FLOWERS FOODS INC
FLO · Food and Kindred Products · 212.0M shares · +0%/yr ↑ shares · EDGAR filings ↗
Net buyback after stock comp: $19M (gross $46M, SBC $27M)
Reference price $7.51 · est. market cap ~$1.6B — last insider purchase, 2026-06-08 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
C65#2 U.S. packaged-bakery brand owner with solid FCF and known brands, but average returns, elevated leverage and category softness.
Strengths
- Strong brand portfolio (Nature's Own, DKB, Simple Mills) and $319M FCF (70th pct), OCF margin 67th pct
- Accretive Simple Mills acquisition diversifies into better-for-you snacking
Risks
- Mid-pack returns (ROE 6.4%, ROA 2.0%) with elevated leverage (D/E 1.04, 80th pct) and interest coverage only 2.3x
- Persistent fresh-bread category weakness drove brand impairments and a portfolio review
Notable findings
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Operating margin
3.3%
Net margin
1.6%
Return on equity
6.4%
Return on assets
2.0%
ROIC
5.2%
Revenue growth (QoQ)
0.5%
Net-income growth
-66.2%
Debt / equity
1.0×
Net debt / EBITDA
3.9×
Interest coverage
2.3×
Current ratio
0.7×
Free cash flow
$319M
EBITDA
$341M
Tangible book value
$256M
Cash & investments
$12M
Stock comp / revenue
0.6%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-15 | COURTNEY H MARK | Grant | 26K | — |
| 2026-06-08 | SCAGLIONE DIEGO ANTHONY | Buy | 5.0K | $7.51 |
| 2026-06-04 | Chubb Thomas Caldecot III | Option exercise | 3.7K | — |
| 2026-05-29 | DEESE GEORGE E | Option exercise | 9.3K | — |
| 2026-05-29 | Casey Edward J. Jr. | Option exercise | 9.3K | — |
| 2026-05-29 | Chubb Thomas Caldecot III | Option exercise | 9.3K | — |
| 2026-05-29 | LEWIS MARGARET G | Option exercise | 9.3K | — |
| 2026-05-29 | Spainhour Sterling A Jr. | Option exercise | 7.9K | — |
| 2026-05-29 | McFadden William Jameson | Option exercise | 9.3K | — |
| 2026-04-01 | McMullian Ryals | Sell | 209K | $8.03 |
| 2026-02-25 | THOMAS TERRY S | Tax withheld | 8.4K | $9.65 |
| 2026-02-25 | McMullian Ryals | Grant | 99K | — |
| 2026-02-25 | McMullian Ryals | Tax withheld | 42K | $9.65 |
| 2026-02-25 | Varnedoe Heeth IV | Grant | 21K | — |
| 2026-02-25 | Varnedoe Heeth IV | Tax withheld | 7.2K | $9.65 |
| 2026-02-25 | Cox Cindy | Grant | 12K | — |
| 2026-02-25 | Cox Cindy | Tax withheld | 3.1K | $9.65 |
| 2026-02-25 | TILLMAN STEPHANIE B | Tax withheld | 8.3K | $9.65 |
| 2026-02-25 | THOMAS TERRY S | Grant | 35K | — |
| 2026-02-25 | Winters Thomas L | Grant | 11K | — |
| 2026-02-25 | Winters Thomas L | Tax withheld | 4.4K | $9.65 |
| 2026-02-25 | CHAFFIN JOHN MARK | Grant | 11K | — |
| 2026-02-25 | CHAFFIN JOHN MARK | Tax withheld | 3.1K | $9.65 |
| 2026-02-25 | ROACH DAVID M | Grant | 11K | — |
| 2026-02-25 | ROACH DAVID M | Tax withheld | 4.3K | $9.65 |
| 2026-02-25 | COURTNEY H MARK | Grant | 13K | — |
