Added to YB: 2026-10-15
Pitch date: 2026-10-12
FLO [bullish]
Flowers Foods, Inc.
-0.33%
current return
Author Info
Value Don't Lie is a value investor who focuses on small cap and special situations Sign up for the newsletter.
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
$1.3B
Pitch Price
$6.14
Price Target
8.50 (+39%)
Dividend
8.28%
EV/EBITDA
5.13
P/E
23.18
EV/Sales
0.62
Sector
Food Products
Category
value
Quick Value #334 - Flowers Foods (FLO)
FLO (monitor): Flowers Foods is a falling-knife value setup at $6, trading at 7.5x earnings, 6.3x EBITDA and an 8.6% yield after a 50% dividend cut. A potential $350M Tastykake sale could accelerate deleveraging, but declining volumes and limited pricing power threaten 2027. Scenario values range from $3.80 downside to $8.50 upside; the stock is being tracked pending an asset sale, another dividend cut or easing volume declines.
Read full article (6 min)