Financial Data and Key Metrics Changes - The company is experiencing a transition due to a challenging economic environment and shifting consumer trends, which have pressured end markets and hampered recent results [4] - Management expects further benefits from executing their portfolio strategy and developing a pipeline of innovation, indicating confidence in long-term growth [5] Business Line Data and Key Metrics Changes - The branded side is facing greater competitive intensity, particularly from lower-priced bread products, affecting results in the traditional loaf area [10][11] - The company is seeing good performance in premium differentiated products, while value offerings are also performing well in mass and club channels [11] - The keto product segment grew by 37% in the quarter, highlighting success in innovative product offerings [30] Market Data and Key Metrics Changes - The competitive environment remains elevated but stable, with promotional activities increasing around differentiated products to drive trial and awareness [10] - The private label business is experiencing fluctuations, driven by lost business that is eventually replaced [12] Company Strategy and Development Direction - The company is committed to aggressively innovating to navigate the transition in consumer preferences, particularly moving away from traditional loaf products [28] - Management emphasizes the importance of innovation and brand strength to maintain competitiveness in a challenging market [34] Management's Comments on Operating Environment and Future Outlook - Management acknowledges that the transition will take time and requires patience, viewing it as a generational shift in the category [53][56] - There is optimism that the category will eventually stabilize, although the timeline for this is uncertain [54] - The company plans to continue investing in brands like Nature's Own to ensure performance despite market challenges [57] Other Important Information - The company is focused on debt paydown and is monitoring the market for potential M&A opportunities, although immediate acquisitions are not prioritized [63] Q&A Session Summary Question: Competitive intensity and pricing strategies - Management noted that the promotional environment is elevated but stable, with increased promotions around differentiated products [10][11] Question: Tariff outlook and capital allocation - Management expects tariffs to decrease based on current observations and will continue to evaluate capital allocation decisions based on performance and cash flow [16][17] Question: Transition timeline for traditional loaf products - Management indicated that the transition will take time and is viewed as a significant shift, with no specific timeline provided [53][56] Question: Innovation contributions from Simple Mills - Management confirmed that Simple Mills will continue to innovate aggressively, with plans to speed up their innovation cycle [43] Question: Retailer changes in response to competitive pressures - Management observed that retailers are focusing on smaller loaf segments and organic products, indicating a shift in consumer preferences [76]

Company Performance - Flowers Foods reported quarterly earnings of $0.30 per share, exceeding the Zacks Consensus Estimate of $0.29 per share, but down from $0.36 per share a year ago, representing an earnings surprise of +3.45% [1] - The company posted revenues of $1.24 billion for the quarter ended June 2025, missing the Zacks Consensus Estimate by 2.04%, and showing a slight increase from $1.22 billion year-over-year [2] - Over the last four quarters, Flowers Foods has surpassed consensus EPS estimates three times but has not beaten consensus revenue estimates [2] Stock Performance - Flowers Foods shares have declined approximately 19.8% since the beginning of the year, contrasting with the S&P 500's gain of 10% [3] - The current Zacks Rank for Flowers Foods is 4 (Sell), indicating expectations of underperformance in the near future [6] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $0.27 on revenues of $1.25 billion, and for the current fiscal year, it is $1.09 on revenues of $5.31 billion [7] - The outlook for the Food - Miscellaneous industry, to which Flowers Foods belongs, is currently in the bottom 28% of over 250 Zacks industries, suggesting potential challenges ahead [8]

Financial Performance - Net sales increased by 1.5% to $1.243 billion compared to the previous year, driven by the Simple Mills acquisition[8, 11] - Net income decreased by 12.8% to $58.4 million, primarily due to lower operating income and higher net interest expense[8, 15] - Adjusted EBITDA decreased by 4.0% to $137.7 million, with a margin of 11.1%, down 60 bps from the previous year's 11.7%[8, 9, 16] - GAAP diluted EPS decreased by $0.04 to $0.28, while adjusted diluted EPS decreased by $0.06 to $0.30[8] Sales Analysis - Branded Retail net sales increased by 5.0%, offset by volume declines and unfavorable price/mix[11] - Other net sales decreased by 4.9% due to softer volumes in store branded retail sales and non-retail sales from margin optimization strategies[11] - Volume decreased by 2.4%, and price/mix decreased by 1.2%[8] - The acquisition contributed to a 5.1% increase in net sales[8] Fiscal Year 2025 Guidance - Net sales are projected to be between $5.239 billion and $5.308 billion, including $218 million to $225 million from Simple Mills[20] - Adjusted EBITDA is expected to be between $512 million and $538 million, including $30 million to $33 million from Simple Mills[20] - Adjusted diluted EPS is projected to be between $1.00 and $1.10, including a negative impact of $0.08 to $0.07 from Simple Mills[20] Market Share and Trends - Branded dollar share decreased, while store branded dollar share increased, reflecting inflationary pressure on consumers[35] - Flowers' fresh packaged bread dollar sales and unit sales showed slight increases, with dollar sales up 0.2% and unit sales down 3.2%[41] - Flowers' commercial cake dollar sales and unit sales decreased, with dollar sales down 7.6% and unit sales down 10.0%[44]