| 2026-02-25 | COURTNEY H MARK | Tax withheld | 5.9K | $9.65 |
| 2026-02-25 | TILLMAN STEPHANIE B | Grant | 19K | — |
| 2026-02-15 | GASS RHONDA | Option exercise | 4.2K | — |
| 2026-02-15 | GASS RHONDA | Option exercise | 6.1K | — |
| 2026-01-05 | TILLMAN STEPHANIE B | Tax withheld | 2.1K | $10.32 |
| 2026-01-05 | THOMAS TERRY S | Tax withheld | 1.5K | $10.32 |
| 2026-01-05 | McMullian Ryals | Tax withheld | 10K | $10.32 |
| 2026-01-05 | McMullian Ryals | Tax withheld | 11K | $10.32 |
| 2026-01-05 | Cox Cindy | Tax withheld | 644 | $10.32 |
| 2026-01-05 | Cox Cindy | Tax withheld | 755 | $10.32 |
| 2026-01-05 | Varnedoe Heeth IV | Tax withheld | 1.7K | $10.32 |
| 2026-01-05 | Varnedoe Heeth IV | Tax withheld | 1.9K | $10.32 |
| 2026-01-05 | Winters Thomas L | Tax withheld | 1.1K | $10.32 |
| 2026-01-05 | Winters Thomas L | Tax withheld | 1.2K | $10.32 |
| 2026-01-05 | TILLMAN STEPHANIE B | Tax withheld | 2.0K | $10.32 |
| 2026-01-05 | ROACH DAVID M | Tax withheld | 900 | $10.32 |
| 2026-01-05 | ROACH DAVID M | Tax withheld | 1.0K | $10.32 |
| 2026-01-05 | COURTNEY H MARK | Tax withheld | 1.3K | $10.32 |
| 2026-01-05 | COURTNEY H MARK | Tax withheld | 1.5K | $10.32 |
| 2026-01-05 | Cox Cindy | Tax withheld | 567 | $10.32 |
| 2026-01-05 | Cox Cindy | Tax withheld | 663 | $10.32 |
| 2026-01-05 | CHAFFIN JOHN MARK | Tax withheld | 988 | $10.32 |
| 2026-01-05 | CHAFFIN JOHN MARK | Tax withheld | 1.1K | $10.32 |
| 2026-01-05 | THOMAS TERRY S | Tax withheld | 1.4K | $10.32 |
| 2026-01-04 | COURTNEY H MARK | Grant | 25K | — |
| 2026-01-04 | TILLMAN STEPHANIE B | Grant | 36K | — |
| 2026-01-04 | CHAFFIN JOHN MARK | Grant | 21K | — |
| 2026-01-04 | McMullian Ryals | Grant | 172K | — |
| 2026-01-04 | Varnedoe Heeth IV | Grant | 49K | — |
| 2026-01-04 | THOMAS TERRY S | Grant | 42K | — |
| 2026-01-04 | Cox Cindy | Grant | 21K | — |
| 2026-01-04 | SCAGLIONE DIEGO ANTHONY | Grant | 60K | — |
| 2026-01-04 | ROACH DAVID M | Grant | 20K | — |
| 2026-01-04 | McMullian Ryals | Grant | 162K | — |
| 2026-01-04 | Winters Thomas L | Grant | 20K | — |
| 2026-01-02 | McMullian Ryals | Sell | 209K | $10.87 |
| 2026-01-01 | SCAGLIONE DIEGO ANTHONY | Grant | 129K | — |
| 2026-01-01 | SPEAR JAMES T | Option exercise | 7.2K | — |
| 2025-12-31 | STITH MELVIN T | Option exercise | 7.6K | — |
| 2025-12-31 | McFadden William Jameson | Gift | 109K | — |
| 2025-12-31 | STITH MELVIN T | Option exercise | 6.2K | — |
| 2025-12-31 | STITH MELVIN T | Option exercise | 8.1K | — |
| 2025-12-31 | STITH MELVIN T | Option exercise | 7.0K | — |
| 2025-12-31 | STITH MELVIN T | Option exercise | 6.6K | — |
| 2025-12-31 | STITH MELVIN T | Option exercise | 6.1K | — |
| 2025-12-31 | STITH MELVIN T | Option exercise | 7.2K | — |
| 2025-12-31 | STITH MELVIN T | Option exercise | 7.0K | — |
