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J & J Snack Foods (JJSF)
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J & J Snack Foods (JJSF) AI Stock Analysis

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JJSF

J & J Snack Foods

(NASDAQ:JJSF)

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Neutral 69 (OpenAI - 4o)
Rating:69Neutral
Price Target:
$101.00
▲(8.40% Upside)
J & J Snack Foods' overall stock score reflects a stable financial position with a strong balance sheet and strategic initiatives aimed at future growth. However, challenges in revenue growth, profitability, and current technical indicators suggest caution. The company's optimistic outlook and strong cash position provide some positive momentum, but valuation concerns and current market trends weigh on the score.
Positive Factors
Strong Financial Position
A robust cash position and no debt provide J & J Snack Foods with the flexibility to invest in strategic initiatives and repurchase shares, supporting long-term growth and stability.
Project Apollo
Project Apollo aims to enhance operational efficiency, potentially boosting profitability and supporting sustainable growth through cost savings and manufacturing consolidation.
Pretzel Sales Growth
The growth in pretzel sales, driven by strong performance, indicates robust demand and effective market penetration, contributing to long-term revenue stability.
Negative Factors
Sales Decline
A decline in sales, particularly in the frozen beverage segment, suggests challenges in maintaining revenue growth, potentially impacting future profitability.
Operating Income Decline
The decline in operating income reflects reduced profitability, which may hinder the company's ability to reinvest in growth initiatives and maintain competitive positioning.
Challenges in Frozen Novelties
The decline in frozen novelties sales highlights difficulties in product transitions, potentially affecting market share and revenue in this segment.

J & J Snack Foods (JJSF) vs. SPDR S&P 500 ETF (SPY)

J & J Snack Foods Business Overview & Revenue Model

Company DescriptionJ&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 Supermarkets, and Frozen Beverages. The company offers soft pretzels under the SUPERPRETZEL, PRETZEL FILLERS, PRETZELFILS, GOURMET TWISTS, MR. TWISTER, SOFT PRETZEL BITES, SOFTSTIX, SOFT PRETZEL BUNS, TEXAS TWIST, BAVARIAN BAKERY, SUPERPRETZEL BAVARIAN, NEW YORK PRETZEL, KIM & SCOTT'S GOURMET PRETZELS, SERIOUSLY TWISTED!, BRAUHAUS, AUNTIE ANNE'S, and LABRIOLA, as well as under the private labels. It also provides frozen novelty under the LUIGI'S, WHOLE FRUIT, PHILLY SWIRL, SOUR PATCH, ICEE, and MINUTE MAID brands; churros under the TIO PEPE'S and CALIFORNIA CHURROS brands; and handheld products under the SUPREME STUFFERS and SWEET STUFFERS brands. In addition, the company offers bakery products, including biscuits, fig and fruit bars, cookies, breads, rolls, crumbs, muffins, and donuts under the MRS. GOODCOOKIE, READI-BAKE, COUNTRY HOME, MARY B'S, DADDY RAY'S, and HILL & VALLEY brands, as well as under private labels; and frozen beverages under the ICEE, SLUSH PUPPIE, and PARROT ICE brands. Further, it provides funnel cakes under the FUNNEL CAKE FACTORY brand, as well as various other food products; and sells machines and machine parts to other food and beverage companies. The company sells its products through a network of food brokers, independent sales distributors, and direct sales force. It serves snack bars and food stand locations in chain, department and mass merchandising stores, malls and shopping centers, fast food and casual dining restaurants, stadiums and sports arenas, leisure and theme parks, convenience stores, movie theatres, warehouse club stores, schools, colleges and other institutions, and independent retailers. The company was incorporated in 1971 and is headquartered in Pennsauken, New Jersey.
How the Company Makes MoneyJ & J Snack Foods generates revenue through the sale of its snack products and frozen beverages across multiple channels. The company's revenue model is primarily based on direct sales to food service operators, grocery stores, and convenience retailers. Key revenue streams include bulk sales to distributors and retailers, as well as direct sales to end-users in various sectors such as schools, amusement parks, and stadiums. Significant partnerships with food service operators and retailers enhance the company's market reach and visibility. Additionally, JJSF benefits from brand recognition and customer loyalty, which contribute to repeat sales and stable revenue growth.

