These three overlooked consumer stocks offer investors dividends, new growth capacity, and catalysts that may take years to fully play out.
John B. Sanfilippo & Son's recent top-line growth, driven by private label market share gains, has been overshadowed by a severe deterioration in profitability, with Q4 2026 gross margins collapsing to 15.7%. The company's massive 61.4% increase in net PPE sug...
Price trend, volume and key moving averages
Trailing total returns as of 9/24/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 19, 2026 | $0.71-39.3% vs $1.17 | $280M+2.0% vs $275M |
Q2 2026 Apr 29, 2026 | $1.43+23.3% vs $1.16 | $282M+8.0% vs $261M |
Q1 2026 Jan 29, 2026 | $1.53+12.5% vs $1.36 | $315M+0.4% vs $313M |
Q4 2025 Oct 29, 2025 | $1.59+24.2% vs $1.28 | $299M+9.0% vs $274M |
These three overlooked consumer stocks offer investors dividends, new growth capacity, and catalysts that may take years to fully play out.
John B. Sanfilippo & Son NASDAQ: JBSS outlined plans to expand its snack bar manufacturing business while continuing to build on its private-label nut and trail mix operations, during a presentation at the IDEAS Conference.
John B. Sanfilippo & Son remains a Buy after a Q4 earnings-driven selloff, as near-term headwinds obscure strong future growth drivers. Q4 results were impacted by high oil prices and a one-off product recall, but volume growth returned, signaling resilient demand and operational progress. I expect the upcoming bar production expansion, launching late 2026, to drive 5% annual sales growth and 7% EPS growth through the decade.
John B. Sanfilippo & Son, Inc. (JBSS) Q4 2026 Earnings Call Transcript
Benchmark JBSS against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for John B. Sanfilippo & Son, Inc. (JBSS)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $67.69 | $791.27M | 13.46 | 3.79% | 5.32% | 17.25% | 3.08% | |
| $59.21 | $2.91B | 22.43 | 13.01% | 17.28% | 16.65% | — | |
| $9.59 | $848.15M | 9.40 | 8.98% | -14.28% | -12.33% | — | |
| $67.39 | $2.29B | 24.07 | -2.21% | 1.62% | 13.69% | — | |
| $117.40 | $3.76B | 22.40 | 2.49% | 11.17% | 15.21% | — | |
| $0.55 | $49.64M | -0.09 | -10.17% | -22.53% | -106.47% | — |
John B. Sanfilippo & Son, Inc. (JBSS) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
John B. Sanfilippo & Son, Inc. (JBSS) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 25, 2026·SEC
Aug 19, 2026·SEC
Jul 16, 2026·SEC
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John B. Sanfilippo & Son, Inc. (JBSS) stock FAQ — growth, dividends, profitability & financials explained
John B. Sanfilippo & Son, Inc. (JBSS) reported $1.18B in revenue for fiscal year 2025. This represents a 323% increase from $277.7M in 1996.
John B. Sanfilippo & Son, Inc. (JBSS) grew revenue by 3.8% over the past year. Growth has been modest.
Yes, John B. Sanfilippo & Son, Inc. (JBSS) is profitable, generating $61.9M in net income for fiscal year 2025 (5.3% net margin).
Yes, John B. Sanfilippo & Son, Inc. (JBSS) pays a dividend with a yield of 3.08%. This makes it attractive for income-focused investors.
John B. Sanfilippo & Son, Inc. (JBSS) has a return on equity (ROE) of 17.2%. This is reasonable for most industries.
John B. Sanfilippo & Son, Inc. (JBSS) generated $35.7M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.