JJSF Instantâneo da Ação Preço, capitalização de mercado, P/E, EPS, ROE, dívida/patrimônio, intervalo de 52 semanas

03
Preço $78.25
Capitalização de Mercado (MRQ) $1.46B
P/E (TTM) 30.0
EPS (TTM) $2.61
Receita (TTM) $1.52B
Rendimento div. 4.0%
ROE (TTM) 5.3%
Dívida/Capital (MRQ) 0.0
Intervalo 52 Semanas $69–$99

JJSF Gráfico de Preço da Ação OHLCV diário com indicadores técnicos — panorâmica, zoom e personalize sua visualização

04
intervalo
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Divisões de Ações 2
Data ex Desdobramento Tipo
6 de Janeiro de 2006 2-for-1 Para frente
15 de Agosto de 1989 2-for-1 Para frente

Sobre J & J Snack Foods Corp. - Common Stock Visão geral da empresa da Wikipedia

05 · wikidata

J&J Snack Foods Corp. (JJSFC) is an American manufacturer, marketer, and distributor of name brand snack foods and frozen beverages. Headquartered in Mt. Laurel, NJ, JJSF uses over 175 facilities for manufacturing, warehousing, and distributing located in 44 states, Mexico, and Canada. The company is listed on the NASDAQ Global Select Market as "JJSFC", and serves both national and international markets.

JJSFC's portfolio of products includes soft pretzels, frozen beverages, frozen juice treats and desserts, stuffed sandwiches, burritos, churros, fruit pies, funnel cakes, cookies, and bakery goods, and other snack foods and drinks. JJSFC has a total of 25 brands with its principal brands in these product arenas including Superpretzel Soft Pretzels, Pretzel Fillers, Icee, Slush Puppie, Arctic Blast, Pepe Churros, California Churros, Funnel Cake Factory funnel cakes, Luigi's Real Italian Ice, Daddy Ray's fruit bars, and Philly Swirl, Whole Fruit, BeneFIT Baked Bars, and Minute Maid frozen novelties.

Since the company's CEO, Gerald B. Shreiber, purchased J & J Soft Pretzel company in 1971, it has seen 44 years of consecutive sales growth. This growth can be attributed to a strategy that emphasizes active development of new and innovative products, penetration into existing market channels and expansion of established products into new markets. The company is structured in three business groups: Food Service, Frozen Beverages, and Retail Supermarket.

History

1970s

In 1971, Gerald Shreiber, a father of three at the time, was shopping for a waterbed for his daughter. Shreiber struck up a conversation with the store's owner who was discussing his investment loss in a soft pretzel company called J&J Soft Pretzel which went bankrupt. On September 27, 1971, Shreiber attended the Camden, New Jersey District Court's bankruptcy auction and purchased J&J Soft Pretzel with a bid of $72,100. The company at the time had eight employees and $400,000 of sales. In 1972, a West Coast office opened up in Los Angeles, California thus opening the company up to business across the United States. A year later Superpretzel Soft Pretzel was registered as a trademark and becomes the first official brand of JJSF. In 1978 JJSF sought out to expand its presence in the soft pretzel market through the acquisitions of Frampton Corp located in St. Louis, Missouri, and Pretzel Man Corp located in Los Angeles, California. The King-sized pretzel was also introduced and sales began in food service locations.

1980s

In 1981, Shreiber sought new possibilities for JJSF. He found what he was looking for in a cancelled supply agreement with Whimsy Stores who at the time was selling churros. JJSF acquired some product inventory as a result of this and began the foundation of the churros segment of the company starting the brand Tio Pepe's Churros. A year later, JJSF acquired exclusive rights to the AMF pretzel twister machines making the company a leader in the efficiency of soft pretzel manufacturing. In 1983, the acquisition of Bachman Soft Pretzel Co. added another manufacturing plant to JJSF's list of facilities.

By 1986 JJSF extended its product line to frozen fruit juice bars with the addition of Super Juice and to baked goods with the acquisition of Southern Food Products. Superpretzel entered the grocery store arena for the first time expanding JJSF's business outside the foodservice segment. As sales exceeded, the $25 million mark the company went public, offering 600,000 shares, and traded on NASDAQ as "JJSF". In the same year, Shreiber was introduced to the frozen beverage industry through a chance meeting with the then-owner of Icee, Omar Knedlik. One year later JJSF acquired Icee-USA, extending its product offering to frozen carbonated beverages. Through the late 1980s JJSF continued its success through a number of acquisitions and technological development. From 1988 to 1989 JJSF acquired five more companies, most notably Luigi's Real Italian Ice and MIA Products Co. The acquisition of MIA Products brought to JJSF their current frozen novelty manufacturing plant. By 1989 Luigi's was successfully introduced to super markets and sales for the entire company reached $86 million.

1990s

In the early 1990s JJSF continued to further develop its soft pretzel line by introducing bite-sized snacks. Superpretzel Soft Pretzel Bites are introduced to food service arenas in 1990 and a partnership with Kraft helped add the cheese-filled soft pretzel brand, Superpretzel Softstix, to grocery store shelves in 1992. Additionally, JJSF renovated their Pennsauken, NJ soft pretzel facility into a 104,000-square foot distribution centre in 1993. The 1990s brought in another stretch of acquisitions for JJSF, further extending the company into new markets and developing its presence in its current markets. In 1994 the company acquired The Funnel Cake Factory making JJSF a dominant force in the fried desserts category. The frozen beverage category was further developed with the 1992 acquisition of Arctic Blast and 1995 acquisition of international rights for the Icee brand. The soft pretzel category grew with the 1994 acquisition of Bavarian Soft Pretzels, Inc., the 1996 acquisitions of Pretzel Gourmet Corp and Bakers Best Snack Food Corp., and the 1997 acquisition of Texas Twist Soft Pretzels. In an effort to extend its frozen novelty category JJSF acquired Mazzone Enterprises, Inc. in 1996 and Mama Tish's International Foods in 1997. The acquisitions of Mrs. Goodcookie in 1998 and Camden Creek Bakery in 1999 extended the company's presence in the baked goods category.

