Bridgford Foods Corporation (BRID): Canvas del Modelo de Negocio [Actualizado en Ene-2025]

Sumérgete en el plan estratégico de Bridgford Foods Corporation, un jugador dinámico en el panorama de alimentos congelados que transforma los ingredientes crudos en soluciones culinarias convenientes. Con un sólido lienzo de modelo de negocio que abarca desde el procesamiento de carne hasta el desarrollo innovador de productos, esta corporación ha forjado un nicho único en la entrega de productos alimenticios congelados de alta calidad y asequibles a diversos segmentos de consumo. Descubra cómo Bridgford aprovecha las asociaciones clave, las capacidades de fabricación de vanguardia y el posicionamiento estratégico del mercado para crear valor en el ecosistema competitivo de la industria alimentaria.

Bridgford Foods Corporation (Brid) - Modelo de negocios: asociaciones clave

Proveedores y procesadores de carne para materias primas

A partir de 2024, Bridgford Foods Corporation mantiene asociaciones estratégicas con múltiples proveedores de carne:

Proveedor	Tipo de carne primaria	Volumen de suministro anual
Tyson Foods	Carne de res	1.245 toneladas métricas
Smithfield Foods	Cerdo	987 toneladas métricas
Soluciones de carne Cargill	Proteínas mixtas	653 toneladas métricas

Empresas de embalaje y distribución

Las asociaciones de empaque clave incluyen:

• Selled Air Corporation: proporcionando soluciones especializadas de envasado de alimentos
• Berry Global Group - Suministro de materiales de embalaje flexibles
• AMCOR LIMITED - Entrega de tecnologías de envasado sostenible

Cadenas de comestibles minoristas y distribuidores de servicios de alimentos

Asociaciones de distribución a partir de 2024:

Distribuidor	Volumen de ventas anual	Cobertura del mercado
Sysco Corporation	$ 2.3 millones	Nacional
Alimentos estadounidenses	$ 1.7 millones	Regional
Grupo de alimentos de rendimiento	$ 1.2 millones	Multi-estatal

Fabricantes de equipos agrícolas

Detalles de la asociación del equipo:

• John Deere - Proporcionar maquinaria de procesamiento de alimentos
• GEA GROUP - Suministro de equipos de procesamiento de alimentos industriales
• Alfa Laval - Entrega de tecnologías especializadas de procesamiento de alimentos

Proveedores de logística de almacenamiento y transporte en frío

Las asociaciones logísticas incluyen:

Proveedor de logística	Capacidad de almacenamiento	Rango de transporte
Logística de linaje	12,500 posiciones de paletas	Nacional
Logística Americold	8.750 posiciones de paletas	Multirregional
Industrias NFI	5.600 posiciones de paletas	Regional

Bridgford Foods Corporation (Brid) - Modelo de negocio: actividades clave

Fabricación y procesamiento de productos alimenticios

Volumen de producción anual: 14,500 toneladas de carne y productos alimenticios congelados

Categoría de productos	Volumen de producción anual	Instalaciones de fabricación
Productos de carne congelados	8.200 toneladas	Santa Ana, California
Productos de pizza congelados	6.300 toneladas	Boise, Idaho

Investigación y desarrollo de productos

Inversión anual de I + D: $ 1.2 millones

• Nuevo ciclo de desarrollo de productos: 12-18 meses
• Número de personal de I + D: 22 empleados
• Solicitudes de patentes presentadas en 2023: 3

Control de calidad y gestión de seguridad alimentaria

Presupuesto de control de calidad: $ 850,000 anualmente

Proceso de dar un título	Estándar	Tasa de cumplimiento
Certificación HACCP	Gestión de la seguridad alimentaria	99.7%
ISO 22000	Sistema de gestión de seguridad alimentaria	100%

Marketing y ventas de carne y productos alimenticios congelados

Gastos anuales de marketing: $ 2.3 millones

• Canales de venta: supermercado minorista, al por mayor, servicio de alimentos
• Cobertura de distribución: 42 estados
• Tamaño del equipo de marketing: 18 empleados

Gestión de la cadena de suministro y optimización de inventario

Presupuesto de gestión de la cadena de suministro: $ 1.5 millones

Métrico	Valor
Relación de rotación de inventario	6.2
Días de inventario en la mano	59 días
Número de proveedores	87

Bridgford Foods Corporation (Brid) - Modelo de negocio: recursos clave

Instalaciones de procesamiento de alimentos en California

Bridgford Foods Corporation opera múltiples instalaciones de procesamiento de alimentos ubicadas en San Francisco, California. La principal instalación de fabricación de la compañía abarca aproximadamente 117,000 pies cuadrados.

