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Just reported
Q1 FY2027 results
From Sanfilippo John B & SON's results release of 2026年10月28日; its quarterly report has since been filed.
Revenue
Actual
$288.1M
-3.5% y/y
+2.7% q/qGuided
—
No guide given
EPS, GAAP
Actual
$1.11
-30% y/y
+56% q/qGuided
—
No guide given
Operating income, GAAP
Actual
$19.3M
-28% y/y
+56% q/qGuided
—
No guide given
Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.
The full earnings report →Keep exploring
The themes Sanfilippo John B & SON is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.
Highest-graded in Packaged Foods
Graded A or B and worth $2B or more: A first, then the largest.
SJMJ M Smucker Co$14.2BA
MKCMccormick & Company, Incorporated$12.7BA+
FRPTFreshpet, Inc.$3.3BA
DARDarling Ingredients Inc.$8.7BB+
POSTPost Holdings, Inc.$3.6BB
Grade rose recently in Consumer Staples
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
BUDAnheuser-Busch InBev SA2026年7月30日BAGraded B, now A
MDLZMondelez International, Inc.2026年10月29日CAGraded C, now A
HSYHershey Co.2026年10月29日BAGraded B, now A
SYYSysco Corporation2026年11月4日BAGraded B, now A
ELFe.l.f. Beauty, Inc.2026年11月4日BAGraded B, now A
どうやって稼いでいるか
- Consumer sales to retailers81%
- Commercial ingredient sales11%
- Contract manufacturing9%
売上構成比はfirst quarter fiscal 2027の推計であり、提出された報告書の数字ではありません。
競合
何を売っているか6
Nuts and peanuts
Raw and processed almonds, pecans, peanuts, walnuts, cashews and other nuts, sold in different package sizes, styles and seasonings.
Snack and nutrition bars
Chewy granola, fruit and grain, energy, protein and other bars, including products made for retailers’ private brands.
Nut butters
Peanut butter, almond butter and cashew butter sold in different sizes and varieties.
さらに3件を表示
Trail and snack mixes
Packaged mixes combining nuts and other snack ingredients, sold to retailers and other buyers.
Dried fruit and coated snacks
Dried fruit and products coated with chocolate or yogurt, sold to retailers and wholesalers.
Nut ingredients
Bulk and customized nut products supplied to food makers, restaurants and food-service businesses for use in their own products and meals.
誰が買っているか5
- Walmart, a major retailer that buys products for sale in its stores and online.
- Target, a major retailer that buys products for sale in its stores and online.
- Other grocery chains, wholesalers, mass merchandisers and internet retailers that buy branded or private-brand packaged foods.
さらに2件を表示
- Food manufacturers, restaurants and food-service businesses that buy nuts and nut ingredients for their own products and meals.
- Food companies that hire Sanfilippo to process and package snacks under their brands.
何に支えられ、何に崩されうるか
事業が頼っているもの
- 1A few large retail customers account for a substantial share of sales, particularly Walmart and Target.
- 2The business depends on having enough nuts, dried fruit, oats, packaging and other ingredients at workable costs; harvests, weather, commodity prices, tariffs and shipping conditions can affect availability and cost.
- 3Nut buying and demand are seasonal, so the company holds significant inventories and its working-capital needs vary through the year.
- 4Products are made at a limited number of production facilities, so a major interruption at a facility could affect deliveries.
うまくいかなくなる可能性
- 1Losing business from a major retailer or facing tougher pricing demands from large customers could reduce sales.
- 2Shortages or cost increases for nuts and other ingredients—including those caused by poor harvests, tariffs or shipping disruption—could squeeze margins if higher costs cannot be passed on to customers.
- 3Contamination, allergens or other food-safety problems could lead to recalls, consumer harm, legal claims and lost customer trust.
Sanfilippo John B & SON Inc.について
Sanfilippo processes and packages peanuts and tree nuts, and makes snack and nutrition bars and other foods. It sells mostly under retailers’ private brands, as well as its Fisher, Orchard Valley Harvest, Squirrel Brand and Southern Style Nuts brands. For pecans, peanuts and walnuts, it handles much of the process from buying nuts from growers through processing and packaging.
- 本社
- Elgin, Illinois, United States
- 設立
- 1979
- 従業員数
- Approximately 1,770 (June 25, 2026, high)
- 上場市場
- Nasdaq
- 決算期
- Final Thursday of June
Sanfilippo John B & SON Inc. 自身が米国証券取引委員会（SEC）に提出した書類にもとづきます。数字は報告されたままで、1 株当たりの履歴は今日の株数基準に修正済みです。 これは事業の説明です——投資助言ではなく、売買を勧めるものでもありません。
