J & J Snack Foods (JJSF)
NASDAQ:JJSF
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J & J Snack Foods
(NASDAQ:JJSF)
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Rating:62Neutral
Price Target:
$81.00
▼(-14.62% Downside)
Action:Reiterated
Date:05/09/26
The score reflects solid underlying financial stability and cash generation plus constructive earnings-call commentary on margin improvement and cost-savings execution, but is held back by weak technical momentum (price below all major moving averages with negative MACD) and a very high P/E multiple despite a strong dividend yield.
Positive Factors
Free cash flow generation
Consistent positive free cash flow (~$90M TTM) and strong operating cash generation support durable shareholder returns, reinvestment in innovation, and episode-driven capex. This cash conversion provides financial flexibility to fund Apollo savings and absorb cyclical pressures without needing heavy external financing.
Negative Factors
Top-line softness
Persistent revenue weakness, including a 3.2% Q2 sales decline and flat-to-down TTM revenue, signals demand challenges across channels. Sustained top-line stagnation limits leverage on fixed costs, constrains long-term margin expansion, and raises reliance on cost programs to drive earnings growth rather than organic volume recovery.
Read all positive and negative factors
Positive Factors
Negative Factors
Free cash flow generation
Consistent positive free cash flow (~$90M TTM) and strong operating cash generation support durable shareholder returns, reinvestment in innovation, and episode-driven capex. This cash conversion provides financial flexibility to fund Apollo savings and absorb cyclical pressures without needing heavy external financing.
Read all positive factors
J & J Snack Foods Key Performance Indicators (KPIs)
Any
Net Sales by Segment
Breaks down revenue by each segment so you can see where sales are growing or shrinking and how diversified the company’s income is. Helps identify which product lines or markets are driving top-line growth and where demand or pricing pressure could pose risks.
Breaks down revenue by each segment so you can see where sales are growing or shrinking and how diversified the company’s income is. Helps identify which product lines or markets are driving top-line growth and where demand or pricing pressure could pose risks.
Data provided by:
The Fly
The FlyJ & J Snack Foods (JJSF) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$1.38B
Dividend Yield3.53%
Average Volume (3M)268.73K
Price to Earnings (P/E)225.1
Beta (1Y)0.12
Revenue Growth-2.04%
EPS Growth-23.39%
CountryUS
Employees5,000
SectorConsumer Defensive
Sector Strength42
IndustryPackaged Foods
Share Statistics
EPS (TTM)2.99
Shares Outstanding18,753,416
10 Day Avg. Volume321,589
30 Day Avg. Volume268,732
Financial Highlights & Ratios
PEG Ratio-1.16
Price to Book (P/B)1.93
Price to Sales (P/S)1.18
P/FCF Ratio22.63
Enterprise Value/Market Cap1.10
Enterprise Value/Revenue0.97
Enterprise Value/Gross Profit3.20
Enterprise Value/Ebitda9.61
Forecast
1Y Price Target
$94.00Price Target Upside-0.92% Downside
Rating ConsensusModerate Buy
Number of Analyst Covering3
EPS Forecast (FY)4.13
Revenue Forecast (FY)$1.55B
J & J Snack Foods Business Overview & Revenue Model
Company Description
J&J Snack Foods Corp. manufactures, markets, and distributes nutritional snack foods and beverages to the food service and retail supermarket industries in the United States, Mexico, and Canada. It operates in three segments: Food Service, Retail ...
How the Company Makes Money
J & J Snack Foods makes money primarily by selling manufactured snack foods and frozen beverage products to business customers across three major channels: (1) Foodservice (e.g., amusement parks, stadiums/arenas, restaurants, schools, and other in...
J & J Snack Foods Earnings Call Summary
Earnings Call Date:May 06, 2026
(Q2-2026)
| % Change Since: |
Next Earnings Date:Aug 03, 2026
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.Positive Updates
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.
Negative Updates
Sales Decline
Consolidated sales declined 3.2% year-over-year to $344.8 million, with both Foodservice and Retail segments experiencing decreases.
Read all updates
Q2-2026 Updates
Positive
Negative
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.
