B&G Foods (NYSE: BGS) stock is roaring higher in Wednesday's trading. The company's share price was up 12.5% as of 11:40 a.m. ET. The S&P 500 was up 0.8%, and the Nasdaq Composite was up 1.4%. Earlier in the session, the stock had been up as much as 26.1%. B&G's valuation is surging following the company's latest quarterly report. While earnings missed Wall Street's expectations, sales beat the target -- and the foods specialist announced some major product portfolio shifts that investors are happy about. ...

Key Takeaways B&G Foods posted Q4 EPS in line with estimates as sales fell 2.2% on brand divestitures.BGS saw margin expansion, with adjusted gross margin up 80 bps and EBITDA margin at 15.7%.B&G Foods guides 2026 sales of $1.655B-$1.695B and EPS of 55-65 cents.B&G Foods, Inc. (BGS) posted fourth-quarter 2025 results, wherein the bottom line came in line with the Zacks Consensus Estimate, but declined year over year. The top line was pressured by recent divestitures, partially offset by modest growth in the ...

B&G Foods (NYSE:BGS) Q4 2025 Earnings call March 03, 2026 04:30 PM ET Company ParticipantsAJ Schwalb - Senior Associate in Corporate Strategy and Business DevelopmentBruce Wacha - EVP of Finance and CFOCasey Keller - President and CEOKaumil Gajrawala - Managing DirectorKen Zaslow - Managing Director in Food and Agribusiness ResearchConference Call ParticipantsHale Holden - Managing Director and Senior Equity Research AnalystScott Marks - Equity Research AnalystVictor Ma - Equity Research AnalystWilliam Reut ...

B&G Foods (NYSE:BGS) Q4 2025 Earnings call March 03, 2026 04:30 PM ET Company ParticipantsAJ Schwalb - Senior Associate in Corporate Strategy and Business DevelopmentBruce Wacha - EVP of Finance and CFOCasey Keller - President and CEOKaumil Gajrawala - Managing DirectorKen Zaslow - Managing Director in Food and Agribusiness ResearchConference Call ParticipantsHale Holden - Managing Director and Senior Equity Research AnalystScott Marks - Equity Research AnalystVictor Ma - Equity Research AnalystWilliam Reut ...

Financial Data and Key Metrics Changes - For Q4 2025, the company reported net sales of $539.6 million, a decrease of $12 million or 2.2% from Q4 2024, primarily due to divestitures [19] - Adjusted EBITDA for Q4 2025 was $84.7 million, representing 15.7% of net sales, slightly down from $86.1 million or 15.6% in Q4 2024 [12][25] - For fiscal year 2025, net sales totaled $1.829 billion, with a net loss of $43.3 million or $0.54 per diluted share, and adjusted EBITDA of $272.2 million, which is 14.9% of net sales [13] Business Line Data and Key Metrics Changes - The Spices & Flavor Solutions business unit saw net sales increase by 4.2% in Q4 2025, driven by growth in fresh food and proteins [7][30] - Specialty segment net sales decreased by 3% to $210.2 million, primarily due to the divestiture of Don Pepino and Sclafani brands [27] - Meals segment net sales increased by 1.1% to $124.2 million, attributed to higher net pricing and improved product mix [28] Market Data and Key Metrics Changes - Base business net sales for Q4 2025 increased by 0.8% compared to Q4 2024, driven by net pricing and volume increases [20] - The company expects base business trends to improve by 0.4% in fiscal year 2026, with Q1 trends showing a strong start at approximately 4% growth [9][41] Company Strategy and Development Direction - The company announced the divestiture of the Green Giant US Frozen business to focus on core shelf-stable business lines, aiming for stronger margins and synergies [3][5] - The acquisition of College Inn and Kitchen Basics is expected to enhance profitability and cash flows, with a focus on restructuring operations to support core categories [4][11] - The company aims to reduce leverage below 5.5 times through divestitures and excess cash flow to facilitate strategic acquisitions [37] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about continued improvement in core business trends and a transformational year ahead with a more focused portfolio [11] - The company is monitoring input costs, particularly soybean oil, and expects modest inflation across the portfolio [100][101] - Management highlighted the importance of brand support and marketing investments in 2026 to remain competitive in a challenging environment [42] Other Important Information - The company recorded pre-tax non-cash impairment charges of $34.8 million related to the Green Giant brand in Q4 2025 [14] - Net cash provided by operating activities was strong at $95.4 million for Q4 2025, compared to $80.3 million in Q4 2024 [31] - The company reduced net debt to $1.912 billion at the end of Q4 2025, down from $1.994 billion at the end of Q4 2024 [32] Q&A Session Summary Question: How did the company maintain sales cadence quarter-over-quarter? - Management noted modest improvement in base business net sales trends and growth in specific segments like spices and food service [40] Question: What are the plans for brand support in 2026? - The company plans to maintain or slightly increase marketing spend, focusing on core brands while adapting to competitive pressures [42] Question: What is the expected leverage after the Green Giant Canada sale? - Management indicated that the divestitures would reduce leverage by about 50 basis points, moving towards a target of 4.5-5.5 times [49][50] Question: What is the outlook for input costs in fiscal year 2026? - Management expects modest inflation, particularly monitoring soybean oil prices, but does not foresee significant issues [100][101]

