Flowers Foods, Inc. (FLO) Earnings Call Transcripts

Flowers Foods, Inc.'s Latest Earnings Call - Q1 FY2026

In the first quarter of fiscal 2026, Flowers Foods, Inc. reported revenue of $1.1 billion, slightly below analyst expectations, while earnings per share (EPS) came in at $0.30, exceeding estimates by $0.05. Management noted ongoing challenges with top-line growth, particularly in the traditional loaf category, but highlighted positive trends in premium bread and cake segments. The company reaffirmed its full-year guidance, indicating confidence in its strategic initiatives, including the relaunch of its Nature's Own brand, which is expected to stabilize volumes in the traditional loaf segment.

Reported metrics

Guidance from management

Management reaffirmed their full-year guidance, indicating confidence in achieving their targets despite inflationary pressures and a challenging top-line environment.

What management said

I believe the majority will come from SG&A. And if we make progress on certain packaging items, as I mentioned, that would clearly represent productivity with respect to the cost going into COGS.

I'd say you've got the split exactly right. I mean, obviously, reducing leverage comes first for us, and the aim is to get under 3x by the close of fiscal '27. So with the dividend reset, we see that as the main lever, while still putting money into the brands much like we did with the relaunch of our Nature's Owned this quarter.

What analysts pressed on

Analysts expressed concerns regarding the sustainability of the promotional environment and the impact of rising commodity costs on margins. They also questioned the effectiveness of the Nature's Own relaunch in stabilizing volumes in the traditional loaf segment.

Main topics on the call

• Revenue Performance — Flowers Foods reported revenue of $1.1 billion, which was below expectations. Management acknowledged 'softer top line trends in the quarter' but emphasized their focus on core brands to drive future growth.
• Earnings Beat — The company reported EPS of $0.30, beating analyst expectations by $0.05. Management stated, 'we delivered bottom line results ahead of expectations,' indicating effective cost management.
• Nature's Own Relaunch — Management is optimistic about the nationwide relaunch of Nature's Own, aiming to stabilize volumes in the traditional loaf category, which represents 38% of branded retail. They noted, 'success to me is stabilizing volu...
• Cost Management and Inflation — Management discussed ongoing inflationary pressures, particularly in packaging and distribution costs, but reassured that they are 'virtually fully hedged for the balance of the year.' They are implementing productivity ...

Read the full Flowers Foods, Inc. transcript (Q1 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 34 Flowers Foods, Inc. earnings call transcripts on record, spanning February 6, 2020 to November 13, 2026. Based on this history, Flowers Foods, Inc. reports quarterly. The most recent call on file is dated November 13, 2026. The full list is below — each row opens the transcript.

Ticker

FLO

Exchange

New York Stock Exchange

Country

US

Sector

Consumer Staples

Industry

Food Products

Calls on record

34

First call

February 6, 2020

Most recent

November 13, 2026

Reporting cadence

quarterly