B&G Foods (BGS)
Sells branded pantry staples across retail, foodservice, and specialty grocery channels.
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Sells and distributes a portfolio of Specialty, Meals, Frozen & Vegetables, and Spices & Flavor Solutions brands. The business is centered in North America and is being reshaped through recent divestitures and added broth and stock brands.
Built through acquisitions, the portfolio spans Specialty, Meals, Frozen & Vegetables, and Spices & Flavor Solutions. Core names include Crisco, Clabber Girl, Ortega, Cream of Wheat, Maple Grove Farms, Dash, Spice Islands, Tone's, and the recently added College Inn and Kitchen Basics.
Products move through supermarkets, mass merchants, warehouse clubs, wholesalers, foodservice distributors, specialty food channels, military commissaries, dollar stores, drug stores, and e-tailers, with sales concentrated in North America across the United States, Canada, and Puerto Rico.
Current execution centers on reshaping the brand base: Don Pepino, Sclafani, Le Sueur U.S., and Green Giant U.S. frozen have been sold, while broth and stock brands were added. Reported comparisons are shaped by recent divestitures, co-manufacturing commitments, labor agreements covering nearly half the workforce, and brand-valuation pressure.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 13, 2026 | Barclays | Reiterate | Rating: —Target: $5 | Target: $4.50 |
| Aug 12, 2026 | Evercore ISI | Target | Target: $5 | Target: $4.50 |
| Jul 22, 2026 | Jefferies | Target | Target: $25 | Target: $4 |
| Jul 21, 2026 | Barclays | Reiterate | Rating: —Target: $6 | Target: $5 |
| Apr 14, 2026 | Barclays | Target | Target: — | Target: $6 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jul 4, 2026Cash & short-term investments $591.6M · Total debt $2.58B · Total assets $3.36B · Shareholders' equity $395.1M
- Revenue
- $383.3M
- Operating income
- $34.6M
- Net income
- −$4.0M
HistoryDividendAnnual yieldUpcoming
| Institutions | 60.42% | 49.11M shares | |
|---|---|---|---|
| 191 holders · as of Jun 30, 2026 | |||
| Insiders | 5.14% | 4.18M shares | |
| 20 holders · as of Sep 15, 2026 | |||
| Other | 34.44% | 27.98M shares | |
| remainder | |||
81.28M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 7.64% | 6.21M | as of Jun 30, 2026 |
Goldman Sachs Group IncInstitution | 4.67% | 3.80M | as of Jun 30, 2026 |
Principal Global Investors, LLCInstitution | 4.41% | 3.58M | filed Feb 15, 2018 |
Vanguard Capital Management LLCInstitution | 4.25% | 3.46M | as of Jun 30, 2026 |
Dimensional Fund Advisors LPInstitution | 3.68% | 2.99M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 14, 2026 | DeAnn L. Brunts | director | +5,616 | $3.21 |
| Mar 13, 2026 | David L. Wenner | director | −19,500 | $5.19 |
| Mar 13, 2026 | Andrew D. Vogel | officer: EVP, PRESIDENT OF MEALS | −20,000 | $5.19 |
| Mar 12, 2026 | Martin C. Schoch | officer: EVP of Supply Chain | −11,321 | $5.40 |
| Nov 26, 2025 | Dennis M. Mullen | director | −18,795 | $4.50 |
- McCormick & Company
Scale leader in spices, seasonings, sauces, and flavor solutions
- Conagra Brands
Broad frozen, vegetable, baking, and shelf-stable food overlap
- Campbell's
Soup, broth, sauces, Mexican sauces, and simple-meal rival
- General Mills
Scaled shelf-stable, Mexican, soup, and baking-brand competitor
- Kraft Heinz
Condiments, sauces, pantry staples, and branded grocery scale
- Seneca Foods
Direct vegetable peer after Green Giant U.S. asset purchases
- Hormel Foods
Mexican foods, shelf-stable protein, and snack-nut overlap
- Post
Breakfast cereal, hot cereal, pantry, and center-store overlap
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| B&G Foods | $3.02 | −0.82% | $246.7M | — | 6.2 | 0.1 | −9.7% |
| McCormick & Company | $48.69 | −1.48% | $13.29B | 8.2 | 15.7 | 1.8 | +16.7% |
| Conagra Brands | $14.67 | −0.85% | $7.08B | — | 9.9 | 0.6 | +3.6% |
| Campbell's | $20.18 | −0.17% | $6.03B | 15.4 | 11.7 | 0.6 | −7.9% |
| General Mills | $35.24 | −0.61% | $18.92B | — | 11.3 | 1.0 | −2.8% |
| Kraft Heinz | $23.65 | −1.48% | $28.46B | — | 11.9 | 1.1 | −1.4% |
| Seneca Foods | $181.08 | −1.49% | $1.26B | 10.6 | 12.6 | 0.7 | +36.2% |
| Hormel Foods | $19.92 | −2.07% | $11.19B | 32.3 | 13.0 | 0.9 | −2.4% |
| Post | $75.97 | 0.00% | $3.44B | 14.0 | 10.8 | 0.4 | −1.8% |
| Median | 14.0 | 11.8 | 0.8 | −1.6% |