Sanfilippo John B & SON Inc. (JBSS) 주식 — 좋은 사업일까?

Sanfilippo John B & SON Inc. (JBSS) 주식 — 좋은 사업일까? — InspectStocks

Just reported

Q1 FY2027 results

From Sanfilippo John B & SON's results release of 2026년 10월 28일; its quarterly report has since been filed.

Revenue
Actual
US$288.1M
-3.5% y/y
+2.7% q/q
Guided
—
No guide given
EPS, GAAP
Actual
US$1.11
-30% y/y
+56% q/q
Guided
—
No guide given
Operating income, GAAP
Actual
US$19.3M
-28% y/y
+56% q/q
Guided
—
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.

All 59 graded companies in its industry

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.

All grade rises

어떻게 돈을 버는가

Consumer sales to retailers81%
Commercial ingredient sales11%
Contract manufacturing9%

매출 비중은 first quarter fiscal 2027 기준 추정치이며, 제출된 보고서의 수치가 아닙니다.

경쟁 상대

HRLHormel Foods (Planters)
D
규모
US$12.2B
이익률
2.8%
Diamond brand
GISGeneral Mills (Nature Valley)
F
규모
US$18.4B
이익률
-4.9%
PEPPepsiCo (Quaker)
A
규모
US$198.3B
이익률
8.8%
MDLZMondelēz International (CLIF)
A
규모
US$85.5B
이익률
10.2%
Mars (KIND and Nature's Bakery)

무엇을 파는가6

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.

3개 더 보기

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.

누가 사는가5

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.

2개 더 보기

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.

무엇에 기대고 있고, 무엇이 무너뜨릴 수 있는가

사업이 기대고 있는 것

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.

잘못될 수 있는 일

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.

전체 재무제표 보기 →

Sanfilippo John B & SON Inc. 소개

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.

본사: Elgin, Illinois, United States
설립: 1979
임직원 수: Approximately 1,770 (June 25, 2026, high)
상장 시장: Nasdaq
회계연도 종료: Final Thursday of June