Flowers Foods(US:FLO)2025-09-04 11:30Business Overview and Strategy - Flowers Foods operates as the 1 loaf, organic, and gluten-free bread brands in the U S [9] - The company's branded retail sales accounted for 40% of the sales mix in 2024 [11] - The estimated U S market for fresh and frozen bakery at retail is $55 6 billion [15] - The U S Fresh Bakery category has sales of $31 9B+ [22] Financial Performance and Guidance - In Q2 2025, Flowers Foods reported net sales of $1 243 billion, a 1 5% increase year-over-year [100] - Net income for Q2 2025 was $58 4 million, a 12 8% decrease year-over-year [100] - Adjusted EBITDA for Q2 2025 was $137 7 million, a 4 0% decrease year-over-year [100] - The company's fiscal 2025 guidance projects net sales between $5 239 billion and $5 308 billion, and adjusted EBITDA between $512 million and $538 million [103] Market Share and Trends - Branded dollar share was 73 9% as of L52 WE 07-13-25 [137] - Flowers Bread dollar share was 15 9% in Q2 2025 [140] - Flowers Cake dollar share was 5 4% in Q2 2025 [140]