The earnings call highlighted some positive developments such as retail sales growth, market share improvements, and new product innovations. However, these were overshadowed by significant challenges including a decline in overall revenue, gross margin reduction, and weaknesses in the theater and foodservice channels, notably in churro and pretzel sales. Input cost inflation, particularly chocolate, further strained profitability. Despite optimism for a stronger second half, the current quarter's performance reflects significant headwinds.
Company Guidance
During the J&J Snack Foods fiscal 2025 second quarter conference call, the company reported a 1% decline in total net sales to $356.1 million compared to the previous year. This was primarily due to decreased sales in the Frozen Beverage and Foodservice segments, which were offset slightly by a 1.8% increase in retail sales. Gross margin fell by 320 basis points to 26.9%, and the adjusted EBITDA was $26.2 million. The adjusted earnings per share (EPS) was $0.35. Key factors impacting performance included a 10% decline in North American box office sales, foreign exchange headwinds, and input cost inflation, particularly in chocolate. Despite these challenges, the company anticipates improvements in the second half of the year, driven by a projected 30% increase in theater industry sales, strategic pricing actions, and product innovations.
Retail Sales Growth
Retail sales grew 1.8% in the quarter, with a notable 14.7% growth in frozen novelties, led by the DOGSTERS brand and the successful launch of Dippin' Dots Sundaes.
Dippin' Dots Expansion
Dippin' Dots increased theater presence by over 30% since fiscal '24 and added a significant new customer, Urban Air, expected to become the largest single customer.
New Product Innovations
Introduction of a high-protein pretzel and enhancements to frozen novelties with better-for-you attributes like electrolytes, antioxidants, and probiotics.
Market Share Improvement
J&J Snack Foods improved market share by 1.4 points and by 4.4 points within Bavarian pretzels.
J & J Snack Foods (JJSF) 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
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
May 06, 2025
$131.84
$116.10
-11.94%
Feb 03, 2025
$131.92
$123.32
-6.52%
Nov 13, 2024
$171.52
$164.76
-3.94%
Aug 05, 2024
$156.96
$166.79
+6.26%
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 Aug 04, 2025, TBA Not Confirmed.
What is J & J Snack Foods (JJSF) earnings time?
J & J Snack Foods (JJSF) earnings time is at Aug 04, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.