Flowers Foods reports Q3 2025 results  

USA – Flowers Foods, Inc. reported its third quarter 2025 financial results for the 12 weeks ended October 4, 2025, showing mixed performance amid challenging market conditions.   

Net sales increased by 3.0% year-over-year to US$1.227 billion, boosted primarily by the contribution from its Simple Mills acquisition, which added US$70.7 million in net sales.   

Despite sales growth, total net income declined by 39.2% to US$39.5 million, or 3.2% of sales, a 230-basis-point decrease primarily due to a challenging consumer environment and higher interest expenses.  

Adjusted net income fell 29.8% to US$48.7 million, while adjusted EBITDA decreased 11.4% to US$118.1 million, which stands at 9.6% of net sales, a 160-basis point decline from the prior year.   

Diluted earnings per share (EPS) decreased by US$0.12 to US$0.19, and adjusted diluted EPS dropped by US$0.10 to US$0.23.   

Simple Mills contributed a US$11.1 million adjusted EBITDA but reported a net loss of US$2.0 million and reduced diluted EPS by US$0.01.  

Sales mix in the branded retail segment rose 6.9% to US$812.8 million due to the acquisition, though this was offset by unfavourable price/mix and volume declines.   

The company faced a 2.3% price/mix decline and a slight 0.6% volume drop, highlighting ongoing pressures on pricing and consumer demand.  

Management emphasized that Flowers Foods continues to strategically align its portfolio towards better-for-you and value-oriented offerings, which have driven relative strength in pressured bakery categories during the quarter.   

The company also remains committed to innovation and disciplined execution to optimize both near-term performance and long-term growth.  

Looking forward, Flowers Foods forecasts adjusted EPS for the full fiscal year 2025 between US$1.02 and US$1.08, slightly adjusting guidance from prior expectations due to ongoing market conditions and the impact of acquisitions.  

Flowers Foods delivered modest revenue growth in Q3 2025, supported by acquisitions, but faced profitability pressures amid consumer challenges and higher interest costs.   

The company is focused on portfolio alignment, innovation, and operational discipline to navigate the evolving bakery market and support sustainable growth.  

Flowers Foods, Inc. remains focused on transforming its portfolio for future growth while managing near-term profitability challenges in a competitive sector.    

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