NYSE$BGS

B&G Foods Inc. · Q2 2020 earnings

Q2 2020 earnings · · Investor relations

Briefing

Reported strong growth in net sales and earnings, driven by increased demand due to the COVID-19 pandemic.

B&G Foods reported a significant increase in net sales and earnings for the second quarter of 2020, primarily driven by increased demand for its products due to the COVID-19 pandemic. Net sales increased by 38.1% to $512.5 million, and net income increased by 146.1% to $44.9 million.

  • Net sales increased 38.1% to $512.5 million.
  • Base business net sales increased 33.9% to $496.9 million.
  • Diluted earnings per share increased 150.0% to $0.70.
  • Net income increased 146.1% to $44.9 million.

Headline financials

Total Revenue

$513M

Previous: $371M+38.1%
EPS (adj)

$0.71

Previous: $0.38+86.8%
Adjusted EBITDA

$103M

No prior period
Capital Expenditures

-$10M

Previous: -$18.1M+44.8%
Free Cash Flow

$34.9M

Previous: $103K+33778.6%
Net Income

$44.9M

Previous: $18.3M+146.1%
Operating Income

$85M

Previous: $47.4M+79.3%
Gross Profit

$134M

Previous: $91.9M+46.0%
Cash & Equivalents

$181M

Previous: $19.9M+810.0%
Total Assets

$3.25B

Previous: $3.17B+2.5%
Stock-Based Comp

$3.82M

Previous: $1.38M+176.1%

Revenue & EPS history

B&G Foods · Revenue · Quarterly

$513M

Q2 2020+38.1%vs Q2 2019
Beat estimate in 10 of 16 quarters(63%)
ActualEstimate

Forward guidance

B&G Foods' management believes that net sales and adjusted EBITDA for full year fiscal 2020 will materially exceed the full year fiscal 2020 net sales and adjusted EBITDA guidance provided by management when the Company reported fiscal 2019 results in February 2020. The Company’s management is unable to fully estimate the impact the COVID-19 pandemic will have on the Company’s third quarter and full year fiscal 2020 results and therefore is unable at this time to provide guidance for the remainder of 2020.

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 Q2 2020

Historical avgQ2 2020

+0.1%

Avg return

Earnings day

-0.5%

Avg return

5 days after

-0.4%

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%-20.0%
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%
Q1 2011-10.7%
Q2 2011-10.7%
Q3 2010+6.9%
Q2 2010+2.4%
Q1 2010+1.4%

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