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SANFILIPPO JOHN B & SON INC (JBSS) is a Delaware-based processor and distributor of peanuts, tree nuts and snack bars, operating a single reportable segment. It sells mainly private-brand and Fisher, Orchard Valley Harvest, Squirrel Brand and Southern Style Nuts products through consumer, commercial ingredient and contract manufacturing channels.
The company is generally vertically integrated in pecans, peanuts and walnuts, buying directly from growers and shelling in-house, which heightens exposure to crop, commodity-price and inventory-yield risk. Business is highly seasonal, with strongest nut demand in the last four calendar months and peak working capital needs in the third fiscal quarter.
JBSS is heavily dependent on a few customers: Walmart accounted for about 41% of fiscal 2026 net sales and Target about 12%. About 28% of nut, dried fruit and oat purchases were sourced internationally, adding geopolitical and FX risk. Operations are concentrated in five main production facilities, with meaningful available capacity in several plants and expanded warehouse space in Huntley, Illinois. A detailed cybersecurity program, led by experienced certified professionals and overseen by the board’s Audit Committee, is in place; no material cyber incidents have occurred to date. As of June 25, 2026, the company employed roughly 1,770 full-time employees and emphasizes safety, training, engagement and incentive-based compensation programs.
John B. Sanfilippo & Son, Inc. (JBSS) reported fiscal 2026 fourth quarter and full year results for the period ended June 25, 2026. Fourth quarter net sales rose 4.2% to $280.4 million, driven by a 2.8% increase in weighted average selling price and 1.4% higher sales volume, but diluted EPS fell 38.3% to $0.71 as gross profit declined to $44.1 million and gross margin compressed to 15.7%.
For the full year, net sales increased 6.2% to $1.18 billion, with an 8.9% rise in weighted average selling price offsetting a 2.5% decline in sales volume. Gross profit reached $211.2 million and diluted EPS increased 4.6% to $5.26, despite gross margin edging down from 18.4% to 18.0%. Management cited recall-related costs, higher input, freight and bar ingredient costs, and manufacturing inefficiencies tied to onboarding a large contract manufacturing customer as key headwinds.
The company highlighted record annual net sales, continued return of capital, and leadership transition plans. During calendar 2026, the annual dividend declared was raised 5.6% to $0.95 per share and a special dividend of $1.05 per share was declared, with total dividends for the year of $3.50 per share.
John B. Sanfilippo & Son, Inc. announced a planned leadership transition. On July 16, 2026 the company said current Chief Executive Officer Jeffrey T. Sanfilippo will move to the role of Executive Chair of the Board effective October 1, 2026.
The Board has appointed Jasper B. Sanfilippo Jr., currently Chief Operating Officer, President and Secretary, as Chief Executive Officer effective on that date. It also appointed Frank Pellegrino, currently Chief Financial Officer and Executive Vice President, Finance and Administration, as President and Chief Financial Officer. Jasper Sanfilippo has been with the company since 1991 and on the Board since 2003, and is part of a family group that includes several directors; Pellegrino joined in 2007 and has held increasing finance roles.
John B. Sanfilippo & Son, Inc. announced that its Board declared a $1.05 per share special cash dividend and a $0.95 per share regular annual cash dividend on all issued and outstanding shares of Common Stock and Class A Common Stock.
The company stated that the aggregate payment of both dividends will return approximately $23.6 million to stockholders. Both dividends will be paid on September 9, 2026 to stockholders of record as of the close of business on August 17, 2026. Management noted this increases the Annual Dividend by $0.05 per share over the prior year and represents the ninth consecutive year of Annual Dividend increases.
John B. Sanfilippo & Son, Inc. reported higher sales but mixed profit trends for the quarter ended March 26, 2026. Net sales rose to $281.8 million from $260.9 million, driven mainly by higher selling prices as commodity costs increased, while sales volume was essentially flat.
Quarterly net income declined to $16.8 million from $20.2 million as gross margin compressed to 19.1% from 21.4% and operating expenses increased, leaving diluted EPS at $1.43 versus $1.72. For the first thirty-nine weeks, however, net sales grew to $895.2 million from $838.2 million and net income improved to $53.5 million from $45.4 million, with diluted EPS up to $4.55 from $3.87.
