J & J Snack Foods (JJSF)
NASDAQ:JJSF
Want to see JJSF full AI Analyst Report?
Earnings Data
Report Date
Aug 03, 2026After Close (Confirmed)
Period Ending
2026 (Q3)Consensus EPS Forecast
1.8Last Year’s EPS
2Same Quarter Last Year
Moderate Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasizes meaningful profitability and margin gains driven by Project Apollo, plant consolidations, and product mix improvements, along with active innovation and shareholder returns. These positive developments were achieved despite top-line softness, retail and bakery headwinds, one-time charges that reduced reported EPS, and near-term fuel/distribution cost risk. Management expects additional Apollo savings and product rollouts to support H2 performance, while acknowledging ongoing demand sensitivity and known volume reductions tied to portfolio rationalization.Company Guidance
Adjusted EBITDA and Adjusted EPS Growth
Adjusted EBITDA increased 9.5% year-over-year to $28.7 million, and adjusted earnings per share rose 14.3% to $0.40, reflecting improved profitability despite softer top-line trends.
Gross Margin Expansion
Consolidated gross margin improved by 190 basis points to 28.8%, driven by Apollo initiatives, plant consolidations, and favorable mix in foodservice and frozen beverage.
Foodservice Profitability Improvement and Pretzel Growth
Foodservice operating income increased $3.4 million to $10.9 million. Foodservice pretzel sales rose $6.7 million and dollar share increased 4.3%, led by Bavarian-style pretzels.
Frozen Beverage Strength
Frozen Beverage net sales increased $2.3 million (+3.1%) with beverage sales up 13% driven by theater sales and favorable FX; Frozen Beverage operating income increased $2.1 million to $4.6 million.
Product Innovation and New SKUs Shipping
Shipped over $2.0 million in new products during the quarter (including ~$0.9M Dippin’ Dots retail, ~$0.9M Dogsters, ~$0.2M Luigi’s Mini Pups). Dogsters retail volumes were up over 20% year-over-year; pretzel innovation shipments ramping up.
Project Apollo Savings Progress
Plant consolidation initiatives produced material savings (above $4 million in plant savings in the quarter) and the company remains on track to deliver at least $20 million of annualized Apollo savings once all initiatives are implemented; G&A savings of at least $2M annualized are now in run rate and distribution savings (~$3M) expected to ramp in H2.
Strong Capital Deployment and Balance Sheet Flexibility
Returned over $37 million to shareholders in the quarter (repurchased $22M of shares at $84.56 avg and paid $15.2M in dividends). Generated ~$16M operating cash flow and invested $16M in capex; approximately $31M cash (net of debt) and ~$181M available on the revolving credit facility.
Commercial Wins and Strategic Partnerships
Expanded ICEE West Coast QSR test to additional markets and progressed toward potential rollouts; entered a new Dogsters licensing partnership with Peanuts (Snoopy) and introduced Dogsters into pet stores.
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 |
|---|---|---|---|
May 06, 2026 | $84.59 | $78.66 | -7.01% |
Feb 03, 2026 | $94.28 | $79.72 | -15.44% |
Nov 17, 2025 | $81.59 | $82.51 | +1.13% |
Aug 05, 2025 | $112.25 | $114.35 | +1.87% |
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 03, 2026, After Close (Confirmed).
What is J & J Snack Foods (JJSF) earnings time?
J & J Snack Foods (JJSF) earnings time is at Aug 03, 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 (Q3) is 1.8.