For value investors, John B. Sanfilippo & Son ( JBSS ) is now starting to look like a good deal. Like other food manufacturers, its stock has dropped in 2025 and is now down 24% for the year. Many ofI am a freelance business writer. I formerly wrote articles for the Motley Fool Blogging Network, where I won several editor's choice awards. After that, I wrote articles for the main Motley Fool site. I typically focus on restaurants, retailers, and food manufacturers, considering both growth opportunities and ...

John B Sanfilippo & Son (NasdaqGS:JBSS) Q1 2026 Earnings Call October 30, 2025 10:00 AM ET Speaker2Good morning everyone and welcome to our 2026 first quarter earnings conference call. Thank you for joining us. On the call with me today is Frank Pellegrino, our CFO, and Jasper Sanfilippo, our COO. We may make some forward-looking statements today. Statements are based on our current expectations and they involve certain risks and uncertainties. Factors that could negatively impact results are explained in t ...

Table of Contents For the quarterly period ended September 25, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number: 0-19681 JOHN B. SANFILIPPO & SON, INC. (Exact Name of Registrant as Specified in its Charter) UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Delaware 36-2419677 (State or other jurisdiction of ...

Elgin, IL, Oct. 29, 2025 (GLOBE NEWSWIRE) -- John B. Sanfilippo & Son, Inc. (NASDAQ: JBSS) (the “Company”) today announced that its Board of Directors (the “Board”) declared a special cash dividend (the “Special Dividend”) of $1.00 per share on all issued and outstanding shares of Common Stock of the Company and $1.00 per share on all issued and outstanding shares of Class A Common Stock of the Company. The Special Dividend will return approximately $11.7 million to Company stockholders. The Special Dividen ...

Exhibit 99.1 John B. Sanfilippo & Son, Inc. Reports Fiscal 2026 First Quarter Results Higher Net Sales Drove a Diluted EPS Increase of 59% to $1.59 per Share Elgin, IL, October 29, 2025 -- John B. Sanfilippo & Son, Inc. (NASDAQ: JBSS) (the "Company") today announced financial results for its fiscal 2026 first quarter ended September 25, 2025. First Quarter Summary CEO Commentary "We began the fiscal year with strong momentum, continuing to execute our Long-Range Plan with discipline and focus. In this quart ...

Core Insights - The company reported a 59% increase in diluted earnings per share (EPS) to $1.59, driven by higher net sales and operational efficiencies [1][2][7] Financial Performance - Net sales for the first quarter of fiscal 2026 rose by $22.5 million, or 8.1%, reaching $298.7 million, primarily due to an 8.9% increase in the weighted average selling price per pound [3][7] - Gross profit increased by $7.6 million to $54.1 million, with the gross profit margin improving to 18.1% from 16.9% in the prior year [7][8] - Total operating expenses decreased by $2.5 million, resulting in a reduction of operating expenses as a percentage of net sales to 9.1% from 10.7% [9] Sales Volume Analysis - Sales volume in the consumer distribution channel decreased by 5.1%, mainly due to a 3.2% reduction in private brand sales volume [4] - The commercial ingredients distribution channel saw a 12.8% increase in sales volume, driven by new business and higher peanut butter volume [5] - The contract manufacturing distribution channel experienced an 18.4% increase in sales volume, attributed to increased granola and snack nut sales [6] Inventory and Costs - Total inventories increased by $40.2 million, or 20.6%, due to higher commodity acquisition costs and greater quantities of finished goods [10] - The weighted average cost per pound of raw nut and dried fruit input stock rose by 24.8% year over year [10] Strategic Outlook - The company aims to maintain momentum by focusing on growing sales volume, delivering customer value, and improving profitability [11]

Core Viewpoint - John B. Sanfilippo & Son, Inc. is set to discuss its first quarter Fiscal 2026 operating results in a conference call scheduled for October 30, 2025, indicating ongoing engagement with investors and stakeholders [1]. Company Information - The company is a significant processor and distributor of snack and recipe nut products, as well as a manufacturer of snack bars, highlighting its diverse product offerings in the snack food industry [1]. Financial Reporting - The first quarter results are anticipated to be released after market close on October 29, 2025, which is a standard practice for companies to inform stakeholders of their financial performance [1].

Company Overview - John B. Sanfilippo & Son (NASDAQ: JBSS) is a leading processor and distributor of nuts and a manufacturer of snack bars [1] - The company operates with a vertically integrated operational model, enhancing its market position in the nut industry [1] Investment Insights - The focus is on identifying companies that offer healthy dividends and have clear potential for capital appreciation [1] - The investment strategy emphasizes finding undervalued shares relative to fundamentals, peers, and historical levels [1] - High odds for capital appreciation are sought through technical and fundamental analysis, ideally with foreseeable catalysts [1] Industry Context - The company is recognized as a key player in the nut processing and distribution sector, indicating a strong competitive position [1]

Company Overview - John B. Sanfilippo & Son (NASDAQ: JBSS) is a leading processor and distributor of nuts and a manufacturer of snack bars [1] - The company operates with a vertically integrated operational model, enhancing its market position in the nut industry [1] Investment Potential - The company is identified as a good investment opportunity due to its healthy dividend payments and potential for capital appreciation [1] - Shares of JBSS are considered temporarily undervalued compared to its fundamentals, peers, and historical levels, indicating a potential for price recovery [1] - There are high odds for capital appreciation driven by foreseeable catalysts, making it an attractive option for investors [1]

Core Insights - Crude Value Insights provides an investment service and community focused on the oil and natural gas sector, emphasizing cash flow generation and growth potential [1] - Subscribers benefit from a model account featuring over 50 stocks, detailed cash flow analyses of exploration and production (E&P) firms, and live discussions about the sector [1] Subscription Offer - A two-week free trial is available for new subscribers, allowing them to explore the oil and gas investment opportunities [2]