J & J Snack Foods (JJSF) AI Stock Analysis

• Market Cap: $1.60B
• Dividend Yield: 3.8%
• Average Volume (3M): 209.47K
• Price to Earnings (P/E): 19.1
• Beta (1Y): 0.29
• Revenue Growth: 0.50%
• EPS Growth: -4.46%
• Country: US
• Employees: 5,000
• Sector: Consumer Defensive
• Sector Strength: 42
• Industry: Packaged Foods
• EPS (TTM): 2.00
• Shares Outstanding: 19,467,716
• 10 Day Avg. Volume: 260,607
• 30 Day Avg. Volume: 209,472
• PEG Ratio: 4.39
• Price to Book (P/B): 3.49
• Price to Sales (P/S): 2.12
• P/FCF Ratio: 33.54
• Enterprise Value/Market Cap: 1.42
• Enterprise Value/Revenue: 1.42
• Enterprise Value/Gross Profit: 4.78
• Enterprise Value/Ebitda: 12.06
• 1Y Price Target: $150.00
• Price Target Upside: 61.00% Upside
• Rating Consensus: Moderate Buy
• Number of Analyst Covering: 2
• EPS Forecast (FY): N/A
• Revenue Forecast (FY): N/A

• Rating: 67 Neutral
• Price Target: $101.00 ▲(8.40% Upside)

J & J Snack Foods' overall stock score reflects a solid financial performance and positive earnings call, highlighting record sales and effective cost optimization. However, the technical analysis indicates bearish momentum, and valuation metrics suggest potential overvaluation. The company's challenges in cash flow management and retail segment performance also weigh on the score.

Positive Factors

Revenue Growth

Consistent revenue growth indicates strong market demand and effective sales strategies, supporting long-term business expansion.

Food Service Segment Strength

Growth in the Food Service segment highlights the company's competitive position and ability to capitalize on consumer trends.

Balance Sheet Health

A strong balance sheet with low leverage provides financial stability and flexibility for future investments and growth.

Negative Factors

Retail Segment Decline

Declining retail sales suggest challenges in consumer demand or competitive pressures, potentially impacting overall revenue growth.

Cash Flow Challenges

Negative free cash flow growth indicates potential issues in cash generation, which could constrain future operational and strategic initiatives.

Churro Sales Decline

A significant decline in churro sales may reflect challenges in product diversification and consumer retention strategies.

J & J Snack Foods Business Overview & Revenue Model

Company Description

J & J Snack Foods Corp. (JJSF) is a leading manufacturer and distributor of snack foods and frozen beverages in the United States. Founded in 1971, the company operates primarily in the food products sector, catering to various markets including retail, food service, and vending. JJSF's core product offerings include pretzels, pastries, ice cream products, and frozen beverages, which are marketed under well-known brands such as SuperPretzel, Luigi's, and ICEE. The company serves a diverse customer base, including convenience stores, restaurants, and amusement parks, positioning itself as a key player in the snack food industry.

How the Company Makes Money

J & J Snack Foods generates revenue through multiple key streams, primarily by selling its various snack food products to a wide array of customers across different channels. The company operates through two main segments: the Food Service segment and the Retail segment. In the Food Service segment, JJSF distributes products to restaurants, convenience stores, and vending operators, while the Retail segment focuses on selling directly to grocery and retail outlets. Significant revenue is derived from partnerships with major retailers and food service operators, enabling JJSF to secure shelf space and distribution agreements. Additionally, the company benefits from brand recognition and consumer loyalty, which help drive sales volume. The diverse product line and strategic marketing efforts also contribute to its earnings, allowing JJSF to adapt to changing consumer preferences and trends in the snack food market.

J & J Snack Foods Financial Statement Overview

Summary

J & J Snack Foods demonstrates a solid financial position with consistent revenue growth and a strong balance sheet. However, there are areas of concern in cash flow management, particularly in sustaining free cash flow levels. The company should focus on improving operational efficiency and cash flow generation to enhance its financial health further.

Income Statement

J & J Snack Foods shows a solid performance in its income statement with a consistent revenue growth trend, highlighted by a TTM revenue growth rate of 0.904%. The gross profit margin is stable at around 30%, and the net profit margin is reasonable at 4.79%. However, there is a slight decline in EBIT and EBITDA margins compared to the previous year, indicating some pressure on operational efficiency.

Balance Sheet

The company maintains a strong balance sheet with a low debt-to-equity ratio of 0.18, indicating prudent financial leverage. The return on equity is healthy at 8.81%, reflecting effective use of equity capital. The equity ratio stands at a robust level, showcasing financial stability and a solid asset base.

Cash Flow

Cash flow analysis reveals a mixed picture. While the operating cash flow to net income ratio is strong at 0.87, indicating good cash generation relative to net income, the free cash flow growth rate is negative at -20.17%, suggesting challenges in maintaining free cash flow levels. The free cash flow to net income ratio is moderate at 0.52, showing some room for improvement in cash flow efficiency.

