Earnings Feed

JBSS

Consumer

Diluted EPS grew 33.7% year-over-year in Q4 to $1.15 per share, with full year EPS at $5.03 compared to $5.15 last year.
Fiscal 2025 net sales reached a record $1.11 billion, surpassing $1 billion for the second consecutive year.
Gross profit margin declined to 18.1% in Q4 from 18.5% last year due to higher commodity costs.
Interest expense increased to $1.2 million in Q4 from $0.5 million due to higher debt levels.
Inventory value increased 29.5% year-over-year, driven by higher commodity costs and increased finished goods stock.
Q4 net sales slightly decreased by 0.2% to $269.1 million compared to Q4 2024.
Total operating expenses decreased by $6.7 million in Q4, representing 10.6% of net sales versus 13.1% last year.
Year-to-date net income was $58.9 million, slightly down from $60.2 million in fiscal 2024.

FIVE

Consumer

The company is actively managing supply chain and sourcing strategies to mitigate tariff impacts and accelerate receipts.
Management highlighted the importance of agility, diversification, and global sourcing to navigate tariff volatility.
Physical inventory counts and shrink management are ongoing to improve inventory accuracy and reduce losses.
The company is leveraging its vendor relationships and flexible sourcing to adapt to changing trade conditions.
Operational improvements, including labor efficiency and inventory flow, are supporting sales and margin stability.