NASDAQ$JJSF

J&J Snack Foods Corp · Q1 2025 earnings

Q1 2025 earnings · · After market close · Investor relations

Briefing

J&J Snack Foods reported revenue growth and announced a share repurchase authorization.

J&J Snack Foods reported a 4.1% increase in revenue to $362.6 million for the first quarter of fiscal year 2025. While all three business segments contributed to the growth, the company's performance was impacted by a less favorable sales mix and input cost inflation.

  • Net sales increased by 4.1% year-over-year to $362.6 million.
  • Gross profit margin declined to 25.9% compared to 27.2% in the prior year.
  • Operating income decreased to $6.2 million from $9.7 million in the prior year.
  • The board approved a new $50 million stock repurchase authorization.

Headline financials

Total Revenue

$363M

Previous: $348M+4.1%
EPS (adj)

$0.33

Previous: $0.52-36.5%
Gross Profit Margin

25.9%

No prior period
Selling and Marketing Expenses as % of Sales

7.9%

No prior period
Distribution Expenses as % of Sales

10.9%

No prior period
Administrative Expenses as % of Sales

5.2%

No prior period
Effective Tax Rate

27.2%

No prior period
Capital Expenditures

-$19.1M

Previous: -$19.9M+4.3%
Net Income

$5.1M

Previous: $7.28M-30.0%
Operating Income

$6.2M

Previous: $9.68M-36.0%
Gross Profit

$93.9M

Previous: $94.6M-0.7%

Revenue & EPS history

J&J Snack Foods · Revenue · Quarterly

$363M

Q1 2025+4.1%vs Q1 2024
Beat estimate in 8 of 15 quarters(53%)
ActualEstimate

Revenue by segment

J&J Snack Foods · $379M total across 2 segments · Q4 2023

  • Food Service
    $270M+5.3%
  • Frozen Beverages
    $109M+20.5%

Forward guidance

The company is confident in its ability to address short-term margin pressures and improve profitability in the coming quarters through pricing actions and supply chain efficiencies. Positive market catalysts are expected in fiscal 2025, particularly in movie theaters.

Tailwinds

  • Incremental pricing actions have taken effect in the second quarter.
  • Efficiencies are being driven across the supply chain.
  • Expanded responsibilities for veteran corporate leaders with newly created roles.
  • New $50 million stock repurchase authorization.
  • Positive market catalysts expected in fiscal 2025, particularly in movie theaters.

Headwinds

  • Less favorable sales mix related to bakery and churros business.
  • Input cost inflation not fully covered with price increases.
  • Foreign exchange headwinds associated with the Mexican Peso.
  • Gross margin declined to 25.9% from 27.2% compared to the prior year.
  • Higher operating expenses impacted the bottom-line for the quarter.

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

-0.2%

Avg return

Earnings day

-0.8%

Avg return

5 days after

+1.0%

Avg return

30 days after

52%

34 / 65 earnings

Positive

+16.1%

Q2 2024

Best reaction

-15.4%

Q1 2026

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026+0.2%-16.9%-10.9%
Q1 2026-15.4%-13.3%-10.1%
Q4 2025+1.1%+9.3%+13.9%
Q2 2025-11.8%-11.8%-13.8%
Q1 2025-6.5%-7.8%+4.0%
Q4 2024-4.8%-5.5%-4.0%
Q3 2024+1.7%+1.5%+2.4%
Q2 2024+16.1%+18.2%+18.0%
Q1 2024-9.6%-7.5%-10.1%
Q4 2023+2.9%+3.7%+4.1%
Q3 2023+7.8%+9.3%+3.2%
Q2 2023+3.2%+6.3%+0.5%
Q1 2023-4.2%-5.6%-6.1%
Q4 2022+7.8%+11.2%+11.0%
Q3 2022+0.0%+3.5%+7.9%
Q2 2022-11.4%-17.4%-15.9%
Q1 2022-1.0%-0.3%+8.8%
Q4 2021-1.8%-6.7%-2.3%
Q3 2021-0.0%-1.4%-2.9%
Q2 2021-2.5%-1.1%+4.1%
Q1 2021+7.7%-0.3%+2.1%
Q4 2020-1.5%+14.8%+3.2%
Q3 2020-1.9%-4.2%+3.1%
Q2 2020+7.3%+4.8%+17.0%
Q1 2020-11.5%-11.0%-7.9%
Q4 2019-4.9%-4.5%-0.8%
Q3 2019+13.0%+11.1%+15.4%
Q2 2019+0.8%+3.5%+2.7%
Q1 2019+8.5%+7.1%+5.7%
Q4 2018-1.3%-2.6%-2.2%
Q3 2018-5.5%-7.8%-6.4%
Q2 2018-5.0%-4.6%+3.3%
Q1 2018-6.5%-7.9%-9.7%
Q4 2017+4.2%+8.5%+14.6%
Q3 2017-5.3%-4.6%-7.3%
Q2 2017+1.3%+0.1%-1.3%
Q1 2017+0.6%+1.4%+2.5%
Q4 2016-3.4%-1.7%+2.0%
Q3 2016+0.4%+0.4%+0.2%
Q2 2016-0.1%
Q1 2016-1.2%
Q4 2015-7.3%
Q3 2015+5.4%
Q2 2015+2.9%
Q1 2015-14.0%
Q4 2014+0.2%
Q3 2014+2.5%
Q2 2014-2.1%
Q1 2014+8.4%
Q4 2013-2.8%
Q3 2013-1.4%
Q2 2013+2.4%
Q1 2013+3.5%
Q4 2012+2.1%
Q3 2012-1.1%
Q2 2012+10.3%
Q1 2011-4.9%
Q1 2012-4.9%
Q4 2009+2.7%
Q2 2011+2.7%
Q4 2011+2.7%
Q3 2011+3.8%
Q3 2010+3.8%
Q4 2010+3.8%
Q2 2010+1.6%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro