Professional
Added to YB: 2026-04-15
Pitch date: 2026-04-10
FLO [bullish]
Flowers Foods, Inc.
+2.86%
current return
Author Info
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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, tortillas, baking mixes, and frozen breads and rolls as well as snack items including bars, cakes, cookies, and crackers.
Market Cap
$1.7B
Pitch Price
$8.03
Price Target
14.71 (+78%)
Dividend
12.28%
EV/EBITDA
5.70
P/E
20.32
EV/Sales
0.72
Sector
Food Products
Category
value
JB Global Capital New Position: Flowers Foods, Inc.
FLO (new position): Packaged bread leader w/ Nature's Own, Wonder, Dave's Killer Bread + Simple Mills acq. Stock down 72% from $30 to $8.50 entry on bread pressure & private label comp. DSD network + brands worth $14.71/share vs $8.50 entry (73% upside). Sum-of-parts: core bakery $2.72B (8x EBITDA), Dave's $600M, Simple Mills $600M, mfg $600M, DSD $311M, less $1.73B debt. Risk: Oct 2026 debt maturity.
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