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Sep 27, 2025
J&J Snack Foods Q4 2025 Earnings Report
J&J Snack Foods reported a decline in net income and revenue in Q4 2025 as it faced headwinds in the Frozen Beverages segment.
Key Takeaways
J&J Snack Foods experienced lower earnings and revenue in Q4 2025 due to weak performance in Frozen Beverages and higher operating expenses, partially offset by strength in pretzel sales.
Revenue declined to $410.2M, with the largest drag from Frozen Beverages.
Adjusted EPS was strong at $1.58 despite a GAAP EPS of $0.58.
Pretzel sales grew across both Retail and Food Service segments.
Company incurred $24M in non-recurring plant closure charges.
Revenue by Segment
Forward Guidance
J&J Snack Foods expects growth in FY26 driven by commercial launches, innovation, and cost optimization, despite continued challenges in some segments.
Positive Outlook
- Strong pipeline of commercial programs launching in FY26
- Focus on 'better-for-you' innovation attributes
- Business transformation expected to add $20M in annualized operating income
- Pretzel sales remain strong across channels
- Solid balance sheet with $106M in cash and no debt
Challenges Ahead
- Frozen Beverages segment continues to face volume challenges
- Retail novelty sales declined due to capacity constraints
- Operating income impacted by $24M in plant closure costs
- Retail handhelds still recovering from prior year facility fire
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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