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The Marzetti (MZTI) investor relations material
The Marzetti Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary4 Nov, 2025
Executive summary
Net sales for the quarter ended September 30, 2025, reached a record $493.5 million, up 5.8% year-over-year, with adjusted net sales (excluding $10.7 million TSA sales) up 3.5% to $482.8 million.
Gross profit set a first-quarter record at $118.8 million, up 7.2% year-over-year, with gross margin improving by 30 basis points to 24.1%.
Operating income rose 6.1% to $59.3 million, with adjusted operating income (excluding $1.1 million in restructuring and impairment charges) up 8.1% to $60.4 million.
Net income increased to $47.2 million ($1.71 per diluted share), up 5.6% year-over-year, despite $0.03 per share in restructuring charges.
Returned a $0.95 cash dividend per share, up 6% year-over-year, marking 62 consecutive years of dividend growth.
Financial highlights
Retail segment net sales grew 3.5% to $247.8 million, led by New York Bakery frozen garlic bread and licensed products such as Chick-fil-A, Buffalo Wild Wings, and Olive Garden.
Foodservice segment net sales increased 8.2% to $245.6 million, with adjusted net sales up 3.5% and operating income up 43.0% to $34.8 million.
Cash provided by operating activities was $69.5 million, up $49.6 million year-over-year, mainly due to favorable working capital and higher net income.
SG&A expenses increased 6.3% to $58.4 million, mainly due to higher marketing, brokerage, and compensation costs.
Company remains debt free with over $182 million in cash and shareholders' equity of $1.02 billion.
Outlook and guidance
Retail segment sales expected to benefit from licensing program growth and expanded distribution of Texas Roadhouse dinner rolls.
Foodservice segment outlook improved, supported by national chain customers and continued demand.
Modest input cost inflation anticipated, to be offset by contractual pricing and cost savings programs.
Fiscal 2026 capital expenditures forecasted at $75–$85 million.
Estimated tax rate for fiscal 2026 is 23%.
Mitigate TSA sales loss post-March 2026?
Milpitas closure: expected network optimization?
Plans for increased cash and equivalents?
Expected revenue gap post-TSA conclusion?
Long-term impact of increased Retail marketing spend?
Foodservice growth strategy in a down market?
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Next The Marzetti earnings date
Q2 20263 Feb, 2026
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Q2 20263 Feb, 2026
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Frequently asked questions
Lancaster Colony Corporation manufactures and markets food products for the retail and foodservice markets in the United States. The company offers its products primarily under the Marzetti, New York Brand Texas Toast, Sister Schubert's, Mary B's biscuit, T. Marzetti Company, Tastefully Simple, Fresh Gourmet and Angelic Bakehouse brands. It also supplies frozen croutons to other food companies in the United States. Lancaster Colony Corporation was incorporated in 1961 and is based in Westerville, Ohio.
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