John B. Sanfilippo & Son NASDAQ: JBSS outlined plans to expand its snack bar manufacturing business while continuing to build on its private-label nut and trail mix operations, during a presentation at the IDEAS Conference.
John B. Sanfilippo & Son remains a Buy after a Q4 earnings-driven selloff, as near-term headwinds obscure strong future growth drivers. Q4 results were impacted by high oil prices and a one-off product recall, but volume growth returned, signaling resilient demand and operational progress. I expect the upcoming bar production expansion, launching late 2026, to drive 5% annual sales growth and 7% EPS growth through the decade.
John B. Sanfilippo & Son NASDAQ: JBSS reported record fiscal 2026 net sales of $1.2 billion and a 4.6% increase in diluted earnings per share, although fourth-quarter profitability declined as higher costs, recall-related expenses and customer charges pressured margins.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Ellergodt Rothschild Investment LLC | 13 | $907.92 | $1,075.88 | $167.96 | 18.5% |
| HL Howard Lu FIRST WILSHIRE SECURITIES MANAGEMENT Inc. | 81,900 | $1.64M | $7.1M | $5.47M | 334.18% |
| SN Stephanie Nee HARBOR CAPITAL ADVISORS Inc. | 127 | $11,009.98 | $10,561.32 | -$448.66 | -4.08% |
| JM John Malone Amundi | 136,673 | $12.26M | $11.29M | -$971,114.03 | -7.92% |
Point72 Asset Management LP Point72 Asset Management LP | 37,961 | $2.82M | $3.29M | $477,193.21 | 16.95% |
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BT Balzhan Tleuzhanova Freedom Broker | 1,537.59 | $116,487.46 | $116,072.31 | -$415.15 | -0.36% |
| Food Products Industry | Consumer Staples Sector | Jeffrey T. Sanfilippo CEO | NASDAQ (NGS) Exchange | 800422107 CUSIP |
| US Country | 1,770 Employees | 17 Aug 2026 Last Dividend | - Last Split | 3 Dec 1991 IPO Date |
John B. Sanfilippo & Son, Inc., operating through its subsidiary JBSS Ventures, LLC, is a celebrated processor and distributor of tree nuts and peanuts within the United States. With a rich history dating back to its founding in 1922, the company has firmly established itself in the food industry. Headquartered in Elgin, Illinois, it has carved out a niche for itself by specializing in the processing, packaging, and distribution of a wide variety of nut products. The company's extensive product range, coupled with its commitment to quality, has enabled it to serve a diverse clientele, including retailers, wholesalers, commercial ingredient sectors, and contract packaging customers. The business has developed a comprehensive distribution network, managed by independent brokers, distributors, and suppliers, ensuring its product reach spans across the country.
John B. Sanfilippo & Son, Inc. offers an extensive array of products and services, catering to the varied tastes and preferences of its customers. The company's product line is broadly categorized into nuts, peanut butter, snack and trail mixes, baking ingredients, and other specialty food items. Below is a detailed overview of its offerings:
The company markets its products under several well-known brand names, including Fisher, Orchard Valley Harvest, Squirrel Brand, and Southern Style Nuts. It also manufactures products under various private labels, thus serving a wide range of customers, from retail chains to wholesalers and commercial entities.