Financial Data and Key Metrics Changes - Net sales increased by 1.5% year-over-year, with a price mix decline of 1.2% primarily related to the retail business [19] - Volume declined by 2.4%, largely due to decreases in traditional loaf bread, partially offset by improvements in branded cake, organic, and keto volumes [19] - Gross margin as a percentage of sales decreased by 110 basis points to 48.8% compared to the same quarter last year [20] - GAAP diluted EPS for the quarter was $0.28, a decrease of $0.04 from the prior year period [21] - Adjusted diluted EPS decreased by $0.06 to $0.30 [21] Business Line Data and Key Metrics Changes - Branded retail products accounted for 67% of sales in the quarter, up from 64% a year ago [3] - Bread sales volumes declined by 3%, while differentiated products like organic and keto saw sales increases of 3% and 4% respectively [4][5] - The Simple Mills acquisition contributed $61.4 million in net sales and $10.9 million to adjusted EBITDA [21] Market Data and Key Metrics Changes - The bread category underperformed the general food category, with volumes declining by 3% compared to a 1% decline in food overall [4] - Traditional loaf products saw a significant decline of 6% [4] - The competitive environment has intensified, particularly affecting the traditional loaf segment, which experienced a 7.9% decline in sales in the second quarter [30] Company Strategy and Development Direction - The company is focusing on innovation and acquisitions to align with consumer demand, particularly in higher-margin branded retail products [3][6] - Plans to leverage strong brands to expand into adjacent categories and capitalize on growth opportunities in differentiated products [5][6] - The company aims to maximize near-term results while supporting long-term growth through strategic initiatives [7][31] Management's Comments on Operating Environment and Future Outlook - The management noted persistent inflationary pressures impacting consumer confidence and purchasing behavior [26] - Expectations for 2025 results have been adjusted due to challenges in the traditional loaf category and increased competitive pressure [4][22] - The company remains confident in its financial position and anticipates benefits from shelf space gains and cost-saving initiatives in the second half of the year [23] Other Important Information - The integration of Simple Mills is progressing well, with strong performance in the natural cookies and crackers segments [16][18] - The company is implementing additional savings initiatives to offset top-line pressure and improve margins [15] - The company continues to focus on enhancing trade promotion capabilities and monitoring promotional spending [30] Q&A Session Summary - No specific questions and answers were provided in the content, thus this section is not applicable.

Financial Data and Key Metrics Changes - Net sales increased by 1.5% year-over-year, with a volume decline of 2.4% primarily due to traditional loaf bread [18][19] - Gross margin decreased by 110 basis points to 48.8% compared to the same quarter last year, driven by increased outside purchases and lower production volumes [19] - GAAP diluted EPS for the quarter was $0.28, a decrease of $0.04 from the prior year, while adjusted diluted EPS decreased by $0.06 to $0.30 [20] Business Line Data and Key Metrics Changes - Branded retail products accounted for 67% of sales, up from 64% a year ago, indicating a shift towards higher-margin products [3] - Bread sales volumes declined by 3%, with traditional loaf products down 6%, while differentiated products like organic and keto saw sales increases of 3% and 4% respectively [4][5] - The Simple Mills acquisition contributed $61.4 million in net sales and $10.9 million to adjusted EBITDA [20] Market Data and Key Metrics Changes - The bread category overall is under pressure, with a 3% decline in volumes compared to a 1% decline in the general food category [4] - The competitive environment has intensified, particularly affecting traditional loaf segments, which saw a 7.9% decline in sales [30] - Higher-income consumers are increasing their food and beverage spend, while lower-income consumers are more affected by price increases [28] Company Strategy and Development Direction - The company is focusing on innovation and M&A to align with consumer demand, particularly in healthier product segments [6][31] - The integration of Simple Mills is progressing well, enhancing the company's capabilities in the natural snacking category [16] - The company aims to maximize near-term results while supporting long-term growth through strategic initiatives [7][31] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the challenging economic environment and shifting consumer trends impacting the bread category [3][4] - The company is adjusting its 2025 financial outlook due to softness in traditional loaf products and increased competitive pressure [21][22] - Management remains confident in the long-term potential of their strategies despite current headwinds [32] Other Important Information - The company is implementing additional cost-saving initiatives to offset top-line pressures, including labor efficiencies [15] - Approximately 92% of key raw materials are covered for 2025, with a focus on minimizing volatility through historical hedging strategies [23] Q&A Session Summary - No specific questions and answers were provided in the content, thus this section is not applicable.

