Flowers Foods (FLO) Earnings In Line But Volume Weakness Drags Shares

Flowers Foods (NYSE:FLO) reported Q4 CY2025 revenue of $1.23B, up 11% YoY, in line with Wall Street expectations. Non-GAAP profit of $0.22 per share was 45.6% above consensus. The company guided full-year revenue to $5.22B at the midpoint, near analyst estimates. Supporting context: Sales volumes declined 2.2% YoY in Q4 and 1.9% over the past two years, signaling soft demand for its bakery products. While EBITDA outperformed, full-year EBITDA guidance missed. The stock fell 7.4% to $10.51 in after-hours trading following the report. The company’s mid-sized scale and recognizable brands may limit growth compared to larger staples competitors, and sell-side analysts project flat revenue for the next 12 months.