Among these acquisitions, JJSF made its largest acquisition in 1998 of the National Icee Corp. through the Icee-USA subsidiary. At the time, National Icee Corp. had about $40 million in annual sales, distributing mainly to the Eastern USA. The acquisition significantly increased the JJSF frozen beverage category's success, and it continues to be its largest acquisition to date. A year later, JJSF established a long-term partnership with The Minute Maid Company. The partnership provides JJSF with exclusive rights to manufacture, sell, and distribute frozen juice products under the Minute Maid name. This partnership opened JJSF to the development of its frozen novelty category in frozen juice and soft frozen lemonades.

2000s

At the turn of the century, JJSF reached $328 million in annual sales. From 2001 to 2003 JJSF worked to further develop its soft pretzel category with the launch of cheese-filled Pretzel Fillers, the Superpretzel line extension of specialty cheese-filled pretzel sticks Superpretzel Pretzelfils, and a more traditional-tasting Gourmet Twists Topped Soft Pretzels. Throughout the next decade JJSF saw a major increase in development to its in-store bakery category. This was due mainly from the 2001 acquisition of Uptown Bakeries, who makes baked products for Wawa, the 2004 acquisition of Country Home Bakers which supply frozen dough to supermarkets, and the 2008 Jana's Indulgence Cookies acquisition. Additionally, in 2007 JJSF acquired Hom/Ade Foods Inc. and Radar, Inc., introducing Mary B's Biscuits and Daddy Ray's Fig and Fruit Bars respectively to its family of baked goods brands. In 2006 JJSF acquired Icee of Hawaii and Slush Puppie. Slush Puppie introduced JJSF to the non-carbonated beverage arena, making JJSF a leader in the frozen beverage category. Furthermore, JJSF extended its frozen novelty brands with the acquisition of Whole Fruit Sorbet, Fruit-a-Freeze Fruit Bars, and Dogsters Treats for Dogs in 2007. In 2007 the company acquired Daddy Ray's in Moscow Mills, Missouri.

2010s

By 2010, sales for JJSF had surpassed $600 million. In recent years the company has extended its churro product line with the 2010 acquisition of California Churro. A licensing deal with Mondelez International gave JJSF the right to manufacture, market, and distribute churros under the Oreo brand name, branding them as Oreo Churros. In 2011, the company introduced handheld sandwiches and pies to its product line with the acquisition of ConAgra's Frozen Handheld Business. In 2012, JJSF acquired Kim & Scott's Gourmet Pretzel, adding gourmet stuffed soft pretzels to its soft pretzel product line. It also acquired New York Pretzel in 2013.

In 2014, JJSF acquired Philly Famous Water Ice, Inc. also known as PhillySwirl. This introduced the unique line of SwirlStix, Candy Spoonz, Popperz, and Fruit Dips to the JJSF frozen novelty segment. By 2014 JJSF reached $800 million in sales and 25 brands.

2020s

In 2020, the company acquired ICEE-USA, by purchasing remaining shares in a $2.4-million deal.

In May 2022, J&J Snack Foods entered into an agreement to acquire Dippin' Dots, LLC for $222 million, subject to customary purchase price adjustments. The acquisition closed on June 21, 2022.

Founder and chairman of the board Gerald B. Shreiber died on May 9th, 2026 at 84 years old.

Products

Soft pretzels

JJSF soft pretzels are sold under many brand names; some of which are: Superpretzel, Pretzelfillers, Pretzelfils, Gourmet Twists, Mr. Twister, Soft Pretzel Bits, Soft Pretzelbuns, Texas Twist, Bavarian Bakery, Superpretzel Bavarian, New York Pretzel, Kim & Scott's Gourmet Pretzels, and Seriously Twisted!; and, to a lesser extent, under private labels. All soft pretzels are sold in the food service and retail Supermarket segments.

Certain soft pretzels qualify under USDA regulations as the nutritional equivalent of bread for purposes of the USDA school lunch program, thereby enabling participating schools to obtain partial reimbursement of the cost of aforementioned soft pretzels from the USDA.

All of JJSF's soft pretzels are manufactured according to a proprietary formula. The soft pretzels, ranging in size from one to ten ounces in weight, are shaped and formed by patented twister machines. These soft pretzel tying machines are automated, high-speed machines for twisting dough into the traditional pretzel shape. Additionally, some soft pretzels are extruded or shaped by hand. Soft pretzels, after processing, are primarily flash-frozen in either raw or baked form and packaged for delivery.

In the food service segment JJSF supplies ovens, mobile merchandisers, display cases, warmers, and similar merchandising equipment to the retailer to prepare and promote the sale of the soft pretzels. Some of this equipment is proprietary, including combination warmer and display cases that reconstitute frozen soft pretzels while displaying them, thus eliminating the need for an oven.

Frozen juice treats and desserts

JJSF's frozen juice treats and desserts are branded primarily under the Luigi's, Whole Fruit, Philly Swirl, Icee and Minute Maid brand names. All of these products are sold in the Food Service and Retail Supermarket segments.

