B&G FOODS, INC.

BGS · Consumer Staples · $281M mkt cap · FY2025 filings · · not refreshed in 36 days · No moat ·

Price verdict withheld — value if growth stopped today unreliable

No moat
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The five investor questions

19

2021–2025 (latest 5 aligned FYs; v3 window cap 5): revenue $2.1B to $1.8B, decreasing; diluted EPS 1.02 to -0.54, decreasing.

27

Median gross margin 22.0% over 10y, stable.

0

Median ROIC 5.0%, above the 12% hurdle in 0% of years.

40

Net debt/EBITDA 11.6x, no material interest expense disclosed.

24

Owner earnings changed trend unclear over up to the ten most recent annual observations.

Price vs. value if growth stopped today

A cautious baseline, not a price target: what the shares may support if normalized owner earnings simply hold steady.

Above value if growth stopped todayBelow value if growth stopped today
No price data
Not reported
Unavailable — insufficient owner-earnings data
Unavailable — insufficient growth-model data
$3.51
No price data

This zero-growth estimate assumes trailing owner earnings persist — unreliable for declining businesses. BGS revenue fell in each of the three most recent year-over-year FY comparisons, so this estimate is flagged as unreliable for this company.

Among the current top-score group, the median current price is 239% above the zero-growth estimate across 48 of the current top 50 companies by Moat Score with both values.

Score records captured Jul 26, 2026.

Exactly which 50 companies?

FTNT, META, MEDP, IBEX, MSFT, GOOGL, LULU, ANF, IDXX, TXRH, FHI, QLYS, FFIV, ADBE, LLY, MANH, VEEV, GRMN, SSD, MNST, DOCS, MCO, CPRT, NTAP, LRCX, NVDA, CORT, SFM, MPTI, ULTA, SN, RMD, ROL, PAYC, IRMD, INTU, DECK, MORN, LGCY, DAL, GWW, ISRG, MPWR, CTAS, LOPE, MRK, CMG, FAST, BKNG, ORLY

Missing a usable price or zero-growth estimate: ANF, BKNG.

Model details under moat-index@3.0.0: zero-growth multiple 11.1×, capped-growth comparison at no more than 18×; 9% discount rate; high-end growth 0% (capped at 4%) using min(5y revenue CAGR, 5y diluted-EPS CAGR), clamped to 0%–4%; maintenance capex uses min(capex, D&A); abstain when D&A is unavailable. This is a disclosed model range, not intrinsic value as fact.

18 years of fundamentals

The business, in plain English

B&G FOODS, INC. booked $1.8B of revenue in FY2025 in the Consumer Staples sector and kept 21.8% of it as gross profit — a moderate-margin business by that measure. After every other cost, −2.4% of each revenue dollar reached the bottom line.

Across the filed record, revenue grew from $501M (FY2009) to $1.8B (FY2025) — about 8.4% a year compounded over 16 years.

It earned 3.3% on invested capital in the latest filed year, FY2025. Across the full 17-year measurable filed record, median ROIC was 6.6%. Over the v3 recent window (10 measurable filed years), median ROIC was 5.0%. The Returns on Capital filter above scores it 0/100.

The balance sheet carried $2.0B of total debt in FY2025. Balance-Sheet Safety scores it 40/100.

Put together: Balance-Sheet Safety is the strongest of the five filters (40/100) and Returns on Capital the weakest (0/100), which is how BGS lands at 22/100 — a None moat.

This breakdown is generated from the filed numbers and sub-scores above — no outside narrative, no estimates. Where a filing doesn’t disclose an input, the sentence that would need it is omitted instead of guessed.

FY2008–FY2025 · 18 fiscal years, normalized from BGS’s SEC filings

Sales, as filed$1.8B FY2025
$0$1B$2B2008201420202025
Revenue kept after cost of goods21.8% FY2025
0%20%2008201420202025
Standard ROIC or separately labeled Operating ROICROIC 3.3% FY2025
0%20%2008201420202025
Cash an owner could take out−$7.7M FY2025
−$200M$0$200M2008201420202025

Gaps in a line mean that item isn’t in BGS’s filings for that year. The series is never interpolated or estimated. The Table view lists every filed value, including operating and net margins, total debt, and share count.

