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Sanfilippo Q3 2025 Earnings Report
John B. Sanfilippo & Son, Inc. reported a decrease in net sales and sales volume, but an increase in gross profit and diluted EPS for the third quarter of fiscal 2025.
Key Takeaways
John B. Sanfilippo & Son, Inc. announced its fiscal 2025 third quarter results, with net sales decreasing by 4.0% to $260.9 million and sales volume decreasing by 7.9%. Despite this, the company saw a significant increase in gross profit by 13.7% to $55.9 million and diluted EPS by 49.6% to $1.72 per share, primarily driven by strategic cost control and alignment of selling prices with commodity acquisition costs.
Net sales decreased by $11.0 million, or 4.0%, to $260.9 million.
Sales volume decreased by 7.3 million pounds, or 7.9%, to 84.7 million pounds.
Gross profit increased by 13.7% to $55.9 million, with gross margin rising to 21.4%.
Diluted EPS increased by 49.6% to $1.72 per share.
Sanfilippo
Sanfilippo
Sanfilippo Revenue by Segment
Revenue by Segment
Consumer Channel Revenue
CapyFin.comPrivate Brand Revenue
CapyFin.comBranded Revenue
CapyFin.comCommercial Ingredients Revenue
CapyFin.comContract Packaging Revenue
CapyFin.com Forward Guidance
The company is committed to investing in future growth, planning to spend approximately $90 million on equipment to expand domestic production capabilities and improve related infrastructure by the end of fiscal 2026. They are also proactively working to manage the potential impact of import tariffs on raw material purchases and collaborating with customers to assess the impact on retail selling prices and consumer demand.
Positive Outlook
- Commitment to investing approximately $90 million in equipment to expand domestic production capabilities and improve infrastructure by fiscal 2026.
- Proactive efforts to quantify and develop solutions for potential import tariff impacts on internationally sourced items.
- Collaboration with customers to assess and mitigate the impact of tariffs on retail selling prices and consumer demand.
- Continued rigorous pursuit of opportunities to enhance internal efficiencies.
- Focus on driving long-term shareholder value.
Challenges Ahead
- Risk of additional sales volume declines due to rising retail selling prices.
- Potential for additional sales volume declines due to changing consumer behavior.
- Uncertainty regarding the impact and timing of import tariffs on 15-20% of raw material purchases.
- Potential for cost increases due to tariffs if not effectively managed.
- Risk of minimal disruptions to the supply chain due to tariffs.
Revenue & Expenses
Visualization of income flow from segment revenue to net income