J&J Snack Foods Corp. (JJSF)
NASDAQConsumer StaplesPackaged FoodsSnapshot 2026-11-04
$91.01+4.60%
Close 2026-11-04 · 1-day change
NASDAQConsumer StaplesPackaged FoodsSnapshot 2026-11-04
QuarterlyIQ Insights · JJSF
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 31.7% |
| Our one-year growth estimate | diamond | 1.5% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
No outside relationship met the current evidence threshold.
Based on historical daily prices through 2026-11-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 30.2 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-04 · Compared with 11 industry peers
JJSF — General Counsel transition
Dated 2026-06-10
Senior Vice President, General Counsel & Secretary — Michael A. Pollner: Mr. Pollner resigned from his position and the company is searching for a successor.
Why it matters: The higher savings goal is a key test of the plant work. Savings above the goal could help offset higher freight and fuel costs.
Supportive ifManagement reports annual plant savings of at least $20 million. It confirms the full program remains on track for $25 million.
Worry ifManagement reports annual plant savings below $20 million or cuts the full program goal of $25 million.
Why it matters: Management said sales may improve in Q4 as core product orders build. Growth would support its plan to return to top-line growth in fiscal 2027.
Supportive ifFiscal Q4 net sales are higher than the prior-year quarter, with core product sales rising.
Worry ifFiscal Q4 net sales fall year over year, with core product sales still weak.
Why it matters: Q3 beverage sales rose, but machine and service sales fell. A recovery in those lines could ease the segment's sales decline.
Supportive ifFrozen Beverage machine and service sales both rise from a year ago. Segment net sales turn positive.
Worry ifMachine and service sales both fall year over year again, and Frozen Beverage net sales remain down.
Why it matters: Food Service sales fell 8.3% in Q3. Lower bakery sales explained much of the drop, while cookies and handhelds stayed weak.
Supportive ifFood Service net sales decline by less than 8.3% year over year, with cookies or handhelds no longer falling.
Worry ifFood Service net sales decline by 8.3% or more year over year, and cookies or handhelds remain weak.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$104 on $10,000 · ±1.0% | How much price usually moves either way. |
| Bad day | $276 loss on $10,000 · 2.8% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $2,826 loss on $10,000 · 28.3% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.