J&J Snack Foods
Makes soft pretzels, frozen novelties, bakery snacks, and ICEE-style beverages for foodservice and retail.
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Profile
Runs Food Service, Retail Supermarkets, and Frozen Beverages around soft pretzels, bakery items, frozen novelties, churros, handheld snacks, and ICEE-style drinks. The portfolio is concentrated in North American foodservice and retail channels, with manufacturing-network optimization shaping current execution.
Manufactures and markets a pretzel-origin snack portfolio spanning soft pretzels, bakery items, frozen novelties, churros, handheld products, and frozen beverages. Food Service, Retail Supermarkets, and Frozen Beverages are the reportable segments, with Food Service the largest channel base in the context record.
Frozen beverages are sold under ICEE, SLUSH PUPPIE, and PARROT ICE in the United States, Mexico, and Canada, while retail products include brands such as LUIGI'S, WHOLE FRUIT, PHILLY SWIRL, and DIPPIN' DOTS.
Execution depends on foodservice and supermarket demand, distributor relationships that typically lack long-term contracts, and a manufacturing network being optimized through Project Apollo and recent plant closures.
Company facts
Key statistics
Year to date −1.3% · Average volume (30d) 236.2K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Target |
|---|---|---|---|---|---|
| Aug 6, 2026 | Jefferies | Upgrade | Hold | Buy | $101 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 5, 2026Q3 FY26 | $1.70 | $1.96 | +15.3% | $427.7M | $426.0M | −0.4% | +7.66% |
| May 6, 2026Q2 FY26 | $0.39 | $0.40 | +2.6% | $349.7M | $344.8M | −1.4% | −3.75% |
| Feb 3, 2026Q1 FY26 | $0.32 | $0.33 | +3.1% | $359.9M | $343.8M | −4.5% | +4.60% |
| Nov 17, 2025Q4 FY25 | $1.24 | $1.58 | +27.4% | $413.0M | $410.2M | −0.7% | +6.56% |
Financial highlights
| 12 quarters | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $356.1M | $454.3M | $410.2M | $343.8M | $344.8M | $426.0M | |
| Gross profit | $95.7M | $150.0M | $130.2M | $94.6M | $97.9M | $151.0M | |
| Operating income | $6.0M | $60.6M | $11.5M | $6.0M | $6.6M | $46.3M | |
| Net income | $4.8M | $44.2M | $11.4M | $883.0K | $1.7M | $35.3M | |
| Diluted EPS | $0.25 | $2.26 | $0.58 | $0.05 | $0.09 | $1.88 | |
| Gross margin | 26.9% | 33.0% | 31.7% | 27.5% | 28.4% | 35.5% | |
| Operating margin | 1.7% | 13.3% | 2.8% | 1.7% | 1.9% | 10.9% |
Fiscal years (4-quarter sums)FY21 $1.14B · FY22 $1.38B · FY23 $1.56B · FY24 $1.57B · FY25 $1.58B
Revenue by product · FY25
Revenue by geography · FY25
Balance sheet, Jun 27, 2026Cash & short-term investments $63.1M · Total debt $191.9M · Total assets $1.36B · Shareholders' equity $892.1M
Dividends
Raised for 20 straight years — most recently to $0.80 from $0.78 in Sep 2025. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Jun 16, 2026 | Jun 16 | Jul 7 | $0.80 | |
| Mar 17, 2026 | Mar 17 | Apr 7 | $0.80 | |
| Dec 16, 2025 | Dec 16 | Jan 6 | $0.80 | |
| Sep 16, 2025 | Sep 16 | Oct 7 | $0.80 | raised from $0.78 |
| Jun 17, 2025 | Jun 17 | Jul 8 | $0.78 | |
| Mar 18, 2025 | Mar 18 | Apr 8 | $0.78 | |
| Dec 17, 2024 | Dec 17 | Jan 7 | $0.78 | |
| Sep 17, 2024 | Sep 17 | Oct 8 | $0.78 | raised from $0.735 |
Ownership
Shares outstanding 18.75M · Float 14.72M · 78.5% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 2.40M | 12.77% | 13F | Aug 7, 2026 |
| Allspring Global Investments Holdings, LLC | 1.34M | 7.14% | 13F | Aug 13, 2026 |
| Vanguard Portfolio Management LLC | 1.05M | 5.62% | 13F | Aug 13, 2026 |
| Dimensional Fund Advisors LP | 692.2K | 3.69% | 13F | Aug 11, 2026 |
| Vanguard Capital Management LLC | 645.6K | 3.44% | 13F | Aug 13, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Nov 20, 2025 | Kathleen E. Ciaramello | director | +540 | $90.56 |
Peers
- PepsiCo
Broad snack and beverage scale across retail and foodservice
- Campbell's
Retail snack platform with pretzels, cookies, crackers, and bakery
- Utz
Salty-snack peer in pretzels and retail snack aisles
- Conagra Brands
Packaged-food peer across frozen retail and snack categories
- J.M. Smucker
Hostess and Uncrustables overlap in bakery and frozen handhelds
- Mondelez International
Global cookie and baked-snack scale in supermarket snacking
- Coca-Cola
Beverage giant competing for fountain and dispenser space
- Keurig Dr Pepper
Beverage peer in fountain syrups and refreshment channels
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| J&J Snack Foods | $89.26 | −0.07% | $1.67B | 34.4 | 21.5 | 1.1 | −6.2% |
| PepsiCo | $141.75 | +0.48% | $192.70B | 18.5 | 16.2 | 2.0 | +6.4% |
| Campbell's | $23.49 | +0.43% | $6.98B | 11.5 | 12.5 | 0.7 | −4.4% |
| Utz | $14.20 | −0.07% | $1.26B | — | 17.3 | 0.9 | +1.4% |
| Conagra Brands | $16.05 | −0.22% | $7.70B | — | 10.7 | 0.7 | +3.6% |
| J.M. Smucker | $132.34 | −0.00% | $14.14B | 61.8 | 13.0 | 1.5 | +5.0% |
| Mondelez International | $62.76 | +0.66% | $79.59B | 23.0 | 19.3 | 2.0 | +4.1% |
| Coca-Cola | $89.75 | +0.11% | $385.77B | 26.9 | 26.5 | 7.7 | +6.7% |
| Keurig Dr Pepper | $32.50 | +1.03% | $43.78B | 32.4 | 13.1 | 2.2 | +75.6% |
| Median | 25.0 | 14.6 | 1.8 | +4.6% |