JBSS Earnings Prediction
The chart below shows how JBSS performed 10 days before and after its earnings report, based on data from the past quarters. Typically, JBSS sees a +0.24% change in stock price 10 days leading up to the earnings, and a -7.26% change 10 days following the report. On the earnings day itself, the stock moves by -0.25%. This data can give you a slight idea of what to expect for the next quarter's release.
JBSS Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
301.07M
3.38%
9.00%
Gross Margin
17.36%
-12.76%
3.03%
Operating Margin
6.43%
-26.18%
4.38%
Net Margin
4.52%
-31.31%
7.11%
EPS
1.16
-29.27%
16.00%
No Data Available
JBSS Earnings Analysis
John B Sanfilippo & Son Inc Corporation (JBSS.O) Earnings Conference Call
Positive
Record Quarterly Sales Growth: Largest quarterly sales volume and highest net sales in company history, with Q2 net sales increasing 3.4% to $301.1 million compared to $291.2 million in Q2 2024.
Sales Volume Surge: Sales volume increased by 7.1%, driven by a 28% increase in bar sales volume over the prior year quarter, indicating strong demand across distribution channels.
Private Brand Sales Growth: Private brand sales volume increased by 4%, with a notable 27.6% growth in bars volume from a mass merchandising retailer, reflecting successful inventory normalization.
Q2 Profitability Highlights: Net income for Q2 2025 was $13.6 million or $1.16 per diluted share, demonstrating profitability despite challenging market conditions.
Net Sales Growth 9.9%: Year-to-date net sales increased 9.9% to $577.3 million compared to the first two quarters of fiscal 2024, showcasing consistent growth across all channels.
Negative
Gross Profit Decline: Gross profit decreased by $5.7 million or 9.8% compared to Q2 of last year, primarily due to competitive pricing pressures and higher commodity acquisition costs.
Gross Profit Margin Decline: Gross profit margin as a percentage of net sales decreased to 17.4% from 19.9% in Q2 of fiscal 2024, reflecting significant margin compression.
Net Income Decline: Net income for Q2 of fiscal 2025 was $13.6 million or $1.16 per diluted share, down from $19.2 million or $1.64 per diluted share in Q2 of fiscal 2024.
Operating Expenses Increase: Total operating expenses increased to 10.9% of net sales from 10.4% in the prior year quarter, driven by higher freight, rent, and compensation expenses.
Inventory Value Increase: The total value of inventories increased by $8.5 million or 4.3% compared to the prior year, primarily due to higher commodity acquisition costs.
JBSS FAQs
How does JBSS typically perform around its earnings report dates?
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JBSS Earning Call Sentiment
Earnings call transcript: John B. Sanfilippo & Son misses Q2 2025 EPS forecast
JBSS.O
-1.13%Positive
The earnings call presents mixed signals. While sales volume and net sales have increased, gross profit and net income have declined due to competitive pricing and higher commodity costs. Management's unclear responses to critical questions in the Q&A section contribute to uncertainty. The announcement of price adjustments may stabilize margins, but the lack of strong guidance and declining margins offset potential positives. Given the company's small market cap, the stock may experience some volatility, but overall, the sentiment remains neutral.