Minute Maid and Whole Fruit frozen juice bars and cups for school food service contain three to four ounces of 100% apple or pineapple juice with no added sugar and 100% of the daily US FDA value of vitamin C. The juice bars are produced in various flavours and are packaged in a sealed push-up paper container referred to as the Milliken M-pak, which is believed to have certain sanitary and safety advantages.

The majority of these products are manufactured from water, sweeteners and fruit juice concentrates in various flavors and packaging including cups, tubes, sticks, M-paks and pints. Some of the products contain ice cream, while Whole Fruit contains pieces of fruit.

Churros

JJSF's churros are sold primarily under the Tio Pepe's, California Churros, and Oreo brand names. These products are sold in the Food Service and Retail Supermarkets segments. Churros are Hispanic pastries in stick form which JJSF produces in several sizes according to a proprietary formula. The churros are deep-fried, frozen, and packaged. At food service point-of-sale outlets, they are reheated and topped with a cinnamon-sugar mixture. Churros also come in fruit and crème-filled varieties. Similar to the soft pretzel equipment program, JJSF supplies all churro merchandising equipment to its food service customers.

Handheld products

JJSF's dough enrobed handheld products are marketed under the Patio, Pillsbury, Supreme Stuffers, and Sweet Stuffers brand names, and under private labels. The handheld products consist of an outer shell of varying dough consistencies anything from burrito shell to pastry/pie shells with a variety of fillings. Handheld products are sold in the Food Service and Retail Supermarket segments.

Bakery products

JJSF's bakery products can be found under the Mrs. Goodcookie, Readi-Bake, Country home, Mary B's, Daddy Ray's, and as of August 2017, Labriola, brand names, and under private labels. Bakery products include primarily biscuits, fig and fruit bars, cookies, breads, rolls, crumb, muffins, and donuts. Products are sold either in raw or pre-baked/thaw-and-serve forms in the food service and retail supermarket segments.

Frozen beverages

JJSF markets frozen beverages primarily under the names Icee, Slush Puppie and Parrot Ice in the United States, Mexico and Canada. Frozen beverages are sold in the Frozen Beverages segment found in food service and retail sectors. Similar to that of the soft pretzel and churro equipment programs, JJSF installs frozen beverage dispensers for its Icee brand at customer locations and thereafter services the machines. JJSF supplies customers with ingredients required for production of the frozen beverages, and supports retail sales efforts with in-store promotions and point-of-sale materials. JJSF also sells frozen non-carbonated beverages under the Slush Puppie and Parrot Ice brands through a distributor network and through its own distribution network. JJSF provides managed service and/or products to approximately 111,000 company-owned and customer-owned dispensers. JJSF also has the rights to market and distribute frozen beverages under the name Icee to the entire continental United States (except for portions of nine states) as well as internationally.

Notable brands

ICEE

SuperPretzel

Dippin' Dots

Slush Puppie

Federal Pretzel Baking Company

Fonte: Wikipedia (Inglês), CC BY-SA 4.0 · Ver na Wikipedia ↗

Wikidata ↗

setorConsumer Staples indústriaFood Products funcionários4.600 paísUS

Desempenho de 10 Anos Tendências de receita, lucro líquido, margens e EPS

06
Receita$1.58B
2022-09-24 → 2025-09-27
EPS$3.36
2022-09-24 → 2025-09-27
Fluxo de caixa livre$82M
2022-09-24 → 2025-09-27
Margem líquida3.2%
2022-09-24 → 2025-09-27
Avaliação e Proporções 07–12

Avaliação Rácios P/E, P/S, P/B, EV/EBITDA — a ação está cara ou barata?

Métrica Tendência de 5 anos JJSF média 5A Mediana de Pares Veredito
P/E (TTM) 30.0 · 21.2 Sobreavaliado
P/S (TTM) 1.0 · 1.3 Subvalorizado
P/B (MRQ) 1.6 · 1.6 Valor justo
EV / EBITDA 9.0 · 11.1 Valor justo
Preço / FCF (TTM) 15.8 · · ·
Preço / Fluxo de Caixa (TTM) 8.7 · 11.3 Valor justo
EV / Revenue (EV / Receita) 0.9 · · ·
EV / FCF 17.2 · · ·
Price / Tangible Book (Preço / Valor Patrimonial Tangível) 1.9 · · ·
PEG Ratio ≈1.1 · · ·

A mediana dos pares é calculada em uma base padronizada por métrica e pode não corresponder sempre à base TTM/MRQ mostrada para esta ação.

valor · ≈ média 5A · mediana do setor · veredicto relativo à mediana

Dividendos Rendimento, índice de pagamento, histórico de dividendos, CAGR de 5 anos

13
Dividend Yield4.0%
Índice de Pagamento92.6%
Pagamento Anualizado≈$3.20Pago trimestralmente
CAGR Dividendos 5 anos≈6.6%Por ação, ajustado por desdobramento
Sequência de Crescimento≈20Anos consecutivos de crescimento de dividendos
Data exValorMoedaRendimento
Set 15, 2026$0,80USD≈4.0%
Jun 16, 2026$0,80USD≈4.2%
Mar 17, 2026$0,80USD≈4.1%
Dez 16, 2025$0,80USD≈3.4%
Set 16, 2025$0,80USD≈3.0%
Jun 17, 2025$0,78USD≈2.8%
Mar 18, 2025$0,78USD≈2.4%
Dez 17, 2024$0,78USD≈1.8%
Set 17, 2024$0,78USD≈1.8%
Jun 18, 2024$0,74USD≈1.8%
Mar 18, 2024$0,74USD≈2.1%
Dez 18, 2023$0,74USD≈1.7%
Set 15, 2023$0,74USD≈1.6%
Jun 16, 2023$0,70USD≈1.8%
Mar 20, 2023$0,70USD≈1.9%
Dez 16, 2022$0,70USD≈1.8%
Set 16, 2022$0,70USD≈1.9%
Jun 16, 2022$0,63USD≈2.0%
Mar 21, 2022$0,63USD≈1.6%
Dez 17, 2021$0,63USD≈1.6%

