Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
JJSF
HOLDREMOVEJ&J Snack Foods Corp. · Consumer Defensive · United States · $1.4B · Avg Vol: $19M/d
J&J Snack Foods is a stable consumer defensive company. While it has decent quality metrics, it lacks a powerful macro tailwind and does not offer the asymmetric growth profile or scale economics we seek for our concentrated book.
COMPANY DESCRIPTION
J&J Snack Foods Corp. is a diversified snack food company manufacturing and marketing a wide array of products, including soft pretzels, churros, frozen beverages, and baked goods, for foodservice and retail channels. The company's competitive moat lies in its strong brand portfolio, extensive distribution network to various venues, and ability to innovate within the snack food category. J&J Snack Foods is a significant player in the convenient snack market, catering to both institutional and consumer demand.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 1.4B | 1.6B | 1.6B | 1.6B | 4.7% |
| EPS | 2.47 | 4.10 | 4.46 | 3.37 | 10.9% |
| Shares | 19M | 19M | 19M | 19M | +1.1% |
| Debt | 112M | 122M | 161M | 164M | 13.6% |
| Equity | 863M | 912M | 957M | 967M | 3.8% |
| Op CF | 26M | 172M | 173M | 165M | 85.0% |
| Inv CF | -296M | -93M | -78M | -70M | — |
| Fin CF | 22M | -67M | -68M | -65M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Defensive, ranked by industry match, size, and score similarity. Cross-listings of JJSF are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| JJSF | J&J Snack Foods Corp.(you) | $1.4B | 36 | HOLD |
| SMPL | The Simply Good Foods Company | $1.1B | 36 | HOLD |
| WEST | Westrock Coffee Company | $781M | 38 | HOLD |
| FLO | Flowers Foods, Inc. | $1.6B | 51 | HOLD |
| FRPT | Freshpet, Inc. | $2.6B | 20 | SELL |
| PPC | Pilgrim's Pride Corporation | $6.8B | 35 | SELL |
| LW | Lamb Weston Holdings, Inc. | $6.0B | 40 | HOLD |
| BRBR | BellRing Brands, Inc. | $1.0B | 62 | HOLD |
| UTZ | Utz Brands, Inc. | $664M | 17 | STRONG SELL |
| MZTI | The Marzetti Company | $3.1B | 55 | HOLD |
Peer medians: ROE 13.6% · P/E 21.6x · Gross margin 34.3%