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 [6][7] - Management expects benefits from executing their portfolio strategy and developing a pipeline of innovation, indicating confidence in long-term growth [7] Business Line Data and Key Metrics Changes - The competitive environment has intensified, particularly in the traditional loaf area, with lower-priced entrants affecting results [12][13] - The company is addressing the value shopper segment with new product lines and has seen good performance in premium differentiated products [12][13] - The foodservice business has been refilled with higher-margin products, significantly improving profitability [58] Market Data and Key Metrics Changes - The market remains bifurcated, with strong performance in both premium differentiated products and value offerings, particularly in mass and club channels [12][13] - The company has noted continued weakness in the away-from-home foodservice business [14] Company Strategy and Development Direction - The company is committed to innovation to navigate the transition in consumer preferences, particularly moving away from traditional loaf products [30][31] - Management emphasizes the importance of maintaining brand strength and innovation as key strategies to address competitive pressures [36][72] 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 [51][53] - There is optimism that the category will eventually stabilize, although the timeline is uncertain [52][53] Other Important Information - The company is focused on debt paydown and is cautious about M&A activities in the near term, although it remains a strategic priority [61] - The company has plans to address the weakness in large brands like Nature's Own while continuing to invest in its leading brands [55] Q&A Session Summary Question: Competitive intensity and pricing pressures - Management noted that the promotional environment is elevated but stable, with a focus on differentiated products to drive trial and awareness [12][13] Question: Tariff outlook and capital allocation - Management expects tariffs to decrease significantly and will continue to evaluate capital allocation based on performance and cash flow [18][19] Question: Nature's Own brand performance - Management confirmed that they are committed to investing in Nature's Own and other mainstream loaf products, using a mix of promotional support and marketing [65][66] Question: Innovation and Simple Mills - Management indicated that Simple Mills will continue to innovate aggressively and is performing well despite challenges [43][48] Question: Transition timeline and gross margin management - Management stated that the transition will take time, but there are levers to maintain gross margins despite volume pressures [57] Question: M&A appetite - Management indicated a cautious approach to M&A in the near term, focusing on debt reduction while monitoring market opportunities [61] Question: Retailer changes and shelf space allocation - Management observed that retailers are increasingly focusing on organic products and small loaf segments, reflecting changing consumer trends [73][74]

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]

THOMASVILLE, Ga., Aug. 15, 2025 /PRNewswire/ -- Flowers Foods, Inc. (NYSE: FLO) today reported financial results for the company's 12-week second quarter ended July 12, 2025. Second Quarter Summary: Compared to the prior year second quarter where applicable Reconciliation of Earnings per Share to Adjusted Earnings per Share | | For the 12-Week | | For the 12-Week | | --- | --- | --- | --- | | | Period Ended | | Period Ended | | | July 12, 2025 | | July 13, 2024 | | Net income per diluted common share | $ 0. ...

THOMASVILLE, Ga., July 30, 2025 /PRNewswire/ -- Flowers Foods, Inc. (NYSE: FLO) will report its second quarter 2025 financial results on Friday, August 15, 2025, at 7:00 a.m. Eastern Time. The company will host a live question and answer webcast at 8:30 a.m. Eastern Time the same day. Access to the webcast, press release, pre-recorded remarks by management with accompanying transcript, and supporting slide presentation will be available and archived at investors.flowersfoods.com. About Flowers Foods Headqua ...

Core Viewpoint - Flowers Foods, Inc. is set to report its first quarter 2025 financial results on May 16, 2025, with a live Q&A webcast scheduled for the same day [1]. Group 1: Company Overview - Flowers Foods, Inc. is headquartered in Thomasville, Georgia, and is one of the largest producers of packaged bakery foods in the United States [2]. - The company reported sales of $5.1 billion in 2024 [2]. - Flowers Foods operates bakeries across the country, producing a wide range of bakery products [2]. - Notable brands under Flowers Foods include Nature's Own, Dave's Killer Bread, Canyon Bakehouse, Simple Mills, Wonder, and Tastykake [2].

Financial Data and Key Metrics Changes - The company experienced growth in both dollars and units across its branded bread portfolio, aided by innovation and strong market execution [5] - Financial guidance for 2025 is cautious due to a volatile environment, potential tariffs, commodity volatility, and weak consumer demand [6] Business Line Data and Key Metrics Changes - The Away From Home business saw improved sales and margins despite some deliberate business exits [5] - The sweet baked goods category faced significant weakness, impacting overall sales results [6][28] Market Data and Key Metrics Changes - The company noted a shift in consumer preferences away from soft variety and white breads, which has been a consistent trend [26][34] - The introduction of new products and significant space gains in retail channels are expected to help offset category weaknesses [15][30] Company Strategy and Development Direction - The company is focusing on innovation and expanding its portfolio to include healthier options, such as Simple Mills, to meet changing consumer demands [6][21] - The strategy includes addressing weaknesses in the sweet baked goods category by leveraging the strong brand recognition of Wonder [55][102] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the strength of their brands and successful history of innovation, despite a cautious outlook for 2025 [6][74] - The company is preparing for potential impacts from GLP-1 drugs on consumer behavior and is positioning its portfolio accordingly [20][105] Other Important Information - The company is transitioning to a company-owned distribution model in California, which is expected to improve control over operations and service [91] - There are ongoing pressures related to workforce costs and lease expenses, which are anticipated to impact SG&A expenses [88] Q&A Session Summary Question: Can you talk about the performance of Dave's Killer Bread? - Management acknowledged some recent negative consumption data but emphasized the brand's strength and upcoming product innovations [12][13] Question: What are the dynamics for the first half versus the second half of the year? - The first half is expected to see some softness due to lapping previous pricing and savings gains, while the second half may benefit from new product launches [17][19] Question: What is the outlook for the sweet baked goods category? - Management noted ongoing challenges in the category but expressed confidence in the new Wonder Snack lineup to stabilize performance [30][102] Question: How is the company addressing the shift in consumer preferences? - The company is focusing on differentiated premium items and has seen positive performance in its premium brands [34][45] Question: What are the expectations for Simple Mills post-acquisition? - Management indicated a cautious but optimistic outlook for Simple Mills, with expectations for modest growth in 2025 [75][78] Question: How does the company view the promotional landscape? - Management believes that deeper promotions are not delivering incremental sales and plans to maintain a more nuanced promotional strategy [82][84] Question: What are the implications of tariffs on the business? - Tariffs are primarily ingredient-driven, with most exposure from Canadian and Mexican sources, and have been factored into the company's guidance [67] Question: How is the company planning to innovate in the bread category? - The company is increasing its innovation goals for 2025 and expects new product launches to drive growth [73][74]