JBSS · Sanfilippo John B & Son Inc
$84.36
+0.51 (+0.61%)
At close · Aug 18
Market Cap
$979.47M
Shares
11.69M
Sanfilippo John B & Son Inc Earnings Call Transcripts
Every quarterly earnings call for Sanfilippo John B & Son Inc (JBSS) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲24.7%
$257.75M
$17.41M
'22 Q4
22-08-24
▲11.6%
$252.60M
$15.54M
'23 Q1
22-11-01
▲8.3%
$274.33M
$16.91M
'23 Q2
23-02-01
▲9.1%
$238.53M
$15.73M
'23 Q3
23-05-02
▼9.1%
$234.22M
$14.67M
'23 Q4
23-08-23
▼7.3%
$234.10M
$17.59M
'24 Q1
23-10-31
▲6.2%
$291.22M
$19.17M
'24 Q2
24-01-31
▲14%
$271.88M
$13.48M
'24 Q3
24-05-01
▲15.1%
$269.57M
$10.01M
'24 Q4
24-08-20
▲18%
$276.20M
$11.66M
'25 Q1
24-10-30
▲3.4%
$301.07M
$13.60M
'25 Q2
25-01-29
▼4%
$260.91M
$20.15M
'25 Q3
25-04-30
▼0.2%
$269.08M
$13.53M
'25 Q4
25-08-20
▲8.1%
$298.68M
$18.73M
'26 Q1
25-10-29
▲4.6%
$314.78M
$17.96M
'26 Q2
26-01-30
LATEST
▲8%
$281.78M
$16.85M
'26 Q3
26-04-30
Earnings call
FY26 · Q3
2026-04-30
Sanfilippo John B & Son Inc Q3 FY2026 Earnings Call
Confident tone
Private label and consumer demand trends
Innovation, R&D and product pipeline
Top-line and channel volume growth
Revenue
$281.78M
▲ 8% YoY Diluted EPS
$1.43
▼ 16.9% YoY Gross margin
19.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q2
2026-01-30
Sanfilippo John B & Son Inc Q2 FY2026 Earnings Call
Positive tone
Branded portfolio performance
Record financial performance and EPS growth
Volume softness and consumer headwinds
Revenue
$314.78M
▲ 4.6% YoY Diluted EPS
$1.53
▲ 31.9% YoY Gross margin
18.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2025-10-29
Sanfilippo John B & Son Inc Q1 FY2026 Earnings Call
Positive tone
Commodity Cost Inflation and Pricing
Consumer Behavior and Macroeconomic Headwinds
Earnings and Profitability Improvement
Revenue
$298.68M
▲ 8.1% YoY Diluted EPS
$1.59
▲ 59% YoY Gross margin
18.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Capital Markets Day
Investor event
2025-08-27
August 27, 2025 Investor Presentation
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY25 · Q4
2025-08-20
Sanfilippo John B & Son Inc Q4 FY2025 Earnings Call
Positive tone
Manufacturing capacity expansion
Private label and private brand growth
Tariffs and rising input costs
Revenue
$269.08M*
▼ 0.2% YoY Gross margin
18.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-04-30
Sanfilippo John B & Son Inc Q3 FY2025 Earnings Call
Positive tone
Commodity costs and pricing
Tariffs and supply chain
Gross profit and inventory valuation
Revenue
$260.91M
▼ 4% YoY Diluted EPS
$1.72
▲ 49.6% YoY Gross margin
21.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-01-29
Sanfilippo John B & Son Inc Q2 FY2025 Earnings Call
Positive tone
Elevated commodity costs
Tariffs and supply chain risk (pecans, Mexico, Canada)
Consumer behavior shift to value
Revenue
$301.07M
▲ 3.4% YoY Diluted EPS
$1.16
▼ 29.3% YoY Gross margin
17.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2024-10-30
Sanfilippo John B & Son Inc Q1 FY2025 Earnings Call
Positive tone
Lakeville acquisition
Sales volume growth
Consumer behavior shift to club and value channels
Revenue
$276.20M
▲ 18% YoY Diluted EPS
$1.00
▼ 33.8% YoY Gross margin
16.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2024-08-20
Sanfilippo John B & Son Inc Q4 FY2024 Earnings Call
Positive tone
Lakeville Acquisition Integration
Capital Returns to Shareholders
Consumer Channel Volume and Pricing Headwinds
Revenue
$269.57M*
▲ 15.1% YoY Gross margin
18.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-05-01
Sanfilippo John B & Son Inc Q3 FY2024 Earnings Call
