The Garfield Movie™ themed packaging will be on select Tastykake items in conjunction with a national sweepstakesPHILADELPHIA, April 30, 2024 /PRNewswire/ -- Tastykake® is thrilled to announce its exciting collaboration with the upcoming Columbia Pictures/Alcon Entertainment film, The Garfield MovieTM, releasing exclusively in theaters May 24. This promotion brings together two beloved franchises – Garfield, which started as an adored comic strip and has spanned over four decades, and Tastykake, with more t ...

The newest additions include Keto Bun, Perfectly Crafted Flatbread, Small Loaf Homestyle White and Ancient Grain THOMASVILLE, Ga., April 23, 2024  /PRNewswire/ -- Nature's Own®, America's No. 1 selling bread brand, has unveiled its latest lineup of innovative products, arriving just in time for summer and grilling season: Keto Soft White Bun, Small Loaf Homestyle White and Ancient Grain, and Perfectly Crafted® Flatbreads. The new additions expand the Nature's Own portfolio to further meet increasing consume ...

Flowers Foods, Inc. (FLO) appears troubled, with its shares down 15.5% in a year compared with the industry’s decline of 9%. The company has been battling a volatile consumer landscape, which remains a threat to demand.Also, high selling, distribution and administrative (SD&A) expenses have been a concern for Flowers Foods. Apart from this, this Zacks Rank #4 (Sell) company anticipates business exits to have an impact, particularly in the first half of 2024. While these exits may be part of strategic adjust ...

MILWAUKIE, Ore., March 21, 2024 /PRNewswire/ -- Known for quality organic products balancing killer taste, texture and whole grain nutrition, Dave's Killer Bread® is releasing its latest innovation: Organic Rock 'N' Rolls®. This new offering caters to the growing consumer interest in diverse bread options and is the first nationally available roll from Dave's Killer Bread. Dave's Killer Bread Organic Rock 'N' Rolls Credit: Dave's Killer Bread Organic Rock 'N' Rolls are a standout choice for those seeki ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 1-16247 FLOWERS FOODS, INC. (Exact name of registrant as specified in its charter) Georgia 58-2582379 (State or other jurisdiction of (IR ...

财务数据和关键指标变化 - 公司在2023年第四季度和全年业绩表现良好,品牌表现出色,在单位和美元市场份额方面实现了自2022年第一季度以来的首次增长 [9] - Dave's Killer Bread 实现了10%的单位量增长,而整个面包类别下降2.6%,并达到10亿美元的零售销售额 [9] - 公司预计2024年上半年的业绩表现将优于下半年,主要受益于商品成本缓解等因素 [18] 各条业务线数据和关键指标变化 - 公司在食品服务和蛋糕业务方面进行了定价调整和战略性业务退出,这些业务的盈利能力有所改善 [30][31] - 但软质面包和白面包受到私有品牌的冲击,利润受到影响,而Dave's Killer Bread的利润率也因原料成本上升而下降约500个基点 [31][32] 各个市场数据和关键指标变化 - 东北地区是公司的重点增长市场,市场份额提升每一个百分点价值约3500万美元 [55][56] - 公司还看好西北太平洋地区、西海岸以及中西部地区的增长机会,这些地区公司目前的覆盖还较少 [56] 公司战略和发展方向及行业竞争 - 公司正在投资于营销和创新,以利用Dave's Killer Bread和其他品牌的增长潜力 [9][11] - 公司正在积极寻找并准备进行有意义的并购机会,以推动未来增长 [57][58] - 公司预计2024年行业竞争环境可能更加激烈,担心竞争对手可能会恢复过去更加积极的促销行为 [41][42] 管理层对经营环境和未来前景的评论 - 管理层对公司长期发展前景充满信心,正在投资于营销、创新和并购以把握未来机遇 [11] - 管理层预计2024年上半年业绩表现将优于下半年,主要由于商品成本缓解等因素 [18] - 管理层对行业竞争环境的不确定性表示谨慎,担心可能出现更加激烈的促销竞争 [41][42] 问答环节重要的提问和回答 问题1 **Robert Dickerson 提问** 询问2024年毛利率走势,以及公司是否有信心在下半年预测更积极的销量增长 [14][19][20] **Riyals McMullian 回答** - 预计毛利率将有所改善,但同时也将面临一些投资压力,如ERP和营销投入 [15][16][17] - 对于销量增长,公司保持谨慎态度,主要考虑到行业竞争环境的不确定性和可能出现的更激烈促销竞争 [22][23][24][25] 问题2 **Bill Chappell 提问** 询问食品服务和蛋糕业务的情况,以及新推出的Dave's Killer Bread能量棒的表现 [29][35] **Riyals McMullian 回答** - 食品服务和蛋糕业务的盈利能力有所改善,但受到软质面包和白面包销量下滑的抵消 [30][31][32] - Dave's Killer Bread能量棒在2023年表现良好,获得更多门店分布,未来有望通过新品类扩展吸引更广泛的消费者群体 [36][37][38][39] 问题3 **Jim Salera 提问** 询问公司对2024年行业促销环境的担忧,以及对销量下滑的具体预期 [41][45] **Riyals McMullian 回答** - 担心竞争对手可能恢复更加积极的促销行为,而不是来自零售商的价格压力 [42][43][44] - 2024年销量下滑主要来自于战略性业务退出,而非有机销量下滑,这种影响将在下半年逐步减弱 [46][47]