Ubicación de la instalación	Hoques cuadrados totales	Año establecido
San Francisco, CA	117,000 pies cuadrados	1952

Equipo de procesamiento de carne especializado

La compañía utiliza maquinaria avanzada de procesamiento de alimentos para la fabricación de productos cárnicos.

• Líneas de procesamiento de carne industrial
• Equipo de embalaje automatizado
• Sistemas de refrigeración de almacenamiento en frío

Reputación de la marca

Bridgford Foods Corporation ha mantenido un Historia operativa de 67 años En la industria alimentaria congelada.

Marca establecida	Categorías de productos	Presencia en el mercado
1952	Alimentos congelados, productos cárnicos	Distribución nacional

Equipo de gestión y producción

A partir de 2023, Bridgford Foods Corporation emplea a aproximadamente 250 trabajadores en sus instalaciones.

Recetas de productos alimenticios patentados

La compañía mantiene múltiples formulaciones de productos alimenticios patentados en sus líneas de productos.

• Recetas de masa de pan congeladas
• Formulaciones especializadas de productos cárnicos
• Mezclas de condimentos únicos

Bridgford Foods Corporation (Brid) - Modelo de negocio: propuestas de valor

Productos de carne congelados y alimentos de alta calidad

Bridgford Foods Corporation ofrece una gama de productos cárnicos congelados con las siguientes especificaciones:

Categoría de productos	Volumen de producción anual	Precio promedio
Productos de carne congelada	2.3 millones de libras	$ 4.50 por libra
Productos de cerdo congelados	1.8 millones de libras	$ 3.75 por libra
Productos de pollo congelados	2.5 millones de libras	$ 3.25 por libra

Soluciones de comida convenientes y listas para cocinar

La alineación de productos incluye:

• Sándwiches congelados
• Artículos de carne precocida
• Kits de comida empaquetada

Tipo de solución de comida	Volumen de ventas anual	Rango de precios minoristas
Sándwiches congelados	1,2 millones de unidades	$3.50 - $4.25
Artículos de carne precocida	950,000 unidades	$5.75 - $6.50

Confiabilidad y sabor consistentes del producto

Métricas de calidad:

• Estabilidad de la vida útil: 12-18 meses
• Calificación de consistencia del producto: 4.6/5
• Tasa de compra repetida del cliente: 68%

Opciones de proteínas asequibles para los consumidores

Comparación de costos de proteína:

Fuente de proteínas	Costo por gramo de proteína
Carne de res congelada de Bridgford	$0.12
Promedio del mercado de carne fresca	$0.18

Cartera de productos diversa en categorías de carne

Desglose de diversidad de productos:

Categoría de productos	Porcentaje de la línea total de productos
Productos de carne de res	35%
Productos de cerdo	28%
Productos de pollo	22%
Artículos de carne especializada	15%

Bridgford Foods Corporation (Brid) - Modelo de negocios: relaciones con los clientes

Compromiso directo al cliente minorista

A partir de 2024, Bridgford Foods Corporation mantiene la participación minorista directa a través de múltiples canales:

Canal de compromiso	Alcanzar	Volumen de interacción anual
Interacciones de la tienda minorista	37 estados	Aproximadamente 1.2 millones de puntos de contacto del cliente
Contactos directos de ventas	Segmentos de servicio de alimentos y comestibles	Más de 5.400 cuentas directas de clientes

Información y soporte del producto en línea

Las métricas digitales de soporte al cliente incluyen:

• Tráfico del sitio web: 124,000 visitantes únicos anualmente
• Páginas de información del producto en línea: 42 descripciones distintas de productos
• Duración promedio de la sesión del sitio web: 3.7 minutos

Programas de fidelización de clientes

Características del programa de lealtad de Bridgford Foods:

