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Jul 16, 2022

Flowers Foods Q2 2022 Earnings Report

Flowers Foods' Q2 2022 results reflected record sales and mitigated inflationary pressures through pricing and portfolio strategies.

Key Takeaways

Flowers Foods reported an 11.0% increase in sales to $1.129 billion for the second quarter of 2022. Net income decreased by 4.8% to $53.7 million, while adjusted diluted EPS decreased to $0.31. The company is increasing the bottom of its earnings outlook range for the fiscal year.

Sales increased 11.0% to $1.129 billion.

Net income decreased 4.8% to $53.7 million.

Diluted EPS decreased $0.01 to $0.25.

The company increased its dividend, repurchased shares, and invested in Base Culture.

Total Revenue
$1.13B
Previous year: $1.02B
+11.0%
EPS
$0.31
Previous year: $0.32
-3.1%
Pricing/Mix Change
14.4%
Previous year: 3.1%
+364.5%
Sales Volume Change
-3.4%
Previous year: -3.9%
-12.8%
Gross Profit
$512M
Cash and Equivalents
$163M
Previous year: $292M
-44.4%
Free Cash Flow
$12.3M
Total Assets
$3.34B

Flowers Foods

Flowers Foods

Flowers Foods Revenue by Segment

Forward Guidance

For the 52-week Fiscal 2022, the Company expects sales in the range of approximately $4.764 billion to $4.850 billion, representing an increase of approximately 10.0% to 12.0% compared to the prior year period and Adjusted EPS in the range of approximately $1.25 to $1.30, compared to prior guidance of $1.20 to $1.30.

Positive Outlook

  • Sales in the range of approximately $4.764 billion to $4.850 billion, representing an increase of approximately 10.0% to 12.0% compared to the prior year period.
  • Adjusted EPS in the range of approximately $1.25 to $1.30, compared to prior guidance of $1.20 to $1.30.
  • Depreciation and amortization in the range of $135 million to $145 million
  • Net interest expense of approximately $7 million
  • An effective tax rate in the range of 24.0% to 24.5%

Challenges Ahead

  • Weighted average diluted share count for the year of approximately 213.5 million shares
  • Capital expenditures in the range of $150 million to $160 million, with $60 million to $70 million related to the ERP upgrade
  • Potential impacts of general economic and business conditions
  • The ultimate impact of the COVID-19 pandemic and future responses and/or measures taken in response thereto
  • Changes in pricing, customer and consumer reaction to pricing actions