Latest news with #RyalsMcMullian
Yahoo
07-07-2025
- Business
- Yahoo
5 Revealing Analyst Questions From Flowers Foods's Q1 Earnings Call
Flowers Foods' first quarter results reflected ongoing challenges in the packaged bakery sector, as sales volumes and organic revenue declined amid persistent category headwinds. Management pointed to softer consumer demand and a shift toward value products, with CEO Ryals McMullian noting that "things actually weakened further than we had anticipated." The company maintained unit share, particularly in differentiated brands such as Dave's Killer Bread and its Keto offerings, but broader softness in traditional bread segments weighed on overall performance. Management acknowledged the difficult environment and highlighted that improvements are unlikely in the near term, citing a combination of consumer health trends and economic uncertainty. Is now the time to buy FLO? Find out in our full research report (it's free). Revenue: $1.55 billion vs analyst estimates of $1.60 billion (1.4% year-on-year decline, 2.7% miss) Adjusted EPS: $0.35 vs analyst expectations of $0.37 (6.3% miss) Adjusted EBITDA: $162 million vs analyst estimates of $167.9 million (10.4% margin, 3.5% miss) The company dropped its revenue guidance for the full year to $5.35 billion at the midpoint from $5.45 billion, a 1.8% decrease Management lowered its full-year Adjusted EPS guidance to $1.10 at the midpoint, a 6.4% decrease EBITDA guidance for the full year is $548 million at the midpoint, below analyst estimates of $570.2 million Operating Margin: 7.3%, in line with the same quarter last year Organic Revenue was down 3% year on year Sales Volumes fell 2.7% year on year (-0.8% in the same quarter last year) Market Capitalization: $3.40 billion While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Jim Salera (Stephens) asked if unit share stabilization is likely in the near term. CEO Ryals McMullian responded that meaningful improvement is unlikely this year and may not occur until 2026, given current trends. Max Gumport (BNP Paribas) inquired about increased promotional activity and its implications for price mix. McMullian explained that Flowers Foods uses promotions selectively to drive trial, especially for differentiated brands, and avoids heavy discounting that could hurt long-term value. Mitchell Pinheiro (Sturdivant & Company) questioned the long-term EBITDA margin target given current margin compression. McMullian emphasized no change to the long-term outlook but acknowledged that progress may be slower due to near-term setbacks. Steve Powers (Deutsche Bank) asked about the performance and outlook for new product initiatives such as Simple Mills and DKB snacking. McMullian confirmed both are performing well but that guidance now incorporates consumer caution and macro pressures. Scott Marks (Jefferies) sought details on the impact of private label and away-from-home business weakness. McMullian noted foodservice softness but said restructuring has improved margins, while new private label contracts are expected to help regain lost volume. In the coming quarters, the StockStory team will be watching (1) early results from new product launches addressing health and wellness trends, (2) the company's ability to manage input cost pressures from tariffs and other inflationary factors, and (3) evidence of stabilization or improvement in bread category volumes and Flowers Foods' market share. The effectiveness of supply chain optimization efforts and progress in growing differentiated brands will also be important markers of success. Flowers Foods currently trades at $15.86, down from $17.06 just before the earnings. Is there an opportunity in the stock?The answer lies in our full research report (it's free). Market indices reached historic highs following Donald Trump's presidential victory in November 2024, but the outlook for 2025 is clouded by new trade policies that could impact business confidence and growth. While this has caused many investors to adopt a "fearful" wait-and-see approach, we're leaning into our best ideas that can grow regardless of the political or macroeconomic climate. Take advantage of Mr. Market by checking out our Top 9 Market-Beating Stocks. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-micro-cap company Tecnoglass (+1,754% five-year return). Find your next big winner with StockStory today.