Métrico de programa	2024 datos
Miembros de lealtad registrados	8.760 miembros activos
Tasa de compra anual repetida	62.3%
Gasto promedio de miembros	$ 287 por año

Interacciones representativas de ventas tradicionales

Estadísticas de participación representativa de ventas:

• Representantes de ventas totales: 24
• Cuenta promedio de clientes por representante: 225
• Frecuencia anual de interacción con el cliente: 3.6 veces por cuenta

Comentarios del consumidor y canales de mejora del producto

Métricas de recopilación de comentarios de los clientes:

Canal de retroalimentación	Volumen de retroalimentación anual	Tasa de respuesta
Formulario de comentarios del sitio web	1.840 presentaciones	Tasa de respuesta del 94%
Línea directa de servicio al cliente	2,350 llamadas	Tasa de resolución del 97%
Interacciones en las redes sociales	3.100 comentarios/mensajes	Tasa de respuesta del 89%

Bridgford Foods Corporation (Brid) - Modelo de negocios: canales

Redes minoristas de la tienda de comestibles

A partir de 2023, Bridgford Foods distribuye productos a través de aproximadamente 5,000 ubicaciones de tiendas de comestibles en 20 estados.

Canal minorista	Número de tiendas	Cobertura geográfica
Cadenas de supermercado	3,200	Estados Unidos occidental
Tiendas de comestibles independientes	1,800	Múltiples mercados regionales

Distribuidores de alimentos al por mayor

Bridgford Foods trabaja con 12 principales empresas de distribución de alimentos mayoristas en todo el país.

• Ingresos anuales de distribución al por mayor: $ 18.3 millones
• Los socios de distribución clave incluyen Sysco y US Foods
• El canal mayorista representa el 35% de los ingresos totales de la compañía

Plataformas de comercio electrónico

Las ventas minoristas en línea para Bridgford Foods alcanzaron $ 2.7 millones en 2023.

Plataforma de comercio electrónico	Volumen de ventas	Cuota de mercado
Amazonas	$ 1.5 millones	55%
Sitio web de la empresa	$ 0.8 millones	30%
Otros minoristas en línea	$ 0.4 millones	15%

Ventas en línea directas al consumidor

El canal de ventas en línea directo generó $ 1.2 millones en ingresos durante 2023.

• Valor de pedido promedio: $ 45.60
• CLIENTES UNIFAMENOS MENSUALES ENETIVOS: 3,200
• Tasa de cliente repetida: 42%

Canales de suministro de la industria de servicios de alimentos

El sector de servicios de alimentos representa el 25% de los ingresos totales de Bridgford Foods.

Segmento de servicio de alimentos	Ingresos anuales	Clientes principales
Restaurantes	$ 6.5 millones	Cadenas de restaurantes regionales
Catering institucional	$ 3.2 millones	Escuelas, hospitales
Cafeterías corporativas	$ 1.8 millones	Grandes campus corporativos

Bridgford Foods Corporation (Brid) - Modelo de negocios: segmentos de clientes

Consumidores de tiendas de comestibles

Bridgford Foods Corporation se dirige a los consumidores de tiendas de comestibles a través de múltiples líneas de productos:

Categoría de productos	Penetración del mercado	Precio minorista promedio
Pizza congelada	Cuota de mercado del 12,4% en los EE. UU. Occidentales	$ 4.99 - $ 6.49 por unidad
Sándwiches congelados	8.7% de participación de mercado en segmento de conveniencia	$ 3.79 - $ 5.29 por unidad

Profesionales de la industria del servicio de alimentos

Bridgford Foods sirve mercados de servicios de alimentos comerciales con ofertas especializadas:

• Distribución de la cadena de suministro de restaurantes
• Soluciones de catering institucionales
• Líneas de productos de alimentos congelados a granel

Segmento	Contribución anual de ingresos	Volumen del producto
Restaurante al por mayor	$ 12.3 millones	487,000 casos anualmente
Catering institucional	$ 8.7 millones	342,000 casos anualmente

Familias conscientes del presupuesto

Estrategia de precios de productos dirigido a soluciones de comidas rentables:

Línea de productos	Precio unitario promedio	Tamaño de porción
Sándwiches congelados	$3.29	2-3 porciones por paquete
Rollos de pizza	$2.99	12-15 piezas por paquete

Preparadores de comidas que buscan conveniencia

Líneas de productos de preparación rápida para consumidores con restricciones de tiempo:

• Comidas listas para microondas
• Productos congelados preportionados
• Los alimentos no se requieren.

