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John B. Sanfilippo & Son, Inc.

JBSS

Consumer Defensive · 69.77 -1.3% today

Isolated · not yet confirmedMarket checked 11 Sept, 15:55 GMT-4

Market read

John B. Sanfilippo & Son, Inc.'s current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 13 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 6 directly disclosed connections are confirming.

Company-1.3% todayVolume comparison unavailable
Market group0 of 13 activeRetail REITs and Essentials · unavailable
Disclosed network0 of 6 confirmingNo filing-linked name is confirming now
What would change this read
  • JBSS's market-adjusted activity becomes unusual and at least one connected name confirms.

Invalidation: The isolated read changes if JBSS's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Consumer Defensive · Packaged Foods

No new filing conclusion is available. 0 of 13 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 6 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • JBSS's market-adjusted activity becomes unusual and at least one connected name confirms.

Company research

Understand the business, not just the ticker

As of Sep 12, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations320
Usable filing statements101
Verified relationships5
Evidence supporting the case
  • Latest annual revenue changed +6.2% year over year.
  • Operating cash flow covered net income at 2.00x in the latest annual period.
  • Energy and commodity prices has repeated favorable evidence across 3 filings.
  • Material customer TGT most recently reported revenue +5.3% year over year.
  • Material customer WMT most recently reported revenue +6.9% year over year.
  • Material customer TGT most recently reported revenue +6.7% year over year.
  • Material customer WMT most recently reported revenue +7.1% year over year.
Evidence challenging the case
  • Credit and interest rates has repeated adverse evidence across 4 filings.
  • Customer concentration has repeated adverse evidence across 4 filings.
  • Demand and volume has repeated adverse evidence across 4 filings.
Questions before a position

No credible peer-relative valuation comparison is available yet.

Longer-term price context

Price as of Sep 11, 2026

69.77
6m-15.8%12m+8.0%24m—
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2022-06-30$955.9M+11.3%$5.33+0.3%
2023-06-29$999.7M+4.6%$5.40+0.4%
2024-06-27$1.1B+6.7%$5.15+0.4%
2025-06-26$1.1B+3.8%$5.03+0.3%
2026-06-25$1.2B+6.2%$5.26+0.5%

What management says matters

Persistent and emerging business drivers

Credit and interest ratesnegative · 4 filings
“Interest Expense Interest expense was $0.5 million for the third quarter of fiscal 2026, compared to $1.1 million for the third quarter of fiscal 2025 due to lower average line of credit debt levels.”
10-Q · Apr 29, 2026 ↗
Customer concentrationnegative · 4 filings
“The sales volume decrease was due to decreased granola sales volume and lower peanut butter sales volume to a major customer.”
10-Q · Apr 29, 2026 ↗
Demand and volumemixed · 4 filings
“Branded sales volume increased 3.3% due to limited opportunistic orders of Orchard Valley Harvest at a major non-food customer.”
10-Q · Apr 29, 2026 ↗
Energy and commodity pricespositive · 3 filings
“In the past we have experienced variability in transportation costs due to additional demand in shipping by a variety of market participants, a general shortage of drivers due to health and safety concerns, and increased fuel costs and federal regulations, wh…”
10-K · Aug 20, 2025 ↗

Valuation discipline

Peer-relative valuation withheld

Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

69.77-1.3% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for JBSS. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for JBSS. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind JBSS

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

WMT40.0% of JBSScustomerAug 20, 2025 ▾

“Net sales to Walmart Inc.”

TGT11.0% of JBSScustomerAug 20, 2025 ▾

“Net sales to Target Corporation accounted for approximately 11% of our net sales for fiscal 2025, 13% of our net sales for fiscal 2024 and 15% of our net sales for fiscal 2023.”

Depended on by

DNLIDenali Therapeutics Inc.partnerNov 6, 2025 ▾

“Ou r clinical programs are as follows: • Tividenofusp alfa (DNL310, ETV:IDS), composed of iduronate-2-sulfatase ("IDS") fused to TV, is designed to deliver IDS into cells and tissues throughout the body, including the brain by crossing the BBB, with the goal…”

Filing peers

No filing peers are available for this name yet.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 3 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

JBSS is currently a Follower in the organic co-movement group Retail REITs and Essentials. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

This group is retained as the last observed read for JBSS; it is not active in the latest market snapshot.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.