| 2025-12-31 | STITH MELVIN T | Option exercise | 7.4K | — |
| 2025-12-31 | STITH MELVIN T | Option exercise | 8.6K | — |
| 2025-12-31 | STITH MELVIN T | Option exercise | 11K | — |
| 2025-12-31 | STITH MELVIN T | Option exercise | 7.2K | — |
| 2025-12-31 | STITH MELVIN T | Option exercise | 5.4K | — |
| 2025-12-31 | STITH MELVIN T | Option exercise | 6.0K | — |
| 2025-12-31 | STITH MELVIN T | Option exercise | 6.0K | — |
| 2025-12-31 | STITH MELVIN T | Option exercise | 6.9K | — |
| 2025-12-31 | STITH MELVIN T | Option exercise | 9.9K | — |
| 2025-12-15 | McFadden William Jameson | Gift | 1.4K | — |
| 2025-12-15 | McFadden William Jameson | Gift | 1.4K | — |
| 2025-12-15 | McFadden William Jameson | Gift | 1.4K | — |
| 2025-12-15 | McFadden William Jameson | Gift | 1.4K | — |
| 2025-12-15 | McFadden William Jameson | Gift | 272 | — |
| 2025-12-03 | STITH MELVIN T | Buy | 456 | $10.90 |
| 2025-11-25 | Varnedoe Heeth IV | Gift | 6.0K | — |
| 2025-09-25 | McMullian Ryals | Sell | 350K | $12.82 |
| 2025-09-12 | STITH MELVIN T | Gift | 3.6K | — |
| 2025-09-09 | Cox Cindy | Sell | 3.6K | $15.00 |
| 2025-05-27 | DEESE GEORGE E | Buy | 6.0K | $16.84 |
| 2025-05-27 | McFadden William Jameson | Buy | 3.0K | $16.92 |
| 2025-05-27 | Chubb Thomas Caldecot III | Buy | 3.0K | $16.88 |
| 2025-05-22 | Chubb Thomas Caldecot III | Option exercise | 6.6K | — |
| 2025-05-22 | Casey Edward J. Jr. | Option exercise | 6.6K | — |
| 2025-05-22 | McFadden William Jameson | Option exercise | 6.6K | — |
| 2025-05-22 | WOOD C MARTIN III | Option exercise | 6.6K | — |
| 2025-05-22 | DEESE GEORGE E | Option exercise | 6.6K | — |
| 2025-05-22 | LEWIS MARGARET G | Option exercise | 6.6K | — |
| 2025-03-17 | DEESE GEORGE E | Gift | 20K | — |
| 2025-03-17 | DEESE GEORGE E | Gift | 20K | — |
| 2025-02-18 | Winters Thomas L | Tax withheld | 4.8K | $18.35 |
| 2025-02-18 | ROACH DAVID M | Grant | 11K | — |
| 2025-02-18 | ROACH DAVID M | Tax withheld | 4.2K | $18.35 |
| 2025-02-18 | Winters Thomas L | Grant | 11K | — |
| 2025-02-18 | CHAFFIN JOHN MARK | Grant | 12K | — |
| 2025-02-18 | CHAFFIN JOHN MARK | Tax withheld | 4.7K | $18.35 |
| 2025-02-18 | COURTNEY H MARK | Grant | 12K | — |
| 2025-02-18 | COURTNEY H MARK | Tax withheld | 5.1K | $18.35 |
| 2025-02-18 | TILLMAN STEPHANIE B | Grant | 14K | — |
| 2025-02-18 | TILLMAN STEPHANIE B | Tax withheld | 5.9K | $18.35 |
| 2025-02-18 | KINSEY R STEVE | Grant | 27K | — |
| 2025-02-18 | KINSEY R STEVE | Tax withheld | 12K | $18.35 |
| 2025-02-18 | McMullian Ryals | Grant | 101K | — |
| 2025-02-18 | McMullian Ryals | Tax withheld | 39K | $18.35 |
| 2025-02-18 | Varnedoe Heeth IV | Grant | 11K | — |
| 2025-02-18 | Varnedoe Heeth IV | Tax withheld | 2.9K | $18.35 |
| 2025-02-15 | GASS RHONDA | Option exercise | 2.5K | — |
| 2025-02-15 | GASS RHONDA | Option exercise | 6.7K | — |
