The earnings call highlighted strong financial results with record sales and adjusted EBITDA, growth in the Food Service segment, and successful cost optimization measures. However, these positives were tempered by challenges in the Retail segment, declining churro sales, and impacts from foreign exchange rates and tariffs affecting margins.

Company Guidance

During the J&J Snack Foods Fiscal 2025 Third Quarter Conference Call, the company reported record financial results despite various challenges. Net sales increased by 3.3% to $454.3 million, while adjusted EBITDA rose by 1.6% to $72 million, and adjusted EPS was $2 per share compared to $1.98 last year. Despite the impact of unfavorable summer weather and foreign exchange headwinds, the company maintained a gross margin of 33%, driven by a seasonal mix shift toward higher-margin products and pricing initiatives. The Food Service segment saw a 4.8% sales increase, with pretzel sales up 12.8%, and Bavarian Pretzels sales climbing 20%. Retail segment sales decreased by 7.1% due to declines in frozen novelty and handheld sales, although Dippin' Dots retail sales reached approximately $2.5 million. The Frozen Beverage segment experienced a 6.1% sales increase, driven mainly by higher machine revenue, despite a 400 basis point negative foreign exchange impact. The company is focused on innovation and cost-saving initiatives, such as improved pretzel recipes and clean label frozen novelties, aiming to drive sustainable growth and long-term value.

Record Financial Results

Net sales grew 3.3% to a record $454.3 million, adjusted EBITDA increased 1.6% to $72 million, and adjusted EPS was $2 per share compared to $1.98 last year.

Box Office Sales Rebound

Box office sales increased by 37% year-over-year, driven by the success of the Minecraft movie in April and May.

Food Service Segment Growth

Sales increased 4.8%, with pretzel sales up 12.8% and Bavarian Pretzels up 20%. The overall food service pretzel dollar share increased 1.3%.

Dippin' Dots Revenue Growth

Dippin' Dots sales increased, led by expanded theater penetration and year-to-date revenue growth of 10%.

Successful Price Increase Implementation

Progress in implementing price increases to offset input cost inflation, especially for chocolate, helped maintain margins.

Frozen Beverage Segment Improvement

Frozen Beverage sales increased by 6.1% due to higher machine revenue, despite volume decline.

Distribution Cost Optimization

Distribution expenses fell to 9.8% of sales from 10.2% last year, driven by freight optimization and reduced fuel expenses.

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

Daily Earnings Calendar >

JJSF Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 17, 2025	2025 (Q4)	1.35 / -	1.6	―	―	―
Aug 05, 2025	2025 (Q3)	1.76 / 2.00	1.98	1.01% (+0.02)	―
May 06, 2025	2025 (Q2)	0.65 / 0.35	0.84	-58.33% (-0.49)	―
Feb 03, 2025	2025 (Q1)	0.59 / 0.33	0.52	-36.54% (-0.19)	―
Nov 13, 2024	2024 (Q4)	1.85 / 1.60	1.73	-7.51% (-0.13)	―
Aug 05, 2024	2024 (Q3)	1.99 / 1.98	1.92	3.13% (+0.06)	―
May 06, 2024	2024 (Q2)	0.59 / 0.84	0.43	95.35% (+0.41)	―
Feb 05, 2024	2024 (Q1)	0.78 / 0.52	0.42	23.81% (+0.10)	―
Nov 15, 2023	2023 (Q4)	1.72 / 1.73	1.05	64.76% (+0.68)	―
Jul 31, 2023	2023 (Q3)	1.53 / 1.92	0.93	106.45% (+0.99)	―

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
Aug 05, 2025	$115.21	$117.37	+1.87%
May 06, 2025	$130.94	$115.30	-11.94%
Feb 03, 2025	$131.02	$122.48	-6.52%
Nov 13, 2024	$170.35	$163.63	-3.94%

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 Nov 17, 2025, After Close (Confirmed).

What is J & J Snack Foods (JJSF) earnings time?

J & J Snack Foods (JJSF) earnings time is at Nov 17, 2025, 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 2025 (Q4) is 1.35.

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