Flowers Foods (FLO) Q2 FY26 earnings call

Flowers Foods faced a challenging second quarter with results below expectations, primarily due to pressures in the fresh packaged bread category driven by consumer budget constraints and evolving preferences. In response, the company is accelerating strategic initiatives, including new business wins, additional cost savings, and an enhanced innovation pipeline focused on popular formats like sourdough and protein. Management anticipates these actions, alongside the ongoing Nature's Own relaunch, will drive sequential improvement in the back half of the fiscal year.