Marzetti Company/The · Q2 2025 earnings

Briefing

Lancaster Colony reported record sales, gross profit and operating income.

Lancaster Colony Corporation reported a 4.8% increase in consolidated net sales, reaching a second quarter record of $509.3 million. The company's consolidated gross profit also increased by 9.3% to a record $132.8 million, while consolidated operating income grew by 15.1% to a record $75.7 million. Net income was $1.78 per diluted share, compared to $1.87 per diluted share in the previous year.

• Consolidated net sales increased 4.8% to a second quarter record of $509.3 million.
• Retail net sales grew 6.3% to $280.8 million, driven by licensing program and own brands.
• Foodservice net sales advanced 3.0% to $228.5 million, led by higher demand from core national chain restaurant accounts.
• Consolidated gross profit increased 9.3% to a second quarter record of $132.8 million, with gross profit margin improving to 26.1%.

Headline financials

Revenue & EPS history

Looking ahead to the fiscal third quarter, Lancaster Colony projects Retail sales will continue to benefit from expanding licensing program and growth from investments in innovation. In the Foodservice segment, the company anticipates continued growth from select customers in national chain restaurant accounts. The company also looks forward to completing the asset purchase transaction for the Atlanta-based sauce and dressing production facility during the fiscal third quarter.