Histórico de Lucros EPS real vs. estimativa, surpresa %, taxa de acerto, próxima data de resultados

14
Surpresa Média -0.07%
PeríodoRelatórioEPS ActualEPS est.Surpresa
30 de Setembro de 2026 Ago 3, 2026 $1.96 $1.75 11.9%
30 de Junho de 2026 $1.96 $1.75 11.9%
31 de Março de 2026 $0.40 $0.42 -4.4%
31 de Dezembro de 2025 $0.33 $0.36 -7.3%
30 de Setembro de 2025 $1.58 $1.21 30.2%
30 de Junho de 2025 $2.00 $1.83 9.3%
31 de Março de 2025 $0.35 $0.73 -52.2%

Fundamentos Completos Todas as métricas por ano — demonstração de resultados, balanço patrimonial, fluxo de caixa

15
Demonstração de Resultados 17
Métrica Tendência 202520242023202220212020201920182017201620152014
Revenue $1.58B$1.57B$1.56B$1.38B$1.14B$1.02B$1.19B$1.14B$1.08B$993M$976M$919M
Cost of Revenue $1.11B$1.09B$1.09B$1.01B$846M$784M$836M$802M$753M$688M$675M$632M
Gross Profit $470M$486M$470M$370M$299M$238M$350M$336M$331M$304M$301M$288M
R&D Expense $1M$1M$1M$700.0K$600.0K$700.0K$645.0K$623.0K$674.0K$525.0K$506.0K$499.0K
SG&A Expense $78M$75M$75M$55M$41M$37M$41M$38M$37M$32M$31M$30M
Operating Expenses $386M$369M$360M$308M$228M$221M$233M$226M$213M$192M$190M$181M
Operating Income $84M$118M$110M$62M$71M$17M$117M$111M$118M$113M$111M$107M
Interest Expense $1M$2M$5M·········
Other Non-op ······$-1M$-68.0K$145.0K···
Pretax Income $86M$119M$108M$62M$74M$21M$127M$118M$122M$117M$112M·
Income Tax $21M$32M$29M$15M$18M$3M$32M$15M$43M$41M$42M$39M
Net Income $66M$87M$79M$47M$56M$18M$95M$104M$79M$76M$70M$72M
EPS (Basic) $3.37$4.46$4.10$2.47$2.92$0.97$5.04$5.54$4.23$4.07$3.76$3.85
EPS (Diluted) $3.36$4.45$4.08$2.46$2.91$0.96$5.00$5.51$4.21$4.05$3.73$3.82
Shares (Basic) 19,467,00019,389,00019,257,00019,148,00019,013,00018,901,00018,812,00018,694,00018,707,00018,649,00018,685,00018,677,000
Shares (Diluted) 19,548,00019,449,00019,324,00019,213,00019,133,00019,032,00018,959,00018,817,00018,816,00018,769,00018,819,00018,807,000
EBITDA $158M$188M$173M$115M$121M$70M$166M$157M$161M$153M$149M$144M
Balanço Patrimonial 25
Métrica Tendência 202520242023202220212020201920182017201620152014
Cash & Equivalents $106M$73M$50M$35M$283M$196M$192M$111M$91M$141M$134M$92M
Receivables $184M$189M$198M$208M$163M$127M$141M$132M$125M$98M$103M$100M
Inventory $175M$173M$172M$180M$123M$109M$116M$113M$103M$89M$83M$76M
Prepaid Expense $13M$15M$11M$17M$7M$17M$6M$5M$4M$14M··
Current Assets $478M$450M$430M$445M$585M$500M$506M$383M$382M$355M$326M$276M
PP&E (Net) $390M$391M$386M$335M$267M$262M$253M$243M$228M$184M$172M$158M
PP&E (Gross) $1.01B$1.01B$960M$860M$757M$717M$677M$570M$654M$605M$572M$538M
Accum. Depreciation $619M$621M$574M$525M$490M$456M$423M$328M$426M$421M$400M$381M
Goodwill $185M$185M$185M$184M$122M$122M$103M$103M$103M$86M$86M$86M
Other Non-current Assets $4M$4M$4M$4M$2M$3M$3M$3M$3M$3M$4M$4M
Total Assets $1.38B$1.37B$1.28B$1.22B$1.12B$1.06B$1.02B$938M$867M$790M$740M$705M
Accounts Payable $82M$89M$91M$108M$97M$73M$72M$70M$73M$62M$59M$60M
Accrued Liabilities $13M$10M$14M$9M$11M$7M$8M$8M$8M$6M$5M$5M
Current Liabilities $176M$174M$175M$182M$168M$134M$121M$118M$119M$102M$97M$96M
Capital Leases $140M$141M$78M$43M$47M$48M$0$753.0K$904.0K$1M$1M$374.0K
Deferred Tax $92M$88M$81M$70M$62M$64M$62M$52M$63M$48M$41M$45M
Other Non-current Liabilities $6M$5M$4M$4M$409.0K$460.0K$2M$2M$2M$801.0K$915.0K$1M
Long-term Debt $0···········
Total Debt $0$0$27M$55M·····$14M··
Common Stock $139M$137M$115M$94M$74M$49M$46M$27M$17M$25M$32M$33M
Retained Earnings $840M$836M$807M$783M$785M$776M$801M$744M$674M$626M$579M$536M
AOCI $-13M$-15M$-10M$-14M$-13M$-16M$-13M$-12M$-9M$-13M$-11M$-6M
Stockholders' Equity $967M$957M$912M$863M$846M$809M$834M$759M$682M$638M$600M$563M
Liabilities + Equity $1.38B$1.37B$1.28B$1.22B$1.12B$1.06B$1.02B$932M$867M$790M$740M$705M
Shares Outstanding 19,440,00019,440,00019,332,00019,219,00019,219,00018,915,00018,895,00018,754,00018,663,00018,668,00018,676,00018,663,000
Fluxo de Caixa 17
Métrica Tendência 202520242023202220212020201920182017201620152014
D&A $73M$71M$63M$53M$49M$53M$49M$46M$42M$40M$38M$37M
Stock-based Comp $6M$6M$5M$4M$4M$5M$4M$4M$3M$2M$2M$2M
Deferred Tax $3M$6M$12M$9M$-3M$2M$10M$-10M$8M$8M$-166.0K$-815.0K
