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Flowers Foods

FLOleader

Flowers Foods is the second-largest US commercial baker, owning Nature's Own (#1 US bread brand), Dave's Killer Bread (premium organic), Wonder, and Tastykake, distributed direct-to-store.

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Produkte & Umsatz

Umsatzanteil nach Produkt

Umsatzaufschlüsselung ($5.10B)

Statische Daten (Echtzeitfinanzen werden geladen…)

Branded Retail (78%)
Store Brands / Other (22%)

Segmentzusammensetzung und Hauptkunden

Produktdetails

Nature's Own (Bread)35%

America's best-selling bread brand — whole grain and white bread sold in 75% of US grocery stores.

Dave's Killer Bread (DKB)22%

Premium organic whole-grain bread — the fastest-growing bread brand in the US with strong Gen Z following.

Wonder & Other Brands43%

Wonder bread (iconic American brand), Tastykake, Cobblestone Bread, and regional bakery brands.

Lieferkettenbeziehungen

Wichtige Kunden

Walmart Inc.

Walmart — largest retailer customer

Auswirkung: critical

The Kroger Co.

Kroger — major grocery chain

Auswirkung: significant

Makro- und Marktkontext

소비재 (경기민감)Sektornachrichten

프리미엄 vs 가성비 양극화 — 고소득 소비 견조, 중간층 압박 심화

미국 소매판매 증감 (MoM)

+0.4%

소비자신뢰지수 (Conference)

98.3

명품 시장 성장률 (글로벌)

+6% YoY

전자상거래 침투율

22%

Nächste Katalysatoren

◆Amazon·Tesla Q1 실적 (2026.04~05)◆중국 5.4월 소매판매 데이터◆미국 4월 CPI·PCE 발표

Aktuelle Nachrichten

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KI-Analyse

Klicken Sie auf "KI-Analyse abrufen" für eine KI-gestützte Lieferkettenanalyse von Flowers Foods.

Unternehmensinformationen

Hauptsitz

Thomasville, Georgia, USA

Gegründet

1919

Mitarbeiter

9,700

Sektorübersicht — 소비재 (경기민감)

Sektornachrichten

프리미엄 vs 가성비 양극화 — 고소득 소비 견조, 중간층 압박 심화

미국 소매판매 증감 (MoM)

+0.4%

소비자신뢰지수 (Conference)

98.3

명품 시장 성장률 (글로벌)

+6% YoY

전자상거래 침투율

22%

Hauptthemen

  • •소비 양극화 — Amazon/LVMH 프리미엄 수요 vs Dollar General 가성비
  • •AI 개인화 추천 → 전환율 개선 — AMZN·JD 수혜
  • •중국 소비 회복 기대감 — LVMH·RMS 매출 반등 베팅

Nächste Katalysatoren

  • ◆Amazon·Tesla Q1 실적 (2026.04~05)
  • ◆중국 5.4월 소매판매 데이터