J & J Snack Foods Corp. (JJSF)

Over the past six months, J&J Snack Foods Corp. stock price has declined significantly. From November 21, 2024, to November 20, 2025, the share price decreased by 45.59%, and from the start of 2025 to November 24, 2025, the stock decreased by 40.4%. In Q3 CY2025, the company reported a 3.9% year-on-year revenue decline to $410.2 million, with GAAP earnings per share (EPS) of $0.58 missing analyst expectations, while adjusted EPS of $1.58 beat estimates. The company declared a quarterly cash dividend of $0.80 per share, and operational efficiencies from "Project Apollo" are expected to yield $20 million in annualized operating income benefits by 2026.

Demand for J&J Snack Foods Corp.'s products exhibits seasonality, particularly for its frozen beverages. The company's Q3 CY2025 results were impacted by a decline in frozen beverage volumes, influenced by external factors like popular movie releases. The company's product portfolio, which includes frozen juice treats and Italian ice, also implies a higher demand during warmer periods. Seasonality is a recognized factor, with historical insights used to identify seasonal patterns in monthly returns.

J&J Snack Foods Corp. is an American manufacturer, marketer, and distributor of snack foods and frozen beverages, operating in the Food, Beverage & Tobacco sector, specifically in the Packaged Foods and Meats industry. The company is segmented into Food Service, Retail Supermarkets, and Frozen Beverages. Its product portfolio includes brands such as SUPERPRETZEL soft pretzels, ICEE and Slush Puppie frozen beverages, and Luigi's Real Italian Ice, along with other products like churros, handheld products, bakery products, and funnel cakes. The company also sells machines and machine parts for its food and beverage products.

J&J Snack Foods Corp. is headquartered in Mount Laurel, New Jersey, U.S., and operates over 175 facilities for manufacturing, warehousing, and distribution across 44 states in the United States, as well as in Mexico and Canada. The company also has a business presence in Australia and China, distributing products to foodservice and retail supermarket industries in these regions.

In the past year, J&J Snack Foods has focused on product innovation and strategic partnerships to enhance its brand reputation and market presence. The company has seen growth in pretzel sales driven by recent product innovation. Dippin' Dots partnered with Chuck E. Cheese to introduce a new flavor, and plans to launch Dippin' Dots Ice Cream Sundaes. J&J Snack Foods signed a long-term partnership with Slick City to introduce four of its popular brands to the park's concessions, and a major churro rollout at a quick-service restaurant (QSR) is underway. Management has acknowledged some persisting consumer caution, particularly in the retail sector.

J&J Snack Foods Corp. is predominantly owned by institutional shareholders, who hold 78.92% of the stock, while insiders own 201.92% and retail investors hold 0.00%. Major institutional owners include BlackRock, Inc., Vanguard Group Inc., Allspring Global Investments Holdings, LLC, State Street Corp, Dimensional Fund Advisors Lp, Macquarie Group Ltd, and Geneva Capital Management Llc. The largest individual shareholder is Gerald B. Shreiber, who owns 30.24 million shares, representing 155.35% of the company.