Flowers Foods (FLO)
NYSEConsumer StaplesPackaged FoodsSnapshot 2026-09-04
$6.27-2.79%
Close 2026-09-04 · 1-day change
NYSEConsumer StaplesPackaged FoodsSnapshot 2026-09-04
Research Workspace
Put FLO beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Packaged Foods & Meats: fringe margins under pressure (0q confirmed)
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar broken — Adjusted EBITDA near $495 million in 2026: FY26 EBITDA guidance mid $467M vs $465M target (lowered).
View ThesisMiddle-of-the-pack management execution.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 2% on a typical day and fell roughly 56% in its worst 12-month stretch.
View RiskFLO's growth depends on maintaining disciplined cost management and improving its cost structure. Recent financial performance shows steady results, but the latest earnings miss raises concerns. Revenue guidance was cut, and adjusted EBITDA guidance was lowered to $467 million. FLO trades at 6.6× P/E, below the peer median of 12.5×. This suggests the price reflects less growth than expected. The primary risk is the lowered guidance, which could lead to further declines. Peer multiples imply a price about 50% above where it trades. This read is provisional.
Trailing returns as of 2026-09-04. FLO is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 5 analysts currently covering FLO (as of Sep 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
Continue this research
Compare FLO with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| FLO Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 9 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Packaged Foods & Meats — fair value, gap to price, and forward P/E.
Compare the value case
Put FLO next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Sustain dividend payments and prioritize debt reduction
Reaffirming dividend supports capital allocation objectives.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-04. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Below average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Threatens: Strengthen top-line trajectory and portfolio positioning
Declining bread sales may hinder top-line growth.
Threatens: Strengthen top-line trajectory and portfolio positioning
Volume loss indicates potential weakness in top-line growth.
Threatens: Strengthen top-line trajectory and portfolio positioning
Weak Q2 results hinder top-line growth trajectory.
Advances: Sustain dividend payments and prioritize debt reduction
Dividend reset supports sustainability and debt reduction.
Threatens: Strengthen top-line trajectory and portfolio positioning
Consumer shifts and portfolio gaps hinder top-line growth.
Threatens: Maintain adjusted EBITDA guidance for 2026
Cuts to sales and earnings guidance undermine growth objectives.
Threatens: Strengthen top-line trajectory and portfolio positioning
Strategic pivots indicate potential difficulties in growth trajectory.