Read all positive updates
Company Guidance
Management offered informal forward-looking expectations rather than formal guidance: Project Apollo is expected to deliver at least $20.0 million of annualized savings when fully implemented (roughly $15.0M from plant consolidations—plant savings were above $4.0M in Q2—with the remaining ~$5.0M coming from G&A and distribution), with at least $2.0M of G&A savings already implemented in April and ~$3.0M of distribution savings to ramp in Q3/Q4 and reach full run‑rate by the end of Q4; planned volume reductions are ~3.5% in Q3 and ~2.5% in Q4 (about 3% for the year); if fuel remains at current levels, they expect an incremental ~$3.5M H2 distribution headwind vs. prior year; other forward items include an ICEE QSR test decision expected before summer and early retail innovation shipments of over $2.0M in the quarter—all set against Q2 results of $344.8M sales (‑3.2% YoY), adjusted EBITDA $28.7M (+9.5%), adjusted EPS $0.40 (+14.3%), gross margin up 190 bps to 28.8%, cash ≈$31M net of debt and $181M revolver capacity, and $22M of buybacks in the quarter (avg $84.56).J & J Snack Foods Financial Statement Overview
Summary
Income Statement
68
Positive
Balance Sheet
77
Positive
Cash Flow
74
Positive
| Breakdown | TTM | Sep 2025 | Sep 2024 | Sep 2023 | Sep 2022 | Sep 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 1.55B | 1.58B | 1.57B | 1.56B | 1.38B | 1.14B |
| Gross Profit | 472.78M | 469.88M | 486.13M | 469.87M | 369.64M | 298.93M |
| EBITDA | 157.22M | 161.25M | 191.37M | 174.34M | 115.90M | 123.42M |
| Net Income | 58.19M | 65.59M | 86.55M | 78.91M | 47.23M | 55.61M |
Balance Sheet | ||||||
| Total Assets | 1.33B | 1.38B | 1.37B | 1.28B | 1.24B | 1.15B |
| Cash, Cash Equivalents and Short-Term Investments | 59.75M | 105.89M | 73.39M | 49.58M | 39.19M | 291.17M |
| Total Debt | 192.53M | 163.56M | 160.50M | 121.91M | 111.56M | 60.53M |
| Total Liabilities | 445.06M | 414.81M | 408.13M | 365.72M | 381.25M | 306.45M |
| Stockholders Equity | 880.08M | 966.70M | 956.97M | 911.52M | 863.17M | 845.65M |
Cash Flow | ||||||
| Free Cash Flow | 89.77M | 82.25M | 99.50M | 67.54M | -61.23M | 47.92M |
| Operating Cash Flow | 169.30M | 165.13M | 173.07M | 172.28M | 26.06M | 101.50M |
| Investing Cash Flow | -66.11M | -70.05M | -77.67M | -93.24M | -296.17M | 9.94M |
| Financing Cash Flow | -97.66M | -64.71M | -68.37M | -66.84M | 22.22M | -24.67M |
J & J Snack Foods Technical Analysis
Negative
94.87
Price Trends
79.29
Negative
83.79
Negative
89.62
Negative
Market Momentum
-2.74
Positive
39.61
Neutral
40.77
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 94.87 is above the 20-day moving average (MA) of 78.70, above the 50-day MA of 79.29, and above the 200-day MA of 89.62, indicating a bearish trend. The MACD of -2.74 indicates Positive momentum. The RSI at 39.61 is Neutral, neither overbought nor oversold. The STOCH value of 40.77 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 Risk Analysis
J & J Snack Foods disclosed 24 risk factors in its most recent earnings report. J & J Snack Foods reported the most risks in the "Production" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks
J & J Snack Foods Peers Comparison
UnderperformOutperform
Sector (62)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
62 Neutral | $20.33B | 14.63 | -3.31% | 3.23% | 1.93% | -12.26% | |
62 Neutral | $1.38B | 225.07 | 6.24% | 3.53% | -2.04% | -23.39% | |
59 Neutral | $1.01B | -2.47 | -6.15% | ― | 0.34% | -182.07% | |
57 Neutral | $1.48B | 10.03 | 5.28% | 5.40% | 4.84% | -31.84% | |
57 Neutral | $1.11B | -101.73 | -1.17% | 2.51% | 2.34% | -128.55% | |
52 Neutral | $1.53B | -8.50 | 6.02% | 9.15% | 3.00% | -66.29% |
* Consumer Defensive Sector Average
JJSF
J & J Snack Foods
73.48
-36.42
-33.14%
FLO
Flowers Foods
7.24
-7.96
-52.35%
SMPL
Simply Good Foods
11.18
-23.43
-67.70%
NOMD
Nomad Foods
10.42
-6.51
-38.43%
UTZ
UTZ Brands
7.72
-4.28
-35.66%
J & J Snack Foods Corporate Events
Executive/Board ChangesShareholder Meetings
J & J Snack Foods Shareholders Back Governance and Board
Positive
Feb 18, 2026
J J Snack Foods held its annual meeting of shareholders on February 12, 2026, with 18,255,967 common shares represented in person or by proxy. Shareholders elected Mary M. Meder as director, with a substantial majority of votes cast in favor desp...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.