J&J Snack Foods Corp.
- Open
- 85.97
- Day high
- 87.65
- Day low
- 85.34
- Prev close
- 86.37
- Volume
- 14K
- Mkt cap
- $1.6B
- P/E (TTM)
- 32.9
- EPS (TTM)
- $2.61
- P/B
- 1.8
- P/S
- 1.1
- Yield
- 3.72%
- Per share
- $3.20
J&J Snack Foods Corp. (JJSF) is a Consumer Defensive company listed on NASDAQ. The stock is down 19% over the past year. Drillr has 1 published research article covering JJSF.
J&J Snack Foods Corp. (JJSF) financials & analyst ratings
Fundamentals (TTM)
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
JJSF earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Aug 5, 2026 | $1.70 | $1.96 | +15.3% | $426M | -0.4% |
| May 6, 2026 | $0.39 | $0.40 | +2.6% | $345M | -1.4% |
| Feb 3, 2026 | $0.32 | $0.33 | +3.1% | $344M | -2.5% |
| Nov 17, 2025 | $1.24 | $1.58 | +27.4% | $410M | -0.7% |
| Feb 3, 2025 | $0.62 | $0.33 | -46.8% | $363M | -2.1% |
| Nov 13, 2024 | $1.85 | $1.60 | -13.5% | $427M | -0.4% |
| Nov 15, 2023 | $1.72 | $1.73 | +0.6% | $444M | +5.4% |
| May 1, 2023 | $0.46 | $0.43 | -6.5% | $338M | -23.0% |
| Jan 30, 2023 | $0.47 | $0.42 | -10.6% | $351M | -2.6% |
| Nov 14, 2022 | $0.89 | $1.05 | +18.0% | $400M | +4.3% |
| Aug 2, 2022 | $1.07 | $0.93 | -13.1% | $380M | +8.0% |
| May 2, 2022 | $0.65 | $0.17 | -73.8% | $282M | -9.4% |
JJSF insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Feb 13, 2026 | Ciaramello Kathleen Edirector | Grant | 482 | $85.14 |
| Jan 5, 2026 | FACHNER DANdirector, officer: Chairman, President & CEO | Tax | 178 | $90.37 |
| Dec 3, 2025 | Munsell Shawnofficer: Chief Financial Officer | Tax | 94 | $94.03 |
| Nov 21, 2025 | Kehoe Mary Louofficer: VP, Human Resources | Grant | 721 | — |
| Nov 21, 2025 | Inderlied Matthew Toddofficer: Chief Customer Officer | Grant | 1,643 | — |
| Nov 21, 2025 | MALLARD Lynwoodofficer: Chief Marketing Officer | Tax | 77 | $89.54 |
| Nov 21, 2025 | Every Stephenofficer: EVP, Operations | Tax | 63 | $89.54 |
| Nov 21, 2025 | MALLARD Lynwoodofficer: Chief Marketing Officer | Grant | 1,679 | — |
| Nov 21, 2025 | Kehoe Mary Louofficer: VP, Human Resources | Tax | 37 | $89.54 |
| Nov 21, 2025 | Pollner Michael Aofficer: SVP, General Counsel & Secy. | Tax | 77 | $89.54 |
| Nov 21, 2025 | Inderlied Matthew Toddofficer: Chief Customer Officer | Tax | 61 | $89.54 |
| Nov 21, 2025 | Ciaramello Kathleen Edirector | Buy | 540 | $90.56 |
| Nov 21, 2025 | Munsell Shawnofficer: Chief Financial Officer | Grant | 2,646 | — |
| Nov 21, 2025 | Pollner Michael Aofficer: SVP, General Counsel & Secy. | Grant | 1,837 | — |
| Nov 21, 2025 | FACHNER DANdirector, officer: Chairman, President & CEO | Tax | 817 | $89.54 |
Source: JJSF SEC Form 4 filings, latest Feb 13, 2026. For informational purposes only — not investment advice.
See the full JJSF insider & 13F page →J&J Snack Foods Corp. company profile
Overview
J&J Snack Foods Corp. (NASDAQ:JJSF) is a Pennsylvania-based manufacturer and distributor of snack foods and frozen beverages that has been publicly traded since 1986. Founded in 1971 and headquartered in Pennsauken, New Jersey, the company has grown from a regional snack food producer into a diversified food manufacturer serving customers across North America. The company operates through three primary business segments and has built a portfolio of well-known brands including SUPERPRETZEL, ICEE, Dippin' Dots, and LUIGI'S frozen novelties. J&J Snack Foods serves a wide range of venues from movie theaters and sports stadiums to convenience stores and supermarkets, positioning itself as a key supplier in the impulse snack and beverage market.
Business
J&J Snack Foods operates in the packaged foods industry, specifically focusing on impulse snack foods and frozen beverages that are typically consumed as treats or convenience items. The snack food industry encompasses products that are purchased spontaneously by consumers, often at entertainment venues, retail locations, or through vending machines. The company operates through three distinct business segments that collectively generated approximately $1.57 billion in revenue in fiscal 2024: 1. Food Service segment (~67% of revenue): This is the company's largest division, manufacturing and distributing snack foods primarily to entertainment venues, restaurants, and institutional customers. Key products include soft pretzels under brands like SUPERPRETZEL and AUNTIE ANNE'S, frozen novelties including the acquired Dippin' Dots ice cream brand, churros under TIO PEPE'S brand, and various bakery products like funnel cakes and biscuits. These products are sold to movie theaters, sports stadiums, amusement parks, schools, and quick-service restaurants. 2. Retail Supermarket segment (~13% of revenue): This division focuses on packaged versions of the company's products sold through grocery stores and mass retailers. Products include frozen soft pretzels, handheld items like SUPREME STUFFERS, and frozen novelties that consumers can purchase for home consumption. 3. Frozen Beverages segment (~20% of revenue): This segment manufactures and distributes frozen beverage concentrates and syrups under brands like ICEE and SLUSH PUPPIE, along with the equipment and maintenance services needed to operate frozen beverage machines. The division also sells replacement parts and provides repair services to customers operating these beverage systems.