J & J Snack Foods Earnings Call Summary

Earnings Call Date:Nov 17, 2025
(Q4-2025)
|
% Change Since: |
Next Earnings Date:Feb 02, 2026
Earnings Call Sentiment Neutral
The earnings call reflects a cautious yet optimistic outlook. While there are significant challenges, such as the decline in sales and operating income, the company is taking strategic steps to address these issues through Project Apollo and new initiatives. The successful rollout of new products and financial strength are positive indicators for future growth.
Q4-2025 Updates
Positive Updates
Strong Position for Fiscal 2026
Initiated Project Apollo, expected to generate at least $20 million in annualized operating income through cost savings and manufacturing consolidation. Optimism for fiscal 2026 with new commercial activities and innovation initiatives.
Pretzel Sales Growth
Pretzel sales increased by 2.7% in 2025, driven by a strong second half performance with an 8% increase compared to the prior year.
Dippin' Dots Expansion
Successful rollout of Dippin' Dots to nearly 1,600 theaters and introduction of Dippin' Dots Sundays at retail, adding approximately $5 million to the top line.
Financial Strength
Strong financial position with $106 million in cash and no debt, allowing for strategic investments and share repurchases.
Negative Updates
Sales Decline
Sales decreased by 3.9% in Q4 compared to the prior year, largely due to a decline in the frozen beverage business.
Challenges in Frozen Novelties
Frozen novelties sales declined by 5.1% due to transitions between Luigi's and ICEE branded products, although efforts are underway to address this.
Operating Income Decline
Adjusted operating income decreased to $37.7 million from $42 million in the prior year, with adjusted EBITDA also dropping from $59.7 million last year to $57.4 million.
Theater Sales Impact
Frozen beverage volume declined due to lower theater sales, with box office sales for fiscal Q4 estimated to have declined by approximately 11%.
Company Guidance
During the J&J Snack Foods Q4 2025 conference call, the company provided guidance emphasizing both challenges and strategic initiatives for fiscal 2026. The company reported a Q4 adjusted EBITDA of $57.4 million on sales of $410.2 million, a 3.9% decline from the previous year. For fiscal 2025, adjusted EBITDA reached $180.9 million with net sales of $1.58 billion, a 0.5% increase. Key initiatives include Project Apollo, expected to generate at least $20 million in annualized operating income by 2026. The company announced the closure of three facilities, projecting $15 million in annualized savings. Additional initiatives within the distribution system aim for $3 million in savings. With $106 million in cash and no debt, the company plans to accelerate share repurchase activity, having repurchased $3 million in shares during Q4. The company is optimistic about fiscal 2026, with new product launches and commercial activities anticipated to drive growth despite ongoing market challenges.

