)
J & J Snack Foods (JJSF) investor relations material
J & J Snack Foods Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Q4 net sales declined 3.9% year-over-year to $410.2 million, with full-year sales up 0.5% to $1.58 billion.
Adjusted EBITDA for Q4 was $57.4 million, down 4% year-over-year; full-year adjusted EBITDA reached $180.9 million.
Pretzel sales grew in both retail and food service, offsetting declines in frozen novelties and beverages.
Initiated a business transformation program, including plant consolidation, with $24 million in non-recurring Q4 charges.
Ended the year with $106 million in cash and no debt, positioning for share repurchases and future growth.
Financial highlights
Q4 adjusted operating income was $37.7 million, down from $42 million year-over-year; Q4 operating income dropped 71% to $11.5 million.
Q4 adjusted EBITDA was $57.4 million versus $59.7 million last year; adjusted EPS was $1.58, nearly flat year-over-year.
Full-year adjusted operating income was $108.2 million, down from $130.4 million; full-year adjusted EPS was $4.27, down from $4.93.
Q4 gross profit was $130.2 million, down 4% year-over-year; gross margin held steady at 31.7%.
Q4 net earnings fell 62% to $11.4 million; full-year net earnings declined 24% to $65.6 million.
Outlook and guidance
Project Apollo, a business transformation program, is expected to deliver at least $20 million in annualized operating income savings by 2026.
Plant closures and network consolidation to yield $15 million in annualized savings by Q2 2026, with additional $3 million from distribution initiatives.
Several major commercial programs and a robust innovation pipeline are planned for fiscal 2026, focusing on better-for-you products.
Additional $3 million–$5 million in non-recurring charges anticipated in fiscal 2026 related to transformation initiatives.
Share repurchase activity to accelerate in 2026, with $42 million remaining on authorization.
Next J & J Snack Foods earnings date
Next J & J Snack Foods earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
)
)
)
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage