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John B. Sanfilippo & SON 8-K Filings

JBSS NASDAQ

Every 8-K that John B. Sanfilippo & SON (JBSS) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A 8-K covers material events a company has to report between its quarterly reports, so if you follow JBSS and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full JBSS filings page.

Rhea-AI Summary

John B. Sanfilippo & Son, Inc. completed its leadership transition effective October 1, 2026: Jeffrey T. Sanfilippo became Executive Chair, Jasper B. Sanfilippo, Jr. became Chief Executive Officer, and Frank Pellegrino became President and Chief Financial Officer. Pellegrino’s employment letter sets his base salary at $700,000 per year and his Sanfilippo Value Added Plan target bonus at 100% of salary. It provides cash severance equal to one or two times the sum of his salary and target bonus, and accelerated vesting of certain equity awards, if the company terminates him without cause or he terminates his employment for “Good Reason.” Customary releases and restrictive covenants apply to those benefits.

Rhea-AI Summary

SANFILIPPO JOHN B & SON INC (JBSS) furnished an investor presentation highlighting long-term growth, recent performance, and strategy as a leading U.S. nut and snack manufacturer. For FY 2026, net sales were $1.18 billion with EBITDA of $113.6 million and an EBITDA margin of 9.7%, on 349.3 million pounds sold.

Diluted EPS increased from $2.68 in FY 2016 to $5.26 in FY 2026, a 7.0% CAGR, while average daily stock price rose from $56.13 to $71.83. The consumer channel generated $960 million of FY 2026 net sales, up 6% versus FY 2025; commercial ingredients reached $120 million (+10%), and contract manufacturing $95 million (+4%). JBSS emphasizes private label and branded growth, especially in snack and nutrition bars, where installed bar lines add 64 million pounds of capacity. Financial position metrics show FY 2026 net working capital of $181.4 million and return on equity of 16.3%, supporting continued dividends and elevated capital investment.

Rhea-AI Summary

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.

Rhea-AI Summary

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.

Rhea-AI Summary

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.

Rhea-AI Summary

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.

Rhea-AI Summary

John B. Sanfilippo & Son, Inc. declared a special cash dividend of $1.50 per share on both its Common Stock and Class A Common Stock. The company expects this Special Dividend to return approximately $17.6 million to stockholders. It will be paid on May 21, 2026 to stockholders of record as of April 27, 2026. Including this payment, special dividends and the annual dividend in the current fiscal year total $4.00 per share in cash returned to stockholders.

Rhea-AI Summary

John B. Sanfilippo & Son, Inc. filed a current report to note that it issued a press release with financial results. On January 29, 2026, the company released its results for the second quarter and the twenty-six weeks ended December 25, 2025.

The press release is included as Exhibit 99.1 to the report, with an additional Exhibit 104 covering the inline XBRL cover page data file.

Rhea-AI Summary

John B. Sanfilippo & Son, Inc. (JBSS) reported the results of its Annual Meeting. Shareholders elected all director nominees, with Common Stock holders electing Pamela Forbes Lieberman, Mercedes Romero, and Ellen C. Taaffe, and Class A Common Stock holders electing seven Sanfilippo family and Valentine nominees.

Shareholders ratified the appointment of PricewaterhouseCoopers LLP as independent auditor with 34,264,154 votes for, 61,631 against, and 5,409 abstentions. The advisory vote on executive compensation passed with 33,058,719 votes for, 599,540 against, 8,632 abstentions, and 664,303 broker non-votes.

Rhea-AI Summary

John B. Sanfilippo & Son, Inc. (JBSS) announced a special cash dividend. The Board declared a $1.00 per share special dividend on all issued and outstanding shares of Common Stock and Class A Common Stock.

The dividend will be paid on December 30, 2025 to stockholders of record as of the close of business on December 1, 2025. This one-time payout returns cash to shareholders based on shares held as of the record date.

Rhea-AI Summary

John B. Sanfilippo & Son, Inc. (JBSS) furnished an update on its business by issuing a press release with financial results for the first quarter ended September 25, 2025. The company provided this information under Item 2.02 and attached the full details as Exhibit 99.1. The filing is a routine Form 8‑K disclosure intended to make the results publicly available.

Rhea-AI Summary

John B. Sanfilippo & Son, Inc. filed a current report to share that its management is delivering an investor presentation at the Midwest IDEAS Investor Conference in Chicago on August 26, 2025. The presentation is furnished as Exhibit 99.1, labeled an Investor Presentation, under a Regulation FD disclosure item. The company’s common stock trades on The Nasdaq Stock Market LLC under the symbol JBSS.

Rhea-AI Summary

John B. Sanfilippo & Son, Inc. filed a current report to furnish its latest earnings release. The company issued a press release on August 20, 2025 covering financial results for its fourth quarter and fiscal year ended June 26, 2025. That press release is included as Exhibit 99.1 and is incorporated by reference, meaning the detailed revenue, profit, and other performance figures are contained in the attached exhibit rather than in this report’s main text.

Rhea-AI Summary

John B. Sanfilippo & Son, Inc. reported that, following its previously announced decision to eliminate the position of Vice President, General Counsel as of August 5, 2025, it has entered into a separation agreement with former executive Gina Lakatos. The Understanding of Separation Benefits & General Release Agreement, dated August 12, 2025, provides Ms. Lakatos with a cash separation payment of $150,000 and reimbursement of 26 weeks of health insurance premiums under COBRA. In return, she is granting customary legal releases to the company and agreeing to customary restrictive covenants. The full agreement is filed as an exhibit to this current report.

Rhea-AI Summary

John B. Sanfilippo & Son, Inc. reported a leadership change in its legal function. On August 5, 2025, the company eliminated the position of Vice President, General Counsel. As a direct result of this role being removed, Gina Lakatos left the company on the same date to pursue other opportunities.

The company publicly thanked Ms. Lakatos for her guidance, contributions, and for helping develop its legal function during her tenure. The filing focuses solely on this organizational change and does not discuss other operational or financial matters.