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Just reported
Q1 FY2027 results
From Sanfilippo John B & SON's results release of October 28, 2026; 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.
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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$12.6BA+
FRPTFreshpet, Inc.$3.1BA
DARDarling Ingredients Inc.$8.4BB+
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 SAJul 30, 2026BAGraded B, now A
MDLZMondelez International, Inc.Oct 29, 2026CAGraded C, now A
HSYHershey Co.Oct 29, 2026BAGraded B, now A
SYYSysco CorporationNov 4, 2026BAGraded B, now A
ELFe.l.f. Beauty, Inc.Nov 4, 2026BAGraded B, now A
How it makes money
- Consumer sales to retailers81%
- Commercial ingredient sales11%
- Contract manufacturing9%
Shares of revenue are estimates for first quarter fiscal 2027, not figures from a filing.
Competes with
What it sells6
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.
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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.
Who buys it5
- 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.
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- 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.
What it stands on, and what could break it
What the business leans on
- 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.
What could go wrong
- 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.
About Sanfilippo John B & SON Inc.
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.
- Head office
- Elgin, Illinois, United States
- Founded
- 1979
- Employees
- Approximately 1,770 (June 25, 2026, high)
- Listed on
- Nasdaq
- Financial year ends
- Final Thursday of June
Built from Sanfilippo John B & SON Inc.’s own filings with the U.S. Securities and Exchange Commission (SEC). Figures are as reported, with per-share history restated onto today’s share basis. This describes a business — it is not investment advice and not a recommendation to buy or sell anything.
