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FLFLO

Flowers Foods, Inc.

$FLO·$1.5B·Packaged Foods·Consumer Defensive
$7.02-1.7%YTD-34.6%1Y-55.7%
Mentions · last 7 days
2026-07-24: 15 posts2026-07-25: 14 posts2026-07-26: 18 posts2026-07-27: 14 posts2026-07-28: 26 posts2026-07-29: 26 posts2026-07-30: 26 posts139
Price updated 5h ago·X counts updated 1d ago
FLFLO
$FLOFlowers Foods, Inc.
$7.02-1.68%139 posts
AI analysisFundamentalsVoices on X
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What it does

Plain-English summary of the business — what they sell and how they make money.

Flowers Foods, Inc. focuses on the manufacturing and sale of pre-packaged bakery items across the United States. Its extensive product range includes freshly baked goods such as breads, buns, rolls, snack cakes, and tortillas, alongside frozen bread and roll options. These products are marketed under prominent brand names, including Nature's Own, Dave's Killer Bread, Wonder, Canyon Bakehouse, Mrs. Freshley's, and Tastykake. The company employs a hybrid distribution strategy, utilizing both a direct-store-delivery method and a warehouse-based system to reach its diverse customer base. Its operational infrastructure comprises 46 bakeries, of which 44 are owned directly and two are leased. Flowers Foods caters to a broad spectrum of clients, such as large-scale merchandisers, supermarkets and other retail outlets, convenience stores, both national and regional restaurants, quick-service food chains, in-store bakeries, foodservice distributors, food wholesalers, institutional buyers, dollar stores, and vending machine operators. Initially known as Flowers Industries, the organization officially adopted the name Flowers Foods, Inc. in 2001. Established in 1919, the company's main corporate offices are situated in Thomasville, Georgia.

Industry overviewAI analysisGenerated by AI from underlying data

Where Packaged Foods sits in its cycle right now — and what that implies for $FLO.

Packaged Foods · Consumer Defensive

No material change from last week — WEST's private-label coffee co-packing benefits from consumer switching from branded to value coffee, while DAR's food waste conversion to bio-based..

Industry benchmark

16-name peer basket
+14.8%YTD
+2.5%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
20.4How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
5.9%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
5.9%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
20.2%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.3Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
5.3%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
48.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.6Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 21, 2026$0.29$0.27+8.2%
Q4 2025Feb 12, 2026$0.22$0.16+37.5%
Q3 2025Nov 6, 2025$0.23$0.230.0%
Q2 2025Aug 15, 2025$0.30$0.29+3.4%
Next earningsFri, Aug 21·consensus EPS $0.23

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$1.6B+1.1%49.4%5.2%$0.20$87.2M
Q4 FY25$1.2B+11.0%45.4%5.6%$-0.32$88.7M
Q3 FY25$1.2B+3.0%47.9%5.4%$0.19$30.4M
Q2 FY25$1.2B+1.5%48.8%7.5%$0.28$100.0M

Forward consensus

5-year forecast · up to 4 analysts
FYRevenueRangeEPSRangeAnalysts
FY27$5.2B$5.1B – $5.2B$0.83$0.81 – $0.844
FY28$5.2B$5.2B – $5.2B$0.82$0.80 – $0.834
FY29$5.2B$5.2B – $5.2B$0.83$0.82 – $0.833
FY30$5.3B$5.2B – $5.3B$0.90$0.89 – $0.901
FY31$5.3B$5.3B – $5.3B$0.90$0.90 – $0.911

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.9×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.3%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-8.9%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-25.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 195.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today3.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.405-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

BuyJun 8Scaglione Diego AnthonyCFO5.0K sh$38KSellApr 1Ryals McmullianCEO209.0K sh$1.7M
+ 37 other (19 awards · 9 inkinds · 8 exempts · 1 return) in window

See when $FLO insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Flowers Foods: Dividend Finally Cut, But Still Not A Buyseekingalpha.com·7d agoNature's Own 'Sandwishes' campaign brings kids' culinary wishes to life to benefit Make-A-Wish Americaprnewswire.com·11d agoWhat's Driving Flowers Foods' Branded Retail Sales Momentum?zacks.com·25d agoFlowers Foods' Snack Expansion Gains Steam: Can It Last?zacks.com·44d agoFlowers Foods: A Pure‑Play Leader Offering A 6.8% Yield And A Clearer Path Aheadseekingalpha.com·53d ago

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