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B&G Foods' Q3 Earnings in the Cards: What Awaits BGS Stock?

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Key Takeaways

  • B&G Foods has seen declining sales across all major segments amid weak consumer demand.
  • Rising input and administrative costs continue to pressure the company's margins.
  • Productivity, efficiency and portfolio optimization efforts may help offset recent headwinds.

B&G Foods, Inc. ((BGS - Free Report) ) is likely to register a decrease in the bottom line when it reports third-quarter 2025 earnings on Nov. 5.

The consensus mark for earnings has remained unchanged at 11 cents per share in the past 30 days. The consensus estimate indicates a decrease of 15.4% from the year-ago quarter’s reported figure. BGS delivered a trailing four-quarter negative earnings surprise of 37.3%, on average.

B&G Foods, Inc. Price, Consensus and EPS Surprise

B&G Foods, Inc. Price, Consensus and EPS Surprise

B&G Foods, Inc. price-consensus-eps-surprise-chart | B&G Foods, Inc. Quote

Factors to Consider Ahead of BGS’ Upcoming Results

B&G Foods has been witnessing soft sales for the past few quarters. During the second quarter of fiscal 2025, B&G Foods experienced declining sales across all major business segments, reflecting ongoing challenges in consumer demand, pricing pressures and elevated promotional activity.

Cost headwinds have further strained performance. Elevated raw material prices —particularly for key ingredients such as spices, canned vegetables and cooking oils, along with higher selling, general and administrative expenses — have limited margin expansion opportunities. This combination of sluggish sales and ongoing cost inflation poses a risk to profitability for the quarter under review.

Nevertheless, management’s efforts to counteract these challenges through targeted productivity initiatives and disciplined cost control may have provided some cushion. B&G Foods’ ongoing focus on operational efficiencies, innovation and portfolio optimization — particularly its shift toward more profitable, shelf-stable categories —could help partially offset the impact of weaker volumes and input cost volatility.

Earnings Whispers for BGS Stock

Our proven model doesn’t conclusively predict an earnings beat for B&G Foods this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is not the case here.

B&G Foods has a Zacks Rank #3 and an Earnings ESP of 0.00%. You can uncover the best stocks before they’re reported with our Earnings ESP Filter.

Stocks With the Favorable Combination

Here are some companies worth considering, as our model shows that these have the right combination of elements to beat on earnings this reporting cycle.

Vital Farms ((VITL - Free Report) ) currently has an Earnings ESP of +2.65% and a Zacks Rank of 2. The company is expected to register growth in both top and bottom lines when it reports third-quarter 2025 results. You can see the complete list of today’s Zacks #1 Rank stocks here.

The consensus mark for revenues is pegged at $191.7 million, which indicates an increase of 32.2% from the figure reported in the year-ago quarter. The Zacks Consensus Estimate for Vital Farms’ quarterly earnings per share of 30 cents implies a surge of 87.5% from 16 cents reported in the year-ago quarter. VITL delivered a trailing four-quarter earnings surprise of 35.8%, on average.

Corteva ((CTVA - Free Report) ) currently has an Earnings ESP of +4.82% and a Zacks Rank of 3. The company is likely to register a jump in the top line when it reports third-quarter 2025 numbers. The Zacks Consensus Estimate for Corteva’s quarterly revenues is pegged at $2.49 billion, which indicates an increase of almost 7% from the prior-year quarter.

The Zacks Consensus Estimate for the bottom line is pegged at a loss of 49 cents, which is in line with the year-ago period. CTVA delivered a positive earnings surprise in the past two consecutive quarters.

The Campbell’s Company ((CPB - Free Report) ) currently has an Earnings ESP of +1.49% and a Zacks Rank of 3. The consensus mark for revenues is pegged at $2.67 billion, which calls for a decline of 3.8% from the figure reported in the year-ago quarter.

The Zacks Consensus Estimate for Campbell’s quarterly earnings per share of 74 cents implies a decrease of 16.9% from 89 cents reported in the year-ago quarter. CPB delivered a trailing four-quarter earnings surprise of 6.2%, on average.

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