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Flowers Foods (FLO) earnings
Flowers Foods earnings: last reported Fri, 21 Aug 2026, for the quarter ended Jun 2026.
Flowers Foods earnings callsFlowers Foods earnings calls (FLO)
Latest concall · Q2 2026 · call held call held 21 Aug 2026
Flowers Foods Q2 FY26 – Challenging Quarter, Accelerating Initiatives
What went well
- Significant new business wins are expected to come online in the back half of the year, contributing to improved performance.
- Additional cost savings measures were implemented, building on approximately $200 million already taken out of the business over several years.
- Innovation in smaller formats, sourdough, and protein is advancing to fill portfolio gaps and meet shifting consumer preferences.
What to watch
- Second quarter results did not meet expectations, reflecting a challenging fresh packaged bread category.
- Fresh bread volume declined by 9.5% in the quarter.
Performance −56.2% 1Y
1Y: $12.68 on 29 Sept 2025 → $5.55. High $13.16 (3 Oct 2025), low $5.55 (30 Sept 2026).
Quarterly results
Q3 FY26: revenue down 2.6%, net profit down 39.3% against the same quarter last year.
| Line item | Q4 FY22 | Q3 FY23 | Q4 FY23 | Q3 FY24 | Q4 FY24 | Q3 FY25 | Q4 FY25 | Q3 FY26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 1,158 | 1,228 | 1,199 | 1,225 | 1,191 +3% | 1,243 +1% | 1,227 +2% | 1,193 −3% |
| EBITDA | 55 | 89 | -59 | 95 | 90 +63% | 93 +5% | 67 +212% | 68 −28% |
| Net profit | 41 | 64 | -47 | 67 | 65 +60% | 58 −8% | 40 +185% | 41 −39% |
How to read this
US$ million, as filed. The percentage beside a figure is the change against the same quarter a year earlier — never the quarter before, which would make every seasonal business look like it collapses and booms each year.
Balance sheet
| Year ending | Jan 2021 | Jan 2022 | Dec 2022 | Dec 2023 | Dec 2024 | Jan 2026 |
|---|---|---|---|---|---|---|
| Equity capital | $199.0K | $199.0K | $199.0K | $199.0K | $199.0K | $199.0K |
| Reserves | $932.09M | $962.38M | $1.00B | $932.47M | $977.55M | $852.07M |
| Total liabilities | $1.95B | $1.84B | $1.87B | $2.08B | $1.99B | $2.88B |
| Fixed assets | $699.39M | $798.73M | $849.33M | $962.98M | $964.32M | $952.73M |
| Total assets | $3.32B | $3.25B | $3.31B | $3.43B | $3.40B | $4.18B |
How to read this
As filed on each reporting date, including interim balance sheets. A line the company does not report — deposits for a non-lender, for instance — is left out rather than shown as a row of dashes.
Insider filings
86 filings between Nov 25, 2025 and Jun 15, 2026.
Open market
decisions to buy or sellPurchases
$42.5K
2 purchases by 2 insiders
Sales
$3.95M
2 sales by 1 insider
Compensation
not trading decisions- 21
- Award — granted as compensation
- 27
- Option exercise — converted options into shares
- 27
- Tax withheld — shares kept back by the company to cover tax
Also filed: 7 gifts.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| McMullian Ryals | — | $3.95M | Apr 1, 2026 |
| SCAGLIONE DIEGO ANTHONY | $37.5K | — | Jun 8, 2026 |
| STITH MELVIN T | $5.0K | — | Dec 3, 2025 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Jun 15, 2026 | COURTNEY H MARK Chief Brand Officer | Award | 25,980 | $0 |
| Jun 8, 2026 | SCAGLIONE DIEGO ANTHONY Chief Financial Officer | Purchase | 5,000 | $37.5K |
| Jun 4, 2026 | Chubb Thomas Caldecot III Director | Option exercise | 3,710 | $0 |
| May 29, 2026 | Spainhour Sterling A Jr. Director | Option exercise | 7,900 | $0 |
| May 29, 2026 | Casey Edward J. Jr. Director | Option exercise | 9,350 | $0 |
| May 29, 2026 | LEWIS MARGARET G Director | Option exercise | 9,350 | $0 |
| May 29, 2026 | McFadden William Jameson Director | Option exercise | 9,350 | $0 |
