Added to YB: 2026-06-26
Pitch date: 2026-04-23
FLO [bearish]
Flowers Foods, Inc.
+12.33%
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
$1.6B
Pitch Price
$8.67
Price Target
5.32 (-30%)
Dividend
13.11%
EV/EBITDA
5.53
P/E
21.91
EV/Sales
0.69
Sector
Food Products
Category
value
Flowers Foods, Inc. - $FLO (short)
FLO (short): #2 US packaged bakery facing structural bread demand decline (carbs→protein shift) plus Bimbo undercutting on price, driving negative operating leverage in high-fixed-cost DSD route biz. $795M Simple Mills deal (~20x EBITDA) overpay, no synergies, dividend (12%) at risk. Sees adj EBITDA -24% over 2yrs vs consensus -11%. PT $5.32 at 7x 2027E EBITDA, -35% downside. Catalyst: earnings.
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