Proveedores de servicios de alimentos institucionales

Soluciones de alimentos a granel especializados para operaciones a gran escala:

Tipo de cliente	Volumen de compra anual	Personalización de productos
Distritos escolares	276,000 casos	Embalaje de cumplimiento nutricional
Comisarios militares	193,000 casos	Embalaje extendido de la vida útil
Instalaciones de atención médica	142,000 casos	Comidas controladas por las porciones

Bridgford Foods Corporation (Brid) - Modelo de negocio: Estructura de costos

Gastos de adquisición de materia prima

A partir del año fiscal 2022, Bridgford Foods Corporation gastó aproximadamente $ 24.3 millones en adquisiciones de materias primas. La compañía obtiene principalmente carne, harina, materiales de embalaje y otros ingredientes.

Categoría de materia prima	Costo de adquisición anual
Productos cárnicos	$ 12.5 millones
Harina y granos	$ 5.7 millones
Materiales de embalaje	$ 4.3 millones
Otros ingredientes	$ 1.8 millones

Costos de fabricación y procesamiento

Los gastos de fabricación para Bridgford Foods en 2022 totalizaron $ 18.6 millones, abarcando mantenimiento de equipos, servicios públicos y gastos generales de producción.

• Depreciación del equipo: $ 3.2 millones
• Gastos de servicios públicos: $ 2.9 millones
• Mantenimiento de la instalación de producción: $ 1.5 millones
• Control y pruebas de calidad: $ 750,000

Compensación laboral y de empleados

Los costos laborales totales para Bridgford Foods Corporation en 2022 fueron de $ 22.1 millones.

Categoría de empleado	Compensación anual
Trabajadores de producción	$ 14.3 millones
Personal administrativo	$ 4.8 millones
Gestión	$ 3 millones

Transporte y logística

Los gastos de transporte y logística para Bridgford Foods en 2022 ascendieron a $ 6.5 millones.

• Costos operativos de la flota de camiones: $ 3.7 millones
• Gastos de combustible: $ 1.6 millones
• Envío y distribución: $ 1.2 millones

Gastos de marketing y ventas

Los costos de marketing y ventas para la corporación fueron de $ 4.2 millones en 2022.

Canal de marketing	Gasto anual
Marketing digital	$ 1.5 millones
Participación de la feria comercial	$800,000
Impresión y medios tradicionales	$ 1.2 millones
Compensación del equipo de ventas	$700,000

Bridgford Foods Corporation (Brid) - Modelo de negocios: Freanos de ingresos

Venta de productos de carne congelados

Ingresos anuales de productos cárnicos congelados para Bridgford Foods Corporation en 2023: $ 37.6 millones

Categoría de productos	Ingresos ($)	Porcentaje de total
Productos de carne de res	18,200,000	48.4%
Productos de cerdo	12,500,000	33.2%
Productos de pollo	6,900,000	18.4%

Ingresos de productos alimenticios congelados preparados

Ingresos de productos alimenticios congelados totales preparados para 2023: $ 22.4 millones

• Pizza Rolls Ingresos: $ 9,800,000
• Ingresos de sándwiches: $ 7,200,000
• Otros alimentos congelados preparados: $ 5,400,000

Ingresos de distribución al por mayor

Ingresos de distribución al por mayor para 2023: $ 28.5 millones

Canal de distribución	Ingresos ($)
Mayoristas institucionales	15,300,000
Distribuidores regionales	13,200,000

Ingresos de los canales de comestibles minoristas

Ingresos totales del canal de comestibles minorista para 2023: $ 42.1 millones

• Cadenas nacionales de supermercados: $ 24,600,000
• Tiendas de comestibles regionales: $ 11,500,000
• Minoristas de alimentos especializados: $ 6,000,000

Venta de contratos de la industria de servicios de alimentos

Ventas de contrato de servicio de alimentos para 2023: $ 18.2 millones

Segmento	Ingresos ($)	Porcentaje
Restaurantes	9,700,000	53.3%
Cafeterías	4,800,000	26.4%
Catering institucional	3,700,000	20.3%

Bridgford Foods Corporation (BRID) - Canvas Business Model: Value Propositions

You're looking at the core reasons customers choose Bridgford Foods Corporation products, based on the latest available data through Q3 2025. It's about what they deliver that keeps people buying, whether it's a quick dinner solution or a shelf-stable grab-and-go item.