| May 29, 2026 | Chubb Thomas Caldecot III Director | Option exercise | 9,350 | $0 |
| May 29, 2026 | DEESE GEORGE E Director | Option exercise | 9,350 | $0 |
| Apr 1, 2026 | McMullian Ryals Chairman and CEO | Sale | 209,000 | $1.68M |
| Feb 25, 2026 | Varnedoe Heeth IV President and COO | Award | 20,543 | $0 |
| Feb 25, 2026 | Cox Cindy Chief Human Resources Officer | Award | 12,096 | $0 |
| Feb 25, 2026 | Varnedoe Heeth IV President and COO | Tax withheld | 7,178 | $69.3K |
| Feb 25, 2026 | THOMAS TERRY S Chief Growth Officer | Award | 34,617 | $0 |
| Feb 25, 2026 | McMullian Ryals Chairman and CEO | Tax withheld | 41,980 | $405.1K |
| Feb 25, 2026 | TILLMAN STEPHANIE B Chief Legal Counsel | Award | 18,704 | $0 |
| Feb 25, 2026 | McMullian Ryals Chairman and CEO | Award | 98,862 | $0 |
| Feb 25, 2026 | Winters Thomas L Chief Supply Chain Officer | Award | 10,921 | $0 |
| Feb 25, 2026 | ROACH DAVID M Chief DSD Operations Officer | Tax withheld | 4,343 | $41.9K |
| Feb 25, 2026 | ROACH DAVID M Chief DSD Operations Officer | Award | 10,672 | $0 |
| Feb 25, 2026 | COURTNEY H MARK Chief Brand Officer | Tax withheld | 5,943 | $57.3K |
| Feb 25, 2026 | CHAFFIN JOHN MARK Chief Information Officer | Tax withheld | 3,093 | $29.8K |
| Feb 25, 2026 | COURTNEY H MARK Chief Brand Officer | Award | 12,857 | $0 |
| Feb 25, 2026 | Winters Thomas L Chief Supply Chain Officer | Tax withheld | 4,419 | $42.6K |
| Feb 25, 2026 | CHAFFIN JOHN MARK Chief Information Officer | Award | 11,447 | $0 |
| Feb 25, 2026 | Cox Cindy Chief Human Resources Officer | Tax withheld | 3,070 | $29.6K |
| Feb 25, 2026 | TILLMAN STEPHANIE B Chief Legal Counsel | Tax withheld | 8,319 | $80.3K |
| Feb 25, 2026 | THOMAS TERRY S Chief Growth Officer | Tax withheld | 8,428 | $81.3K |
| Feb 15, 2026 | GASS RHONDA Director | Option exercise | 6,099 | $0 |
| Feb 15, 2026 | GASS RHONDA Director | Option exercise | 4,223 | $0 |
| Jan 5, 2026 | Cox Cindy Chief Human Resources Officer | Tax withheld | 567 | $5.9K |
| Jan 5, 2026 | Cox Cindy Chief Human Resources Officer | Tax withheld | 663 | $6.8K |
| Jan 5, 2026 | CHAFFIN JOHN MARK Chief Information Officer | Tax withheld | 1,098 | $11.3K |
| Jan 5, 2026 | CHAFFIN JOHN MARK Chief Information Officer | Tax withheld | 988 | $10.2K |
| Jan 5, 2026 | THOMAS TERRY S Chief Growth Officer | Tax withheld | 1,476 | $15.2K |
| Jan 5, 2026 | McMullian Ryals Chairman and CEO | Tax withheld | 11,376 | $117.4K |
| Jan 5, 2026 | McMullian Ryals Chairman and CEO | Tax withheld | 10,054 | $103.8K |
| Jan 5, 2026 | Varnedoe Heeth IV President and COO | Tax withheld | 1,882 | $19.4K |
| Jan 5, 2026 | Varnedoe Heeth IV President and COO | Tax withheld | 1,740 | $18.0K |
| Jan 5, 2026 | Winters Thomas L Chief Supply Chain Officer | Tax withheld | 1,199 | $12.4K |
| Jan 5, 2026 | Winters Thomas L Chief Supply Chain Officer | Tax withheld | 1,052 | $10.9K |
| Jan 5, 2026 | TILLMAN STEPHANIE B Chief Legal Counsel | Tax withheld | 2,136 | $22.0K |
| Jan 5, 2026 | TILLMAN STEPHANIE B Chief Legal Counsel | Tax withheld | 1,978 | $20.4K |
| Jan 5, 2026 | ROACH DAVID M Chief Strategic Projects Offic | Tax withheld | 1,005 | $10.4K |
| Jan 5, 2026 | ROACH DAVID M Chief Strategic Projects Offic | Tax withheld | 900 | $9.3K |
| Jan 5, 2026 | THOMAS TERRY S Chief Growth Officer | Tax withheld | 1,365 | $14.1K |
| Jan 5, 2026 | COURTNEY H MARK Chief Brand Officer | Tax withheld | 1,459 | $15.1K |
| Jan 5, 2026 | COURTNEY H MARK Chief Brand Officer | Tax withheld | 1,274 | $13.1K |
| Jan 4, 2026 | McMullian Ryals Chairman and CEO | Award | 161,670 | $0 |
| Jan 4, 2026 | Cox Cindy Chief Human Resources Officer | Award | 20,640 | $0 |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.