NASDAQ$JJSF

J&J Snack Foods Corp · Q2 2020 earnings

Q2 2020 earnings · · Investor relations

Briefing

J&J Snack Foods' sales and earnings decreased due to COVID-19 impact.

J&J Snack Foods reported a decrease in sales and earnings for the second quarter ended March 28, 2020, primarily due to the impact of COVID-19. Sales decreased by 2% to $272.0 million, and net earnings decreased by 64% to $7.3 million.

  • Sales decreased by 2% to $272.0 million compared to the previous year.
  • Net earnings decreased by 64% to $7.3 million.
  • Earnings per diluted share decreased by 65% to $0.38.
  • Operating income decreased by 56% to $11.0 million.

Headline financials

Total Revenue

$272M

Previous: $276M-1.5%
EPS (adj)

$0.38

Previous: $1.08-64.8%
Capital Expenditures

-$19.4M

Previous: -$14.5M-33.5%
Free Cash Flow

-$12.1M

Previous: $5.84M-306.7%
Net Income

$7.31M

Previous: $20.4M-64.1%
Operating Income

$11M

Previous: $24.8M-55.7%
Gross Profit

$69.4M

Previous: $79.2M-12.4%
Cash & Equivalents

$143M

Previous: $127M+12.9%
Total Assets

$1.08B

Previous: $953M+13.1%
Stock-Based Comp

$1.13M

Previous: $959K+18.1%

Revenue & EPS history

J&J Snack Foods · Revenue · Quarterly

$272M

Q2 2020-1.5%vs Q2 2019
Beat estimate in 8 of 16 quarters(50%)
ActualEstimate

Revenue by segment

J&J Snack Foods · $272M total across 3 segments · Q2 2020

  • Food Service
    $171M
  • Frozen Beverages
    $63.1M
  • Retail Supermarket
    $37.6M

Forward guidance

The Company anticipates COVID-19 will continue to have a negative impact on its business. Sales for the first 4 weeks of its third quarter that will end June 27, 2020 were down approximately 45% from a year ago and the Company said that it might have an operating loss in the quarter.

Tailwinds

  • Good management in place
  • Strong brands
  • Broad base of highly respected customers
  • Monitoring and adjusting costs and expenses
  • Careful not to reduce costs so much that we won’t be able service our customers when they return

Headwinds

  • Sales for the first 4 weeks of the third quarter were down approximately 45% from a year ago.
  • Approximately 2/3 of the Company’s sales are to venues and locations that have shut down or sharply curtailed their foodservice operations
  • Estimate that it may have an operating loss in the third quarter
  • COVID-19 will continue to have a negative impact on business.
  • Monitoring consumer behavior, customer shifts, and industry needs to adapt our product and marketing mix for the post pandemic landscape.

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 Q2 2020

Historical avgQ2 2020

-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%

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