J&J Snack Foods (JJSF)
Makes soft pretzels, frozen novelties, bakery snacks, and ICEE-style beverages for foodservice and retail.
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Runs Food Service, Retail Supermarkets, and Frozen Beverages around soft pretzels, bakery items, frozen novelties, churros, handheld snacks, and ICEE-style drinks. The portfolio is concentrated in North American foodservice and retail channels, with manufacturing-network optimization shaping current execution.
Manufactures and markets a pretzel-origin snack portfolio spanning soft pretzels, bakery items, frozen novelties, churros, handheld products, and frozen beverages. Food Service, Retail Supermarkets, and Frozen Beverages are the reportable segments, with Food Service the largest channel base in the context record.
Frozen beverages are sold under ICEE, SLUSH PUPPIE, and PARROT ICE in the United States, Mexico, and Canada, while retail products include brands such as LUIGI'S, WHOLE FRUIT, PHILLY SWIRL, and DIPPIN' DOTS.
Execution depends on foodservice and supermarket demand, distributor relationships that typically lack long-term contracts, and a manufacturing network being optimized through Project Apollo and recent plant closures.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 6, 2026 | Jefferies | Upgrade | Target: — | Target: $101 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 27, 2026Cash & short-term investments $63.1M · Total debt $191.9M · Total assets $1.36B · Shareholders' equity $892.1M
- Revenue
- $426.0M
- Operating income
- $46.3M
- Net income
- $35.3M
HistoryDividendAnnual yield
| Institutions | ≈ 80.58% | 15.05M shares | |
|---|---|---|---|
| 254 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 0.80% | 148.9K shares | |
| 12 holders · as of Feb 13, 2026 | |||
| Other | ≈ 18.62% | 3.48M shares | |
| remainder | |||
18.68M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 12.82% | 2.40M | as of Jun 30, 2026 |
Allspring Global Investments Holdings, LLCInstitution | 7.17% | 1.34M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 5.64% | 1.05M | as of Jun 30, 2026 |
Dimensional Fund Advisors LPInstitution | 3.71% | 692,211 | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 3.46% | 645,573 | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Nov 20, 2025 | Kathleen E. Ciaramello | director | +540 | $90.56 |
- PepsiCo
Broad snack and beverage scale across retail and foodservice
- Campbell's
Retail snack platform with pretzels, cookies, crackers, and bakery
- Utz
Salty-snack peer in pretzels and retail snack aisles
- Conagra Brands
Packaged-food peer across frozen retail and snack categories
- J.M. Smucker
Hostess and Uncrustables overlap in bakery and frozen handhelds
- Mondelez International
Global cookie and baked-snack scale in supermarket snacking
- Coca-Cola
Beverage giant competing for fountain and dispenser space
- Keurig Dr Pepper
Beverage peer in fountain syrups and refreshment channels
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| J&J Snack Foods | $77.56 | −1.47% | $1.48B | 30.3 | 18.7 | 1.0 | −6.2% |
| PepsiCo | $129.98 | −0.93% | $179.21B | 17.2 | 14.9 | 1.8 | +6.4% |
| Campbell's | $20.11 | −0.52% | $6.03B | 15.4 | 11.7 | 0.6 | −7.9% |
| Utz | $14.25 | +0.11% | $1.26B | — | 17.3 | 0.9 | +1.4% |
| Conagra Brands | $14.54 | −1.72% | $7.08B | — | 9.8 | 0.6 | +3.6% |
| J.M. Smucker | $121.58 | +0.39% | $12.94B | 56.6 | 12.1 | 1.4 | +5.0% |
| Mondelez International | $61.00 | −0.13% | $77.96B | 22.5 | 19.0 | 2.0 | +4.1% |
| Coca-Cola | $88.40 | −0.24% | $381.25B | 26.6 | 26.1 | 7.6 | +6.7% |
| Keurig Dr Pepper | $31.62 | +0.33% | $42.87B | 31.7 | 13.0 | 2.1 | +75.6% |
| Median | 24.6 | 13.9 | 1.6 | +4.6% |