Deutsche Lufthansa AG (DLAKF) Q2 2024 Earnings Call Transcript

Flowers Foods, Inc. (FLO) Presents at Barclays 18th Annual Global


Flowers Foods, Inc. (NYSE:FLO) Barclays 18th Annual Global Consumer Staples Conference 2025 September 4, 2025 7:30 AM EDT

Company Participants

A. McMullian – CEO & Chairman of Board
R. Kinsey – Chief Financial Officer

Conference Call Participants

Andrew Lazar – Barclays Bank PLC, Research Division

Presentation

Andrew Lazar
MD & Senior Research Analyst

All right. Good morning, everybody. We just found our seats. We’ll kick off our first fireside chat of the day. So, good morning, and welcome back to our fireside chat with Flowers Foods. With us today are Chairman and CEO, Ryals McMullian; and CFO and CAO, Steve Kinsey. Welcome to you both. Thanks for being here.

A. McMullian
CEO & Chairman of Board

Thanks, Andrew.

Question-and-Answer Session

Andrew Lazar
Barclays Bank PLC, Research Division

So first off, maybe Ryals, we’ve heard a lot about the last couple of days, right, about the challenges currently facing sort of the consumer. You operate in a bit of a unique category. So I’m interested in hearing your perspective as — just far as what you’re seeing from the consumer sort of at this stage?

A. McMullian
CEO & Chairman of Board

Yes. I mean, really, more broadly, nothing really different than what everybody else is seeing. The consumer is still pressured, concerned about inflation, job market, et cetera. So it’s really no different for us. Our category is a little bit unique. Yes, in the sense that we — there’s a lot of private label in our category that has, kind of, been in a long-term decline, but typically sees a bit of a pop when there’s economic uncertainty, and that’s normal. That happens virtually every time we see an environment like this.

Andrew Lazar
Barclays Bank PLC, Research Division

Yes. And maybe what do you — what are some of the headwinds that



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