NASDAQ$JJSF

J&J Snack Foods Corp · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

J&J Snack Foods reported record fiscal second quarter revenue and increased net earnings.

J&J Snack Foods reported a strong second quarter with record revenue of $359.7 million, driven by higher volumes and new business in Food Service and Retail. Gross margin improved by 330 basis points to 30.1%, leading to significant growth in adjusted operating income, adjusted EBITDA, net earnings, and EPS.

  • Net sales increased by 6.5% to $359.7 million compared to the prior year.
  • Food Service sales increased by 5.4%, driven by growth in churros, bakery, and frozen novelties.
  • Retail sales increased by 14.1%, led by growth in handhelds and frozen novelties.
  • Adjusted operating income increased by 81.0% due to sales growth, improved gross margins, and operational efficiencies.

Headline financials

Total Revenue

$360M

Previous: $338M+6.5%
EPS (adj)

$0.84

Previous: $0.43+95.3%
Capital Expenditures

-$16.7M

Previous: -$18.2M+8.3%
Free Cash Flow

-$3.37M

Previous: -$11.3M+70.3%
Net Income

$13.3M

Previous: $6.87M+94.0%
Operating Income

$17.9M

Previous: $10.2M+75.6%
Gross Profit

$108M

Previous: $90.4M+19.8%
Cash & Equivalents

$43.6M

Previous: $43.3M+0.8%
Total Assets

$1.34B

Previous: $1.22B+9.0%
Stock-Based Comp

$1.73M

Previous: $1.31M+31.6%

Revenue & EPS history

J&J Snack Foods · Revenue · Quarterly

$360M

Q2 2024+6.5%vs Q2 2023
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

J&J Snack Foods is focused on executing its strategy, maximizing sales opportunities, and investing in capabilities to improve operations. While monitoring consumer and inflationary trends, the company expects to build momentum through the second half of fiscal 2024 and deliver long-term value.

Tailwinds

  • Continue driving growth across our brand portfolio and customer channels
  • Maximizing every sales and new business opportunity to further grow our core brands
  • Investing in our capabilities and resources to improve our overall operations
  • Robust balance sheet and liquidity position
  • Completing strategic supply chain transformation

Headwinds

  • Closely monitoring consumer trends
  • Closely monitoring inflationary trends
  • Softer sales of Handhelds and Soft Pretzels in Food Service driven primarily by soft consumer trends
  • Continued double-digit inflation in chocolates
  • Mid-single digit increases in sugar/sweeteners, mixes, and meats

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 2024

Historical avgQ2 2024

-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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