J&J SNACK FOODS CORP (JJSF) FY2025 10-K Annual Report

Filed: Nov 26, 2025
Consumer Staples
Cookies & CrackersSEC EDGAR

J&J SNACK FOODS CORP (JJSF) 10-K annual report for fiscal year 2025, filed with SEC EDGAR on Nov 26, 2025. This page provides AI-powered analysis including business overview, management discussion & analysis (MD&A), risk factors, and key financial data such as revenue, net income, gross margin, operating margin, and return on equity (ROE) extracted from XBRL.

J&J SNACK FOODS CORP FY2025 10-K Analysis

Business Overview

  • Core business: Manufacturing and distribution of snack foods, including frozen novelties and ICEE products
  • New emphasis on risks from single-site production disruptions highlighted by August 19, 2024 fire at Holly Ridge plant interrupting operations
  • Increased focus on transportation cost risks due to volatile diesel fuel prices and capacity constraints impacting distribution expenses
  • Foreign sales $69.6M in 2025, slight decrease vs $73.4M in 2024; foreign assets rose to $79.1M or 5.7% of total assets from 5.0% prior year
  • Noteworthy legal structural defense: New Jersey law plus corporate charter provisions restrict change of control to protect against hostile takeovers

Management Discussion & Analysis

  • Revenue not disclosed in provided text, no YoY change data available
  • Profitability or margin figures not provided in extracted MD&A section
  • No segment performance details included in available content
  • Cash flow, buybacks, dividends, capex figures not present in snippet
  • No management outlook, guidance, or risk factors mentioned in excerpt

Risk Factors

  • U.S. tariffs on imports from multiple countries causing inflationary pressures and higher costs on raw materials and packaging
  • Revenue concentration risk with top 10 customers accounting for 46% of sales in fiscal 2025, largest customer 10%
  • Labor market competition risks including potential strikes from collective bargaining agreements and wage inflation pressures
  • Risks from GLP-1 prescription weight-loss drugs suppressing appetite, reducing demand for snack food products
  • Exposure to environmental regulation changes requiring costly facility upgrades and supplier compliance disruptions

J&J SNACK FOODS CORP FY2025 Key Financial Metrics
XBRL

Revenue

$1.6B

+0.5% YoY

Net Income

$66M

-24.2% YoY

Gross Margin

29.7%

-119bp YoY

Operating Margin

5.3%

-214bp YoY

Net Margin

4.1%

-135bp YoY

ROE

6.8%

-226bp YoY

Total Assets

$1.4B

+1.2% YoY

EPS (Diluted)

$3.36

-24.5% YoY

Operating Cash Flow

$165M

-4.6% YoY

Source: XBRL data from J&J SNACK FOODS CORP FY2025 10-K filing on SEC EDGAR. All figures in USD.

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