John B. Sanfilippo & Son, Inc. (JBSS)

In October 2025, JBSS reported an 8.1% increase in revenue and a 59% rise in EPS for Q1 FY2026, driven by increasing nut prices, despite a slight decrease in sales volume; the stock had dropped 24% in 2025 amid concerns about cash flow and margin growth, but the company declared special dividends of $1.60. In August 2025, JBSS announced a slight decrease in revenue by 0.2% but a significant 34% increase in diluted EPS for Q4 FY2025, attributed to cost control and operational efficiencies, with the Lakeville snack bar business acquisition continuing to influence sales volume and margins. Insider stock sales were reported in July 2025 and February 2025.

Demand for JBSS's products exhibits some seasonality, with lower seasonal sales volume for snacks and trail mixes noted in Q1 FY2024 and decreased seasonal nut and trail mix volume in Q2 FY2025, suggesting that sales of certain snack products may fluctuate with seasonal consumer demand.

John B. Sanfilippo & Son, Inc. (JBSS) is a leading processor and distributor of branded and private label snack nuts, dried fruits, and other confectionery products, operating within the Consumer Non-Durables sector. The company's product portfolio includes a variety of nuts, snack and nutrition bars, nut butters, candy and confections, snack mixes, and other snack items, marketed under brands like Fisher, Orchard Valley Harvest, and Squirrel Brand. JBSS sells its products to food retailers, commercial ingredient users, and contract manufacturing customers.

JBSS primarily operates in the United States, serving both domestic and international markets, with its corporate headquarters in Elgin, Illinois. The company operates five high-capacity production facilities, including locations in Bainbridge, Georgia; Gustine, California; Selma, Texas; Lakeville, Minnesota; and Huntley, Illinois.

John B. Sanfilippo & Son, Inc. is recognized as a "nut industry leader" and a "global leader of quality-driven & innovative nut solutions," committed to providing "high-quality, wholesome, and convenient snack options" with an emphasis on "quality control, stringent food safety standards." There have been no widely reported specific events, such as product recalls or major awards directly impacting the company's brand reputation in the past year.

The ownership structure of JBSS includes both institutional and family interests. Major institutional owners include BlackRock Inc., Thrivent Financial For Lutherans, and Vanguard Group Inc. The Sanfilippo family maintains a substantial ownership stake and influence, with key individual shareholders including Jasper Brian Sanfilippo Jr., James J. Sanfilippo, and Jeffrey T. Sanfilippo (Chairman & CEO).