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J & J Snack Foods
J & J Snack Foods (JJSF) investor relations material
J & J Snack Foods Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary3 Feb, 2026
Executive summary
Net sales declined 5.2% year-over-year to $343.8 million, mainly due to portfolio optimization, bakery business rationalization, and lower Food Service segment sales.
Adjusted EBITDA increased 7% to $27 million, and adjusted operating income was $8 million, nearly flat with last year.
Gross margin improved 200 basis points to 27.9%, driven by plant consolidation, transformation initiatives, and improved product mix.
Project Apollo transformation initiatives delivered $3 million in net savings and are expected to generate $20 million in annual run-rate operating income.
Net earnings fell 82.8% to $0.9 million, impacted by $6.1 million in plant closure and restructuring costs.
Financial highlights
Adjusted EBITDA rose 7% to $27 million; adjusted EPS was $0.33, unchanged from last year.
Net sales declined 5.2% to $343.8 million; gross profit increased to $96 million.
Operating income dropped to $0.6 million, down from $6.2 million, due to non-recurring costs.
Operating cash flow was $36 million; capital expenditures totaled $19 million.
Cash and cash equivalents at quarter-end were $66.8 million.
Outlook and guidance
Portfolio optimization expected to reduce sales by 3% for fiscal 2026; low single-digit growth anticipated excluding SKU rationalization.
Project Apollo to deliver $20 million in annual run-rate operating income, with full plant consolidation benefits in Q2 and further savings ramping up by Q4.
Commodity pricing expected to be more favorable in 2026, supporting further gross margin improvement.
New product launches, including Dippin' Dots retail and better-for-you novelties, expected in Q2.
Management remains optimistic about future trajectory and commercial initiatives.
Impact of portfolio rationalization on margin
Food Service OI growth despite sales decline
Drivers of selling & marketing expense rise
What drives sustained gross margin improvement?
What is the expected headline sales growth for FY26?
What is the strategy behind the new $50M repurchase?
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Next J & J Snack Foods earnings date
Q2 20265 May, 2026
J & J Snack Foods
Next J & J Snack Foods earnings date
Q2 20265 May, 2026
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Frequently asked questions
J & J Snack Foods Corp manufactures and markets snack foods and beverages for foodservice and retail markets. Its product lineup includes soft pretzels, frozen beverages, bakery items, and frozen novelties sold under various brand names. The company is headquartered in Mount Laurel, New Jersey, and its shares are listed on the NASDAQ.
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