Visual explainers

The filing-backed explainer service is temporarily unavailable, so no partial or guessed chart is shown.

Moat Score history

15 logged readings since Jul 17, 2026 · append-only, never rewritten

Moat Score over timeLast scored reading of each day, on the 0–100 scale22.1 / 100
0406080100WideNarrowShallowNo moatJul 17, 2026Jul 26, 2026

Breaks in the line mark methodology or normalizer upgrades — readings across versions aren’t compared, so a level shift there isn’t a change in the business.

Tier changesSame-methodology and same-normalizer crossings of the Wide / Narrow / Shallow bars

  1. Normalizer upgraded unstamped (version unknown)tomoat-xbrl-normalizer@1.1.0 — readings across versions aren’t comparedJul 26, 2026
  2. Methodology upgraded moat-index@2.0.0tomoat-index@3.0.0 — readings across versions aren’t comparedJul 23, 2026
  3. Methodology upgraded moat-index@1.2.0tomoat-index@2.0.0 — readings across versions aren’t comparedJul 20, 2026

Scores are logged append-only and never overwritten — this record cannot be reconstructed retroactively, which is exactly why it’s worth keeping.

Insider activity

Form 4 reports mix P/S market or private transactions with compensation-plan mechanics. Activity casually described as “insider selling” can include compensation mechanics; awards, tax withholding, and option exercises are shown by their exact filed class here, never collapsed into “Bought” or “Sold.”

These are disclosed filing facts and arithmetic aggregates, not a signal or verdict.

The insider-filing service is temporarily unavailable, so no partial or guessed answer is shown for BGS.

Track record

How B&G FOODS, INC.’s moat rated in each of the years we can reconstruct from its filings — scored only on what was knowable at the time — and what its price and returns did afterward. The score never saw a price; the two are joined only in hindsight, for education, not as a signal.

Point-in-time scores 20112025, one methodology version · reconstructed from filings on file each Dec 31 — never with hindsight

Point-in-time Moat Score (dot colored by tier)Indexed price (total-return (dividends reinvested))Rated Wide-moat that year

How to read this: each dot is what the engine would have scored BGS on that December 31; the line below is its total-return price path (dividends reinvested) in the years since.

0406080100WideNarrowShallowNo moatPoint-in-time Moat Score50100200Indexed price · log scale (2012 = 100)201120142017202020232026

Two tracks, one timeline: the score has its own 0–100 scale (top), the price its own 100-based scale (bottom) — never a shared axis. The price path is a total-return (dividends reinvested) index built from the same data the forward returns use; gaps in the score line are years with no reconstructed rating (see the table for why). The Table view carries every value.

What followed, in the years it rated Wide

In the reconstructed history shown, BGS did not rate Wide-moat in any year, so there is no wide-moat track record to report. That absence is itself the honest answer — we don’t manufacture a comparison where the rating never earned one.

Consumer Staples context

#75 of 85 scored Consumer Staples companies, ranked by Moat Score.

Nearest peers by Moat Score

  1. #73REED REED’S, INC.22.3 out of 100, No moatNo moat
  2. #74TOFB Tofutti Brands Inc.22.2 out of 100, No moatNo moat
  3. #76SENEA SENECA FOODS CORPORATION21.5 out of 100, No moatNo moat
  4. #77FLO FLOWERS FOODS, INC21.3 out of 100, No moatNo moat

Compare BGS with its nearest peersAll Consumer Staples companies on the Index →

Common questions about BGS

Does B&G FOODS, INC. have an economic moat?
Based on its FY2025 SEC filings, the Moat Index scores B&G FOODS, INC. (BGS) 22.1 out of 100 — below the Shallow-moat bar, so no moat. The five questions behind that score begin at 20% each; if exactly one genuinely lacks data, the other four weights are renormalized and disclosed. revenue and EPS trend 19, pricing power 27, returns on capital 0, balance-sheet safety 40, capital allocation 24.
How has BGS's Moat Score changed over time?
The record logs 15 readings since Jul 17, 2026; the latest reads 22.1 out of 100 (no moat). No tier changes on record yet. (Methodology or normalizer upgrades on Jul 20, 2026, Jul 23, 2026, Jul 26, 2026 re-based the score; readings across versions aren't compared.) The history is append-only — readings are only ever added, never rewritten.