Update shared on27 Aug 2025
Fair value Decreased 8.89%Due to structural challenges, declining core sales, pressured profitability, and increased refinancing risk—all casting doubt on management’s guidance—analysts have lowered their fair value estimate for B&G Foods from $4.50 to $4.10.
Analyst Commentary
- Ongoing structural challenges within B&G Foods' product portfolio.
- Core sales declined by 4.2% year-over-year, indicating demand headwinds.
- EBITDA dropped by 9%, raising concerns about profitability trends.
- Increased risk of higher refinancing costs given current financial position.
- Management's second-half guidance viewed as overly optimistic in light of recent performance.
What's in the News
- B&G Foods revised its fiscal 2025 net sales guidance to a range of $1.83 billion to $1.88 billion.
Valuation Changes
Summary of Valuation Changes for B&G Foods
- The Consensus Analyst Price Target has fallen from $4.50 to $4.10.
- The Future P/E for B&G Foods has fallen from 4.48x to 4.05x.
- The Discount Rate for B&G Foods remained effectively unchanged, moving only marginally from 11.86% to 11.64%.
Disclaimer
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