J & J Snack Foods Financial Statement Overview

Summary
J & J Snack Foods demonstrates financial stability with a strong balance sheet and conservative leverage. However, the company faces challenges in revenue growth and profitability, as reflected in declining margins and negative revenue growth in the TTM period. Cash flow generation remains a mixed picture, with improvements in free cash flow but challenges in cash conversion.
Income Statement
72
Positive
J & J Snack Foods shows a stable gross profit margin of around 30% over the years, indicating consistent cost management. However, the net profit margin has decreased in the TTM period to 4.14% from 5.50% in the previous year, reflecting a decline in profitability. The revenue growth rate is negative in the TTM period, suggesting a contraction in sales. Despite these challenges, the company maintains a reasonable EBIT and EBITDA margin, though both have decreased compared to the previous year.
Balance Sheet
78
Positive
The company maintains a low debt-to-equity ratio of 0.17, indicating conservative leverage and financial stability. Return on equity has decreased to 6.87% in the TTM period from 9.04% in the previous year, showing a decline in profitability relative to shareholder equity. The equity ratio remains strong, suggesting a solid capital structure with a significant portion of assets financed by equity.
Cash Flow
65
Positive
Operating cash flow remains robust, but the operating cash flow to net income ratio has decreased, indicating less cash generation relative to net income. Free cash flow has grown by 23.59% in the TTM period, showing improvement, but the free cash flow to net income ratio has decreased, suggesting potential challenges in converting income into free cash flow.
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue1.58B1.58B1.57B1.56B1.38B1.14B
Gross Profit469.88M469.88M486.13M469.87M369.64M298.93M
EBITDA161.25M161.25M191.37M174.34M115.90M123.42M
Net Income65.59M65.59M86.55M78.91M47.23M55.61M
Balance Sheet
Total Assets1.38B1.38B1.37B1.28B1.24B1.15B
Cash, Cash Equivalents and Short-Term Investments105.89M105.89M73.39M49.58M39.19M291.17M
Total Debt163.56M163.56M160.50M121.91M111.56M60.53M
Total Liabilities414.81M414.81M408.13M365.72M381.25M306.45M
Stockholders Equity966.70M966.70M956.97M911.52M863.17M845.65M
Cash Flow
Free Cash Flow82.25M82.25M99.50M67.54M-61.23M47.92M
Operating Cash Flow165.13M165.13M173.07M172.28M26.06M101.50M
Investing Cash Flow-70.05M-70.05M-77.67M-93.24M-296.17M9.94M
Financing Cash Flow-64.71M-64.71M-68.37M-66.84M22.22M-24.67M

J & J Snack Foods Technical Analysis

Technical Analysis Sentiment
Negative
Last Price93.17
Price Trends
50DMA
90.52
Positive
100DMA
100.09
Negative
200DMA
111.12
Negative
Market Momentum
MACD
0.73
Negative
RSI
52.96
Neutral
STOCH
56.10
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 88.21, above the 50-day MA of 90.52, and below the 200-day MA of 111.12, indicating a neutral trend. The MACD of 0.73 indicates Negative momentum. The RSI at 52.96 is Neutral, neither overbought nor oversold. The STOCH value of 56.10 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

Overall Rating
UnderperformOutperform
Sector (62)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
69
Neutral
$1.76B27.116.82%3.45%0.54%-24.42%
68
Neutral
$2.28B11.7813.73%9.11%0.26%-19.45%
67
Neutral
$1.85B8.307.39%5.65%1.44%8.29%
63
Neutral
$1.89B18.605.86%8.98%-26.29%
62
Neutral
$20.33B14.63-3.31%3.23%1.93%-12.26%
58
Neutral
$1.44B160.220.80%2.64%1.22%
57
Neutral
-4.30%-70.31%
* Consumer Defensive Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
JJSF
J & J Snack Foods
90.97
-75.42
-45.33%
FLO
Flowers Foods
10.78
-9.68
-47.31%
SMPL
Simply Good Foods
18.93
-20.95
-52.53%
NOMD
Nomad Foods
12.03
-4.76
-28.35%
UTZ
UTZ Brands
9.58
-7.41
-43.61%
KLG
WK Kellogg Co
23.00
2.84
14.09%

J & J Snack Foods Corporate Events

Shareholder MeetingsBusiness Operations and Strategy
J & J Snack Foods Updates Bylaws for Shareholder Clarity
Neutral
Nov 25, 2025

On November 20, 2025, J & J Snack Foods Corp.’s Board of Directors approved amendments to the company’s Bylaws. The amendments clarify the timeframe for shareholders to submit notice of business for annual meetings and correct a typographical error, potentially impacting shareholder engagement and corporate governance processes.

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.Date of analysis: Nov 27, 2025