Welcome to our dedicated page for J&J SNACK FOODS SEC filings (Ticker: JJSF), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
J & J Snack Foods Corp. files regulatory reports that document its Nasdaq-listed common stock and material corporate events. Recent 8-K disclosures record quarterly and full-year operating results, financial-condition updates, non-GAAP measure reconciliations and press-release exhibits tied to the company’s snack food, bakery, frozen novelty and frozen beverage operations.
The company’s filings also cover shareholder voting results, director elections, auditor ratification, advisory executive-compensation votes, bylaw amendments and exit or disposal activities related to manufacturing-footprint optimization, including asset write-downs, severance and other plant-closure costs.
J&J Snack Foods reported Q3 2026 net sales of $425,957 (thousands), down 6.2% year over year, while gross profit inched up to $151,016 (thousands), lifting margin to 35.5%. Operating income declined to $46,274 (thousands) and net earnings to $35,332 (thousands), with diluted EPS of $1.88. For the nine months, net sales were $1,114,554 (thousands) and net earnings $37,892 (thousands), as margin improved to 31.1%.
Cash and cash equivalents were $63,099 (thousands) with nine‑month operating cash flow of $100,443 (thousands). The company had $28.0 million outstanding on its $225 million revolving credit facility, leaving $182.2 million available. It repurchased 854,208 shares for $74,730 (thousands) and declared dividends of $0.80 per share each quarter. As part of Project Apollo, four plant closures produced $10,714 (thousands) of net charges in the period; the program is expected to generate approximately $25 million of run‑rate operating income from initiatives implemented by the end of fiscal 2026. Cumulative insurance proceeds from the Holly Ridge fire reached $34.7 million.
J & J Snack Foods Corp. reported fiscal 2026 third‑quarter net sales of $426.0 million, down 6.2% from a year earlier, as anticipated bakery reductions and lower frozen beverage machine and service sales pressured revenue. Operating income was $46.3 million and net earnings were $35.3 million, with diluted EPS of $1.88 versus $2.26. The prior year included a $9.1 million non‑recurring insurance gain, so on an adjusted basis operating income declined to $48.1 million from $53.4 million, adjusted EBITDA to $67.4 million from $72.0 million, and adjusted EPS to $1.96 from $2.00.
Gross profit increased slightly to $151.0 million and gross margin expanded 240 basis points to 35.5%, primarily reflecting Apollo transformation initiatives and mix benefits, even as freight and fuel costs rose by about $4.7 million. Q3 sales were $254.3 million in Food Service, $64.9 million in Retail Supermarket, and $106.7 million in Frozen Beverages, with segment operating income led by Food Service at $28.1 million and Frozen Beverages at $22.8 million.
For the first nine months of fiscal 2026, net cash provided by operating activities was about $100.4 million. Cash and equivalents were $63.1 million and long‑term debt $28.0 million at June 27, 2026. The company repurchased 135,852 shares for $10 million in the quarter and had $18 million remaining under its $50 million share repurchase program. Management raised its annualized plant consolidation savings target to at least $20 million, with a $25 million total program goal, and expects an improving sales environment in the fourth quarter and a return to top‑line growth in fiscal 2027.
Allspring Global Investments Holdings, LLC filed Amendment No. 4 reporting beneficial ownership of 1,339,110 shares of J & J Snack Foods Corp common stock, representing 7.1% of the class as of June 30, 2026.
Allspring has sole voting power over 1,338,394 shares and sole dispositive power over 1,339,110 shares, with no shared voting or dispositive power. The shares are owned of record by investment advisory clients of Allspring affiliates listed in Exhibit A, and no individual client is known to hold more than five percent of this class.
J & J Snack Foods Corp. entered into Amendment No. 2 to its Second Amended and Restated Credit Agreement, extending the revolving credit facility maturity to June 5, 2031. The amendment allows the borrowers to increase the facility by up to the greater of $200,000,000 or their Consolidated EBITDA, subject to conditions.