Operating cash flow strengthened sharply to $94.8 million from a $6.0 million use of cash a year earlier, supporting heavy capital spending of $69.0 million on production expansion and infrastructure. Inventories were $252.6 million, slightly below the prior year, and total debt increased as the company drew $38.9 million on a new equipment loan while keeping $113.6 million available under its $150 million credit facility.
John B. Sanfilippo & Son, Inc. reported fiscal 2026 third quarter net sales of $281.8 million, up 8.0% from $260.9 million, driven by an 8.3% increase in weighted average selling price per pound while sales volume was essentially flat at 84.4 million pounds. Gross profit for the quarter declined 3.8% to $53.8 million, and gross margin narrowed to 19.1% from 21.4%, reflecting less favorable inventory valuation adjustments. Diluted EPS for the quarter fell 16.9% to $1.43, but for the first thirty-nine weeks of fiscal 2026, net sales rose 6.8% to $895.2 million and diluted EPS increased 17.6% to $4.55, supported by slightly higher gross margin and essentially flat operating expenses.
SANFILIPPO JOHN B & SON INC director and 10% owner Lisa Sanfilippo reported a trust restructuring involving 125,000 Class A Common Stock shares. The shares were distributed for no consideration from the Sanfilippo Family GST Trust dated 5/10/17 into the Lisa A. Sanfilippo Family Trust dated 5/10/17, where she is trustee.
After this transfer, 259,968 shares are held indirectly in the 2017 family trust for her benefit. She also holds 4,232 shares directly, 50,172 shares indirectly in the Lisa A. Evon Irrevocable Trust dated 10/6/06, and 32,609 shares indirectly in the Lisa A. Sanfilippo Trust dated 11/04/91. The filing reflects an internal trust distribution rather than an open-market trade.
SANFILIPPO JOHN B & SON INC director and CEO Jeffrey T. Sanfilippo reported a restructuring of his indirect holdings in Class A common stock through family trusts. An entity associated with him received a distribution of 125,000 shares from the Sanfilippo Family GST Trust dated May 10, 2017 for no consideration, and these are now held in the Jeffrey T. Sanfilippo Family Trust dated May 10, 2017 for his benefit.
Following this change, 252,710 shares are held indirectly in the 2017 family trust, 50,170 shares are held indirectly in the Jeffrey T. Sanfilippo Irrevocable Trust dated October 6, 2006, and 32,609 shares are held indirectly in the Jeffrey T. Sanfilippo Trust dated October 7, 1991, all for his benefit. He also owns 21,856 shares directly. The filing reflects a trust-level distribution and updated ownership totals rather than an open-market purchase or sale.
SANFILIPPO JOHN B & SON INC director and major holder James J. Sanfilippo reported a restructuring of indirect holdings in Class A common stock through family trusts. As Co-Trustee of the Sanfilippo Family GST Trust dated 5/10/17, he oversaw the transfer of 500,000 Class A shares, distributed in blocks of 125,000 shares each to four separate family trusts for no consideration. Following this distribution, the GST trust no longer holds these shares. Separately, he continues to hold 247,846 Class A shares indirectly as Trustee of the James J. Sanfilippo Family Trust dated 5/10/17, which holds shares for his benefit.
SANFILIPPO JOHN B & SON INC director and 10% owner John E. Sanfilippo reported an internal trust restructuring involving Class A common stock. On April 6, 2026, a footnoted transfer distributed 125,000 shares from the Sanfilippo Family GST Trust dated May 10, 2017 to the John E. Sanfilippo Family Trust dated May 10, 2017 for no consideration.
Following this change, 294,569 shares are held indirectly in the John 2017 Trust, 50,170 shares are held indirectly in the John 2006 Trust, 32,609 shares are held indirectly in the John 1991 Trust, and 44,240 shares are owned directly. The filing characterizes the event as an “other acquisition or disposition,” reflecting a redistribution among family-related trusts rather than a market purchase or sale.