John B. Sanfilippo & Son, Inc. (JBSS)
NASDAQConsumer StaplesPackaged FoodsSnapshot 2026-11-05
$54.52-0.42%
Close 2026-11-05 · 1-day change
NASDAQConsumer StaplesPackaged FoodsSnapshot 2026-11-05
QuarterlyIQ Insights · JBSS
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Grow sales volume across consumer, commercial ingredients, and contract manufacturing channels while focusing on profitable growth.
Stated in 2 of 3 supplied transcript quarters. Revenue was $288.136 million in 2027-Q1, compared with $280.434 million in 2026-Q4; the latest release also reported sales volume flat at 90.5 million pounds year over year. Revenue increased sequentially, but flat volume and lower gross profit of $48.9 million versus $54.1 million in the prior-year quarter indicate limited progress in profitable growth this quarter.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Consumer Staples names rated neutral grew net income 49% of the time over the next year (vs 61% for the rest of the cohort, n=2777).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“committed to profitable growth”
“focused on driving volume across all three sales channels”
Control the cost structure and improve operating efficiency in response to higher manufacturing, freight, and other operating costs.
Stated in 2 of 3 supplied transcript quarters. Operating expenses increased to $29.575 million from $27.077 million, and were 10.3% of sales compared with 9.1% in the prior-year quarter. Despite the recurring focus, those figures show higher costs and limited substantive delivery on efficiency this quarter.
“currently evaluating our cost structure to maximize efficiency”
“ongoing strategic initiatives of disciplined cost management, operational efficiencies”
Continue returning capital to shareholders through annual and special cash dividends as part of disciplined capital allocation.
Stated in 2 of 3 supplied transcript quarters. Management reported a $0.95 annual dividend and a $1.05 special dividend per share for calendar 2026; the latest quarter lists a $2.00 dividend per share. The declared cash distributions are specific capital-return delivery consistent with the stated commitment.
“remain committed to returning capital to our shareholders”
“At the start of the third quarter, we distributed a special dividend of $1.00 per share”
Develop customer partnerships and grow contract manufacturing volume, including onboarding new customers and using manufacturing capabilities.
Stated in 2 of 3 supplied transcript quarters. In 2027-Q1, Contract Manufacturing sales volume increased 41.3%, mainly from snack nut sales to a significant new customer. This is measurable channel-level delivery on the stated expansion, although management also noted that the shift from Consumer volume will produce a less favorable sales mix.
“replace a significant portion of the lost Consumer volume with incremental Contract Manufacturing volume”
“supporting the onboarding of a new strategic customer in the contract manufacturing channel”
Use product innovation and category initiatives to respond to health and wellness trends and pursue growth in better-for-you snacks and bars.
Newly stated in 2027-Q1. The release reported consumer-channel sales volume down 6.7% and company-wide sales volume flat at 90.5 million pounds year over year, with no quantified result for the product initiatives cited. This is a newly stated focus with limited substantive delivery shown so far.
“actively responding to current category trends while focusing on initiatives to improve category performance and drive category growth”
Over the trailing year it converted 1.84x of net income into operating cash flow. Historically, Consumer Staples names rated robust grew net income 68% of the time over the next year (vs 49% for the rest of the cohort, n=1558).
Not enough signal yet.
Not enough signal to read sensitivity to the US dollar, the broad stock market, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
8 material management or governance events in the past 24 months, led by executive changes. Historically, Consumer Staples names rated neutral grew net income 59% of the time over the next year (vs 54% for the rest of the cohort, n=2613).
Not investment advice. As of 2026-11-05.