Yahoo
24-05-2025
- Business
- Yahoo
Flowers Foods, Inc. (FLO) Declares 91st Consecutive Quarterly Dividend
On May 22, Flowers Foods, Inc. (NYSE:FLO) announced a quarterly dividend of $0.2475 per share, which showed a 3.1% growth from the previous dividend. The latest dividend marks the 91st straight quarterly payout by the company, and it also represents the 23rd consecutive year of annual dividend increases, which highlights a solid and consistent dividend track record. Alongside this announcement, Flowers Foods, Inc. (NYSE:FLO) recently shared its financial results for the first quarter of 2025. Operating cash flow remained robust, rising by $30.5 million to reach $135.6 million. During the same period, the company distributed $52.3 million in dividends, an increase of $1.2 million compared to the prior quarter. This demonstrates continued strength in both earnings and shareholder returns. Ryals McMullian, chairman and CEO of Flowers Foods, Inc. (NYSE:FLO), made the following comment: "Flowers has an admirable track record of dividend increases driven by the company's solid cash flow generation. Today's announcement reflects the board's confidence in Flowers' strategy and ability to enhance shareholder value over time." Flowers Foods, Inc. (NYSE:FLO) ranks among the leading packaged bakery goods producers in the US. The company runs bakeries nationwide that manufacture a variety of baked products. Its portfolio includes well-known brands such as Nature's Own, Dave's Killer Bread, Canyon Bakehouse, Simple Mills, Wonder, and Tastykake. While we acknowledge the potential of FLO as an investment, our conviction lies in the belief that some deeply undervalued dividend stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. If you are looking for a deeply undervalued dividend stock that is more promising than FLO but that trades at 10 times its earnings and grows its earnings at double digit rates annually, check out our report about the . READ MORE: and Disclosure. None. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
23-05-2025
- Business
- Yahoo
Flowers Foods, Inc. (FLO) Declares 91st Consecutive Quarterly Dividend
On May 22, Flowers Foods, Inc. (NYSE:FLO) announced a quarterly dividend of $0.2475 per share, which showed a 3.1% growth from the previous dividend. The latest dividend marks the 91st straight quarterly payout by the company, and it also represents the 23rd consecutive year of annual dividend increases, which highlights a solid and consistent dividend track record. Alongside this announcement, Flowers Foods, Inc. (NYSE:FLO) recently shared its financial results for the first quarter of 2025. Operating cash flow remained robust, rising by $30.5 million to reach $135.6 million. During the same period, the company distributed $52.3 million in dividends, an increase of $1.2 million compared to the prior quarter. This demonstrates continued strength in both earnings and shareholder returns. Ryals McMullian, chairman and CEO of Flowers Foods, Inc. (NYSE:FLO), made the following comment: "Flowers has an admirable track record of dividend increases driven by the company's solid cash flow generation. Today's announcement reflects the board's confidence in Flowers' strategy and ability to enhance shareholder value over time." Flowers Foods, Inc. (NYSE:FLO) ranks among the leading packaged bakery goods producers in the US. The company runs bakeries nationwide that manufacture a variety of baked products. Its portfolio includes well-known brands such as Nature's Own, Dave's Killer Bread, Canyon Bakehouse, Simple Mills, Wonder, and Tastykake. While we acknowledge the potential of FLO as an investment, our conviction lies in the belief that some deeply undervalued dividend stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. If you are looking for a deeply undervalued dividend stock that is more promising than FLO but that trades at 10 times its earnings and grows its earnings at double digit rates annually, check out our report about the . READ MORE: and Disclosure. None. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
19-05-2025
- Business
- Yahoo
Flowers Foods lowers guidance as category pressures impact sales
US baked goods producer Flowers Foods has lowered its full-year outlook as category pressures weighed on first-quarter sales. Ryals McMullian, the chairman and CEO of Flowers Foods, said the quarter was marked by 'economic uncertainty and greater than expected category declines'. The company is investing in 'on-trend innovation' targeting 'faster-growing categories' as an offset, he said, noting the entry of the company's Dave's Killer Bread brand into snacking and the recent acquisition of Simple Mills, a US-based biscuit and snack-bar maker. Nature's Own brand owner Flowers Foods has forecast net sales of $5.29bn to $5.39bn, reflecting 3.8% to 5.7% growth over the previous year. Earlier guidance projected net sales of $5.40bn to $5.49bn, indicating a 5.9% to 7.5% year-on-year growth. In January, Flowers Foods expanded its snack portfolio by acquiring Simple Mills for $795m. Excluding