NASDAQ$JBSS

John B Sanfilippo & Son Inc · Q1 2025 earnings

Q1 2025 earnings · · Investor relations

Briefing

Net sales increased due to the Lakeville Acquisition and strategic pricing actions, while gross profit decreased due to lower selling prices and higher commodity costs.

John B. Sanfilippo & Son, Inc. reported an increase in net sales driven by the Lakeville Acquisition, but experienced a decrease in gross profit due to pricing pressures and higher commodity costs. Diluted EPS decreased by 33.8% to $1.00 per share.

  • Net sales increased by 18.0% to $276.2 million, including $40.5 million from the Lakeville Acquisition.
  • Gross profit decreased by 18.4% to $46.5 million due to lower selling prices and higher commodity costs.
  • Diluted EPS decreased 33.8% to $1.00 per share.
  • Sales volume increased 24.5% to 91.2 million pounds.

Headline financials

Total Revenue

$276M

Previous: $234M+18.0%
EPS

$1.00

Previous: $1.51-33.8%
Capital Expenditures

-$11.9M

Previous: -$5.99M-98.6%
Free Cash Flow

-$241K

Previous: $11.6M-102.1%
Net Income

$11.7M

Previous: $17.6M-33.7%
Operating Income

$17M

Previous: $24.6M-30.8%
Gross Profit

$46.5M

Previous: $57M-18.4%
Cash & Equivalents

$442K

Previous: $838K-47.3%
Total Assets

$519M

Previous: $425M+22.2%
Stock-Based Comp

$935K

Previous: $747K+25.2%

Revenue & EPS history

Sanfilippo · Revenue · Quarterly

$276M

Q1 2025+18%vs Q1 2024
Beat estimate in 6 of 9 quarters(67%)
ActualEstimate

Revenue by segment

Sanfilippo · $208M total across 3 segments · Q3 2021

  • Consumer Distribution Channel
    $162M
  • Contract Manufacturing
    $25M
  • Commercial Ingredients
    $21.2M

Forward guidance

The company will continue to execute on its strategic plan, focusing on optimizing commodity acquisition costs, driving category growth, increasing distribution, and identifying operational efficiencies.

Tailwinds

  • Optimize commodity acquisition costs and selling price alignment.
  • Drive category growth for snack and trail mix.
  • Increase snack and nutrition bar distribution.
  • Identify additional operational efficiencies.
  • Continue to execute on strategic plan.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2025

Historical avgQ1 2025

+1.5%

Avg return

Earnings day

+0.6%

Avg return

5 days after

+0.6%

Avg return

30 days after

57%

36 / 63 earnings

Positive

+26.6%

Q1 2017

Best reaction

-14.1%

Q1 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q3 2026+6.9%+4.8%-2.3%
Q2 2026+7.1%+5.4%+9.3%
Q1 2026+14.9%+14.3%+22.1%
Q3 2025-5.1%-9.5%-6.2%
Q1 2025-11.3%-10.6%-7.2%
Q4 2024-1.4%-8.0%-7.1%
Q3 2024+1.7%-1.0%+1.1%
Q2 2024-2.7%-6.5%-6.9%
Q1 2024-10.4%-9.8%-11.1%
Q4 2023+0.8%-3.2%-4.5%
Q3 2023+8.9%+11.8%+9.8%
Q2 2023+9.0%+10.2%+7.6%
Q1 2023-3.2%+0.2%+0.5%
Q4 2022+13.3%+14.9%+5.3%
Q3 2022-4.5%-6.7%-8.5%
Q2 2022-4.4%-3.2%-2.3%
Q1 2022+1.8%+1.2%+2.5%
Q4 2021-2.1%+0.8%-7.4%
Q3 2021+0.7%+2.7%+5.0%
Q2 2021+2.0%+1.1%+6.4%
Q1 2021-2.3%-4.7%-2.3%
Q4 2020-9.6%-7.5%-16.3%
Q3 2020-3.5%+1.3%+2.2%
Q2 2020+4.0%-3.2%-16.3%
Q1 2020+9.6%+12.7%+6.2%
Q4 2019+9.3%+10.2%+16.1%
Q3 2019+14.1%+10.0%+6.3%
Q2 2019+6.8%+6.3%+7.5%
Q1 2019-14.1%-13.0%-16.3%
Q4 2018-6.4%-8.3%-7.7%
Q3 2018+12.0%+10.4%+21.5%
Q2 2018-5.4%-0.6%-2.2%
Q1 2018-13.9%-15.1%-10.5%
Q4 2017+1.0%-2.0%-0.2%
Q3 2017-9.0%-11.7%-9.8%
Q2 2017-3.0%-5.6%-5.2%
Q1 2017+26.6%+22.6%+31.5%
Q4 2016+12.1%+13.2%+13.4%
Q3 2016-5.9%
Q2 2016+15.2%
Q1 2016+7.7%
Q4 2015+1.4%
Q3 2015+7.3%
Q2 2015-2.7%
Q1 2015-4.9%
Q4 2014+2.4%
Q3 2014+4.3%
Q2 2014+4.1%
Q1 2014-1.5%
Q4 2013+5.7%
Q3 2013-4.4%
Q2 2013-9.7%
Q1 2013+20.3%
Q4 2010-0.3%
Q4 2012-8.1%
Q3 2012+5.0%
Q3 2011+5.0%
Q2 2012+3.0%
Q1 2011+1.5%
Q2 2011+1.5%
Q1 2012+1.5%
Q4 2011+1.5%
Q3 2010-2.6%

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