SANFILIPPO JOHN B & SON INC — Form 8-K
Filed October 28, 2026 · analyzed by the 8-K Agent
8-K
▼ Likely negative
significance 48/100
What the filing says
For the quarter ended September 24, 2026, net sales decreased $10.5M (3.5%) to $288.1M driven by a 3.6% weighted average selling price decline, partially offset by flat sales volume of 90.5M pounds. Diluted EPS fell 30.2% to $1.11 per share (from $1.59 prior year), while gross profit margin compressed 110 basis points to 17.0% due to competitive pricing pressure, unfavorable product mix shift, and higher freight/maintenance costs. Contract Manufacturing channel surged 41.3% volume with a new customer; Consumer channel declined 6.7% due to private brand softness.
Why this rating
Meaningful Q1 earnings miss (~30% EPS decline) and margin compression relative to company scale ($647M market cap). Volume stabilization positive; mix-shift to lower-margin contract manufacturing and near-term Consumer channel pressure are concerning headwinds.
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