Flowers Foods Q4 net sales rise

Flowers Foods

12/02/2026 21:26

Overview

U.S. bakery producer's Q4 net sales rose 11% yr/yr, meeting analyst expectations

Adjusted EPS for Q4 beat analyst expectations

Company reported a net loss due to $136 mln non-cash impairment

Outlook

Flowers Foods expects fiscal 2026 net sales between $5.163 bln and $5.267 bln

Company anticipates fiscal 2026 adjusted EBITDA of $465 mln to $495 mln

Flowers Foods projects fiscal 2026 adjusted EPS of $0.80 to $0.90

Result Drivers

SIMPLE MILLS ACQUISITION - Contributed $57.5 mln in net sales, aiding overall revenue growth despite a net loss contribution

EXTRA WEEK BENEFIT - Additional week in fiscal calendar added 7.8% to net sales, offsetting volume declines

NON-CASH IMPAIRMENT - $136 mln impairment of intangible assets led to net loss, impacting financial results

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales
Meet
$1.23 bln
$1.23 bln (7 Analysts)
Q4 Adjusted EPS
Beat
$0.22
$0.15 (6 Analysts)
Q4 EPS
-$0.32
Q4 Adjusted Net Income
$45.8 mln
Q4 Net Income
-$67.1 mln
Q4 Adjusted EBITDA
$117.4 mln


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 1 "strong buy" or "buy", 4 "hold" and 1 "sell" or "strong sell"

The average consensus recommendation for the food processing peer group is "buy."

Wall Street's median 12-month price target for Flowers Foods Inc is $12.50, about 6.9% above its February 11 closing price of $11.69

The stock recently traded at 12 times the next 12-month earnings vs. a P/E of 11 three months ago

Press Release: ID:nPn4pg13va

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)