While the company faced challenges with declining net sales and external factors affecting the Foodservice segment, it achieved record gross profit and operating income. Market share gains in key categories, successful integration of a new facility, and a strong financial position provide a solid foundation for future growth.

Company Guidance -

Q4 2025

During the Lancaster Colony Corporation's fiscal year 2025 third quarter conference call, guidance indicated a 2.9% decline in consolidated net sales to $458 million, despite achieving third-quarter records for both gross profit at $106 million and operating income at $50 million. The Retail segment saw a 2.6% decrease in net sales, excluding exited bakery lines, with specific product highlights including an 11.6% growth in the frozen dinner roll category led by Sister Schubert’s and Texas Roadhouse brands, and a 6.8% increase in frozen garlic bread led by the New York Bakery brand. The company reported a gross profit margin improvement of 90 basis points to 23.1%, attributable to supply chain productivity and favorable pricing. Looking ahead, Lancaster Colony anticipates challenges in the consumer environment but expects new product innovations and strategic licensing, such as the expansion of Chick-fil-A sauce into club channels, to drive growth. The company maintains a strong financial position with a debt-free balance sheet and $124.6 million in cash, despite a recent acquisition costing $78.8 million.

Record Third Quarter Gross Profit

Achieved a record third quarter gross profit of $106 million, representing a 1.4% increase compared to the prior year, with gross margin improving by 90 basis points to 23.1%.

Expansion of Licensing Programs

Retail segment's licensing program remained a source of growth, with Chick-fil-A sauce beginning distribution in the club channel and Texas Roadhouse dinner rolls performing well.

Market Share Gains in Key Segments

In the frozen dinner roll category, brands grew 11.6%, increasing market share by 520 basis points to 60.9%. New York Bakery's frozen garlic bread sales grew 6.8%, adding 180 basis points in market share to lead at 43.9%.

Operating Income Growth

Consolidated operating income increased by 41.9% to $50 million, driven by lower SG&A costs and improved gross margin.

Strong Financial Position

The company remains debt-free with $124.6 million in cash, despite the $78.8 million acquisition of an Atlanta-based manufacturing facility.

Successful Integration of Atlanta Facility

Acquired an Atlanta-based sauce and dressing facility, which is expected to enhance the manufacturing network and support future growth.

Marzetti Company (MZTI) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

MZTI Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 21, 2025	2025 (Q4)	1.33 / -	1.35	―	―	―
Apr 30, 2025	2025 (Q3)	1.57 / 1.54	1.44	6.94% (+0.10)	―
Feb 04, 2025	2025 (Q2)	1.94 / 2.17	1.87	16.04% (+0.30)	―
Oct 31, 2024	2025 (Q1)	1.67 / 1.62	1.59	1.89% (+0.03)	―
Aug 22, 2024	2024 (Q4)	1.38 / 1.35	1.19	13.45% (+0.16)	―
May 02, 2024	2024 (Q3)	1.40 / 1.44	1.1	30.91% (+0.34)	―
Feb 01, 2024	2024 (Q2)	1.65 / 1.87	1.66	12.65% (+0.21)	―
Nov 02, 2023	2024 (Q1)	1.61 / 1.59	1.62	-1.85% (-0.03)	―
Aug 23, 2023	2023 (Q4)	1.29 / 1.19	1.66	-28.31% (-0.47)	―
May 04, 2023	2023 (Q3)	0.93 / 1.10	0.71	54.93% (+0.39)	―

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

MZTI Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Apr 30, 2025	$191.80	$161.85	-15.62%
Feb 04, 2025	$164.73	$179.04	+8.69%
Oct 31, 2024	$182.10	$170.87	-6.17%
Aug 22, 2024	$193.51	$169.65	-12.33%

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 Marzetti Company (MZTI) report earnings?

Marzetti Company (MZTI) is schdueled to report earning on Aug 21, 2025, Before Open (Confirmed).

What is Marzetti Company (MZTI) earnings time?

Marzetti Company (MZTI) earnings time is at Aug 21, 2025, Before Open (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 MZTI EPS forecast?

MZTI EPS forecast for the fiscal quarter 2025 (Q4) is 1.34.

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