Lumida
/JJSF
⌘K
J&J Snack Foods Corp

J&J Snack Foods Corp

JJSF
$76.68USD↓-2.06%-1.61 today

MARKET CAP

1.4B

P/E (TTM)

17.8x

FWD P/E

17.5x

DAY RANGE

$76 – $79

52W RANGE

$69
$129

AI Summary

Stalk
Buy NowMedium

JJSF is in an early consolidation after a prolonged downtrend, showing signs of EMA regime repair and repeated tests of the upper boundary. Price is tightly tracking above the rising 9/21 EMAs with neutral overbought/oversold conditions, supporting a near-term bullish stance for Buy Now execution at the EMA support zone, while the long-term downtrend on the 200 DMA remains a structural headwind.

  • ↑Adjusted EBITDA rose 9.5% to $28.7M and EPS climbed 14.3% to $0.40, showing profitability gains.
  • ↑$106M cash on hand, $22M in repurchases and $0.80/share dividend underscore strong capital returns.
  • ↓Q1 revenue fell 3.2% to $344.8M, driven by weakness in bakery and frozen novelty segments.
Full analysis →

The case for & against

Bull & Bear analysis

Bullish

J&J Snack Foods Corp. (NASDAQ: JJSF) is a leading manufacturer and distributor in the snack food sector, known for its popular brands such as Super Pretzel and Dippin' Dots. The company targets growth in both food service and retail segments, focusing on product innovations while navigating the complexities arising from shifting consumer preferences and economic pressures. Positioned within the broader trend of convenience and experiential dining, JJSF stands to benefit from strategic initiatives that enhance operational efficiency and profitability.

Bull says

  • ↑Adjusted EBITDA rose 9.5% to $28.7M and EPS climbed 14.3% to $0.40, showing profitability gains.
  • ↑$106M cash on hand, $22M in repurchases and $0.80/share dividend underscore strong capital returns.
  • ↑$2M of new-product shipments in Q1 and expanded Dippin’ Dots distribution support revenue growth.
  • ↑High earnings yield and robust book-to-market ratio signal attractive valuation.
  • ↑Projected 9% box office growth in North America could boost theater snack sales.
  • ↑Operational efficiencies from transformation initiatives are improving margins despite headwinds.

Bear says

  • ↓Q1 revenue fell 3.2% to $344.8M, driven by weakness in bakery and frozen novelty segments.
  • ↓Expected $3.5M rise in fuel-driven distribution costs may compress margins.
  • ↓Weak profitability factors reflect pressure as input costs rise faster than price.
  • ↓Oil-price sensitivity heightens risk to cost structure and margin stability.
  • ↓New-product adoption uncertainty could lead to revenue shortfalls if consumer uptake lags.
  • ↓Negative growth and profitability factor signals caution against sustained demand recovery.

Investment themes with JJSF

High Dividend Yield↑ +0.32%

Companies paying above-average dividends

AVGO · JPM · XOM

Earnings Call · Q2 2026 · Mgmt. Guidance

Updated 05-12-2026neutral

Transcript signals

Bull points

  • Food service operating income increased 3.4 million to 10.9 million, largely reflecting gross margin improvements from plant consolidation and mix improvements.
  • Our balance sheet remains strong with approximately $31 million of cash net of debt.
  • we generated approximately 16 million in operating cash flow and invested 16 million in capital expenditures.

Bear points

  • Food service segment net sales declined 11.4 million or 5% to 214.7 million, with the largest driver of the decline being the anticipated reductions in our lower margin bakery business of about 8 million.
  • Retail segment operating income declined $3.9 million due to slotting fees, trade, and mix shift.
  • If fuel remains at current rates, fuel costs would be expected to increase approximately $3.5 million in the second half versus the prior year, if not mitigated.
Read full transcript analysis ›