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J&J Snack Foods Corp

J&J Snack Foods Corp

JJSF
$83.29USD↑+0.88%+0.73 today

MARKET CAP

1.6B

P/E (TTM)

27.9x

FWD P/E

—

DAY RANGE

$82 – $85

52W RANGE

$69
$109

AI Summary

Stalk
TrimMedium

Decisive Support Failure and breakdown below the 9/20 EMAs reinforce a medium-term bearish bias. Price is hovering just above the 50 SMA with RSI around 35, signaling limited exhaustion. Downside continuation is likely, so optimal execution involves selling into countertrend rallies at the falling 9/20 EMA or prior support-turned-resistance zones. A sustained reclaim above the 20 EMA with follow-through would invalidate the bearish posture.

  • ↑Dividend yield ~3.9% and $25M returned this quarter signals financial stability
  • ↑Project Apollo operational shift consolidates plants, delivering ~$20M in annualized savings
  • ↓Q3 net sales fell 6.2% to $426M, bakery weakness driving declines
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The case for & against

Bull & Bear analysis

Bullish

J&J Snack Foods Corp. (NASDAQ:JJSF) is a leading manufacturer and distributor of snack foods, including frozen beverages and baked snacks, primarily serving the convenience, theater, and food service sectors. Positioned well within the growing market for convenient, ready-to-eat snacks, JJSF aims to capitalize on increased consumer interest in snack foods and the reopening of entertainment venues. The company is currently focused on enhancing operational efficiency and implementing innovative product offerings to drive growth in a competitive landscape.

Bull says

  • ↑Dividend yield ~3.9% and $25M returned this quarter signals financial stability
  • ↑Project Apollo operational shift consolidates plants, delivering ~$20M in annualized savings
  • ↑Gross margin expanded 240bps to 35.5% driven by mix improvements
  • ↑Innovation pipeline (Super Pretzel, beverage launches) gaining traction in retail and food service
  • ↑Analyst sees ~25% undervaluation; Book-to-Price at 1.48 suggests relative value
  • ↑Management forecasts sales momentum into Q4, targeting growth in fiscal 2027

Bear says

  • ↓Q3 net sales fell 6.2% to $426M, bakery weakness driving declines
  • ↓Adjusted EBITDA slid 6.4% to $67.4M as fuel and freight costs rise
  • ↓Growth and profitability factors are weak, signaling revenue and margin challenges
  • ↓High short interest and mixed analyst sentiment may amplify share volatility
  • ↓Ingredient cost pressures persist, likely sustaining margin headwinds
  • ↓Small size and elevated volatility suggest vulnerability to market swings

Investment themes with JJSF

High Dividend Yield↓ -0.51%

Companies paying above-average dividends

AVGO · JPM · XOM

Earnings Call · Q1 2024 · Mgmt. Guidance

Updated 02-06-2025neutral

Transcript signals

Bull points

  • we should lap the significance of that probably in the next quarter. We should be lapping that, Andrew, but that's why that number has been as big as it's been.
  • the product is being accepted really, really well. So we're excited about the growth in the churros business.
  • Like some of the things that the bakery is doing.

Bear points

  • It's hard to come off a quarter like we just come off and not be concerned or cautious about what the future looks like. We're still very confident in our long-term strategy and what we're doing, and we're seeing that play out really well. But we're certainly cautious, and I think the consumer is cautious out there today.
  • the consumer is going to do what the consumer does
  • Well, what I can tell you, volume for the quarter, again, it can vary somewhat a little bit depending on the business and channel. But overall, volume was down 1% to 2%, depending on what area of business you're in.
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