Convenience: Ready-to-bake frozen dough and shelf-stable snacks

The convenience factor is built right into the product format. You get items like bread dough, roll dough, and shelf-stable sandwiches that require minimal preparation. For the frozen dough line, the value is in the home-baked experience without the effort; for instance, the Frozen White Ready-Dough is marketed as Easy to bake, containing 0 g trans fat per serving and being Non-GMO verified.

The snack segment, which includes jerky and meat snacks, is designed for immediate consumption, supporting the direct-store-delivery network. This segment is a major revenue driver, reporting net sales of $41.16 million for the twelve weeks ended July 11, 2025.

Quality: Use of natural spices and real hickory smoke in meat snacks

Bridgford Foods Corporation emphasizes quality through ingredient selection across its lines. The frozen dough products are noted as having No preservatives and being made with pure cane sugar. While the specific 2025 financial impact of natural spices or real hickory smoke in meat snacks isn't broken out separately from the overall Snack Food Products segment performance, the company's reputation rests on these foundational product attributes.

Operational Efficiency: Consistent, high-volume products for food service customers

The Frozen Food Products segment serves institutional and wholesale customers, demanding consistency. While the segment faced headwinds, its net sales were reported at $10.79 million for Q3 2025. Institutional sales within this segment specifically saw a decline of 3% year-over-year for the same period. The company's ability to maintain production across both frozen and shelf-stable lines supports this operational distinctiveness.

Specialized Offerings: Compact, nutrient-dense Close Combat Rations (CCAR) for military

Bridgford Foods Corporation operates across retail, foodservice, and institutional markets, which historically includes specialized military food items. Although specific 2025 contract values for Close Combat Rations (CCAR) are not detailed in the latest filings, the company's overall structure supports diverse market needs. For context on the military ration market, bridge contracts for Unitized Group Ration-A (UGR-A) were recently awarded with maximum values up to $52,000,000.

Value-Oriented: Snack segment growth driven by consumers shifting to affordable options

The Snack Food Products segment showed strong top-line growth, reporting an increase in net sales of 9.0% to $41.16 million in Q3 2025. This growth was explicitly prompted by higher selling prices and increased unit sales volume, primarily as consumers shifted towards more affordable private-label snack options, suggesting Bridgford Foods Corporation's offerings are capturing value-seeking consumers. This contrasts with the Q3 FY24 report where the segment saw a 6.0% decrease in net sales due to lower volume.

Here's a quick look at the segment performance for the 12 weeks ended July 11, 2025:

Metric	Frozen Food Products Segment	Snack Food Products Segment	Consolidated Total
Net Sales (Millions USD)	$10.79	$41.16	$51.95
Year-over-Year Net Sales Change	-6.3%	+9.0%	+5.5%
Consolidated Gross Margin	Not Separately Stated	Not Separately Stated	20.5%

The company is also exploring private-label product arrangements to increase sales volume in response to market data showing a consumer shift toward private-label products due to rising costs.

Bridgford Foods Corporation (BRID) - Canvas Business Model: Customer Relationships

You're looking at the core structure of how Bridgford Foods Corporation (BRID) manages its buyers, which is heavily weighted toward large-scale retail partners. Here's the quick math on that dependency, based on the latest filings.

The relationship structure is tiered, moving from deeply embedded, high-volume national accounts to a broader transactional network via distributors.

Long-term, high-volume B2B relationships with major retailers

The reliance on a few key accounts defines a significant portion of the revenue base. As of the fiscal year ended November 1, 2024, the two largest customers accounted for a substantial share of the business:

Key Retailer	Revenue Percentage (FY 2024)	Accounts Receivable Percentage (As of Nov 1, 2024)
Wal-Mart®	27.8%	25.4%
Dollar General®	14.2%	20.2%

For context, the cumulative revenue for the first three quarters of fiscal year 2025 reached $155.14 Million.

