Feed / JJSF

J&J Snack Foods Corp.

JJSF

Consumer Defensive · 82.87 +0.8% today

Isolated · not yet confirmedMarket checked 10 Sept, 15:50 GMT-4

Market read

J&J Snack Foods Corp.'s current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 9 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 1 directly disclosed connection is confirming.

Company+0.8% todayVolume comparison unavailable
Market group0 of 9 activeEducation & Consulting · unavailable
Disclosed network0 of 1 confirmingNo filing-linked name is confirming now
What would change this read
  • JJSF's market-adjusted activity becomes unusual and at least one connected name confirms.

Invalidation: The isolated read changes if JJSF'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 9 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 1 directly disclosed connection is 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
  • JJSF'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 11, 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 observations319
Usable filing statements102
Verified relationships1
Evidence supporting the case
  • Operating cash flow covered net income at 2.52x in the latest annual period.
Evidence challenging the case
  • Operating margin changed -2.1 percentage points in the latest annual period.
  • Net margin changed -1.4 percentage points in the latest annual period.
  • Demand and volume has repeated adverse evidence across 4 filings.
Questions before a position
  • P/E is 79% below the available filing-peer median; determine whether growth and quality justify the difference.
  • EV/sales is 55% below the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context

Price as of Sep 10, 2026

82.87
6m-4.8%12m-27.1%24m
Annual trajectory

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

PeriodRevenueYoYDiluted EPSShare change
2021-09-25$1.1B+12.0%$2.91+0.5%
2022-09-24$1.4B+20.6%$2.46+0.4%
2023-09-30$1.6B+12.9%$4.08+0.6%
2024-09-28$1.6B+1.0%$4.45+0.6%
2025-09-27$1.6B+0.5%$3.36+0.5%

What management says matters

Persistent and emerging business drivers

Credit and interest ratesmixed · 4 filings
Interest expense increased by $0.2 million to $0.3 million and by $0.1 million to $0.4 million for the three months and six months ended March 28, 2026, respectively, due to the increase in the Company’s average outstanding borrowings on the Amended Credit Ag…
10-Q · May 7, 2026
Demand and volumemixed · 4 filings
Service revenue decreased 9.1% to $43.5 million due to weakness in demand related to customer decisions to insource their maintenance, as well as slower restaurant traffic.
10-Q · May 7, 2026
Foreign exchangemixed · 4 filings
Beverage sales increased 6.3% to $91.6 million with the increase driven by strong performance in our theater channel, combined with pricing increases, a favorable sales mix and some foreign exchange related tailwinds.
10-Q · May 7, 2026
Input and raw-material costsmixed · 4 filings
Additionally, sales of handhelds decreased by 18.9%, with the decrease attributable to lower comparative volumes on our core handhelds, as well as contractual pricing true-ups on the lower costing of certain raw material ingredients.
10-Q · May 7, 2026

Valuation discipline

Descriptive valuation snapshot

Price/sales 1.0× · EV/sales 1.0×. Comparisons use only industry-matched filing peers.

Scenario scaffold

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

Price action

How the market is pricing the story

82.87+0.8% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:50 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 JJSF. 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 JJSF. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind JJSF

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

Depends on

KDPKeurig Dr Pepper Inc.supplierNov 26, 2025

Syrup for frozen beverages is purchased primarily from The Coca-Cola Company, Keurig Dr.

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 2 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

JJSF is currently a Follower in the organic co-movement group Education & Consulting. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 1 filing-linked name are in the relationship map; none is currently confirmed as moving with the group.

This group is retained as the last observed read for JJSF; 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.