Positive tone
Lakeville acquisition integration
Branded business decline
Private brand growth
Revenue
$271.88M
▲ 14% YoY Diluted EPS
$1.15
▼ 14.8% YoY Gross margin
18.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-01-31
Sanfilippo John B & Son Inc Q2 FY2024 Earnings Call
Positive tone
Lakeville acquisition integration
Commercial ingredients / foodservice growth
Pricing and price-pack architecture
Revenue
$291.22M
▲ 6.2% YoY Diluted EPS
$1.64
▲ 13.1% YoY Gross margin
19.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2023-10-31
Sanfilippo John B & Son Inc Q1 FY2024 Earnings Call
Revenue
$234.10M
▼ 7.3% YoY Diluted EPS
$1.51
▲ 12.7% YoY Gross margin
24.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2023-08-23
Sanfilippo John B & Son Inc Q4 FY2023 Earnings Call
Revenue
$234.22M*
▼ 9.1% YoY Gross margin
23.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-05-02
Sanfilippo John B & Son Inc Q3 FY2023 Earnings Call
Revenue
$238.53M
▲ 9.1% YoY Diluted EPS
$1.35
▲ 32.4% YoY Gross margin
20.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-02-01
Sanfilippo John B & Son Inc Q2 FY2023 Earnings Call
Revenue
$274.33M
▲ 8.3% YoY Diluted EPS
$1.45
▲ 27.2% YoY Gross margin
20.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2022-11-01
Sanfilippo John B & Son Inc Q1 FY2023 Earnings Call
Revenue
$252.60M
▲ 11.6% YoY Diluted EPS
$1.34
▼ 19.3% YoY Gross margin
20.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2022-08-24
Sanfilippo John B & Son Inc Q4 FY2022 Earnings Call
Revenue
$257.75M*
▲ 24.7% YoY Gross margin
21.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-04-27
Sanfilippo John B & Son Inc Q3 FY2022 Earnings Call
Revenue
$218.58M
▲ 5.1% YoY Diluted EPS
$1.02
▼ 19.7% YoY Gross margin
18.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-01-27
Sanfilippo John B & Son Inc Q2 FY2022 Earnings Call
Revenue
$253.21M
▲ 8.4% YoY Diluted EPS
$1.14
▼ 33.7% YoY Gross margin
20.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2021-10-25
Sanfilippo John B & Son Inc Q1 FY2022 Earnings Call
Revenue
$226.33M
▲ 7.6% YoY Diluted EPS
$1.66
▲ 49.5% YoY Gross margin
22.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2021-08-18
Sanfilippo John B & Son Inc Q4 FY2021 Earnings Call
Revenue
$206.74M
▲ 1.2% YoY Diluted EPS
$1.07
▲ 20.2% YoY Gross margin
22.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-04-28
Sanfilippo John B & Son Inc Q3 FY2021 Earnings Call
Revenue
$207.89M
▼ 1.8% YoY Diluted EPS
$1.27
▲ 8.5% YoY Gross margin
22.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-01-27
Sanfilippo John B & Son Inc Q2 FY2021 Earnings Call
Revenue
$233.57M
▼ 5.2% YoY Diluted EPS
$1.72
▲ 13.2% YoY Gross margin
22.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2020-10-26
Sanfilippo John B & Son Inc Q1 FY2021 Earnings Call
Revenue
$210.27M
▼ 3.5% YoY Diluted EPS
$1.11
▼ 0.9% YoY Gross margin
18.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2020-08-19
Sanfilippo John B & Son Inc Q4 FY2020 Earnings Call
Revenue
$204.20M
▼ 5.8% YoY Diluted EPS
$0.89
▼ 9.2% YoY Gross margin
20.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-04-29
Sanfilippo John B & Son Inc Q3 FY2020 Earnings Call
Revenue
$211.62M
▲ 4.9% YoY Diluted EPS
$1.17
▲ 30% YoY Gross margin
20.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-01-29
Sanfilippo John B & Son Inc Q2 FY2020 Earnings Call
Revenue
$246.42M
▼ 2.7% YoY Diluted EPS
$1.52
▲ 55.1% YoY Gross margin
20.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Showing 1–27 of 27 earnings calls