Table of Contents As filed with the Securities and Exchange Commission on March 3, 2026 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark one) ☒ Annual Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the fiscal year ended January 3, 2026 or ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to . Commission file number 001-32316 B&G FOODS, INC. (Exact name of Registra ...

Exhibit 99.1 B&G Foods Reports Financial Results for Fourth Quarter and Full Year 2025 Parsippany, N.J., March 3, 2026—B&G Foods, Inc. (NYSE: BGS) today announced financial results for the fourth quarter and full year 2025. Financial results for the fourth quarter and full year 2025 include the impact of the Don Pepino divestiture during the second quarter of 2025, the Le Sueur U.S. divestiture during the third quarter of 2025, and an extra reporting week in the fourth quarter and full year 2025 as compared ...

This story was originally published on Food Dive. To receive daily news and insights, subscribe to our free daily Food Dive newsletter. Dive Brief: B&G Foods sold its Green Giant U.S. frozen vegetable line to Seneca Foods for an undisclosed amount. The company intends to use the proceeds to reduce its debt or make acquisitions. The deal, effective Monday, includes B&G’s vegetable manufacturing operations in Yuma, Arizona. B&G will continue to produce certain Green Giant frozen products through a co-pack ...

Core Insights - B&G Foods, Inc. (BGS) is expected to report a decline in earnings for the fourth quarter of fiscal 2025, with a consensus estimate of 28 cents per share, reflecting a 9.7% decrease year-over-year [1][9] Group 1: Factors Influencing Q4 Results - The company is navigating a cautious consumer environment while undergoing a portfolio transition, with management indicating improved base business sales trends and expectations for consistent underlying performance in Q4 [2] - An additional week in fiscal 2025 is anticipated to provide a modest benefit to reported sales, potentially offsetting volume softness in certain retail channels [2] - Demand in traditional grocery categories remains uneven, with consumers focused on value and elevated promotional activity, while retailers manage inventories carefully [3] Group 2: Pricing and Cost Management - B&G Foods has implemented targeted pricing actions within its Spices & Flavor Solutions segment to counteract higher raw material costs and tariff exposure [4] - The company is executing productivity initiatives and cost-saving actions to enhance efficiency across manufacturing, supply chain, and overhead structures, although certain commodities and packaging inputs remain under pressure [5] Group 3: Earnings Predictions - The current model does not predict an earnings beat for B&G Foods, as it holds a Zacks Rank of 3 and an Earnings ESP of 0.00% [6]

B&G Foods Announces Date of Fourth Quarter and Fiscal Year 2025 Earnings Conference CallFeb 24, 2026 5:30 PM Eastern Standard Time# B&G Foods Announces Date of Fourth Quarter and Fiscal Year 2025 Earnings Conference CallShare---PARSIPPANY, N.J.--([BUSINESS WIRE])--B&G Foods, Inc. (NYSE: BGS) announced today that it intends to issue a press release with fourth quarter and fiscal year 2025 financial results after the market close on Tuesday, March 3, 2026. B&G Foods has scheduled a conference call at 4:30 p.m ...