J&J Snack Foods Corp.

J&J Snack Foods Corp.

JJSFยทNASDAQ

$75.77

-1.0%
Consumer DefensivePackaged Foods

J&J Snack Foods Corp. manufactures, markets, and distributes nutritional snack foods and beverages to the food service and retail supermarket industries in the United States, Mexico, and Canada. It operates in three segments: Food Service, Retail Supermarkets, and Frozen Beverages. The company offers soft pretzels under the SUPERPRETZEL, PRETZEL FILLERS, PRETZELFILS, GOURMET TWISTS, MR. TWISTER, SOFT PRETZEL BITES, SOFTSTIX, SOFT PRETZEL BUNS, TEXAS TWIST, BAVARIAN BAKERY, SUPERPRETZEL BAVARIAN, NEW YORK PRETZEL, KIM & SCOTT'S GOURMET PRETZELS, SERIOUSLY TWISTED!, BRAUHAUS, AUNTIE ANNE'S, and LABRIOLA, as well as under the private labels. It also provides frozen novelty under the LUIGI'S, WHOLE FRUIT, PHILLY SWIRL, SOUR PATCH, ICEE, and MINUTE MAID brands; churros under the TIO PEPE'S and CALIFORNIA CHURROS brands; and handheld products under the SUPREME STUFFERS and SWEET STUFFERS brands. In addition, the company offers bakery products, including biscuits, fig and fruit bars, cookies, breads, rolls, crumbs, muffins, and donuts under the MRS. GOODCOOKIE, READI-BAKE, COUNTRY HOME, MARY B'S, DADDY RAY'S, and HILL & VALLEY brands, as well as under private labels; and frozen beverages under the ICEE, SLUSH PUPPIE, and PARROT ICE brands. Further, it provides funnel cakes under the FUNNEL CAKE FACTORY brand, as well as various other food products; and sells machines and machine parts to other food and beverage companies. The company sells its products through a network of food brokers, independent sales distributors, and direct sales force. It serves snack bars and food stand locations in chain, department and mass merchandising stores, malls and shopping centers, fast food and casual dining restaurants, stadiums and sports arenas, leisure and theme parks, convenience stores, movie theatres, warehouse club stores, schools, colleges and other institutions, and independent retailers. The company was incorporated in 1971 and is headquartered in Pennsauken, New Jersey.

At a Glance

Live Snapshot
Market Cap$1.42B
EPS3.3700
P/E Ratio22.48
Earnings Date08/04/2026

Intrinsic Alpha Methodology

Thesis Lenses

Signal ยท Driver ยท Risk

Signal

High confidence

Valuation multiple is mid-range (P/E 22.5).

Valuation inputs: P/E 22.5, earnings yield +4.4%, momentum -1.0%.

If multiples stay elevated while momentum fades, downside repricing risk rises.

Driver

High confidence

Return profile is soft (ROE +6.8%, ROIC +5.2%).

Profitability stack: net margin +4.1%, ROE +6.8%, ROIC +5.2%.

Quality deterioration often appears in margins before it shows up in headline EPS.

Risk

High confidence

Risk profile is balanced but has notable pressure points to monitor.

Risk factors: liabilities/assets +30.0%, momentum -1.0%, net margin +4.1%.

Higher leverage with weak momentum and thin margins can amplify drawdown severity.

jjsf

J&J Snack Foods Corp. Market vs Earnings Trajectory

JJSF ยท NASDAQ

Loading price and EPS data...

J&J Snack Foods Corp.

J&J Snack Foods Corp. Fair Value Envelope

JJSF ยท NASDAQ

Our analysis suggests that JJSF has a fair value of HIDDEN per share in the Base Case projection. With shares currently trading at $75.77, this represents a potential HIDDEN relative to our calculated worth for J&J Snack Foods Corp..

Intrinsic Value
Current Price: $75.77
3Y-18.0%
5Y+36.0%
10Y-33.0%
3Y+2.0%
5Y+15.0%
10Y+33.0%
3Y-17.0%
5Y+39.0%
10Y-31.0%
3Y-4.0%
5Y+534.0%
10Y+12.0%
3Y+22.0%
5Y-234.0%
10Y-9.0%
3Y+8.0%
5Y+11.0%
10Y+36.0%
J&J Snack Foods Corp.

J&J Snack Foods Corp. Profit Bridge

JJSF ยท NASDAQ
Revenue1.58B
Cost of Goods Sold (1.11B)
Gross Profit469.88M
Operating Expenses (385.56M)
Operating Income84.33M
Interest Expense (1.49M)
Other Income/Expense2.10M
Pretax Income86.43M
Income Tax (20.83M)
Net Income65.59M
Net Income
65.59M

Profitability Analysis

Gross Margin

29.7%

Moderate margins typical of competitive industries. Monitor for pricing pressure or rising costs.

