The Marzetti Company (MZTI)
NASDAQ (NGS) NASDAQ (NGS) Primary Summary
MZTI Chart
Marzetti: Questionable Growth Prospects Ahead
The Marzetti Company (MZTI) reported a double miss in Q3. Retail sales declined, reflecting transitory factors but a more concerning category decline as well. GLP-1s seem to pose a headwind to MZTI. MZTI acquired Bachan's to position the company into better-growing categories, but the acquisition's price tag makes the transaction questionable.
The Marzetti Company (MZTI) Q3 2026 Earnings Call Transcript
The Marzetti Company (MZTI) Q3 2026 Earnings Call Transcript
The Marzetti Company: Spicing Things Up With Bachan's
The Marzetti Company maintains steady growth, a strong balance sheet, and a 63-year dividend hike streak, supporting premium multiples. Marzetti trades at 24-25x earnings with a $4.2B enterprise value, underpinned by a net cash position and prudent capital management. The $400M Bachan's acquisition, at 4.6x sales, shifts Marzetti to modest net debt but adds high-margin, high-growth exposure.
The Marzetti Company Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Charles Brandes Brandes Investment Partners | 17,317 | $2.4M | $1.85M | -$542,368.83 | -22.64% |
 Bridgewater Associates LP Bridgewater Associates LP | 15,204 | $2.1M | $1.63M | -$476,188.96 | -22.64% |
 Point72 Asset Management LP Point72 Asset Management LP | 62,196 | $8.6M | $6.66M | -$1.95M | -22.64% |
| DD Damir Durkovic Entropy Technologies, LP | 7,367 | $1.22M | $788,342.67 | -$428,438.32 | -35.21% |
| AS Alexandra Stickelman Root Financial Partners, LLC | 68 | $11,615.52 | $7,276.68 | -$4,338.84 | -37.35% |
