J & J Snack Foods AI Stock Analysis
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J & J Snack Foods (JJSF) AI Stock Analysis
J & J Snack Foods
(NASDAQ:JJSF)
The score is driven primarily by solid underlying financial stability (low leverage, positive cash generation) but tempered by recent income-statement deterioration and a sharp TTM revenue decline. The latest earnings call supports a moderately positive outlook via margin expansion and increased cost-savings targets, though management also highlighted ongoing top-line pressure and freight/fuel headwinds. Technicals are mildly supportive (price above shorter-term averages, neutral momentum), while valuation is balanced by a higher P/E alongside an attractive dividend yield.
J & J Snack Foods Key Performance Indicators (KPIs)
Net Sales by SegmentBreaks 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.
Foodservice’s recent sales softness reflects intentional portfolio pruning (lower‑margin bakery and customer destocking) rather than purely demand collapse; management is prioritizing profitability via Project Apollo plant consolidations. Frozen Beverages remains the growth/margin engine with pronounced seasonality and theater-driven upside, helping gross margin expansion. Retail is choppy—hit by slotting fees and trade spend—but new SKUs and ICEE QSR tests offer upside. Key watch items: Apollo’s ~$20M run‑rate savings and H2 fuel/distribution pressure that could swing results despite top‑line rationalization.
The FlyJ & J Snack Foods (JJSF) vs. SPDR S&P 500 ETF (SPY)
- Market Cap
- $1.66B
- Dividend Yield
- 3.60%
- Average Volume (3M)
- 204.80K
- Price to Earnings (P/E)
- 34.0
- Beta (1Y)
- 0.14
- Revenue Growth
- -4.69%
- EPS Growth
- -39.51%
- Country
- US
- Employees
- 4,600
- Sector
- Consumer Defensive
- Sector Strength
- 62
- Industry
- Packaged Foods
J & J Snack Foods Business Overview & Revenue Model
Company Description
J&J Snack Foods Corp. (JJSF) operates as a prominent manufacturer, marketer, and distributor of nutritious snack foods and a wide array of beverages. The company serves both the food service industry and retail supermarkets across the United States,...
How the Company Makes Money
J & J Snack Foods primarily makes money by selling snack foods and frozen beverages through a mix of foodservice and retail distribution. Revenue is generated from (1) manufacturing and selling finished products under the company’s brands to customer...
J & J Snack Foods Earnings Call Summary
The call presented a mixed picture: strong operational execution (gross margin +240 bps, Project Apollo savings raised to at least $25M run rate), solid retail and brand momentum (Dogsters, Luigi's, Dippin' Dots) and healthy liquidity and shareholder returns. However, material top-line pressure remains (net sales down 6.2%, foodservice down 8.3%), driven by planned bakery reductions and softness in service/machine sales, and freight/fuel cost inflation (~$4.7M) weighed on profitability. Management outlined a clear path to margin resilience and expects sales improvement in Q4 with a return to organic growth in fiscal 2027, making the outlook constructive but not yet a full turnaround.
Q3-2026 Updates
Positive Updates
Negative Updates
Company Guidance
Management said sales momentum should improve in Q4—bakery planned reductions that peaked in Q3 at ~3.5% are expected to decline to about 2.5% of prior‑year sales in Q4—with most of the service‑revenue gap closed in Q4 and largely eliminated by Q1 FY2027, and the company expects to return to sales growth in fiscal 2027; gross‑margin expansion is expected to continue after Q3 gross margin widened 240 bps to 35.5% (YTD +200 bps). They raised Project Apollo plant consolidation savings to at least $20M annualized (total Apollo run‑rate to at least $25M), warned fuel and freight pressures will persist in Q4 (freight/fuel pressure ~ $4.7–$5.0M in Q3; distribution costs +$4.9M, 11.6% of sales vs 9.8% prior), but noted diesel has moderated and they expanded fuel surcharges and minimum order quantities. Key Q3 and balance‑sheet metrics cited alongside the guidance: net sales $426M (down 6.2%), adjusted EBITDA $67.4M (down 6.4% YoY), adjusted EPS $1.96 (vs $2.00), foodservice sales $254.3M (down 8.3%, ~ $16M bakery impact), retail sales $64.9M (+1.7%, +4.8% excl. $2M slotting), beverage net sales +5.9% (segment $106.7M, down 5.8% overall), pretzel dollar‑share +4.6 pts, Dogsters retail +30% (units +40%), operating cash flow ~$48.8M, capex ~$18.1M, cash net of debt ~$35M, ~$182M revolver capacity, expect ~$17M insurance proceeds in August, and returned $25M to shareholders in the quarter ($15M dividends, $10M buybacks; ~130k shares repurchased; YTD ~$120M returned).