Direct sales and headquarter calls with largest customers

This direct engagement supports the high-volume B2B structure. The Snack Food Products division, for instance, reached approximately 21,000 supermarkets, mass merchandise, and convenience retail stores across 50 states during fiscal year 2024, utilizing customer-owned distribution centers and a direct-store-delivery network.

Standard transactional relationship via retail and food service distributors

The Frozen Food Products division relies on a wider, more transactional distribution base. This segment supplies its products through approximately 820 wholesalers, cooperatives, and distributors.

The company's Q2 2025 results showed a 7.0% increase in Net Sales year-over-year, driven partly by improved unit sales volume in snack products and a 27% increase in retail sales volume in the Frozen Food Products segment.

Commitment to being responsive, dependable, and accountable

Operational scale supports this commitment. The company maintains two primary operating segments: Frozen Food Products and Snack Food Products. The Snack Food division offers about 170 different items through its distribution channels as of fiscal year 2024.

Retail-focused coupons and updates sign-up for direct consumer engagement

Direct consumer interaction is managed through retail execution and product offerings. The company is also exploring private label business, which is a direct relationship with a retailer for their store brand, a strategy management felt forced to pursue due to core business struggles.

• Frozen Food Products segment net sales increased by 1.3% to $58,408,000 in the fiscal year ended November 1, 2024, driven by higher selling prices per pound.
• The company had 662 employees as of November 1, 2024.

Bridgford Foods Corporation (BRID) - Canvas Business Model: Channels

You're mapping out how Bridgford Foods Corporation gets its products-from frozen dough to beef jerky-into customers' hands. This is a complex, multi-pronged approach that relies heavily on established physical infrastructure across the United States. Honestly, the sheer scale of their physical touchpoints is what keeps them competitive in the packaged food space.

For the snack food products segment, Bridgford Foods Corporation relies on a combination of direct and indirect delivery methods. The company utilizes a Direct-Store-Delivery (DSD) network for snack food products, which ensures direct replenishment on the shelf. Furthermore, they use customer-owned distribution centers for both snack and frozen products, a strategy noted to lower overall distribution cost for the snack segment. As of fiscal year 2024, the snack food products division sold approximately 170 different items through these channels across all 50 states.

The frozen food products division uses a different structure to reach its retail and foodservice customers. This division moves approximately 130 unique frozen food products through a network of roughly 820 wholesalers, cooperatives, and distributors. This network is key for reaching smaller or more specialized outlets that might not be served directly by the DSD snack routes.

The retail footprint is substantial. The DSD network and distribution centers serve approximately 21,000 supermarkets, mass merchandise, and convenience retail stores across the nation as of fiscal year 2024. To give you a sense of where the volume is concentrated, sales to Wal-Mart® accounted for 27.8% of revenues in fiscal year 2024, and Dollar General® accounted for 14.2% of revenues in the same period.

Bridgford Foods Corporation also caters to the foodservice trade, which is the institutional sales channel. This includes establishments like schools, hospitals, and hotels. While a precise 2025 number isn't immediately available, the company has historically served a vast number of these outlets, reflecting a commitment to the away-from-home meal preparation market.

Here's a quick look at the scale of the distribution network as reported for fiscal year 2024:

Channel Component	Product Segment Focus	Key Metric (FY 2024/Latest)
Direct-Store-Delivery (DSD) Network	Snack Food Products	Serves retail locations in 50 states
Customer-Owned Distribution Centers	Snack and Frozen Products	Utilized to lower distribution cost
Wholesalers, Cooperatives, and Distributors	Frozen Food Products	Approximately 820 partners
Retail Locations Served	Snack Food Products	Approximately 21,000 locations (Supermarkets, Mass Merchandise, Convenience Stores)
Institutional/Foodservice Outlets	Frozen Food Products	Includes schools, hospitals, and hotels

The company is actively managing these channels, for instance, by shifting away from Company-leased long-haul vehicles toward less costly common carriers. They also maintain a network of independent food service and retail brokers covering most of the United States, supplementing the direct sales force. The overall trailing twelve-month revenue as of July 31, 2025, stood at $227M, which flows through these established channels.