that acquisition, net sales for fiscal 2025 are expected to be between $5.08bn and $5.17bn, representing a decline of 0.5% to growth of 1.3%. The previous guidance, excluding Simple Mills, estimated net sales of $5.18bn to $5.26bn, or growth of 1.5% to 3%. Adjusted EBITDA is projected to range from $534m to $562m, compared to the previous estimate of $560m to $591m. Without the Simple Mills acquisition, adjusted EBITDA is expected to be $504m to $529m, down from the prior guidance of $526m to $554m. Adjusted diluted EPS is now projected at $1.05 to $1.15, compared to the earlier estimate of $1.11 to $1.24. Excluding Simple Mills, adjusted diluted EPS is expected to be $1.13 to $1.22, down from the previous $1.18 to $1.28. McMullian said the company's adjusted financial guidance 'reflects our first-quarter performance, the challenging consumer environment, and potential for increased tariff costs'. He added: 'To improve our near-term results, we are gaining additional shelf space, winning new business, and taking other proactive measures, while evolving our business to enable long-term outperformance." Net sales for the quarter ended 19 April dropped to $1.55bn, and net income fell 27.4% to $52.9m. Adjusted EBITDA climbed 1.6% to $162m, while the margin fell 30 basis points to 10.4%. Diluted EPS dipped by $0.09 to $0.25. Simple Mills added $24.3m in net sales along with a net loss of $4.2m, affecting diluted EPS by -$0.02. Flowers Foods said Simple Mills will contribute $218-225m to the year's net sales, down from $223-230m previously. "Flowers Foods lowers guidance as category pressures impact sales" was originally created and published by Just Food, a GlobalData owned brand. The information on this site has been included in good faith for general informational purposes only. It is not intended to amount to advice on which you should rely, and we give no representation, warranty or guarantee, whether express or implied as to its accuracy or completeness. You must obtain professional or specialist advice before taking, or refraining from, any action on the basis of the content on our site.
Yahoo
16-05-2025
- Business
- Yahoo
Flowers Foods Cuts Annual Outlook As Tariffs Bite Into Profit
Flowers Foods, Inc. (NYSE:FLO) reported first-quarter adjusted earnings per share of 35 cents, missing the analyst consensus estimate of 38 cents. Quarterly sales of $1.55 billion (down 1.4% year over year) missed the analyst consensus estimate of $1.60 billion. Adjusted EBITDA increased 1.6% to $162.0 million, representing 10.4% of net sales, a 30-basis point increase. The company said it had completed the acquisition of Simple Mills, which contributed $24.3 million in net sales, net loss of $4.2 million, and $3.6 million to adjusted EBITDA.'Despite economic uncertainty and greater than expected category declines in the first quarter, Flowers' performance underscores the importance of our leading brands, each of which maintained or gained unit and dollar share. To mitigate category weakness, we are continuing to invest in on-trend innovation and targeting significant opportunities in faster-growing categories and adjacencies,' said Ryals McMullian, chairman and CEO of Flowers Foods. 'Our adjusted 2025 financial guidance reflects our first quarter performance, the challenging consumer environment, and the potential for increased tariff costs. To improve our near-term results, we are gaining additional shelf space, winning new business, and taking other proactive measures while evolving our business to enable long-term outperformance,' McMullian added. Net income decreased 27.4% to $53.0 million, representing 3.4% of sales, a 120-basis point decrease year over year. Outlook: Flowers Foods lowered its FY2025 GAAP EPS guidance to $0.95 to $1.05, below the $1.16 consensus estimate. The company also cut its sales outlook to $5.30 billion to $5.39 billion from the prior $5.40 billion to $5.49 billion range, compared with the $5.41 billion estimate. Flowers Foods cut its FY2025 adjusted EPS guidance to $1.05 to $1.15 from $1.18 to $1.28, compared with the $1.16 estimate. It also lowered sales guidance, excluding the Simple Mills acquisition, to $5.08 billion to $5.17 billion from $5.18 billion to $5.26 billion, compared with the $5.41 billion estimate. According to Benzinga Pro, FLO stock has lost over 32% in the past year. Investors can gain exposure to the stock via First Trust Cons. Staples AlphaDEX (NYSE:FXG). Price Action: FLO shares are trading lower by 0.38% to $17.01 at the last check on Friday. Image by Kritchai7752 via Shutterstock Up Next: Transform your trading with Benzinga Edge's one-of-a-kind market trade ideas and tools. Click now to access unique insights that can set you ahead in today's competitive market. Get the latest stock analysis from Benzinga? FLOWERS FOODS (FLO): Free Stock Analysis Report This article Flowers Foods Cuts Annual Outlook As Tariffs Bite Into Profit originally appeared on © 2025 Benzinga does not provide investment advice. All rights reserved. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