Flowers Foods, Inc. Q2 2025 Earnings Release [Executive Summary & Outlook](index=1&type=section&id=Executive%20Summary%20%26%20Outlook) Flowers Foods reported a 1.5% increase in Q2 net sales to $1.243 billion, driven by the Simple Mills acquisition, which offset declines in volume and pricing/mix, though profitability declined with net income falling 12.8% to $58.4 million and adjusted diluted EPS decreasing to $0.30 from $0.36 [Second Quarter 2025 Performance Highlights](index=1&type=section&id=Second%20Quarter%202025%20Performance%20Highlights) Q2 2025 net sales increased by **1.5%** to **$1.243 billion**, while net income declined by **12.8%** to **$58.4 million** Q2 2025 Financial Highlights vs. Q2 2024 | Metric | Q2 2025 | Change vs. Q2 2024 | | :--- | :--- | :--- | | Net Sales | $1.243 billion | +1.5% | | Net Income | $58.4 million | -12.8% | | Adjusted Net Income | $63.4 million | -16.0% | | Adjusted EBITDA | $137.7 million | -4.0% | | Diluted EPS | $0.28 | -$0.04 | | Adjusted Diluted EPS | $0.30 | -$0.06 | - The **Simple Mills acquisition** contributed significantly to the quarter's results, adding **$61.4 million** in net sales and **$10.9 million** to adjusted EBITDA, though it resulted in a net loss of **$2.1 million** and a **($0.01)** impact on diluted EPS[6](index=6&type=chunk) [Chairman and CEO Remarks](index=1&type=section&id=Chairman%20and%20CEO%20Remarks) The CEO highlighted **macroeconomic pressures** on the bread category, emphasizing **strategic investments in innovation and M&A** - The CEO noted that **macroeconomic uncertainty** and **shifting consumer demand** are pressuring the **bread category**[3](index=3&type=chunk) - The company is proactively investing in **innovation and M&A** to align its portfolio with consumer demand for **'better-for-you' and value-oriented products**[3](index=3&type=chunk) - The revised 2025 guidance is a result of **lower-than-expected Q2 revenues** from **softness in traditional loaf sales** and a **more intense competitive environment**, which is expected to persist[4](index=4&type=chunk) [Revised Fiscal 2025 Guidance](index=1&type=section&id=Revised%20Fiscal%202025%20Guidance) The company revised its full-year 2025 guidance downwards for net sales, adjusted EBITDA, and adjusted diluted EPS Revised Full-Year 2025 Guidance | Metric | Revised 2025 Guidance | Prior 2025 Guidance | | :--- | :--- | :--- | | Net Sales | $5.239 billion - $5.308 billion | $5.297 billion - $5.395 billion | | Adjusted EBITDA | $512 million - $538 million | $534 million - $562 million | | Adjusted Diluted EPS | $1.00 - $1.10 | $1.05 - $1.15 | - Excluding the **Simple Mills acquisition**, net sales are now expected to decline between **-1.6% and -0.4%** year-over-year, a downward revision from the prior guidance of **-0.5% to +1.3%**[7](index=7&type=chunk) - The **53rd week** in fiscal 2025 is expected to contribute **$70 million to $80 million** to net sales and approximately **$0.02** to adjusted diluted EPS[7](index=7&type=chunk) [Detailed Financial Performance](index=3&type=section&id=Detailed%20Financial%20Performance) The 1.5% sales growth was driven entirely by a 5.1% contribution from the Simple Mills acquisition, which offset a 1.2% decline in pricing/mix and a 2.4% drop in volume, while profitability was impacted by increased outside product purchases and higher workforce-related costs, partially offset by lower distributor distribution fees [Operating Highlights](index=3&type=section&id=Operating%20Highlights) Production costs increased to **51.2%** of net sales, while SD&A expenses decreased, and net interest expense rose by **$10.1 million** - **Production costs (materials, supplies, labor)** increased by **110 basis points** to **51.2%** of net sales, mainly due to increased outside purchases of product and lower production volumes[11](index=11&type=chunk) - **Selling, distribution, and administrative (SD&A) expenses** decreased by **40 basis points** to **38.1%** of net sales, primarily due to lower distributor distribution fees[11](index=11&type=chunk) - **Net interest expense** increased by **$10.1 million**, driven by **higher debt** used to fund the **Simple Mills acquisition**[11](index=11&type=chunk) [Sales Performance Analysis](index=11&type=section&id=Sales%20Performance%20Analysis) Sales growth was driven by the **Simple Mills acquisition**, offsetting declines in pricing/mix and volume across segments Q2 2025 Net Sales Bridge (% Change vs. Prior Year) | Category | Pricing/Mix | Volume | Acquisition | Total Change | | :--- | :--- | :--- | :--- | :--- | | **Branded Retail** | (1.5)% | (1.3)% | 7.8% | **5.0%** | | **Other** | (1.2)% | (3.7)% | 0.0% | **(4.9)%** | | **Total Company** | **(1.2)%** | **(2.4)%** | **5.1%** | **1.5%** | - **Branded Retail net sales** increased by **$39.2 million** (**5.0%**) to **$826.7 million**, with the **Simple Mills acquisition** contribution offsetting volume declines and unfavorable price/mix[11](index=11&type=chunk)[30](index=30&type=chunk) - **Other net sales** decreased by **$21.4 million** (**4.9%**) to **$416.1 million**, attributed to softer volumes in **store branded retail and non-retail sales**[11](index=11&type=chunk)[30](index=30&type=chunk) [Cash Flow and Capital Allocation](index=3&type=section&id=Cash%20Flow%20and%20Capital%20Allocation) Year-to-date **operating cash flow increased to $266.5 million**, with **capital expenditures decreasing** and **dividends paid rising** - **Year-to-date cash flow from operating activities** increased by **$98.0 million** to **$266.5 million**[10](index=10&type=chunk) - **Year-to-date capital expenditures** were **$56.4 million**, a decrease of **$4.9 million** from the prior year[10](index=10&type=chunk) - **Dividends paid to shareholders year-to-date** increased by **$2.8 million** to **$104.8 million**[10](index=10&type=chunk) [Consolidated Financial Statements](index=8&type=section&id=Consolidated%20Financial%20Statements) The company's balance sheet expanded significantly, with total assets reaching $4.34 billion from $3.40 billion at year-end 2024, primarily due to the Simple Mills acquisition increasing goodwill and a corresponding rise in long-term debt to $1.75 billion, while for the 28-week period, net income was $111.4 million, down from $140.0 million year-over-year, on relatively flat sales, and operating cash flow for the period improved to $266.5 million [Statement of Operations](index=9&type=section&id=Statement%20of%20Operations) For the 12-week period, net sales reached **$1.243 billion**, with net income at **$58.4 million** and diluted EPS of **$0.28** Consolidated Statement of Operations (12-Week Period Ended July 12, 2025) | (in thousands) | Q2 2025 | Q2 2024 | | :--- | :--- | :--- | | Net Sales | $1,242,835 | $1,224,983 | | Income from Operations | $93,412 | $95,212 | | Net Income | $58,365 | $66,967 | | Diluted EPS | $0.28 | $0.32 | [Balance Sheet](index=8&type=section&id=Balance%20Sheet) Total assets significantly increased to **$4.34 billion**, primarily due to the **Simple Mills acquisition** and a rise in **long-term debt to $1.75 billion** Condensed Balance Sheet Highlights (in thousands) | Account | July 12, 2025 | Dec 28, 2024 | | :--- | :--- | :--- | | Cash and cash equivalents | $11,045 | $5,005 | | Total Assets | $4,344,622 | $3,400,447 | | Long-term debt | $1,749,154 | $1,021,644 | | Stockholders' equity | $1,427,756 | $1,410,114 | [Statement of Cash Flows](index=10&type=section&id=Statement%20of%20Cash%20Flows) Year-to-date **operating cash flow was $266.5 million**, with significant cash disbursed for investing and provided by financing activities Condensed Statement of Cash Flows (28-Week Period Ended July 12, 2025) | (in thousands) | YTD 2025 | YTD 2024 | | :--- | :--- | :--- | | Net cash provided by operating activities | $266,463 | $168,421 | | Net cash disbursed for investing activities | ($871,387) | ($76,505) | | Net cash provided by (disbursed for) financing activities | $610,964 | ($107,577) | [Reconciliation of GAAP to Non-GAAP Measures](index=3&type=section&id=Reconciliation%20of%20GAAP%20to%20Non-GAAP%20Measures) The company provides detailed reconciliations for key non-GAAP metrics to offer investors greater insight into core operations, with Q2 2025 adjusted diluted EPS at $0.30, reconciled from GAAP EPS