Amort. of Intangibles $7M$7M$6M$4M$3M$3M$3M$4M$4M$5M$5M$5M
Restructuring $3M···········
Other Non-cash $17M$3M$13M$-87M$-5M$14M$-10M$-20M$-7M$-5M$-5M$-4M
Operating Cash Flow $165M$173M$172M$26M$101M$92M$147M$123M$125M$121M$104M$107M
CapEx $83M$74M$105M$87M$54M$58M$57M$60M$72M$49M$49M$39M
Investing Cash Flow $-70M$-78M$-93M$-296M$10M$-44M$-43M$-73M$-135M$-75M$-28M$-87M
Stock Issued $4M$16M$15M$16M$20M$8M$14M$9M$7M$7M$5M$3M
Stock Repurchased $8M$0$0$0$0$9M$0$3M$18M$15M$8M$8M
Net Stock Activity $-4M$16M$15M$16M$20M$-1M$14M$6M$-11M$-9M$-3M$-4M
Dividends Paid $61M$57M$54M$48M$45M$42M$37M$33M$31M$29M$26M$21M
Financing Cash Flow $-65M$-68M$-67M$22M$-25M$-43M$-23M$-27M$-42M$-38M$-30M$-25M
Net Change in Cash $32M$24M$14M$-248M$87M$3M$81M$21M$-50M$7M$42M$-6M
Free Cash Flow $82M$99M$68M$-61M$48M$34M$90M$63M$53M$73M$55M$68M
Levered FCF $81M···········
Lucratividade 8
Métrica Tendência 202520242023202220212020201920182017201620152014
Gross Margin 29.7%30.9%30.1%26.8%26.1%23.3%29.5%29.5%30.5%30.7%30.8%31.3%
Operating Margin 5.3%7.5%7.0%4.5%6.2%1.7%9.9%9.7%10.9%11.4%11.4%11.6%
Net Margin 4.1%5.5%5.1%3.4%4.9%1.8%8.0%9.1%7.3%7.6%7.2%7.8%
Pretax Margin 5.5%7.5%6.9%4.5%6.5%2.1%10.7%10.4%11.3%···
EBITDA Margin 10.0%11.9%11.1%8.3%10.5%6.9%14.0%13.8%14.8%15.4%15.3%15.7%
ROA 4.8%6.3%6.1%3.8%5.0%1.7%9.4%11.2%9.1%9.7%9.4%10.2%
ROE 6.9%9.1%8.7%5.5%6.6%2.3%11.5%13.8%12.0%12.3%12.1%13.3%
ROIC 6.6%8.9%8.6%5.1%6.3%1.8%10.5%12.8%11.2%···
Liquidez e Solvência 5
Métrica Tendência 202520242023202220212020201920182017201620152014
Current Ratio 2.72.62.52.43.53.74.23.23.23.53.42.9
Quick Ratio 1.71.51.41.32.72.42.72.11.82.32.42.0
Debt / Equity 0.00.00.00.1·····0.0··
LT Debt / Equity 0.00.00.00.1········
Interest Coverage 56.5···········
Eficiência 3
Métrica Tendência 202520242023202220212020201920182017201620152014
Asset Turnover 1.21.11.21.11.01.01.21.21.31.31.31.3
Inventory Turnover 6.46.36.26.77.37.07.37.47.88.08.68.5
Receivables Turnover 8.58.17.77.47.97.68.78.99.79.99.69.8
Por Ação 6
Métrica Tendência 202520242023202220212020201920182017201620152014
Book Value / Share $49.73$49.18$47.15$44.91$44.31$42.80$44.13$40.48$36.56$34.17$32.12$30.14
Revenue / Share $80.99$80.97$80.67$71.86$59.82$53.70$62.58$60.49$57.62$52.89$51.88$48.89
Cash Flow / Share $8.45$8.90$8.92$1.36$5.30$4.84$7.78$6.56$6.66$6.46$5.59$5.67
Cash / Share $5.45$3.77$2.56$1.83$14.84$10.35$10.18$5.94$4.87$7.53$7.16$4.92
Dividend / Share $0.80$0.78$0.74·········
EPS (TTM) $3.36$4.45$4.08$2.46$2.91$0.96$5.00$5.51$4.21$4.05$3.73$3.82
Taxas de Crescimento 10
Métrica Tendência 202520242023202220212020201920182017201620152014
Revenue YoY 0.54%1.0%12.9%20.6%12.0%·······
Revenue CAGR 3Y 4.7%11.2%15.1%·········
Revenue CAGR 5Y 9.2%···········
EPS YoY -24.5%9.1%65.8%-15.5%203.1%·······
EPS CAGR 3Y 10.9%15.2%62.0%·········
EPS CAGR 5Y 28.5%···········
Net Income YoY -24.2%9.7%67.0%-15.1%203.8%·······
Net Income CAGR 3Y 11.6%15.9%62.7%·········
Net Income CAGR 5Y 29.1%···········
Dividends Paid CAGR 5Y 7.6%···········
Avaliação (TTM) 17
Métrica Tendência 202520242023202220212020201920182017201620152014
Revenue TTM $1.58B$1.57B$1.56B$1.38B$1.14B$1.02B$1.19B$1.14B$1.08B$993M$976M$919M
Net Income TTM $66M$87M$79M$47M$56M$18M$95M$104M$79M$76M$70M$72M
Market Cap $1.86B$3.32B$3.16B$2.63B$2.93B$2.44B$3.62B$2.83B$2.45B$2.23B$2.20B$1.76B
Enterprise Value $1.75B$3.25B$3.14B$2.65B·····$2.10B··
P/E 28.538.440.155.552.8134.338.327.431.229.531.624.7
P/S 1.22.12.01.92.62.43.02.52.32.22.31.9
P/B 1.93.53.53.03.53.04.33.73.63.53.73.1
P / Tangible Book 2.44.34.43.94.13.5······
P / Cash Flow 11.319.218.4100.728.926.524.522.919.518.420.916.5
P / FCF 22.633.446.8-42.961.271.040.044.746.130.739.926.0
EV / EBITDA 11.117.318.223.0·····13.7··
EV / FCF 21.332.746.5-43.2·····29.0··
EV / Revenue 1.12.12.01.9·····2.1··
Dividend Yield 3.3%1.7%1.7%1.8%1.5%1.7%1.0%1.2%1.3%1.3%1.2%1.2%
Earnings Yield 3.5%2.6%2.5%1.8%1.9%0.74%2.6%3.6%3.2%3.4%3.2%4.0%
Payout Ratio 92.6%65.8%68.3%102.5%80.5%229.7%38.6%31.9%39.0%37.5%37.3%29.1%
Annual Payout $61M$57M$54M$48M$45M$42M$37M$33M$31M$29M$26M$21M

