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The Marzetti Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary3 Feb, 2026
Executive summary
Consolidated net sales rose 1.7% to $518 million for the quarter ended December 31, 2025, with adjusted net sales (excluding TSA) up 0.1% to $509.8 million.
Gross profit reached a record $137.3 million, up 3.4% year-over-year, with gross margin expanding by 40 basis points to 26.5%.
Net income rose 20.6% to $59.1 million, with diluted EPS up 20.8% to $2.15, aided by the absence of prior year pension settlement and lower acquisition costs.
Announced a definitive agreement to acquire Bachan’s, Inc., a fast-growing Japanese-American barbecue sauce brand, for $400 million in cash, expected to be accretive to growth and margins.
Cash dividend increased 5.3% to $1.00 per share; $20.1 million in share repurchases; company remains debt-free with over $201 million in cash.
Financial highlights
Foodservice segment net sales grew 5.2% to $240.4 million, while Retail segment net sales declined 1.1% to $277.5 million; adjusted Foodservice net sales up 1.6%.
Adjusted gross margin improved 80 basis points to 26.9% due to cost savings and inflationary pricing.
SG&A expenses increased 5.8% to $60.4 million, mainly from higher marketing spend and new product launches.
Operating income for the quarter was $75.2 million, down 0.6% due to increased SG&A and $1.7 million in restructuring/impairment charges; adjusted operating income was $76.9 million.
Temporary supply agreement (TSA) with Winland Foods added $8.2 million in non-core sales, expected to conclude by March 2026.
Outlook and guidance
Retail sales expected to benefit from licensing programs, innovation, and some sales pulled forward due to an earlier Easter holiday.
Foodservice segment projected to see continued growth from national chain restaurant accounts, supported by stable consumer spending and lower gas prices.
Modest input cost inflation anticipated, to be offset by contractual pricing and cost savings initiatives.
The Bachan’s acquisition will be funded with cash and additional financing; details to be provided in a future filing.
Bachan's acquisition integration plan
Retail sales impact of government shutdown
Post-TSA sales outlook for Foodservice
Bachan's next growth phase strategy
Foodservice H2 volume growth drivers
Capital allocation post-Bachan's acquisition
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Next The Marzetti earnings date
Q3 202629 Apr, 2026
The Marzetti
Next The Marzetti earnings date
Q3 202629 Apr, 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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