of $0.28 by excluding costs related to restructuring implementation and acquisitions, and adjusted EBITDA at $137.7 million, down from $143.5 million in the prior year, after adjusting for items like business process improvements, restructuring, and acquisition costs [Reconciliation of Net Income and EPS](index=3&type=section&id=Reconciliation%20of%20Net%20Income%20and%20EPS) Adjusted diluted EPS for Q2 2025 was **$0.30**, reconciled from GAAP EPS by excluding **restructuring and acquisition costs** Q2 2025 EPS Reconciliation | Description | Per Diluted Share | | :--- | :--- | | Net income per diluted common share (GAAP) | $0.28 | | Restructuring-related implementation costs | $0.01 | | Acquisition-related costs | $0.01 | | **Adjusted net income per diluted common share (Non-GAAP)** | **$0.30** | Q2 2025 Net Income Reconciliation (in thousands) | Description | Amount | | :--- | :--- | | Net income (GAAP) | $58,365 | | Adjustments (Business process, restructuring, acquisition costs, etc.) | $5,059 | | **Adjusted net income (Non-GAAP)** | **$63,424** | [Reconciliation of EBITDA](index=13&type=section&id=Reconciliation%20of%20EBITDA) Adjusted EBITDA for Q2 2025 was **$137.7 million**, with an **Adjusted EBITDA margin of 11.1%** Q2 2025 EBITDA Reconciliation (in thousands) | Description | Amount | | :--- | :--- | | Net income (GAAP) | $58,365 | | Income tax, Interest, D&A | $74,961 | | **EBITDA** | **$133,326** | | Adjustments (Pension, restructuring, acquisition costs, etc.) | $4,355 | | **Adjusted EBITDA (Non-GAAP)** | **$137,681** | - The **Adjusted EBITDA margin** for Q2 2025 was **11.1%**, a decrease from **11.7%** in the prior year period[37](index=37&type=chunk) [Company Information and Disclosures](index=5&type=section&id=Company%20Information%20and%20Disclosures) This section contains standard corporate information, including details about an upcoming investor webcast, a brief company overview, and extensive forward-looking statement and non-GAAP measure disclaimers, outlining potential risks and explaining the company's rationale for using non-GAAP metrics to provide investors with a clearer view of core operations - Flowers Foods is **one of the largest producers** of packaged bakery foods in the U.S., with top brands including **Nature's Own, Dave's Killer Bread, and Simple Mills**[13](index=13&type=chunk) - The report contains **forward-looking statements** based on current expectations and assumptions, which are subject to **risks and uncertainties** that could cause actual results to differ materially[14](index=14&type=chunk) - The company uses **non-GAAP financial measures** such as **EBITDA, adjusted EBITDA, and adjusted net income** to supplement GAAP results, believing they provide a more complete understanding of business **operating results** and **underlying trends**[17](index=17&type=chunk)[20](index=20&type=chunk)

Core Insights - Flowers Foods, Inc. reported a 1.5% increase in net sales to $1.243 billion for the second quarter ended July 12, 2025, driven by the acquisition of Simple Mills, despite declines in traditional loaf sales and a competitive environment [7][8][9] - The company is focusing on innovation and mergers and acquisitions to align its portfolio with consumer demand for healthier and value-oriented products [2][3] - Revised guidance for 2025 reflects lower-than-expected revenues, with net sales projected between $5.239 billion and $5.308 billion, indicating a growth of 2.7% to 4.0% compared to the previous year [9] Financial Performance - Net income decreased by 12.8% to $58.4 million, representing 4.7% of sales, primarily due to increased outside purchases and higher workforce-related costs [8][14] - Adjusted net income fell 16.0% to $63.4 million, with adjusted diluted EPS decreasing to $0.30 [8][33] - Adjusted EBITDA decreased by 4.0% to $137.7 million, representing 11.1% of net sales [8][32] Sales Breakdown - Branded Retail net sales increased by 5.0% to $826.7 million, aided by the Simple Mills acquisition, while other sales decreased by 4.9% to $416.1 million due to softer volumes [7][26] - The Simple Mills acquisition contributed $61.4 million in net