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Jun 30, 2025
Lancaster Colony Q4 2025 Earnings Report
Lancaster Colony reported record Q4 sales and gross profit despite lower net income due to higher SG&A and restructuring charges.
Key Takeaways
The Marzetti Company, formerly Lancaster Colony, achieved record net sales and gross profit in Q4 2025, with growth in both Retail and Foodservice segments. Net income was impacted by increased SG&A and restructuring charges.
Revenue by Segment
Forward Guidance
The company expects continued volume-driven growth in Retail and stable Foodservice demand, while managing inflationary cost pressures through pricing and cost savings programs.
Positive Outlook
- Retail segment expected to grow through volume and licensing programs
- Brands like Marzetti, New York Bakery, and Sister Schubert’s expected to contribute to growth
- Foodservice supported by select national quick-service restaurants
- Cost savings programs to support margin improvement
- Contractual pricing to offset modest inflation
Challenges Ahead
- Consumer behavior could impact Foodservice demand
- U.S. economic performance presents potential risk
- Ongoing inflationary pressure on input costs
- Higher marketing and SG&A costs anticipated
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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