B&G Foods, Inc. (BGS)

B&G Foods reported Q2 2025 earnings with sales declining and a trimmed full-year guidance. The company presented at the Barclays Global Consumer Staples Conference, outlining its strategic transformation and plans to divest its Green Giant business by 2025. B&G Foods divested its Le Sueur U.S. shelf-stable vegetable product line to McCall Farms. An agreement was made to sell its Green Giant and Le Sieur frozen and shelf-stable vegetable product lines in Canada to Nortera Foods. The company reported Q3 2025 earnings, exceeding EPS estimates but with a decline in quarterly revenue, and narrowed its fiscal year 2025 guidance. The stock experienced a significant decline of 35.10% in 2025, with the stock price at $4.17 as of January 12, 2026.

Demand for B&G Foods' products typically does not experience significant volatility, but the company faces seasonal influences, such as increased promotional investment in its Green Giant U.S. business and higher seasonal production costs for core vegetables. The timing of holidays, such as Easter, can also impact quarterly shipments.

B&G Foods, Inc. is an American branded foods holding company that manufactures, sells, and distributes shelf-stable, frozen food items, and household products. The company is headquartered in Parsippany, New Jersey, and has grown through acquisitions and organic development. Its product portfolio includes brands such as Ac'cent, B&G, B&M, Baker's Joy, Bear Creek Country Kitchens, Brer Rabbit, Canoleo, Cary's, Clabber Girl, Cream of Rice, Cream of Wheat, Crisco, Dash, Davis, Devonsheer, Don Pepino, Durkee, Grandma's, Green Giant, Joan of Arc, Las Palmas, Le Sueur, MacDonald's, Mama Mary's, Maple Grove Farms of Vermont, McCann's, Molly McButter, New York Flatbreads, New York Style, Old London, Ortega, Polaner, Red Devil, Regina, Sa-són, Sclafani, Spice Islands, Spring Tree, Sugar Twin, Tone's, Trappey's, TrueNorth, Underwood, Vermont Maid, Victoria, Wright's, and Static Guard.

B&G Foods primarily operates in the United States, Canada, and Puerto Rico, with its products available in various other countries.

B&G Foods has focused on product innovation, including new plant-based, organic, and low-calorie options, and sustainability goals to reduce its environmental footprint. The company has also engaged in collaborations to manufacture and distribute branded seasoning blends. No specific events significantly impacted B&G Foods' brand reputation in the form of major controversies, widespread consumer campaigns, or significant awards within the past year.

B&G Foods' ownership is primarily distributed among institutional investors, who hold a significant portion of the company's outstanding shares. Major institutional owners include BlackRock, Inc., Vanguard Group Inc., Dimensional Fund Advisors Lp, Charles Schwab Investment Management Inc., IJR - iShares Core S&P Small-Cap ETF, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd., DIV - Global X SuperDividend U.S. ETF, Morgan Stanley, and IWM - iShares Russell 2000 ETF. Individual investors hold a notable stake, and insiders own a smaller portion of the stock, with recent insider sentiment noted as positive.