NASDAQ$JJSF

J&J Snack Foods Corp · Q4 2024 earnings

Q4 2024 earnings · · Investor relations

Briefing

Reported a decrease in net sales but managed to maintain net earnings as a percentage of sales, reflecting successful cost management and improved operating efficiencies.

J&J Snack Foods reported a decrease in net sales by 3.9% to $426.8 million for the fourth quarter of fiscal year 2024, but on a normalized basis, sales increased by 3.9%. The company's gross margin was 31.8%, a 110-basis point decline compared to the previous year. Despite these challenges, net earnings as a percentage of sales remained in line with the prior year, reflecting the company's success in managing costs and improving operating efficiencies.

  • Net sales decreased by 3.9% to $426.8 million in Q4 2024, but increased 3.9% on a normalized basis.
  • Gross profit margin declined by 110 basis points to 31.8% due to product mix and supply chain inefficiencies.
  • Operating income and Adjusted EBITDA decreased by 4.5% and 4.0%, respectively.
  • Net earnings as a percentage of sales remained in line with the prior year at 6.9%.

Headline financials

Total Revenue

$427M

Previous: $444M-3.9%
EPS (adj)

$1.60

Previous: $1.73-7.5%
Gross Profit Margin

31.8%

No prior period
Selling and Marketing Expenses as % of Sales

7.3%

No prior period
Distribution Expenses as % of Sales

10.8%

No prior period
Administrative Expenses as % of Sales

4.3%

No prior period
Effective Tax Rate

26.8%

Previous: 27.0%-0.7%
Capital Expenditures

-$17.2M

Previous: $28.3M-160.8%
Net Income

$29.6M

Previous: $30.4M-2.6%
Operating Income

$39.8M

Previous: $45.8M-13.1%
Gross Profit

$136M

Previous: $146M-6.8%
Stock-Based Comp

$1.38M

Previous: $1.38M-0.3%

Revenue & EPS history

J&J Snack Foods · Revenue · Quarterly

$427M

Q4 2024-3.9%vs Q4 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 remains confident in the growth potential of its core products, new product launches, and client partnerships as they enter fiscal year 2025. They anticipate growth in the theater channel with a stronger film slate and continued success with churro launches in QSR chains.

Tailwinds

  • Expansion of Dippin Dots across the theater channel and upcoming launch into retail.
  • Optimism about growth opportunity of Dippin Dots and Icee beverages in the theater channel due to a more compelling film slate in fiscal 2025.
  • Continued success with national QSR chains and expectation of new opportunities from recent churros launch.
  • Progress in maximizing sales across all customer channels and enhancing operational efficiencies.
  • Strong balance sheet and liquidity, paired with an experienced leadership team, give confidence in the ability to create long-term value.

Headwinds

  • No specific negatives were mentioned in the provided text.

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 Q4 2024

Historical avgQ4 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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