You can see the channels broken down by product line focus:

• Frozen Food Products: Sold through approximately 820 wholesalers, cooperatives, and distributors.
• Snack Food Products: Sold through DSD and customer-owned centers.
• Product Breadth: Approximately 170 snack items and 130 frozen items moved through these channels in FY2024.

Finance: draft 13-week cash view by Friday.

Bridgford Foods Corporation (BRID) - Canvas Business Model: Customer Segments

You're looking at the customer base for Bridgford Foods Corporation as of late 2025, focusing on where the revenue actually comes from, based on the latest filings.

The business operates across two primary segments: Frozen Food Products and Snack Food Products. For the first three quarters of fiscal year 2025, consolidated net sales reached $155.14 million. $227M was the trailing twelve-month revenue as of July 31, 2025.

Mass Market Retailers: This group represents a significant concentration of sales, relying heavily on a few key accounts. For fiscal year 2024, sales to Wal-Mart® accounted for 27.8% of total revenues, and sales to Dollar General® accounted for 14.2% of revenues. As of November 1, 2024, accounts receivable from Wal-Mart® were 25.4% of the total, and from Dollar General® were 20.2%. The company is actively exploring private-label arrangements to boost volume, responding to a consumer shift toward private-label products due to rising costs.

Food Service Industry: This segment is served by the Frozen Food Products division, which supplies restaurants, hotels, and institutional kitchens. The Frozen Food Products segment generated net sales of $14.5 million for the 36 weeks ended July 11, 2025, showing a slight increase of 0.9% year-over-year, despite a 1.6% decrease in unit sales volume in pounds. This segment's sales are noted as being less hard to close than retailer sales.

Retail Consumers: This group is primarily targeted through the Snack Food Products segment, which includes items like jerky and meat snacks sold through a direct-store-delivery network to supermarkets and convenience stores. The Snack Food Products segment saw net sales of $38.0 million for the 36 weeks ended July 11, 2025, a decrease of 6.0%, driven by a significant 7.9% drop in unit sales volume in pounds.

Wholesalers and Cooperatives: These intermediaries are a key distribution channel for the Frozen Food Products division, which manufactures items like biscuits and roll dough. The company leverages relationships with independent food service and retail brokers compensated on a commission basis to serve this market.

Government/Military: While not explicitly broken out with dedicated revenue figures in the latest reports, the Frozen Food Products segment serves institutional customers, which often includes government and military contracts. The company noted that landing major school district clients helped the Frozen Food segment, even as overall volumes declined.

Here's a breakdown of the most recent segment sales data available, reflecting the challenging environment of late 2025:

Customer/Segment Focus	Primary Product Segment	Net Sales (36 Weeks Ended July 11, 2025)	Year-over-Year Sales Change
Mass Market Retailers (Concentration)	Snack Food Products (Primary)	N/A (See Revenue % below)	N/A
Wal-Mart® (FY2024 Revenue Share)	Both	27.8% of FY2024 Revenue	N/A
Dollar General® (FY2024 Revenue Share)	Both	14.2% of FY2024 Revenue	N/A
Food Service & Institutional	Frozen Food Products	$14.5 million	+0.9%
Direct Retail/Consumer (Snacks)	Snack Food Products	$38.0 million	-6.0%

The pressure is clear in the volume metrics; for the 36 weeks ended July 11, 2025, unit sales volume in pounds fell by 1.6% for Frozen Food Products and by 7.9% for Snack Food Products. The company is trying to offset this by increasing product prices.

• Frozen Food Products segment unit volume decline: 1.6%
• Snack Food Products segment unit volume decline: 7.9%
• Total outstanding shares as of August 22, 2025: 9,076,832
• Market Cap as of August 21, 2025: $68.3M

Finance: draft 13-week cash view by Friday.

Bridgford Foods Corporation (BRID) - Canvas Business Model: Cost Structure

You're looking at the costs Bridgford Foods Corporation is dealing with to keep the lights on and the product moving. Honestly, the cost structure is heavily weighted toward inputs and operations, which is typical for a manufacturer of this scale.

The Cost of Goods Sold (COGS) is a major component. For the thirty-six-week period ending July 11, 2025, the Cost of Products Sold from continuing operations rose by $7,122 thousand, which is a 6.3% increase year-over-year. This pressure on the cost side directly impacted the gross margin, which settled at 22.3% for that same period, down from 25.1% the prior year. This is a key area to watch.

