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Dec 25, 2025
Sanfilippo Q2 2026 Earnings Report
John B. Sanfilippo & Son, Inc. reported record-breaking net sales and a significant increase in diluted EPS for the fiscal 2026 second quarter.
Key Takeaways
John B. Sanfilippo & Son, Inc. announced strong financial results for its fiscal 2026 second quarter, with net sales increasing by 4.6% to $314.8 million and diluted EPS rising by 31.9% to $1.53 per share. This growth was driven by disciplined cost management, operational efficiencies, and strategic pricing actions, despite headwinds from shifting consumer behavior and elevated retail selling prices.
Net sales increased by $13.7 million, or 4.6%, to $314.8 million.
Diluted EPS increased by 31.9% to $1.53 per share.
Gross profit increased by 13.2% to $59.2 million, with gross profit margin improving to 18.8% of net sales.
Sales volume decreased by 9.7% to 87.0 million pounds, primarily due to lower granola volume in contract manufacturing and declines in private brand sales.
Forward Guidance
The Company is confident in its ability to navigate the dynamic environment, capitalize on growth opportunities, and deliver long-term value to shareholders, supported by strategic investments and a strong product portfolio.
Positive Outlook
- Strong and diverse product portfolio aligns with emerging health and wellness trends.
- Expanding pipeline with new innovations to capitalize on growth opportunities.
- Recent reduction in trade tariffs on most imported nuts, particularly cashews, expected to lower selling prices and support future demand.
- Strategic investments in operational efficiency and production capacity are expected to enhance growth and profitability.
- Commitment to driving growth and profitability to deliver long-term value to shareholders.
Challenges Ahead
- Continued navigation of headwinds from shifting consumer behavior.
- Impact of emerging health and wellness trends on sales volume.
- Elevated retail selling prices weighing on overall sales volume.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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