Flowers Foods, Inc. (FLO) reported fourth-quarter fiscal 2023 results, wherein the bottom line matched the Zacks Consensus Estimate while declining year over year. Sales increased from the year-ago period level.The resilience of the company’s flagship brands in the fourth quarter and fiscal 2023 despite challenging market conditions has been an upside. Dave's Killer Bread continues to stand out, surpassing $1 billion in retail sales in 2023. Apart from this, Flowers Foods’ portfolio strategy helped it witne ...

公司业绩 - Flowers Foods (FLO)在上一季度每股收益为0.20美元，与Zacks Consensus Estimate一致[1] - 公司在过去四个季度中，三次超过了一致EPS预期[2] - Flowers Foods在2023年12月份的季度营收为11.3亿美元，超过了Zacks Consensus Estimate 0.09%[3] 股价表现 - 公司股价自年初以来上涨约2.9%，低于标普500指数的4.7%[5] - 公司的盈利前景将影响股价的短期走势，管理层在财报电话会议上的评论将起到关键作用[4] 估值和预期 - 公司的盈利预期对投资者判断股票未来走势有重要影响[6] - Zacks Rank显示Flowers Foods的估值修订趋势为混合[8] - 分析师预计公司未来季度和本财年的每股收益和营收[9] 行业排名 - 行业前景对公司股价表现有重要影响，当前食品-杂项行业排名在Zacks行业中的前46%[10]

Flowers Foods, Inc. (FLO) is likely to register top-line growth when it reports fourth-quarter fiscal 2023 earnings on Feb 8. The Zacks Consensus Estimate for revenues is pegged at $1.1 billion, suggesting an increase of 4.2% from the prior-year quarter’s reported figure.The consensus mark for quarterly earnings has remained unchanged in the past 30 days at 20 cents per share, which indicates a decline of nearly 13% from the year-ago quarter’s reported figure. FLO has a trailing four-quarter earnings surpri ...

财务数据和关键指标变化 - 公司实现了创纪录的季度收入,尽管面临通胀压力仍保持了单位份额 [9] - 销售额受益于战略性定价举措,有助于缓解通胀并改善销量趋势 [9] - 公司领先品牌表现良好,正在投资创新和营销以保持势头 [9] - 数字化和成本节约举措正在提高公司效率 [9][10] 各条业务线数据和关键指标变化 - 品牌组合占比略有上升 [18] - 零售品牌业务销量趋势持续改善 [18] - 公司在各渠道的市场份额表现良好 [18] 各个市场数据和关键指标变化 - 公司在东北地区增长强劲,但在中西部地区仍有较大发展空间 [49][50] - 早餐类业务增长良好,如引入Dave's Killer Bread和Papa Pita品牌 [51] 公司战略和发展方向及行业竞争 - 公司正在实施组合优化策略,退出低毛利的食品服务业务 [58][59] - 公司在创新和营销方面的投资有助于提升品牌差异化和市场份额 [49][50][51] - 私有品牌竞争压力有所缓解,公司在大型渠道的份额也在逐步提升 [69][75] 管理层对经营环境和未来前景的评论 - 管理层对公司前景充满信心,认为有能力持续创造股东价值 [10] - 消费者需求受压,促销活动相对较低,但未来或有所上升 [40][41][42][43][44] - 天气因素对季度业绩有一定影响,但难以准确预测 [61][62][66][67] 问答环节重要的提问和回答 问题1 **Bill Chappell 提问** 公司是否认为业务在疫情后的动荡已经见底,并开始趋于稳定 [16][17] **Ryals McMullian 回答** 公司对第三季度的强劲业绩感到非常满意,尽管食品服务业务退出对季度和全年指引产生了影响,但核心业务表现良好 [17][18] 问题2 **Stephen Powers 提问** 公司ERP项目的进展情况,以及成本变化的原因 [28][29][30] **Steve Kinsey 回答** ERP项目总体成本未变,只是推迟了部分实施进度,以腾出资源应对加州分销模式的转变 [29][30] 问题3 **Mitchell Pinheiro 提问** 促销活动低于平均水平的原因,以及未来是否会有所上升 [40][41][42][43][44] **Ryals McMullian 回答** 促销效果不佳,主要是由于消费者需求受压,扩张性消费机会有限,未来可能会有所上升 [40][41][42][43][44]