JBSS FY2026: Revenue +6.2% to $1.18B, net income +5.1% to $61.9M; $2.7M recall hit

Filed August 19, 2026 · Period ending June 25, 2026 · Compared to 10-K Aug 20, 2025 · ~2 min read

Key Changes

• high

  Net income rose 5.1% to $61.9M (diluted EPS $5.26, +4.6%) on 6.2% revenue growth to $1.18B, driven by improved pricing alignment and lower interest expense, partially offset by recall costs and higher taxes.

  MD&A: Financial Results verify on EDGAR →
• high

  Gross margin compressed 40bp to 18.0% due to $2.7M in non-recurring recall costs from contaminated dry milk powder supplied by a third party, higher customer claims, bar ingredient costs, manufacturing inefficiencies, and freight expenses, partially offset by $2.3M insurance recovery.

  MD&A: Gross Profit verify on EDGAR →
• high

  Consumer-channel sales rose 5.9% in dollars but volume fell 4.5%, driven by bar category softness at a mass merchandiser, a strategic decision to reduce sales to a grocery retailer, and a peanut butter SKU discontinuation, partially offset by new grocery distribution and walnut private-brand wins.

  MD&A: Consumer Channel verify on EDGAR →