Período mais recente à esquerda · valores nulos mostrados como ·

Demonstrações Financeiras Demonstração de resultados, balanço patrimonial, fluxo de caixa — anual, últimos 5 anos

16
Métrica 2025-09-272024-09-282024-06-292024-03-302023-12-30
Receita $1.58B $1.57B · · ·
Margem Bruta % 29.7% 30.9% · · ·
Margem Operacional % 5.3% 7.5% · · ·
Lucro líquido $66M $87M · · ·
EPS Diluído $3.36 $4.45 · · ·

Investidores institucionais (13F) 265 declarantes · $1.3B total · Em 30 de Setembro de 2026

17

Instituições que relatam a posse desta ação em seu Formulário 13F trimestral da SEC. Apenas posições compradas; um único declarante pode aparecer duas vezes para opções separadas. Grandes posições de compra/venda compensatórias geralmente refletem market-making ou inventário protegido, não convicção direcional.

Detentores 265
Valor detido $1.3B
Novas posições 43
Posições encerradas 35
Atividade institucional — Q2 2026 vs trimestre anterior
Novas posições Posições encerradas Aumentou Diminuído Variação líquida de ações
43 (+1 vs trimestre anterior) 35 (-6 vs trimestre anterior) 93 (+8 vs trimestre anterior) 76 (-12 vs trimestre anterior) +287K

Comparado a Q1 2026. Os registros do Formulário 13F da SEC devem ser feitos em até 45 dias após o final do trimestre, mais um pequeno período de tolerância para registrantes atrasados — trimestres ainda dentro desse período são ignorados em favor do par mais recente totalmente reportado.

