Flowers Foods, Inc. reported Q4 and FY 2025 results, with FY net sales increasing 3.0% to $5.256 billion, while GAAP net income fell 66.2% due to a $136.0 million intangible asset impairment. The company issued FY 2026 guidance projecting net sales of $5.163-$5.267 billion and adjusted diluted EPS of $0.80-$0.90.
Key takeaways
Q4 2025 net sales increased 11.0% to $1.233 billion, driven by an extra week and the Simple Mills acquisition.
FY 2025 net income decreased 66.2% to $83.8 million, primarily due to a $136.0 million non-cash impairment of intangible assets.
Simple Mills contributed $213.9 million in net sales and $32.0 million to adjusted EBITDA in FY 2025.
FY 2026 guidance projects adjusted EBITDA of $465-$495 million and adjusted diluted EPS of $0.80-$0.90.
FY 2025 operating cash flow increased to $446.2 million, while dividends paid totaled $209.3 million.