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Dec 31, 2025
Lancaster Colony Q2 2026 Earnings Report
Second-quarter results showed modest sales growth and record gross profit despite softer retail demand.
Key Takeaways
The Marzetti Company delivered modest consolidated sales growth in the second quarter, driven by Foodservice momentum and ongoing cost savings that lifted gross profit to a record level, partially offset by a decline in Retail net sales and slightly lower operating income.
Consolidated net sales increased modestly year over year, supported by Foodservice growth.
Retail net sales declined due to softer demand, while Foodservice posted solid gains.
Gross profit reached a second-quarter record on improved margins from cost savings.
Operating income dipped slightly due to higher SG&A and restructuring charges.
Revenue by Segment
Forward Guidance
Management expects continued Foodservice growth and benefits from licensing and innovation in Retail, with some sales timing impacts from the earlier Easter holiday.
Positive Outlook
- Ongoing cost savings initiatives supporting margins.
- Continued Foodservice demand from national chain customers.
- Expansion of licensed products such as Texas Roadhouse dinner rolls.
- Investments in brand innovation and growth.
- Inflationary pricing supporting Foodservice sales.
Challenges Ahead
- Potential timing shifts in Retail sales due to holiday calendar.
- Softer Retail demand environment.
- Ongoing inflationary cost pressures.
- Integration risks related to planned acquisitions.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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