John B Sanfilippo & Son (JBSS) Investor presentation summary

Company overview and market position

• Leading U.S. processor and distributor of nuts, with a $1B+ sales portfolio and 1,700+ employees.

• Operates five manufacturing locations and ships 349.3M pounds annually.

• Portfolio includes snack and protein bars, nuts, mixes, and confections, with 82% of sales in the consumer channel.

• Partners with top private brands and sells national brands like Fisher and Orchard Valley Harvest.

• Mission centers on creating real food that brings joy, nourishes people, and protects the planet.

Historical growth and strategic milestones

• Over 100 years of market leadership, driven by vertical integration, innovation, and acquisitions.

• Key acquisitions include Fisher Nut, Orchard Valley Harvest, and Squirrel Brand.

• Expanded into snack and nutrition bars with a new facility and added high-speed bar lines in 2026.

• Manufacturing footprint covers 2.6 million sq. ft. of production and warehouse space.

Financial performance and shareholder returns

• Net sales reached $1.18B in FY26, with a 2.2% CAGR in pounds sold and 2.6% CAGR in gross profit since FY16.

• EBITDA grew to $113.6M in FY26, with EBITDA margin at 9.7%.

• Diluted EPS rose to $5.26, and average daily stock price increased to $71.83.

• Regular and special dividends increased, with $5.00 paid in 2026.

• Capital expenditures peaked at $88.1M in FY26, supporting capacity expansion.