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John B Sanfilippo & Son Inc

John B Sanfilippo & Son Inc

JBSS
$79.47USD↓-7.25%-6.21 today

MARKET CAP

929.0M

P/E (TTM)

13.9x

FWD P/E

11.8x

DAY RANGE

$79 – $87

52W RANGE

$59
$92

AI Summary

Stalk
StalkMedium

JBSS is in a clear Stage 2 advance characterized by a Parabola acceleration, indicating aggressive demand and strong medium-term continuation bias. However, price is currently extended above rising EMAs in an extreme OB context, making timing unfavorable now. Favor deferred entry on shallow pullbacks into the rising EMA zone or prior breakout range. Monitor any decisive break below the EMAs to invalidate the medium-term bullish thesis.

  • ↑Q3 2026 net sales increased 8% YoY to $281.8M, record top-line growth
  • ↑New bar processing line ~90% complete, slated to start production by fiscal-year end
  • ↓Consumer volume down 4.5% from private label competition
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The case for & against

Bull & Bear analysis

Bullish

John B. Sanfilippo & Son, Inc. (JBSS) is a leading player in the snack food sector, specializing in nuts, trail mixes, and snack bars. The company operates within the health and wellness trends of consumer preferences, with a diversified sales model that caters to both the retail and commercial markets. JBSS is poised to leverage its strong market presence and strategic investments in production capabilities to capitalize on growth opportunities in the evolving snack food landscape.

Bull says

  • ↑Q3 2026 net sales increased 8% YoY to $281.8M, record top-line growth
  • ↑New bar processing line ~90% complete, slated to start production by fiscal-year end
  • ↑Dividend yield at 0.58% plus special dividend underscores shareholder returns
  • ↑Commercial ingredients channel sales volume up 14.3%, offsetting retail declines
  • ↑High earnings yield, strong momentum, and low volatility factors support valuation
  • ↑Agile health-oriented product innovation aligns with wellness snack demand

Bear says

  • ↓Consumer volume down 4.5% from private label competition
  • ↓Gross profit fell 3.8% to $53.8M; margin at 19.1%
  • ↓Net income declined to $16.8M in Q3 due to cost pressure
  • ↓High commodity costs erode margins despite price increases
  • ↓Poor growth momentum and negative earnings revisions risk future gains
  • ↓Elevated short interest reflects significant investor skepticism

Investment themes with JBSS

Buybacks↑ +0.48%

Companies repurchasing their own shares

C · JCI · WFC

Earnings Call · Q3 2025 · Mgmt. Guidance

Updated 05-30-2026neutral

Transcript signals

Bull points

  • Sales volume increased 6% in the contract manufacturing distribution channel, primarily due to increased granola volume processed in our Lakeville facility.
  • Gross profit increased by $6.7 million, or 13.7% to $55.9 million, compared to the third quarter of last year, driven by inventory valuation adjustments that we anticipated driven by rising commodity input costs, which may not recur next quarter.
  • I'm encouraged to share the positive results and improvements we've made in our financial performance this quarter.

Bear points

  • net sales for the third quarter of fiscal 2025 decreased 4% to $260.9 million, compared to net sales of $271.9 million for the third quarter of fiscal 2024.
  • Sales volume decreased 9.2% in the consumer distribution channel, primarily due to an 8.3% decrease in private brand sales volume.
  • Sales volume decreased 12.9% for our branded products, primarily driven by a 33.8% reduction in orchard value harvest sales, mainly due to delayed orders from a major customer in the non-food sector.
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