The amendment also adjusts pricing, adds a new top-tier margin level, and raises the maximum permitted Consolidated Net Leverage Ratio to 3.50:1.00, with a temporary increase up to 4.00:1.00 after qualifying acquisitions over $50,000,000. The cross-default and judgment thresholds rise from $10,000,000 to $30,000,000. Separately, Senior Vice President, General Counsel & Secretary Michael A. Pollner has tendered his resignation effective June 30, 2026, and the company has begun a search for his successor.
J&J Snack Foods reported softer results for the quarter ended March 28, 2026 as restructuring and plant closures weighed on profit. Net sales declined to $344.8 million from $356.1 million, but gross margin improved from 26.9% to 28.8% helped by mix and factory consolidation.
Operating income fell to $1.8 million from $6.0 million, largely due to $4.8 million of plant closure expenses tied to its multi-plant "Project Apollo" optimization. Net earnings dropped to $1.7 million (diluted EPS $0.09) from $4.8 million ($0.25).
For the six-month period, sales were $688.6 million, down 4.2%, while net earnings fell to $2.6 million from $10.0 million as J&J accelerated network consolidation, repurchased 718,000 shares and drew $29.0 million on its credit facility, ending with $59.7 million in cash.
J & J Snack Foods Corp. reports fiscal 2026 second-quarter results, with net sales of $344.8 million, a 3.2% decline from the prior-year quarter. Gross profit rose to $99.3 million and gross margin improved to 28.8%, helped by Project Apollo initiatives and mix changes.
GAAP operating income fell to $1.8 million and net earnings to $1.7 million, or $0.09 per diluted share, mainly due to $4.8 million of plant closure expenses within $6.5 million of non-recurring costs. On an adjusted basis, operating income increased to $9.6 million, Adjusted EBITDA to $28.7 million (up 9.5%), and adjusted diluted EPS to $0.40 (up 14.3%).
The company repurchased 259,889 shares for $22 million in the quarter, leaving $28 million remaining under its $50 million authorization. For the first six months, net cash from operating activities was $51.6 million, while cash and equivalents declined to $59.7 million as of March 28, 2026.
J & J Snack Foods Corp Schedule 13G: Vanguard Portfolio Management reports beneficial ownership of 1,111,476 shares of Common Stock, representing 5.84% of the class as of 03/31/2026. The filing states Vanguard has sole dispositive power over 1,111,476 shares and sole voting power over 13,152 shares. The disclosure describes holdings managed across Vanguard affiliates and notes no other single person holds more than 5% of the class.
J & J Snack Foods Corp Schedule 13G/A shows The Vanguard Group reports beneficial ownership of 0 shares of common stock, representing 0%. The filing states Vanguard's subsidiaries were disaggregated after an internal realignment in accordance with SEC Release No. 34-39538, and Vanguard no longer is deemed to beneficially own those securities. The filing is signed by Ashley Grim on 03/27/2026.
J&J Snack Foods Corp. reported the results of its annual shareholder meeting held on February 12, 2026. Shareholders representing 18,255,967 common shares were present in person or by proxy.
Mary M. Meder was elected as director with 13,244,415 votes for, 3,819,637 withheld, and 1,191,915 broker non-votes. Shareholders ratified the appointment of Grant Thornton LLP as independent registered public accounting firm for the fiscal year ending September 26, 2026, with 17,936,876 votes for, 280,275 against, and 38,816 abstentions. They also approved, on an advisory basis, the compensation of the company’s named executive officers, with 12,877,131 votes for, 4,139,025 against, 47,896 abstentions, and 1,191,915 broker non-votes.
Ciaramello Kathleen E reported acquisition or exercise transactions in a Form 4 filing for JJSF. The filing lists transactions totaling 482 shares at a weighted average price of $85.14 per share. Following the reported transactions, holdings were 1,495 shares.