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Jul 12
Flowers Foods Q2 2025 Earnings Report
Flowers Foods posted a slight increase in revenue in Q2 2025, supported by the Simple Mills acquisition despite ongoing margin pressures.
Key Takeaways
Revenue rose 1.5% year-over-year to $1.24 billion, while net income declined 12.8% amid higher costs and interest expense. Adjusted EPS came in at $0.30.
Revenue increased to $1.24B, up 1.5% YoY due to the Simple Mills acquisition.
Net income fell 12.8% to $58.4M, primarily due to increased outside purchases and workforce-related costs.
Adjusted EBITDA decreased 4.0% to $137.7M, with a margin of 11.1%.
Simple Mills contributed $61.4M in sales but had a net loss of $2.1M for the quarter.
Flowers Foods
Flowers Foods
Flowers Foods Revenue by Segment
Flowers Foods Revenue by Geographic Location
Revenue by Segment
Branded Retail Revenue
CapyFin.comOther Revenue
CapyFin.comRevenue by Geographic Location
United States Revenue
CapyFin.com Forward Guidance
For FY25, net sales are expected between $5.239B and $5.308B with adjusted EPS ranging from $1.00 to $1.10.
Positive Outlook
- Simple Mills expected to contribute $218M–$225M to full-year sales.
- 53rd week to add $70M–$80M in additional sales.
- Strong focus on cost savings and operational efficiency.
- Adjusted EBITDA projected between $512M and $538M.
- Strategic shift toward better-for-you and value-oriented products.
Challenges Ahead
- Lower-than-expected Q2 revenues prompted downward revision in guidance.
- Ongoing weakness in traditional loaf bread sales.
- Increased competition expected to persist through FY25.
- Higher interest expenses from acquisition-related debt.
- Macroeconomic headwinds impacting consumer demand.
Revenue & Expenses
Visualization of income flow from segment revenue to net income