J & J Snack Foods Financial Statement Overview
Summary
Financials are supported by a conservative balance sheet (low leverage, substantial equity) and generally positive cash generation, but recent operating performance has weakened. The income statement shows margin compression versus 2023–2024 and sharply negative TTM revenue growth, while cash conversion is somewhat volatile (TTM free cash flow ~53% of net income and operating cash flow coverage below 1.0).
Income Statement
60NeutralBalance Sheet
78PositiveCash Flow
67Positive| Breakdown | TTM | Sep 2025 | Sep 2024 | Sep 2023 | Sep 2022 | Sep 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 1.52B | 1.58B | 1.57B | 1.56B | 1.38B | 1.14B |
| Gross Profit | 473.75M | 469.88M | 486.13M | 469.87M | 369.64M | 298.93M |
| EBITDA | 137.84M | 161.25M | 191.37M | 174.34M | 115.90M | 123.42M |
| Net Income | 49.27M | 65.59M | 86.55M | 78.91M | 47.23M | 55.61M |
Balance Sheet | ||||||
| Total Assets | 1.36B | 1.38B | 1.37B | 1.28B | 1.24B | 1.15B |
| Cash, Cash Equivalents and Short-Term Investments | 63.10M | 105.89M | 73.39M | 49.58M | 39.19M | 291.17M |
| Total Debt | 191.91M | 163.56M | 160.50M | 121.91M | 111.56M | 60.53M |
| Total Liabilities | 463.81M | 414.81M | 408.13M | 365.72M | 381.25M | 306.45M |
| Stockholders Equity | 892.08M | 966.70M | 956.97M | 911.52M | 863.17M | 845.65M |
Cash Flow | ||||||
| Free Cash Flow | 92.00M | 82.25M | 99.50M | 67.54M | -61.23M | 47.92M |
| Operating Cash Flow | 166.87M | 165.13M | 173.07M | 172.28M | 26.06M | 101.50M |
| Investing Cash Flow | -73.69M | -70.05M | -77.67M | -93.24M | -296.17M | 9.94M |
| Financing Cash Flow | -110.40M | -64.71M | -68.37M | -66.84M | 22.22M | -24.67M |
J & J Snack Foods Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JJSF, the sentiment is Positive. The current price of 88.95 is above the 20-day moving average (MA) of 85.18, above the 50-day MA of 82.06, and above the 200-day MA of 80.07, indicating a bullish trend. The MACD of 2.42 indicates Negative momentum. The RSI at 62.58 is Neutral, neither overbought nor oversold. The STOCH value of 59.67 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive 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.
Latest Risks Added
1 New RiskJ & J Snack Foods Peers Comparison
Overall Rating
MZTI74Outperform- JJSF68Neutral
FLO60Neutral
JBSS48Neutral
UTZ43Neutral
Financial Indicators
| Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
| MZTI | 74Outperform | $2.98B | 17.56 | 16.83% | 3.59% | -0.94% | 2.86% |
| JJSF | 68Neutral | $1.67B | 34.02 | 5.40% | 3.60% | -4.69% | -39.51% |
| Sector * | 62Neutral | $20.33B | 14.63 | -3.31% | 3.23% | 1.93% | -12.26% |
| FLO | 60Neutral | $1.37B | 24.04 | 4.13% | 11.92% | 2.46% | -75.05% |
| JBSS | 48Neutral | $656.12M | 11.81 | 14.95% | 7.92% | 3.13% | -14.89% |
| UTZ | 43Neutral | $2.05B | -33.31 | -5.53% | 1.77% | 0.48% | -739.44% |
* Consumer Defensive Sector Average
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| JJSF | J & J Snack Foods | 88.95 | 9.47 | 11.92% | |
| BRID | Bridgford Foods | 5.36 | -1.94 | -26.64% | |
| FLO | Flowers Foods | 6.25 | -4.19 | -40.13% | |
| JBSS | John B. Sanfilippo & Son | 56.80 | -7.37 | -11.49% | |
| MZTI | Marzetti Company | 111.49 | -56.29 | -33.55% | |
| UTZ | Utz Brands Inc | 14.25 | 4.14 | 40.91% |
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: Aug 05, 2026