Instituição Valor Ações % de 13F rastreado Tipo
VANGUARD GROUP INC $180.822.327 2.000.911 14,26% Ações
BlackRock, Inc. $175.913.808 2.395.014 13,87% Ações
Allspring Global Investments Holdings, LLC $101.625.058 1.339.110 8,01% Ações
VANGUARD PORTFOLIO MANAGEMENT LLC $77.429.080 1.054.174 6,11% Ações
DIMENSIONAL FUND ADVISORS LP $50.843.751 692.211 4,01% Ações
VANGUARD CAPITAL MANAGEMENT LLC $47.417.337 645.573 3,74% Ações
STATE STREET CORP $46.308.652 623.953 3,65% Ações
GEODE CAPITAL MANAGEMENT, LLC $30.258.858 411.881 2,39% Ações
Invesco Ltd. $23.754.392 323.409 1,87% Ações
GOLDMAN SACHS GROUP INC $22.231.125 302.670 1,75% Ações
AQR CAPITAL MANAGEMENT LLC $21.993.410 299.434 1,73% Ações
MILLENNIUM MANAGEMENT LLC $21.545.382 293.334 1,70% Ações
AMERICAN CENTURY COMPANIES INC $20.630.856 280.883 1,63% Ações
MORGAN STANLEY $19.717.216 268.442 1,55% Ações
Qube Research & Technologies Ltd $19.431.712 264.557 1,53% Ações
TWO SIGMA INVESTMENTS, LP $18.428.752 250.902 1,45% Ações
GENEVA CAPITAL MANAGEMENT LLC $17.800.298 242.346 1,40% Ações
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $17.710.191 241.119 1,40% Ações
DAVENPORT & Co LLC $16.830.147 227.620 1,33% Ações
ROYCE & ASSOCIATES LP $16.243.541 221.151 1,28% Ações
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main $16.097.302 219.160 1,27% Ações
BANK OF AMERICA CORP /DE/ $16.079.602 218.919 1,27% Ações
D. E. Shaw & Co., Inc. $13.726.409 186.881 1,08% Ações
Bank of New York Mellon Corp $13.114.897 178.555 1,03% Ações
NORTHERN TRUST CORP $12.347.679 168.110 0,97% Ações
Point72 Asset Management, L.P. $9.340.563 127.169 0,74% Ações
CITADEL ADVISORS LLC $8.839.854 120.352 0,70% Ações
Nuveen, LLC $8.072.502 109.905 0,64% Ações
SEI INVESTMENTS CO $8.071.150 109.889 0,64% Ações
BERNZOTT CAPITAL ADVISORS $7.528.391 66.382 0,59% Ações
VANGUARD FIDUCIARY TRUST CO $7.214.112 98.218 0,57% Ações
VICTORY CAPITAL MANAGEMENT INC $6.900.701 93.951 0,54% Ações
PRINCIPAL FINANCIAL GROUP INC $6.806.905 92.674 0,54% Ações
ProShare Advisors LLC $6.402.857 87.173 0,50% Ações
Aristotle Capital Boston, LLC $6.283.237 85.544 0,50% Ações
JANE STREET GROUP, LLC $5.561.928 75.724 0,44% Ações
FIRST TRUST ADVISORS LP $5.010.097 68.211 0,40% Ações
Quantinno Capital Management LP $4.831.984 65.786 0,38% Ações
VOLORIDGE INVESTMENT MANAGEMENT, LLC $4.323.414 58.862 0,34% Ações
DEAN INVESTMENT ASSOCIATES, LLC $4.067.441 55.377 0,32% Ações
Creative Planning $4.026.794 54.824 0,32% Ações
Corient Private Wealth LP $3.835.053 52.213 0,30% Ações
Public Sector Pension Investment Board $3.789.359 51.591 0,30% Ações
MARSHALL WACE, LLP $3.725.457 50.721 0,29% Ações
MAVERICK CAPITAL LTD $3.716.570 50.600 0,29% Ações
CRAWFORD INVESTMENT COUNSEL INC $3.700.338 50.379 0,29% Ações
Balyasny Asset Management L.P. $3.525.159 47.994 0,28% Ações
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $3.467.795 47.213 0,27% Ações
UBS Group AG $3.458.320 47.084 0,27% Ações
Numerai GP LLC $3.373.118 45.924 0,27% Ações

Mostrar todos os 265 proprietários institucionais →

Ativistas e proprietários de 5%+ 1 participação

18

Investidores que apresentaram o Schedule 13D da SEC — propriedade benéfica acima de 5% com a intenção de influenciar o emissor (participações ativistas, campanhas no conselho, M&A). Cada linha mostra o estado mais recente conhecido da posição desse declarante.

Declarante Declarado Participação Status Propósito Declaração
The 2021 Irrevocable Trust For Gerald B. Shreiber, Gerald B. Shreiber, as settlor and beneficiary of The 2021 Irrevocable Trust For Gerald B. Shreiber, Marjorie S. Roshkoff, as the trustee of The 2021 Irrevocable Trust For Gerald B. Shreiber 3 de Setembro de 2021 · Declaração inicial · SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Executivos da empresa 24 insiders · 14 diretores · 10 conselheiros

19
Investidor com informação privilegiada Função Última atividade Ações detidas Compras 12m Vendas 12m Líquido 12m
Dan Fachner Chairman, President & CEO 1 de Janeiro de 2026 F 47.215 0 0 $0
Shawn Munsell Chief Financial Officer 2 de Dezembro de 2025 F 3.703 0 0 $0
Ken Allen Plunk Chief Financial Officer 17 de Novembro de 2024 F 4.873 0 0 $0
Matthew Todd Inderlied Chief Customer Officer 19 de Novembro de 2025 A 3.013 0 0 $0
Mary Lou Kehoe VP, Human Resources 19 de Novembro de 2025 A 1.634 0 0 $0
Stephen Every EVP, Operations 19 de Novembro de 2025 A 8.352 0 0 $0
Lynwood Mallard Chief Marketing Officer 19 de Novembro de 2025 A 4.619 0 0 $0
Michael A Pollner SVP, General Counsel & Secy. 19 de Novembro de 2025 A 3.846 0 0 $0
Robert Cranmer Senior VP, Operations 19 de Novembro de 2024 S 963 0 0 $0
Robert Joseph Pape Senior Vice President, Sales 24 de Novembro de 2021 S 6.470 0 0 $0
Dennis G Moore Senior Vice President 20 de Novembro de 2020 S 63.106 0 0 $0
Robert M Radano Senior Vice President 11 de Novembro de 2020 M 95.139 0 0 $0
Gerard Garfield Law Senior Vice President 29 de Maio de 2020 S 11.002 0 0 $0
Michael Karaban Senior Vice President 16 de Agosto de 2007 S 28.369 0 0 $0
Kathleen E Ciaramello Conselheiro 12 de Fevereiro de 2026 A 1.495 1 0 $48.902
Roy Christopher Jackson Conselheiro 12 de Fevereiro de 2025 A 1.579 0 0 $0
Marjorie Shreiber Roshkoff Conselheiro 15 de Novembro de 2024 S 67.584 0 0 $0
Gerald B Shreiber Conselheiro 31 de Agosto de 2024 M 0 0 0 $0
Mary Meder Conselheiro 13 de Fevereiro de 2024 A 1.648 0 0 $0
Sidney R Brown Conselheiro 29 de Novembro de 2022 G 2.815 0 0 $0
Peter G Stanley Conselheiro 10 de Dezembro de 2014 S 10.000 0 0 $0
Vincent A Melchiorre Executive Vice President 12 de Novembro de 2014 P 3.000 0 0 $0
Leonard M Lodish Conselheiro 14 de Fevereiro de 2013 S 14.100 0 0 $0
2021 Irrevocable Trust for Gerald B. Shreiber Detentor de 10% 26 de Agosto de 2022 G 3.498.541 0 0 $0