Breakdown	TTM	Dec 2024	Dec 2023	Dec 2022	Dec 2021	Dec 2020
Income Statement
Total Revenue	1.60B	1.57B	1.56B	1.38B	1.14B	1.02B
Gross Profit	475.18M	486.13M	469.87M	369.64M	298.93M	238.43M
EBITDA	188.40M	191.37M	174.34M	119.03M	121.88M	74.58M
Net Income	83.86M	86.55M	78.91M	47.23M	55.61M	18.30M
Balance Sheet
Total Assets	1.41B	1.37B	1.28B	1.22B	1.12B	1.06B
Cash, Cash Equivalents and Short-Term Investments	77.38M	73.39M	49.58M	39.19M	291.17M	246.96M
Total Debt	167.19M	160.50M	121.91M	111.56M	60.53M	61.58M
Total Liabilities	444.00M	408.13M	365.72M	353.80M	276.56M	247.06M
Stockholders Equity	969.92M	956.97M	911.52M	863.17M	845.65M	809.50M
Cash Flow
Free Cash Flow	66.56M	99.50M	67.54M	-61.23M	47.92M	34.33M
Operating Cash Flow	145.02M	173.07M	172.28M	26.06M	101.50M	92.14M
Investing Cash Flow	-63.20M	-77.67M	-93.24M	-296.17M	9.94M	-44.46M
Financing Cash Flow	-67.86M	-68.37M	-66.84M	22.22M	-24.67M	-43.46M

J & J Snack Foods Technical Analysis

• Technical Analysis Sentiment: Negative
• Last Price: 93.17
• 50DMA: Negative
• 100DMA: Negative
• 200DMA: Negative
• MACD: Positive
• RSI: Positive
• STOCH: Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JJSF, the sentiment is Negative. The current price of 93.17 is above the 20-day moving average (MA) of 87.33, below the 50-day MA of 94.19, and below the 200-day MA of 113.70, indicating a bearish trend. The MACD of -3.73 indicates Positive momentum. The RSI at 26.55 is Positive, neither overbought nor oversold. The STOCH value of 25.45 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for JJSF.

J & J Snack Foods Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
FLO	68 Neutral	$2.43B	12.58	13.73%	8.56%	0.26%	-19.45%
NOMD	67 Neutral	$1.86B	8.37	7.39%	5.58%	1.44%	8.29%
JJSF	67 Neutral	$1.60B	19.14	8.79%	3.80%	0.50%	-4.46%
SMPL	63 Neutral	$1.95B	19.22	5.86%	―	8.98%	-26.29%
Sector *	62 Neutral	$20.33B	14.63	-3.31%	3.23%	1.93%	-12.26%
KLG	57 Neutral	―	―	―	―	-4.30%	-70.31%
UTZ	56 Neutral	$1.44B	160.22	0.80%	2.45%	1.22%	―

J & J Snack Foods Corporate Events

J & J Snack Foods Reports Record Earnings Amid Mixed Challenges

J & J Snack Foods recently held its earnings call, revealing a mixed sentiment among stakeholders. The company celebrated record sales and adjusted EBITDA, with notable growth in the Food Service segment and successful cost optimization strategies. However, these achievements were somewhat overshadowed by challenges in the Retail segment, declining churro sales, and adverse impacts from foreign exchange rates and tariffs on margins.

J & J Snack Foods Announces Strategic Manufacturing Changes

On August 28, 2025, J & J Snack Foods Corp. announced a strategic plan to optimize its manufacturing footprint, which includes closing certain manufacturing plants. This decision will result in asset write-downs, severance costs, and other exit expenses, with pre-tax charges expected between $12 million and $20 million in the fiscal fourth quarter of 2025 and into 2026. The company anticipates completing the closures in fiscal year 2026, aiming for annualized pre-tax cost savings of approximately $15 million as part of its transformation program.

The most recent analyst rating on (JJSF) stock is a Hold with a $125.00 price target. To see the full list of analyst forecasts on J & J Snack Foods stock, see the JJSF Stock Forecast page.

J & J Snack Foods Reports Strong Q3 Performance

J & J Snack Foods Corp. is a prominent player in the snack food industry, known for its innovative and affordable branded snack foods and beverages, including popular products like SUPERPRETZEL, ICEE, and DIPPIN’ DOTS, distributed across foodservice and retail supermarket outlets. In its fiscal 2025 third quarter, J & J Snack Foods reported a robust financial performance with net sales reaching $454.3 million, a 3% increase from the previous year, and net earnings of $44.2 million, marking a 22% rise. The company attributed its success to strong sales growth in its Food Service and Frozen Beverage segments, despite challenges such as a facility fire impacting handheld sales and a cautious consumer environment. Key financial metrics showed positive trends, with operating income up by 21% to $60.6 million and earnings per diluted share increasing by 21% to $2.26. The company also highlighted a strategic focus on product innovation and capacity restoration efforts to address previous constraints. Looking forward, J & J Snack Foods remains focused on execution and innovation, with plans for new product launches and customer pilots in fiscal 2026, aiming to drive sustainable growth and long-term value for stakeholders.