SANFILIPPO JOHN B & SON INC — Form 8-K/A
Filed October 30, 2026 · analyzed by the 8-K Agent
8-K/A
▼ Likely negative
significance 52/100
What the filing says
John B. Sanfilippo & Son reported fiscal Q1 2027 (ended September 24, 2026) net sales of $288.1M, down $10.5M or 3.5% YoY, driven by 3.6% lower weighted average selling prices partially offset by flat sales volume at 90.5M lbs. Diluted EPS fell 30.2% to $1.11/share from $1.59/share, as gross profit declined $5.2M to $48.9M (17.0% margin vs. 18.1% prior year) due to competitive pricing pressure on peanuts/bars/snack mix and higher manufacturing costs. Operating expenses rose $2.5M, driven by professional fees, freight, rent and compensation increases.
Why this rating
Meaningful decline in profitability (EPS -30%, gross margin -110bps) on modest revenue contraction. Company $647M; sales miss is ~1.6% of annual run-rate. Moderate operational headwind but not transformational; management signals stabilization potential and contract manufacturing upside offsetting consumer channel pressure.
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