Q4 2025 B&G Foods Inc Earnings Call Transcript

Mar 3, 2026 / 09:30 PM GMT

Release Date Price: €4.31 (-1.22%)

Transcript 10-K8-K

Key Points

Positve

B&G Foods Inc (BGS) announced the divestiture of the Green Giant US frozen business to Seneca Foods Corporation, which is expected to result in a more focused and profitable portfolio.
The acquisition of the Collage Inn and Kitchen Basics broth and stock businesses from Del Monte Foods is anticipated to enhance margins and cash flows.
The spices and flavor solutions business unit experienced a 4.2% increase in net sales during Q4, driven by growth in fresh food and proteins.
Cost of goods sold as a percentage of net sales improved by approximately 120 basis points due to productivity efforts.
Net cash provided by operating activities was strong in Q4 2025, amounting to $95.4 million, compared to $80.3 million in Q4 2024.

Negative

B&G Foods Inc (BGS) reported a net loss of $15.2 million for Q4 2025, primarily due to pre-tax non-cash impairment charges.
The company's net sales for Q4 2025 decreased by $12 million or 2.2% compared to Q4 2024, largely due to divestitures.
Tariffs negatively impacted gross profit and adjusted gross profit by approximately $4.4 million during Q4 2025.
Selling, general, and administrative expenses increased by $3.7 million or 7.3% in Q4 2025 compared to Q4 2024.
The Green Giant US frozen business, which was divested, was only marginally profitable for B&G Foods Inc (BGS).

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

BGS.N - B&G Foods Inc
Q4 2025 B&G Foods Inc Earnings Call
Mar 03, 2026 / 09:30PM GMT

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Presentation
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Unidentified_1 [1]
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That scared me a little bit.

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Unidentified_2 [2]
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Good day and welcome to the BNG Foods 4th quarter and fiscal 2025 earnings call. Today's call, which is being recorded, is scheduled to last about 1 hour, including remarks by BNG's Food Man and a question-and-answer session. I would like to turn the call over to AJ Schwab, senior associate Corporate strategy and Business Development for BNG Foods. AJ.

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Unidentified_3 [3]
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