NYSE$BGS

B&G Foods Inc. · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

B&G Foods' first quarter results reflected consistent margins and moderating inflation, with net sales declines driven by foodservice trends and increased promotion spending.

B&G Foods reported a net sales decrease of 7.1% to $475.2 million, driven by the Green Giant U.S. shelf-stable divestiture, lower net pricing, product mix, and decreased unit volume. The company had a net loss of $40.2 million, or $0.51 per diluted share. Adjusted EBITDA decreased by 8.9% to $75.0 million.

  • Net sales decreased by 7.1% to $475.2 million.
  • Base business net sales decreased by 4.4% to $475.3 million.
  • The company had a net loss of $40.2 million, or $0.51 per diluted share.
  • Adjusted EBITDA decreased by 8.9% to $75.0 million.

Headline financials

Total Revenue

$475M

Previous: $512M-7.1%
EPS

-$0.51

Previous: $0.27-288.9%
Adjusted EBITDA

$75M

Previous: $82.4M-8.9%
Gross Profit Percentage

22.9%

No prior period
Adj Gross Profit %

23.1%

No prior period
Capital Expenditures

-$7.62M

Previous: -$3.91M-95.0%
Free Cash Flow

-$47.9M

Previous: -$494K-9588.3%
Net Income

-$40.2M

Previous: $3.42M-1278.3%
Operating Income

-$15.6M

Previous: $62.2M-125.0%
Gross Profit

$109M

Previous: $114M-4.7%
Cash & Equivalents

$42.5M

Previous: $35.9M+18.3%
Total Assets

$3.36B

Previous: $3.75B-10.4%
Stock-Based Comp

$1.78M

Previous: $927K+92.3%

Revenue & EPS history

B&G Foods · Revenue · Quarterly

$475M

Q1 2024-7.1%vs Q1 2023
Beat estimate in 7 of 14 quarters(50%)
ActualEstimate

Forward guidance

B&G Foods revised its net sales guidance for fiscal 2024 at a range of $1.955 billion to $1.985 billion, revised its adjusted EBITDA guidance to a range of $300 million to $320 million, and revised its adjusted diluted earnings per share guidance to a range of $0.75 to $0.95.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2024

Historical avgQ1 2024

+0.1%

Avg return

Earnings day

-0.5%

Avg return

5 days after

+0.1%

Avg return

30 days after

43%

27 / 63 earnings

Positive

+29.2%

Q4 2022

Best reaction

-27.0%

Q1 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-13.1%-18.8%
Q4 2026+16.4%+10.5%-1.6%
Q3 2026+0.8%+16.8%+15.3%
Q1 2025-5.5%-8.9%-7.8%
Q4 2024+2.9%-2.8%-2.9%
Q3 2024-18.4%-25.1%-23.6%
Q2 2024+0.7%-1.6%+4.3%
Q1 2024-27.0%-24.4%-17.5%
Q4 2023+21.7%+27.1%+22.1%
Q3 2023-1.9%-9.4%+14.3%
Q2 2023+11.2%+0.4%-3.6%
Q1 2023-3.7%-4.9%-15.8%
Q4 2022+29.2%+26.0%+21.5%
Q3 2022-0.6%-10.9%-17.8%
Q2 2022-7.4%-10.3%-19.0%
Q1 2022-12.7%-14.6%-20.2%
Q4 2021-1.0%-1.2%-8.9%
Q3 2021-0.1%-0.6%-9.4%
Q2 2021+3.9%+8.3%+9.0%
Q1 2021-1.5%+3.2%+12.6%
Q3 2020+2.3%-4.0%-1.4%
Q2 2020+4.4%+6.6%+13.3%
Q1 2020+6.5%+6.3%+23.0%
Q4 2019+20.3%+13.1%+27.9%
Q3 2019+3.8%+12.3%+7.6%
Q2 2019+9.2%+9.2%-7.4%
Q1 2019-11.0%-14.5%-14.0%
Q4 2018-0.9%+2.0%-0.6%
Q3 2018-2.4%+1.1%+14.5%
Q2 2018-1.6%-1.9%+0.9%
Q1 2018+12.6%+17.4%+27.8%
Q4 2017-13.4%-7.8%-25.9%
Q3 2017+10.5%+3.5%+19.3%
Q2 2017-8.9%-10.8%-11.8%
Q1 2017-1.0%+0.2%-0.5%
Q4 2016-8.2%-10.6%-14.5%
Q3 2016-6.6%-10.6%-8.9%
Q2 2016+13.7%+11.7%+3.8%
Q1 2016+22.6%
Q4 2015-7.6%
Q3 2015-1.6%
Q2 2015+1.3%
Q1 2015+7.0%
Q4 2014-4.2%
Q3 2014-6.2%
Q2 2014-5.7%
Q1 2014-3.5%
Q4 2013-8.4%
Q3 2013-3.8%
Q2 2013-4.1%
Q1 2013+7.6%
Q4 2012-6.8%
Q3 2012-0.6%
Q2 2012+2.9%
Q1 2012+3.1%
Q4 2010-0.9%
Q4 2011-0.9%
Q3 2011+1.4%
Q2 2011-10.7%
Q1 2011-10.7%
Q3 2010+6.9%
Q2 2010+2.4%
Q1 2010+1.4%

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