John B. Sanfilippo & Son, Inc.
- Open
- 85.44
- Day high
- 87.69
- Day low
- 85.44
- Prev close
- 84.94
- Volume
- 0
- Mkt cap
- $1.0B
- P/E (TTM)
- 15.2
- EPS (TTM)
- $5.73
- P/B
- 2.6
- P/S
- 0.9
- Yield
- 4.59%
- Per share
- $4.00
John B. Sanfilippo & Son, Inc. (JBSS) is a Consumer Defensive company listed on NASDAQ. The stock is up 30% over the past year.
John B. Sanfilippo & Son, Inc. (JBSS) 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.
JBSS earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Apr 30, 2026 | $1.16 | $1.43 | +23.3% | $282M | +8.0% |
| Jan 29, 2026 | $1.36 | $1.53 | +12.5% | $315M | +20.9% |
| Oct 29, 2025 | $1.28 | $1.59 | +24.2% | $299M | +9.0% |
| Aug 20, 2025 | — | $1.15 | — | $269M | — |
| Apr 30, 2025 | — | $1.72 | — | $261M | — |
| Jan 29, 2025 | — | $1.16 | — | $301M | — |
| Aug 20, 2024 | — | $0.86 | — | $270M | — |
| May 1, 2024 | — | $1.15 | — | $272M | — |
| Jan 31, 2024 | — | $1.64 | — | $291M | — |
| Oct 31, 2023 | — | $1.51 | — | $234M | -75.5% |
| Aug 23, 2023 | $0.86 | $1.26 | +46.5% | $234M | -9.1% |
| May 2, 2023 | $1.31 | $1.35 | +3.1% | $239M | -7.5% |
JBSS insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Mar 3, 2026 | SANFILIPPO JEFFREY Tdirector, 10 percent owner, officer: Chief Executive Officer | Sell | 7,212 | $80.08 |
| Mar 3, 2026 | Sanfilippo Lisadirector, 10 percent owner: | Sell | 2,272 | $81.43 |
| Mar 3, 2026 | SANFILIPPO JASPER BRIAN JRdirector, 10 percent owner, officer: COO, President | Sell | 7,212 | $80.97 |
| Mar 3, 2026 | Sanfilippo James Jdirector, 10 percent owner: | Sell | 1,268 | $80.63 |
| Feb 10, 2026 | SANFILIPPO JEFFREY Tdirector, 10 percent owner, officer: Chief Executive Officer | Grant | 11,449 | — |
| Nov 18, 2025 | Finn Michael Jofficer: VP, Corporate Controller | Tax | 355 | $68.07 |
| Nov 18, 2025 | VALENTINE JAMES Adirector | Tax | 355 | $68.07 |
| Nov 18, 2025 | Pronitcheva Julia Aofficer: SVP Human Resources | Tax | 485 | $68.07 |
| Nov 13, 2025 | VALENTINE JAMES Adirector | Grant | 1,625 | — |
| Nov 13, 2025 | Sanfilippo John Edirector, 10 percent owner: | Grant | 1,536 | — |
| Nov 13, 2025 | SANFILIPPO JASPER BRIAN JRdirector, 10 percent owner, officer: COO, President | Grant | 11,819 | — |
| Nov 13, 2025 | Taaffe Ellendirector | Grant | 1,536 | — |
| Nov 13, 2025 | Lieberman Pamela Forbesdirector | Grant | 1,536 | — |
| Nov 13, 2025 | SANFILIPPO JEFFREY Tdirector, 10 percent owner, officer: Chief Executive Officer | Grant | 11,819 | — |
| Nov 13, 2025 | Sanfilippo James Jdirector, 10 percent owner: | Grant | 1,536 | — |
Source: JBSS SEC Form 4 filings, latest Mar 3, 2026. For informational purposes only — not investment advice.
See the full JBSS insider & 13F page →John B. Sanfilippo & Son, Inc. company profile
Overview
John B. Sanfilippo & Son, Inc. (NASDAQ:JBSS) is a century-old American food processing and distribution company founded in 1922 and headquartered in Elgin, Illinois. The company has evolved from its origins as a nut processor into a diversified packaged foods manufacturer, achieving a significant milestone by surpassing $1 billion in annual sales for the first time in fiscal 2024. Operating through its subsidiary JBSS Ventures, LLC, the company has expanded its product portfolio beyond traditional nuts to include snack bars, trail mixes, and various specialty food products, serving both retail and commercial markets across the United States.
Business
John B. Sanfilippo & Son operates in the packaged foods industry, specifically focusing on tree nuts, peanuts, and related snack products. The company processes, packages, and distributes a wide variety of nuts including almonds, pecans, cashews, walnuts, pistachios, macadamia nuts, pine nuts, Brazil nuts, and filberts in various styles and seasonings. Beyond nuts, the company has significantly expanded into the snack and nutrition bar segment, which contributed approximately $131 million in annual sales as of fiscal 2024. The company's product portfolio includes several key categories. Nuts and nut products represent the traditional core business, offering both raw and processed varieties under brands like Fisher, Orchard Valley Harvest, Squirrel Brand, and Southern Style Nuts. The company also produces peanut butter, almond butter, and cashew butter in various sizes and formulations. The snack foods segment encompasses trail mixes, salad toppings, snack bites, dried fruit, chocolate and yogurt-coated products, sunflower kernels, pepitas, corn snacks, chickpea snacks, and sesame-based products. A significant growth area is the snack and nutrition bar business, which was substantially expanded through the acquisition of the Lakeville facility. This segment focuses on private brand nutrition bars and represents a key strategic initiative for future growth. The company also operates in commercial ingredients, providing bulk nuts and ingredients to food manufacturers, and offers contract manufacturing services for other food companies. The business operates through three main distribution channels: the Consumer Distribution Channel (serving retailers with both branded and private label products), the Commercial Ingredients Distribution Channel (supplying food manufacturers), and the Contract Manufacturing Distribution Channel (providing co-packing services). The consumer channel represents the largest portion of the business, with private brand products showing particularly strong growth in recent quarters.