| 2025-02-13 | THOMAS TERRY S | Tax withheld | 6.6K | $18.79 |
| 2025-01-05 | COURTNEY H MARK | Tax withheld | 1.3K | $20.14 |
| 2025-01-05 | THOMAS TERRY S | Tax withheld | 1.4K | $20.14 |
| 2025-01-05 | CHAFFIN JOHN MARK | Tax withheld | 988 | $20.14 |
| 2025-01-05 | McMullian Ryals | Tax withheld | 6.4K | $20.14 |
| 2025-01-05 | ROACH DAVID M | Tax withheld | 904 | — |
| 2025-01-05 | Varnedoe Heeth IV | Tax withheld | 1.7K | $20.14 |
| 2025-01-05 | Winters Thomas L | Tax withheld | 1.1K | — |
| 2025-01-05 | KINSEY R STEVE | Tax withheld | 2.7K | $20.14 |
| 2025-01-05 | ROACH DAVID M | Tax withheld | 904 | $20.14 |
| 2025-01-05 | Winters Thomas L | Tax withheld | 1.1K | $20.14 |
| 2025-01-05 | TILLMAN STEPHANIE B | Tax withheld | 2.0K | $20.14 |
| 2025-01-05 | Cox Cindy | Tax withheld | 651 | $20.14 |
| 2025-01-01 | SPEAR JAMES T | Option exercise | 6.5K | — |
| 2024-12-31 | GASS RHONDA | Option exercise | 2.2K | — |
| 2024-12-29 | COURTNEY H MARK | Grant | 8.9K | — |
| 2024-12-29 | CHAFFIN JOHN MARK | Grant | 7.5K | — |
| 2024-12-29 | TILLMAN STEPHANIE B | Grant | 13K | — |
| 2024-12-29 | Cox Cindy | Grant | 7.5K | — |
| 2024-12-29 | Winters Thomas L | Grant | 7.3K | — |
| 2024-12-29 | KINSEY R STEVE | Grant | 18K | — |
| 2024-12-29 | ROACH DAVID M | Grant | 7.1K | — |
| 2024-12-29 | Varnedoe Heeth IV | Grant | 18K | — |
| 2024-12-29 | McMullian Ryals | Grant | 78K | — |
| 2024-12-29 | THOMAS TERRY S | Grant | 15K | — |
All non-derivative Form 4 activity (SEC), newest first.
Supply chain
Customers (0)
Suppliers (1)
- Papa Pita Bakery
Named in the 10-K; linked when we track them.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-06-05 | Exec/director change | filing ↗ |
| 2026-06-02 | Shareholder vote | filing ↗ |
| 2026-05-21 | ResultsOtherExhibits | filing ↗ |
| 2026-04-07 | Material agreementDebt obligationExhibits | filing ↗ |
| 2026-03-30 | Exec/director changeExhibits | filing ↗ |
| 2026-02-23 | Exec/director change | filing ↗ |
| 2026-02-12 | ResultsExhibits | filing ↗ |
| 2026-01-06 | Exec/director changeExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-05 | 2026-06-04 | 0001193125-26-259809 ↗ |
| 8-K | 2026-06-02 | 2026-05-29 | 0001193125-26-253700 ↗ |
| 10-Q | 2026-05-21 | 2026-04-25 | 0001193125-26-234437 ↗ |
| 8-K | 2026-05-21 | 2026-05-21 | 0001193125-26-234421 ↗ |
| 8-K | 2026-04-07 | 2026-04-06 | 0001193125-26-145638 ↗ |
| 8-K | 2026-03-30 | 2026-03-25 | 0001193125-26-130523 ↗ |
| 10-K | 2026-02-25 | 2026-01-03 | 0001193125-26-071441 ↗ |
| 8-K | 2026-02-23 | 2026-02-17 | 0001193125-26-064143 ↗ |
| 8-K | 2026-02-12 | 2026-02-12 | 0001193125-26-048756 ↗ |
| 8-K | 2026-01-06 | 2025-12-31 | 0001193125-26-004576 ↗ |
| 8-K | 2025-11-19 | 2025-11-13 | 0001193125-25-288244 ↗ |
| 8-K | 2025-11-06 | 2025-11-06 | 0001193125-25-269692 ↗ |