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J & J Snack Foods (JJSF)
NASDAQ:JJSF
Earnings Data
Report Date
May 04, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.47Last Year’s EPS
0.35Same Quarter Last Year
Moderate Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a positive transformation narrative: profitability measures (adjusted EBITDA and gross margin) improved, early Project Apollo savings were realized and a $20M run-rate target was reiterated, and key product lines (pretzels, Dogsters, Dippin' Dots) showed strong growth. However, these positives are tempered by a 5.2% decline in net sales driven by deliberate SKU rationalization (an expected ~3% headwind), notable one-time charges that compressed reported EPS, and near-term nonrecurring costs. The balance sheet and cash generation are solid, and management signaled confidence in returning to organic growth as consolidation and initiatives fully ramp.Company Guidance
Adjusted EBITDA Growth
Adjusted EBITDA of $27.0M, a 7% increase versus prior year (from $25.3M), demonstrating early profitability improvements from transformation initiatives.
Gross Margin Expansion
Consolidated gross margin improved 200 basis points to 27.9% year-over-year, driven by Project Apollo savings, plant consolidation, and improved product mix.
Project Apollo Early Savings and Run-Rate Target
Realized over $3M of net savings in Q1 from Project Apollo; plant consolidation on track to be complete in fiscal Q2 and management expects a $20M annual run-rate operating income benefit once fully implemented.
Strong Cash Generation and Balance Sheet
Generated approximately $36M in operating cash flow in the quarter, held ~$67M in cash, no long-term debt, and had ~$210M of borrowing capacity on the revolving credit facility.
Share Repurchase Activity and Authorization
Completed repurchase authorization by buying back $42M of stock in the quarter (just over 158,000 shares at an average ~$91.60) and announced a new $50M repurchase authorization; total repurchases since fiscal 2025 were just over 525,000 shares for ~$50M (avg ~$95).
Pretzel and Snack Portfolio Momentum
Foodservice soft pretzel sales grew 6.9% in the quarter and retail pretzel sales rose ~4% for the 13 weeks ending December; new formulations, packaging, and product launches contributed to gains.
Strong Frozen Novelties and Dippin' Dots Performance
Dogsters volumes grew over 20% driven by new item launches; Dippin' Dots sales increased approximately 4% fueled by retail growth, theater expansion, and amusement center placements.
Retail Segment Improvement and ICEE Rollout
Retail segment net sales increased 2.6% to $45.9M (driven by handheld volume recovery after prior capacity constraints); ICEE rollout to a large Southwest convenience operator completed and QSR test expanding with encouraging results.
JJSF Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
JJSF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 03, 2026 | $95.20 | $80.50 | -15.44% |
Nov 17, 2025 | $82.39 | $83.32 | +1.13% |
Aug 05, 2025 | $113.35 | $115.47 | +1.87% |
May 06, 2025 | $128.82 | $113.44 | -11.94% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does J & J Snack Foods (JJSF) report earnings?
J & J Snack Foods (JJSF) is schdueled to report earning on May 04, 2026, After Close (Confirmed).
What is J & J Snack Foods (JJSF) earnings time?
J & J Snack Foods (JJSF) earnings time is at May 04, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is JJSF EPS forecast?
JJSF EPS forecast for the fiscal quarter 2026 (Q2) is 0.47.