Revenue model
John B. Sanfilippo & Son generates revenue through multiple business models across its three distribution channels. The primary revenue driver is product sales to retailers, wholesalers, and commercial customers. In the Consumer Distribution Channel, the company sells both branded products under names like Fisher and Orchard Valley Harvest, and private label products manufactured for major retailers. Private brand sales have shown particular strength, with increases of 27.6% in Q2 2025, representing a significant portion of consumer channel revenue. The Commercial Ingredients Channel generates revenue by selling bulk nuts and ingredients to food manufacturers who use these components in their own products. This B2B model typically operates on lower margins but provides steady volume. The Contract Manufacturing Channel earns revenue through co-packing services, where the company manufactures products for other brands using their facilities and expertise. This channel showed strong growth of 55.6% in Q2 2025, indicating successful capacity utilization. The company's profitability is significantly influenced by commodity price volatility, as nuts are agricultural products subject to weather conditions, crop yields, and global supply-demand dynamics. Rising commodity costs have pressured margins, with gross profit margins declining from historical levels above 20% to around 18.5% in recent quarters. Tariff policies represent another critical factor, particularly for imported nuts like cashews, where potential 46% tariffs could substantially impact costs. Inflationary pressures on labor, transportation, and packaging materials have compressed margins, while the company's ability to pass through price increases to customers affects demand elasticity. The company mitigates these pressures through strategic pricing negotiations, offering alternative product formulations when costs become prohibitive, and investing in operational efficiencies. Consumer behavior changes during economic uncertainty, where customers may trade down to less expensive alternatives or reduce snack consumption entirely, directly impacts sales volumes and pricing power. The seasonal nature of certain products, particularly nuts during holiday baking seasons, creates revenue fluctuations throughout the year. The company's diversification into snack bars and year-round products helps smooth these seasonal variations while providing opportunities for higher-margin products.
Risks & safety
The company demonstrates moderate financial stability with some areas of concern regarding cash flow and valuation metrics. **Cash Flow and Debt Position:** - Free cash flow has been volatile and recently negative: -$37.6 million in Q3 2025, -$2.7 million in Q2 2025 - Operating cash flow turned negative at -$25.9 million in Q3 2025, indicating working capital pressures - Debt-to-equity ratio of 0.35 is manageable but has increased from 0.17 in prior year - Current ratio of 2.04 suggests adequate short-term liquidity - Very low cash position of only $336,000 creates potential liquidity concerns **Valuation Metrics:** - P/E ratio of 10.3 appears reasonable for current earnings - Price-to-book ratio of 2.39 suggests moderate valuation premium - EV/EBITDA of 8.4 is within reasonable range for food companies - Graham number suggests potential undervaluation relative to current price **Other Considerations:** - Company is investing heavily in capital expenditures ($90 million planned through fiscal 2026), straining cash flow - Commodity price volatility creates earnings unpredictability - Seasonal working capital needs may explain some cash flow volatility - Recent dividend payments including special dividends indicate management confidence despite cash flow challenges
Recent development
Over the past few years, John B. Sanfilippo & Son has undergone significant strategic transformation focused on diversification and capacity expansion. The most notable development was the acquisition of the Lakeville bar manufacturing facility, which substantially expanded the company's presence in the growing snack and nutrition bar market. This acquisition contributed approximately $131 million in annual net sales and represents a key strategic pivot beyond the company's traditional nut-focused business. The company has embarked on a major infrastructure expansion program, investing $90 million in production equipment and infrastructure through fiscal 2026. This includes leasing a new 446,000 square foot warehouse facility in Huntley, Illinois, which will free up 250,000 square feet of production space at their main Elgin facility for manufacturing expansion. These investments are designed to support both the traditional nut business and the growing bar segment. Brand portfolio development has been another key focus, with the company rebranding Orchard Valley Harvest and launching private brand nutrition bars. The acquisition of the Just the Cheese brand added another specialty product line to their portfolio. Management has invested in consumer insights teams and innovation capabilities to better understand market trends and develop new products. The company has responded to challenging market conditions by implementing strategic pricing adjustments across all brands and exploring alternative product formulations when commodity costs become prohibitive. They have also focused on expanding their private label business, which has shown strong growth and typically offers better margin stability than branded products. Operational efficiency initiatives include exploring AI technology implementation and supply chain optimization. The company has also established ESG (Environmental, Social, and Governance) initiatives, including a diversity and inclusion committee and sustainable packaging programs, reflecting broader corporate responsibility trends. Recent earnings calls indicate management is actively exploring potential merger and acquisition opportunities to further diversify the product portfolio and achieve their stated goal of building a $2 billion business. The focus appears to be on complementary snack segments that can leverage their existing manufacturing and distribution capabilities.
JBSS company profile · for informational purposes only — not investment advice.
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