Operating Margin

5.3%

Acceptable margins but limited operational leverage. Operating expense control is important.

Net Profit Margin

4.1%

Minimal profitability after all expenses. Limited financial flexibility for reinvestment or shareholder returns.

Effective Tax Rate

24.1%

Moderate tax rate typical for most corporations. Represents standard tax burden on profits.

Profitability Insight

Room for improvement: Moderate profitability with opportunities to enhance margins through better cost management or pricing strategy.

29.68%
Gross Profit Margin
-4%
3Y-2.0%
5Y+11.0%
10Y-
5.33%
Operating Profit Margin
-29%
3Y-24.0%
5Y+19.0%
10Y-46.0%
4.14%
Net Profit Margin
-25%
3Y-18.0%
5Y+21.0%
10Y-48.0%
6.79%
Return on Equity
-25%
3Y-22.0%
5Y+24.0%
10Y-40.0%
4.75%
Return on Assets
-25%
3Y-23.0%
5Y+25.0%
10Y-49.0%
5.21%
Return on Invested Capital
-26%
3Y-27.0%
5Y+19.0%
10Y-47.0%
JJSF

J&J Snack Foods Corp. Cash Conversion Engine

JJSF ยท NASDAQ
Net Income65.59M
Depreciation & Amortization73.33M
Stock-Based Compensation6.32M
Change in Working Capital3.83M
Others12.10M
Capital Expenditures-82.87M
Free Cash Flow82.25M

Cash Flow Quality Analysis

FCF Conversion Rate

125.4%

Excellent cash generation. The company converts earnings to cash at or above 100%, indicating high-quality earnings.

CapEx Intensity

50.2%

Capital-intensive operations require significant reinvestment. Monitor whether CapEx is maintenance or growth-oriented.

FCF Growth Trend

-17.3%

Significant FCF decline raises concerns. Urgent review needed of operational performance and capital allocation.

Working Capital Impact

+$3.83M

Working capital inflow boosted cash flow. Efficient management of receivables, inventory, and payables contributing positively.

Cash Flow Quality Insight

Solid cash generation: Positive free cash flow with reasonable earnings quality provides financial flexibility for growth investments, debt reduction, or shareholder returns.

jjsf

J&J Snack Foods Corp. Funding & Solvency Profile

JJSF ยท NASDAQ
Cash & Cash Equivalents59.75M
Net Receivables178.01M
Inventory171.56M
Other Current Assets24.17M
Total Current Assets433 M
Property, Plant & Equipment1.18B
Goodwill & Intangible Assets290.99M
Long-Term Investments0.00
Other Non-Current Assets-579.49M
Total Non-Current Assets601 M
Total Assets
1.33B

Financial Health Analysis

Current Ratio

2.09x

Excellent liquidity position. The company can easily cover its short-term obligations with substantial cushion.

Debt-to-Equity Ratio

0.51x

Balanced capital structure with moderate leverage. Equity exceeds debt, suggesting healthy financial stability.

Working Capital

226 M

Strong working capital position provides significant operational flexibility and financial cushion.

Asset Composition

33% Current

Capital-intensive business with significant long-term investments in property, equipment, or intangibles.

Financial Health Insight

Strong financial foundation: Excellent liquidity combined with conservative leverage suggests the company is well-positioned to weather economic uncertainties and fund growth opportunities.

jjsf

J&J Snack Foods Corp. Street Expectations Map

JJSF ยท NASDAQ

No Target Data

No analyst price targets available for jjsf.

jjsf

J&J Snack Foods Corp. Insider Positioning

JJSF ยท NASDAQ

During the last 12 months, insiders have purchased $49K worth of JJSF shares, with no selling activity reported.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

6-9 Months

Bought

540

48.90K

Sold

0

0.00

Net Activity

+49K

+$49K

9-12 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

Top Buyers

1
CKE

Ciaramello Kathleen E

Director

540 sharesโ€ข1 transactions

$49K

Top Sellers

No selling activity

Insider Activity Analysis

Net Insider Sentiment

Bullish

Strong bullish signal with $49K net buying. Insiders are aggressively accumulating shares, suggesting significant confidence in future prospects.

Buy/Sell Ratio

โˆž:1

Perfect buy/sell ratio. Only buying activity with zero sellingโ€”the most bullish possible insider signal.

Insider Participation

High Buying

1 insider buyers vs. 0 sellers. Broad-based buying across management team suggests widespread confidence.

Insider Activity Insight

Unanimous insider buying: Zero selling combined with active buying is rare and typically very bullish. Insiders appear to see significant upside with limited downside risk.

1.01%
Dividend Yield
12%
3Y+125.0%
5Y+207.0%
10Y+209.0%
ย 

jjsf Dividend History

JJSF
10Y CAGR +7%
Latest $0.8
Annual $3.98
5 year growth trend
Last Period: +0%