10-Q · August 7, 2024
J&J Snack Foods reported Q3 net sales of $439,957,000, up $14,188,000 (3.3%) versus $425,769,000 a year ago, with gross profit rising to $147,766,000 (gross margin ~33.6%). Operating income increased to $50,116,000…
Earnings analysis · 10-Q
JJSF earnings analysis
Filed May 7, 2026 · Our reading of the company's report
The latest report
J & J Snack Foods posted Q2 2026 results with a revenue of $344.8 million, representing a 3.2% decline year-over-year, while EPS was reported at $0.40, slightly exceeding estimates. The company continues to face…
Read full summary
J & J Snack Foods posted Q2 2026 results with a revenue of $344.8 million, representing a 3.2% decline year-over-year, while EPS was reported at $0.40, slightly exceeding estimates. The company continues to face headwinds from its Food Service segment, particularly in its bakery products, though it anticipates future efficiency gains from its consolidation efforts.
Gross and operating margin
How much of each revenue dollar the business keeps.
One point per quarterly or annual filing. Both margins are shares of that report's revenue.
From revenue to operating profit
Where each $100 of revenue went in this report.
Cost of sales, operating expenses, and what remained. Figures are rounded to whole dollars.
Where revenue came from
The business segments reported by the company.
Shares of the segments disclosed in this filing, largest first.
How we read each report
Our analysis across the last few reports.
Our model's reading of each filing, not the share price or the market's reaction. Annual and quarterly reports each occupy one position.
Reported figures
- Earnings per share
- $0.4
What stood out
-
EPS Exceeds Estimates
Reported EPS was $0.40, beating estimates of $0.39 by 2.56%.
-
Revenue Consistency in Frozen Beverages
Frozen Beverages segment revenue grew by 3.1% to $78.5 million compared to Q2 2025.
-
Gross Margin Improvement
Gross margin improved to 28.8%, up from 26.9% year-over-year.
-
Operating Income Decline Offset by Food Service
Operating income increased in the Food Service segment to $10.9 million, a 45.4% increase from Q2 2025.
-
Reduced Operating Expenses Impact Net Earnings
Total operating expenses rose by 8.7% to $97.5 million primarily due to plant closure costs.
-
Increase in Cash Flows from Operations
Operating cash flows were $51.6 million for the six months ended March 28, 2026, up from $47.5 million.
What to watch
-
Lower Bakery Sales Impact
Food Service segment saw a decline of 5.0% in sales, attributed to a 16.1% drop in bakery products.
-
Increased Operating Expenses
Operating expenses increased by 8.7% due to $4.8 million in plant closure expenses.
-
Deteriorating Retail Segment Performance
Retail Supermarket segment operating income plummeted by 111.0% to a loss of $385,000.
Management's outlook
Outlook deferred to earnings press release / call.
Earlier filings 4
10-Q · May 8, 2024
J&J Snack Foods reported Q2 net sales of $359,734,000, up from $337,854,000 a year earlier, with gross profit rising to $108,243,000 and gross margin expanding to 30.1%. Operating income increased to $17,904,000…
10-Q · February 7, 2024
J&J Snack Foods reported quarterly net sales of $348,308,000, down modestly from $351,343,000 a year earlier, while gross profit rose to $94,585,000. Operating income improved slightly to $9,683,000 and diluted EPS…
10-Q · May 4, 2023
J&J Snack Foods reported a strong quarter with net sales of $337,854,000 (up $56,341,000 or ~20.0% vs. $281,513,000 a year ago) and margin expansion — gross profit rose to $90,384,000 (gross margin ~26.8% vs 23.2% prior…
This is our reading of a public filing, not the filing itself. Analysis can contain errors; check the source document for full context.