Revenue model
J&J Snack Foods generates revenue through direct product sales across its three business segments, with different customer bases and pricing models for each division. The Food Service segment sells products directly to distributors and end customers including entertainment venues, restaurants, and institutional buyers. Revenue comes from wholesale sales of frozen snack foods that are then prepared and sold to consumers at significantly higher retail prices. The company benefits from the high-margin nature of impulse purchases at entertainment venues, where customers are willing to pay premium prices. The Retail segment operates on traditional consumer packaged goods economics, selling products to grocery retailers and mass merchandisers who then mark up the products for consumer sale. This segment typically operates on lower margins but higher volumes compared to food service. The Frozen Beverages segment employs a razor-and-blade business model, generating revenue from initial equipment sales, ongoing concentrate and syrup sales, and recurring maintenance and parts revenue. This creates a recurring revenue stream from existing customers who must purchase proprietary concentrates to operate their beverage equipment. Several factors influence the company's margins: Commodity cost inflation, particularly in chocolate, wheat, and other key ingredients, can compress margins when the company cannot immediately pass through price increases. Seasonal demand patterns significantly impact profitability, with summer months and movie theater attendance driving higher-margin frozen beverage and novelty sales. Distribution efficiency affects costs, with the company investing in regional distribution centers to reduce transportation expenses. Labor costs and availability in manufacturing facilities can impact production efficiency. Competition from private label products in retail channels can pressure pricing, while the company's branded position in food service provides more pricing power.
Competitive moat
J&J Snack Foods operates with a moderate but sustainable competitive moat built primarily around brand recognition, distribution relationships, and operational scale in niche market segments. The company's strongest moat exists in the frozen beverage equipment business, where the razor-and-blade model creates customer switching costs. Once venues install ICEE or SLUSH PUPPIE machines, they must continue purchasing proprietary concentrates and maintenance services, creating recurring revenue streams and customer stickiness. In food service channels, the company benefits from established relationships with major entertainment venues and the logistical complexity of serving dispersed locations like movie theaters and sports stadiums. The company's investment in regional distribution centers and cold-chain logistics creates operational advantages that are difficult for smaller competitors to replicate. Brand recognition provides some protection, particularly for iconic products like SUPERPRETZEL and Dippin' Dots, though this advantage is stronger in food service than retail channels where private label competition is more intense. However, the moat faces several challenges: The snack food industry has relatively low barriers to entry for basic products, and large food companies could potentially compete if margins become attractive enough. Changing consumer preferences toward healthier snacking options could erode demand for traditional products. Consolidation among customers, particularly movie theater chains and restaurant groups, increases buyer power and pricing pressure. The company's dependence on entertainment venues also creates vulnerability to secular changes in consumer entertainment habits, as demonstrated during the COVID-19 pandemic's impact on theater attendance.
Risks & safety
J&J Snack Foods presents a moderate margin of safety with solid financial fundamentals but elevated valuation metrics. • Solvency and liquidity: Strong current ratio of 2.38x, cash position of $48.5 million, and debt-to-equity ratio of only 0.18x indicate low financial risk • Cash generation: Positive operating cash flow of $12.3 million in Q2 2025, though free cash flow turned negative at -$7.2 million due to capital investments • Debt burden: Minimal debt levels provide financial flexibility during economic downturns • Valuation concerns: EV/EBITDA ratio of 27.1x appears elevated relative to the consumer staples sector average • Profitability pressure: Net margin compressed to 1.4% in Q2 2025, down from historical levels, indicating operational challenges • Price-to-book ratio of 2.71x suggests the market is pricing in significant growth expectations • Other considerations: Seasonal business model creates quarterly volatility; dependence on entertainment venues adds cyclical risk; inflation in key commodities pressuring margins in near term
Recent development
Over the past several years, J&J Snack Foods has pursued a strategy focused on brand portfolio expansion, operational efficiency improvements, and channel diversification. The most significant strategic move was the acquisition of Dippin' Dots in 2022, which added a premium frozen novelty brand and expanded the company's presence in entertainment venues. Management has focused on leveraging this acquisition by expanding Dippin' Dots distribution into movie theaters, adding over 186 theater locations and planning further expansion of more than 30% in theater presence. Operational efficiency initiatives have been a major focus, with the company transitioning from 30% to 70% of sales orders being shipped from its new regional distribution network. This has resulted in a 30% reduction in average haul length and improved on-time delivery performance to over 80%. The company now operates nine cold storage facilities strategically positioned to serve its customer base more efficiently. Product innovation and portfolio refresh efforts include reformulating the SUPERPRETZEL recipe and packaging, developing high-protein pretzel varieties to address health-conscious consumer trends, and launching new products like Dippin' Dots Sundaes in retail channels. The company has also expanded its bakery offerings and successfully launched churros with major QSR chains like Subway. Pricing strategy adjustments have been implemented to combat commodity cost inflation, particularly in chocolate, with selective price increases across the portfolio while monitoring consumer response carefully. Management has also proactively addressed regulatory concerns by removing artificial ingredients like Red dye number three from all products ahead of potential regulatory changes.
JJSF company profile · for informational purposes only — not investment advice.
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