The core of these input costs centers on key commodities. Bridgford Foods Corporation purchases large quantities of commodity pork, beef, and flour. Specifically, the higher meat commodity costs in the Snack Food Products Segment alone accounted for an increase of approximately $3,984 thousand in COGS for the thirty-six weeks of fiscal year 2025 compared to the prior year period. Flour costs have seen some fluctuation, with a noted decrease of about $154 thousand in the same 36-week period, but the overall commodity pressure remains significant.

Operating expenses are also substantial. For the second quarter of 2025, the Total Operating Expenses hit $14.35 million. This figure reflects ongoing pressures, particularly from inflation affecting key operational inputs.

We see the impact of inflation clearly in personnel and logistics. Wage inflation has been noted as increasing payroll costs. Furthermore, distribution costs, which tie into freight expenses, contributed to higher gross overhead in the Frozen Food Products Segment. Here's a quick look at some key expense and cost data points:

Metric	Amount (USD)	Period/Context
Total Operating Expenses	$14.35 million	Q2 2025
COGS Increase (36 Weeks)	$7,122 thousand	Ended July 11, 2025
Meat Commodity Cost Increase	$3,984 thousand	Snack Food Segment, 36 Weeks Ended July 11, 2025
Flour Cost Decrease (36 Weeks)	$154 thousand	Frozen Food Segment, 36 Weeks Ended July 11, 2025
Gross Margin	22.3%	36 Weeks Ended July 11, 2025

Capital expenditures are necessary for both keeping the lines running and for future capability. The company made a specific capital investment in innovative Vacuum Microwave Drying (VMD) technology totaling $2,094,500 for its Statesville, North Carolina facility. This investment is aimed at producing new, lightweight, compact food bars and Close Combat Rations. Still, the maintenance CapEx run rate appears to be lower, estimated around $530K in a recent quarter, suggesting a tight control on routine spending while pursuing strategic tech upgrades.

You should keep an eye on these cost drivers:

• Beef and pork commodity price volatility.
• Impact of wage inflation on SG&A.
• Distribution and freight cost management.
• Ability to pass on higher input costs.

Finance: draft 13-week cash view by Friday.

Bridgford Foods Corporation (BRID) - Canvas Business Model: Revenue Streams

You're looking at how Bridgford Foods Corporation actually brings in the money, which is always the first place a good analyst starts. The revenue picture for Bridgford Foods Corporation is clearly split across its main product lines, giving you a good view of where the bulk of sales volume is coming from.

The Snack Food Products segment is the clear driver of current sales performance. For the third quarter of 2025, net sales from this segment hit $41.16 million. Compare that to the Frozen Food Products segment, which brought in $10.79 million in net sales for the same Q3 2025 period. Honestly, the difference is stark.

Here's a quick breakdown of those recent segment results:

• Snack Food Products net sales (Q3 2025): $41.16 million
• Frozen Food Products net sales (Q3 2025): $10.79 million

To get a broader sense of the scale, the trailing twelve-month revenue, looking right up to July 31, 2025, was approximately $227 million. That gives you the annual run rate you need for valuation work. Still, the company isn't solely reliant on product sales; they also generate revenue from co-packing and warehouse service revenue, which provides a nice diversification of income streams, even if the exact figures aren't always broken out separately in the headline numbers.

It's important to map out the revenue composition like this:

Revenue Source Category	Latest Reported Figure	Reporting Period
Total Trailing Twelve-Month Revenue	$227 million	As of July 31, 2025
Snack Food Products Net Sales	$41.16 million	Q3 2025
Frozen Food Products Net Sales	$10.79 million	Q3 2025
Other Revenue Streams	Co-packing and warehouse service revenue	Ongoing

Now, let's talk about concentration risk, because that's a defintely critical point for any analyst. A significant portion of Bridgford Foods Corporation's top line is tied to a single customer relationship. For the full fiscal year 2024, Wal-Mart® accounted for 27.8% of the total revenue. That level of dependence means any shift in the relationship or purchasing strategy at Wal-Mart® immediately translates to a material impact on Bridgford Foods Corporation's overall financial health.

Finance: draft 13-week cash view by Friday.