Palm Valley Capital Management’s fourth-quarter 2025 investor letter showed the Palm Valley Capital Fund appreciated 0.66%, outperforming the S&P SmallCap 600 and Morningstar Small Cap Total Return Index. The fund had 76.3% allocated to Treasury bills and saw a 1.12% increase in equity holdings over three months, with silver investments driving positive performance.

Flowers Foods, Inc. (NYSE:FLO) was highlighted in Palm Valley Capital Fund’s investor letter, with the stock having a one-month return of -4.53% and losing 48.24% of its value in the last 52 weeks. On January 5, 2026, Flowers Foods, Inc. (NYSE:FLO) closed at $10.32 per share, with a market cap of $2.179 billion.

Palm Valley Capital Fund noted Flowers Foods, Inc. (NYSE:FLO) as a top detractor in its Q4 2025 letter, despite meeting earnings guidance. The company faces challenges in a tough operating environment with improved volume trends but negative consumer shifts. Flowers Foods plans to emphasize growth in better-for-you offerings to support sales growth amid margin pressures.

Flowers Foods, Inc. (NYSE:FLO) isn’t among the 30 most popular stocks among hedge funds, with 31 hedge fund portfolios holding it at the end of Q3. The potential for Flowers Foods, Inc. (NYSE:FLO) as an investment is acknowledged, but certain AI stocks offer greater upside potential with less downside risk, according to data.

Read more at Yahoo Finance: Is Flowers Foods (FLO) an Attractively Valued Stock?