John B. Sanfilippo & Son, Inc. (JBSS)

JBSS is a market leader in nuts with a vertically integrated model, but faces short-term earnings pressure due to heavy expansion investments. Recent share price decline is driven by weak consumer staples sentiment, declining profits, and valuation contraction; shares are fairly valued, not yet a buy. Growth hinges on successful snack bar expansion and improved profitability, but competition is fierce and near-term earnings will be pressured by higher capex.

I maintain my "Buy" rating on John B. Sanfilippo & Son, as the market is undervaluing its strong fundamentals and growth prospects despite recent underperformance vs. the S&P 500. Management continues to drive profits and cash flow growth through higher pricing, even as sales volumes face headwinds from challenging consumer sentiment and lost customers. JBSS dominates the private label space, controls significant market share in key categories, and benefits from a dual-branded/private label strategy for future upside.

John B. Sanfilippo & Son, Inc. (NASDAQ:JBSS ) Q4 2025 Earnings Conference Call August 21, 2025 10:00 AM ET Company Participants Frank S. Pellegrino - CFO, Executive VP of Finance & Administration and Treasurer Jeffrey T.

ELGIN, Ill.--(BUSINESS WIRE)--John B. Sanfilippo & Son, Inc. (NASDAQ: JBSS) (the “Company”) today announced financial results for its fiscal 2025 fourth quarter and full year ended June 26, 2025. Fourth Quarter Summary Sales volume decreased 5.4 million pounds, or 5.9%, to 86.2 million pounds Net sales decreased $0.5 million, or 0.2%, to $269.1 million Gross profit decreased 2.4% to $48.8 million Diluted EPS increased 33.7% to $1.15 per share Full Year Summary Sales volume increased 11.7 mi.

Elgin, IL, Aug. 13, 2025 (GLOBE NEWSWIRE) -- John B. Sanfil ippo & Son, Inc. (NASDAQ: JBSS) , a major processor and distributor of snack and recipe nut products and snack bar manufacturer, will hold its quarterly conference call to discuss its fourth quarter and full-year 2025 operating results on Thursday, August 21, 2025 at 10:00 a.m. Eastern Time (9:00 a.m. Central Time). Fourth quarter and full-year 2025 results are expected to be released after the market closes on Wednesday, August 20, 2025.

ELGIN, Ill.--(BUSINESS WIRE)--John B. Sanfilippo & Son, Inc. (NASDAQ: JBSS) (the “Company”) today announced that its Board of Directors (the “Board”) declared a special cash dividend (the “Special Dividend”) of $0.60 per share on all issued and outstanding shares of Common Stock of the Company and $0.60 per share on all issued and outstanding shares of Class A Common Stock of the Company. In addition to the Special Dividend, the Board declared a regular annual cash dividend (the “Annual Div.

John B. Sanfilippo & Son's stock has dropped 32.5%, making its valuation attractive for value-oriented investors despite near-term industry headwinds. Recent results show revenue growth from acquisitions, but organic volumes are weak and profitability has been pressured by higher input costs and soft demand. The company is investing $90 million in production capacity and infrastructure, signaling confidence in long-term growth despite short-term challenges and commodity volatility.

ELGIN, Ill--(BUSINESS WIRE)--John B. Sanflippo & Son, Inc. (NASDAQ: JBSS), today announced Jeffrey T. Sanfilippo, CEO and Michael J. Finn, Vice President and Corporate Controller will present at the East Coast IDEAS Investor Conference on Thursday, June 12, 2025 at The Westin Times Square in New York, NY. John B. Sanfilippo and Son, Inc.'s presentation is scheduled to begin at 2:00 p.m. ET. The presentation is webcast and can be accessed through the conference host's main website: https://w.

John B. Sanfilippo & Son, Inc. (NASDAQ:JBSS ) Q3 2025 Earnings Conference Call May 1, 2025 10:00 AM ET Company Participants Jeffrey Sanfilippo - Chief Executive Office Frank Pellegrino - Chief Financial Officer Conference Call Participants Nick Otton - CWB Wealth Operator Thank you for standing by. My name is Gail, and I will be your operator for today's call.

ELGIN, Ill.--(BUSINESS WIRE)--John B. Sanfilippo & Son, Inc. (NASDAQ: JBSS) (the “Company”) today announced financial results for its fiscal 2025 third quarter ended March 27, 2025. Third Quarter Summary Net sales decreased $11.0 million, or 4.0%, to $260.9 million Sales volume decreased 7.3 million pounds, or 7.9%, to 84.7 million pounds Gross profit increased 13.7% to $55.9 million Gross margin increased 3.3% to 21.4% Diluted EPS increased 49.6% to $1.72 per share CEO Commentary “Although.

Elgin, IL, April 23, 2025 (GLOBE NEWSWIRE) -- John B. Sanfil ippo & Son, Inc. (NASDAQ: JBSS) , a major processor and distributor of snack and recipe nut products and snack bar manufacturer, will hold its quarterly conference call to discuss its third quarter fiscal year 2025 operating results on Thursday, May 1, 2025 at 10:00 a.m. Eastern Time (9:00 a.m. Central Time). Third quarter fiscal 2025 results are expected to be released after the market closes on Wednesday, April 30, 2025.

In the last four years, the company paid, on average, a 4.25% dividend yield. For this year, it expects to pay a 4.45% dividend yield. The company has increased its volume of product sold at a 4.14% CAGR between FY2013 and FY2024. Even though JBSS experienced a deterioration in its liabilities-to-assets and ROE, its 40.28% liabilities-to-assets ratio and its 14.97% ROE ratio are still solid values.

John B. Sanfilippo & Son, Inc. (NASDAQ:JBSS ) Q2 2025 Earnings Conference Call January 30, 2025 10:00 AM ET Company Participants Jeffrey Sanfilippo - Chief Executive Office Frank Pellegrino - Chief Financial Officer Jasper Sanfilippo - Chief Operating Officer Conference Call Participants Nick Otton - CWB Operator Good day, ladies and gentlemen, and thank you for standing by. Welcome to the John B.

ELGIN, Ill.--(BUSINESS WIRE)--John B. Sanfilippo & Son, Inc. (NASDAQ: JBSS) (the “Company”) today announced financial results for its fiscal 2025 second quarter ended December 26, 2024. Second Quarter Summary Net sales increased $9.8 million, or 3.4%, to $301.1 million Sales volume increased 6.4 million pounds, or 7.1%, to 96.3 million pounds Gross profit decreased 9.8% to $52.3 million Diluted EPS decreased 29.3% to $1.16 per share CEO Commentary “We are pleased to report our largest quart.

Elgin, IL, Jan. 22, 2025 (GLOBE NEWSWIRE) -- John B. Sanfil ippo & Son, Inc. (NASDAQ: JBSS) , a major processor and distributor of snack and recipe nut products and snack bar manufacturer, will hold its quarterly conference call to discuss its second quarter fiscal year 2025 operating results on Thursday, January 30, 2025 at 10:00 a.m. Eastern Time (9:00 a.m. Central Time). Second quarter fiscal 2025 results are expected to be released after the market closes on Wednesday, January 29, 2025.

Sanfilippo's alignment of shareholder and management interests, prudent capital allocation, and operations in a growing, non-cyclical sector make it highly attractive. Despite a recent stock price decline, the company's strategic shift toward consumer distribution has made it more robust and non-cyclical. Rising costs of sales have impacted NOPAT growth, but Sanfilippo has consistently earned economic profits and compounded revenue by 4.7% annually since 2020.