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Jul 13, 2024

Flowers Foods Q2 2024 Earnings Report

Flowers Foods' Q2 2024 performance was marked by a slight decrease in sales, offset by growth in net income and adjusted EBITDA.

Key Takeaways

Flowers Foods reported a slight decrease in sales by 0.2% to $1.225 billion, but net income increased by 5.0% to $67.0 million and adjusted EBITDA increased by 7.8% to $143.5 million. The company maintains its 2024 financial outlook, expecting benefits from new business wins and additional cost savings.

Sales decreased slightly by 0.2% to $1.225 billion due to volume declines offset by positive pricing/mix.

Net income increased by 5.0% to $67.0 million, driven by growth in operating income.

Adjusted EBITDA increased by 7.8% to $143.5 million, representing 11.7% of sales.

Diluted EPS increased to $0.32, and adjusted diluted EPS increased to $0.36.

Total Revenue
$1.23B
Previous year: $1.23B
-0.2%
EPS
$0.36
Previous year: $0.33
+9.1%
Pricing/Mix Change
1%
Previous year: 13.3%
-92.5%
Sales Volume Change
-1.2%
Previous year: -6.1%
-80.3%
Gross Profit
$575M
Previous year: $602M
-4.5%
Cash and Equivalents
$6.87M
Previous year: $11.7M
-41.4%
Free Cash Flow
$35.4M
Previous year: $36.5M
-3.2%
Total Assets
$3.43B
Previous year: $3.51B
-2.2%

Flowers Foods

Flowers Foods

Flowers Foods Revenue by Segment

Forward Guidance

Flowers Foods maintains its 2024 financial outlook, anticipating sales between approximately $5.091 billion and $5.172 billion, adjusted EBITDA in the range of approximately $524 million to $553 million, and adjusted diluted EPS in the range of approximately $1.20 to $1.30.

Positive Outlook

  • Continued strong operational performance
  • Benefits from new business wins
  • Additional cost savings
  • Depreciation and amortization in the range of $155 million to $160 million
  • Net interest expense of approximately $20 million to $24 million

Challenges Ahead

  • Potential impact on consumer and promotional behavior from an uncertain economic environment
  • Effective tax rate of approximately 25%
  • Weighted average diluted share count for the year of approximately 212.5 million shares
  • Capital expenditures in the range of $145 million to $155 million
  • 3 million to $6 million related to the ERP upgrade.