods, the Non-UPF certification mark provides clear guidance, enabling healthier dietary choices and enhancing brand recognition in the market.
- Diverse Product Portfolio: The 20 certified products represent 40% of Simple Mills' total offerings, spanning categories such as crackers and baking mixes, demonstrating its robust capabilities in the high-quality, minimally processed food sector.
- Increased Industry Influence: By participating in the Non-UPF verification program, Simple Mills not only enhances its brand image but also sets new standards for food production in the industry, driving consumer awareness and demand for healthier food options.
- Tech Stocks Decline: The iShares Expanded Tech-Software Sector ETF (NYSE:IGV) fell over 2.7% in midday New York trading, marking its 11th decline in the past 15 sessions and pushing year-to-date losses to nearly 25%, reflecting ongoing investor concerns over potential AI-driven market disruptions.
- Nasdaq Underperformance: While broader equity indices were largely flat, the tech-heavy Nasdaq 100 slipped 0.3%, indicating a lack of confidence in the tech sector that may influence future investment decisions.
- Airline Stocks Rally: Airbnb Inc. (NASDAQ:ABNB) added 3.7%, extending last week's post-earnings momentum, while Southwest Airlines Co. (NYSE:LUV) jumped over 6% following analyst upgrades, suggesting a positive outlook for the airline industry's recovery.
- Commodity Market Decline: Following Iran's foreign minister's statement on reaching key principles with the U.S., crude oil fell 1.3% to $62 per barrel, while gold and silver dropped 2.5% and nearly 6%, respectively, indicating market reactions to geopolitical risks.
- Business Transformation Progress: CEO Ryals McMullian highlighted that strong performance from leading brands and disciplined execution led to results at the high end of the 2025 guidance range, despite challenges in the traditional loaf category and inflationary pressures.
- Operational Review Initiated: The company is conducting a comprehensive review of operations, including brand portfolio, supply chain, and financial strategy, aimed at enhancing execution and reigniting revenue growth, with this process expected to span multiple years.
- Cautious Financial Outlook: The 2026 guidance indicates a decline of approximately 180 basis points, with expectations of a 4% drop in the traditional loaf category, compounded by pressures from an extra week, reflecting a challenging market environment.
- Dividend Policy Commitment: Despite high payout ratios and leverage risks, CFO Diego Scaglione reiterated the company's commitment to dividends, indicating that the dividend policy will continue to be evaluated to ensure financial stability.

- Profit Decline: Flower Foods reported a 3.9% decline in profits for fiscal year 2026, falling below estimates.
- Market Impact: The company's performance is influenced by recent forecasts that have affected investor expectations.
- Financial Performance Decline: Flowers Foods reported a net loss of $67.1 million for Q4 2026, contrasting sharply with a net income of $43.1 million in the same quarter last year, indicating a significant decline in profitability that may impact investor confidence.
- Negative Earnings Per Share: The company posted a loss per share of $0.32 compared to earnings of $0.20 per share a year earlier, reflecting challenges in cost control and market competition, which could lead to further stock price volatility.
- Sales Growth: Net sales increased to $1.23 billion from $1.11 billion year-over-year, yet the decline in net income suggests a struggle to balance revenue growth with profitability, potentially affecting future investment decisions.
- Annual Performance Review: For the full year, net income fell to $83.8 million from $248.1 million, with earnings per share dropping from $1.17 to $0.40, highlighting the company's vulnerability in changing market conditions and the need to reassess its strategic direction.







