J&J Snack Foods Corp. (JJSF) Stock

J&J Snack Foods Corp. (JJSF) is a Consumer Staples stock trading at $87.45 (as of 2026-08-21), with a market capitalization of $1.63B and a trailing P/E of 41.3. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

J&J Snack Foods Corp. manufactures, markets, and distributes nutritional snack foods and beverages for food service and retail supermarket customers in the United States, Mexico, and Canada. It operates through Food Service, Retail Supermarkets, and Frozen Beverages segments, selling products such as soft pretzels, frozen novelty and beverages, churros, handheld items, and bakery foods (including private-label offerings).

Understand J&J Snack Foods Corp.: how it makes money

J&J Snack Foods manufactures, markets, and distributes nutritional snack foods and beverages, including soft pretzels and frozen treats, sold to food service and retail supermarket customers in the United States, Mexico, and Canada, and it earns money from net sales of its food service, retail supermarket, and frozen beverages products.

Profitability appears tightly linked to logistics execution and distribution efficiency, because the company is tracking fulfillment performance (Fill Rate 98.7%, On-Time Performance 87%) while also reporting line haul cost improvement (Line Haul Costs Decrease per Pound, ratio 13.0), and it is running an operational shift where 94% of sales orders are shipped from a new distribution network.

Revenue by segment (latest quarter)
FoodSvc$0.2B
Frozen$0.1B
Retail$0.1B

Business quality (Weak): The three official reportable segments are used (Food Service, Frozen Beverages, Retail Supermarkets). The provided segment net sales figures sum to about 0.34B, which does not exactly match the provided total revenue_b of 0.3B, so segment completeness is based on the provided inputs.

Valuation: At 25× earnings, JJSF trades in line with the Food Products average (26×). Note: one-time items can distort reported P/E.

Bull case

  • Operational execution is strong on fulfillment: Fill Rate is 98.7% (with On-Time Performance at 87%).
  • Distribution network transition is progressing: Percent of Sales Orders Shipped from New Distribution Network is 94%.
  • Frozen beverage mix includes growth pockets tied to Dippin’ Dots: Incremental Revenue from Dippin' Dots is 0.03B, and Dippin' Dots theater freezer installations and related installs are being tracked (for example, Dippin' Dots Theater Placements at 375.0 and Icy Locations Installed to Date at 95.0).

Bear case

  • Profitability is thin: Operating margin is 0.5% based on the provided financials.
  • Demand appears pressured in multiple segments: Retail Net Sales decline is 8.1% and Frozen Beverages Segment Sales decline is 8.3% (with Frozen Novelties decline at 5.1% and Food Service Net Sales decline at 1.1%).
  • On-time delivery is not as strong as other logistics metrics: On-Time Performance is 87%.
Valuation — source: SEC EDGAR (first-party)
Price$87.45
Market Cap$1.63B
P/E Ratio41.3
EV / EBITDA12.7
Price / Book1.83
Price / Sales1.12
FCF Yield5.9%
DCF Value (model)$49.89
DCF Upside vs Price-43.0%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$1.58B
Net Margin4.1%
Revenue Growth (YoY)-6.2%
EPS Growth (YoY)-16.7%
FCF Growth (YoY)-37.9%
Financial Health — source: SEC EDGAR
Altman Z-Score4.91 (safe)
Piotroski F-Score5/9 (moderate)
Valuation vs Sector & Industry
Stock P/E41.3
Sector P/E (Consumer Staples)26.7
Industry P/E (Food Products)26.1
vs Sector54.6%
vs Industry58.4%
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderBlackRock, Inc. ($182.18M)
Institutional Holders Tracked10
Company
SectorConsumer Staples
IndustryFood Products
CEODaniel J. Fachner
Employees5,000
CountryUS
IPO Date1986-02-04

Related Companies (Business model: Branded Consumer (CPG, Staples, Beauty, Alcohol, Pet, Nicotine); 8 closest by market cap; US-domiciled)

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JJSF earnings history · JJSF institutional & insider holders · JJSF KPIs & operating metrics · JJSF financials · JJSF investor presentations & press releases · JJSF SEC filings · JJSF peers · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-08-21.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.