Professional
Added to YB: 2026-01-08
Pitch date: 2025-12-31
FLO [bullish]
Flowers Foods, Inc.
-7.69%
current return
Author Info
Palm Valley Capital Management was founded on the bedrock of an absolute return investment process. Our goal is to deliver an attractive return over a full market cycle, consisting of both a bull and bear market. Sign up for the newsletter.
Company Info
Flowers Foods, Inc. produces and markets packaged bakery food products in the United States. The company’s principal products include fresh breads, buns, rolls, snack items, bagels, English muffins, and tortillas, as well as frozen breads and rolls under the Nature’s Own, Dave’s Killer Bread, Wonder, Canyon Bakehouse, Mrs.
Market Cap
$2.2B
Pitch Price
$10.92
Price Target
N/A
Dividend
9.59%
EV/EBITDA
6.62
P/E
11.34
EV/Sales
0.84
Sector
Food Products
Category
value
Palm Valley Capital Management Portfolio Holding: Flowers Foods, Inc.
FLO (added to position): Meets earnings guidance but faces headwinds from volume declines as consumers trade down to private label. Emphasizing growth in Dave's Killer Bread & Simple Mills. Trading 10x P/E with 9% dividend yield. Strong FCF generation continues. Increased position on attractive valuation despite margin pressure from innovation investments.
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