sales but incurred a net loss of $2.1 million [8][14] Cost Structure - Materials, supplies, labor, and other production costs were 51.2% of net sales, a 110-basis point increase, primarily due to higher outside purchases and lower production volumes [14] - Selling, distribution, and administrative expenses were 38.1% of net sales, a decrease of 40 basis points, attributed to lower distributor fees [14] Future Outlook - The company expects adjusted diluted EPS for the full year to be in the range of $1.00 to $1.10, reflecting a downward revision from previous guidance [9][34] - The partial-year benefit of the Simple Mills acquisition is anticipated to contribute approximately $218 million to $225 million to net sales [9]

Core Insights - Flowers Foods, Inc. (FLO) is expected to report revenue growth of 3.6% year-over-year, with a consensus estimate of $1.27 billion for Q2 2025 [1] - The earnings consensus has decreased by a penny to 29 cents per share, reflecting a significant decline of 19.4% compared to the previous year [2] Group 1: Company Strategy and Focus - The company is prioritizing core strategies such as team development, brand focus, margin prioritization, strategic innovations, and prudent mergers and acquisitions [3] - FLO is executing a portfolio strategy by exiting low-margin businesses and replacing them with margin-accretive opportunities while enhancing its cost structure [10] - Investments in brands, product mix, and technology are aimed at driving volume and market share gains [4][10] Group 2: Market Challenges - The upcoming fiscal second-quarter results are likely to be impacted by a challenging consumer environment characterized by shifts in spending behavior and increased costs due to heightened promotional activities [5] - Higher selling, distribution, and administrative expenses, along with workforce-related and acquisition costs, are additional challenges [5] - Persistent weakness in categories such as traditional bread, cake, and private label is expected to negatively affect performance, with a projected 2% dip in overall volumes for the quarter [6][10] Group 3: Earnings Prediction - The current model does not predict an earnings beat for FLO, with an Earnings ESP of -1.49% and a Zacks Rank of 4 (Sell) [7]

Core Viewpoint - Wall Street anticipates a year-over-year decline in earnings for Flowers Foods despite higher revenues, with a focus on how actual results will compare to estimates [1][2]. Earnings Expectations - Flowers Foods is expected to report quarterly earnings of $0.29 per share, reflecting a year-over-year decrease of 19.4%, while revenues are projected to be $1.27 billion, an increase of 3.6% from the previous year [3]. Estimate Revisions - The consensus EPS estimate has been revised down by 0.93% over the last 30 days, indicating a collective reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that the Most Accurate Estimate for Flowers Foods is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -1.49%, suggesting a bearish outlook from analysts [12]. Historical Performance - In the last reported quarter, Flowers Foods was expected to earn $0.38 per share but only achieved $0.35, resulting in a surprise of -7.89%. Over the last four quarters, the company has beaten consensus EPS estimates three times [13][14]. Investment Considerations - Despite the potential for an earnings beat, Flowers Foods does not appear to be a compelling candidate for such an outcome, and investors should consider other factors before making investment decisions [17].

Core Insights - Flowers Foods, Inc. will report its second quarter 2025 financial results on August 15, 2025, at 7:00 a.m. Eastern Time [1] - A live question and answer webcast will follow at 8:30 a.m. Eastern Time on the same day [1] Company Overview - Flowers Foods, Inc. is one of the largest producers of packaged bakery foods in the United States, with 2024 sales reaching $5.1 billion [2] - The company operates bakeries nationwide, producing a diverse range of bakery products [2] - Key brands under Flowers Foods include Nature's Own, Dave's Killer Bread, Canyon Bakehouse, Simple Mills, Wonder, and Tastykake [2]