Executivos de declarações SEC Formulário 3/4/5; líquido = apenas P/V de mercado aberto

Participação em ETFs Detido por 53 ETFs

20

O peso reflete apenas participações diretas em ações (N-PORT); fundos alavancados ou baseados em derivativos podem deter exposição adicional a swaps não mostrada.

Fundo Peso Unidades Em Fonte
PSCC · Invesco Exchange-Traded Fund Trust … 1,87% 7.822 SH 2 de Outubro de 2026 Diário
XSHD · Invesco Exchange-Traded Fund Trust … 1,80% 14.489 SH 2 de Outubro de 2026 Diário
PEY · Invesco Exchange-Traded Fund Trust 1,54% 211.458 SH 2 de Outubro de 2026 Diário
PSL · Invesco Exchange-Traded Fund Trust 1,27% 12.577 SH 2 de Outubro de 2026 Diário
HSMV · First Trust Exchange-Traded Fund III 0,57% 2.629 NS 31 de Julho de 2026 N-PORT
FYT · First Trust Exchange-Traded AlphaDE… 0,51% 13.016 NS 31 de Julho de 2026 N-PORT
FYX · First Trust Exchange-Traded AlphaDE… 0,27% 47.506 NS 31 de Julho de 2026 N-PORT
SOVF · Elevation Series Trust 0,25% 2.891 NS 31 de Julho de 2026 N-PORT
JPSE · J.P. Morgan Exchange-Traded Fund Tr… 0,20% 15.142 NS 31 de Julho de 2026 N-PORT
FSTA · FIDELITY COVINGTON TRUST 0,14% 26.417 NS 31 de Julho de 2026 N-PORT
VDC · VANGUARD WORLD FUND 0,14% 175.395 SH 19 de Agosto de 2026 Diário
VIOV · VANGUARD ADMIRAL FUNDS 0,12% 31.834 SH 19 de Agosto de 2026 Diário
FAB · First Trust Exchange-Traded AlphaDE… 0,10% 2.250 NS 31 de Julho de 2026 N-PORT
RWJ · Invesco Exchange-Traded Fund Trust … 0,09% 23.521 SH 2 de Outubro de 2026 Diário
PRFZ · Invesco Exchange-Traded Fund Trust 0,09% 31.480 SH 2 de Outubro de 2026 Diário
VFQY · VANGUARD WELLINGTON FUND 0,09% 5.538 SH 19 de Agosto de 2026 Diário
DFSV · Dimensional ETF Trust 0,08% 90.013 NS 31 de Julho de 2026 N-PORT
QVMS · Invesco Exchange-Traded Fund Trust … 0,08% 2.427 SH 2 de Outubro de 2026 Diário
EBIT · Harbor ETF Trust 0,08% 122 NS 31 de Julho de 2026 N-PORT
VTWV · VANGUARD SCOTTSDALE FUNDS 0,07% 13.235 SH 19 de Agosto de 2026 Diário
VIOO · VANGUARD ADMIRAL FUNDS 0,06% 52.300 SH 19 de Agosto de 2026 Diário
BBSC · J.P. Morgan Exchange-Traded Fund Tr… 0,04% 3.849 NS 31 de Julho de 2026 N-PORT
IWM · iShares Trust 0,04% 393.079 SH 11 de Setembro de 2026 Diário
RSSL · Global X Funds 0,04% 7.292 NS 31 de Julho de 2026 N-PORT
OMFS · Invesco Exchange-Traded Self-Indexe… 0,03% 1.169 SH 2 de Outubro de 2026 Diário
DFAT · Dimensional ETF Trust 0,03% 64.068 NS 31 de Julho de 2026 N-PORT
VBK · VANGUARD INDEX FUNDS 0,03% 185.024 SH 19 de Agosto de 2026 Diário
VTWO · VANGUARD SCOTTSDALE FUNDS 0,03% 87.595 SH 19 de Agosto de 2026 Diário
DFAS · Dimensional ETF Trust 0,03% 55.520 NS 31 de Julho de 2026 N-PORT
DXUV · Dimensional ETF Trust 0,03% 1.816 NS 31 de Julho de 2026 N-PORT
WSML · iShares Trust 0,01% 973 SH 11 de Setembro de 2026 Diário
VXF · VANGUARD INDEX FUNDS 0,01% 172.557 SH 19 de Agosto de 2026 Diário
VB · VANGUARD INDEX FUNDS 0,01% 321.694 SH 19 de Agosto de 2026 Diário
PFM · Invesco Exchange-Traded Fund Trust 0,01% 534 SH 29 de Setembro de 2026 Diário
DFSU · Dimensional ETF Trust 0,00% 1.384 NS 31 de Julho de 2026 N-PORT
DFAC · Dimensional ETF Trust 0,00% 28.690 NS 31 de Julho de 2026 N-PORT
DCOR · Dimensional ETF Trust 0,00% 893 NS 31 de Julho de 2026 N-PORT
ITOT · iShares Trust 0,00% 21.709 SH 11 de Setembro de 2026 Diário
IWV · iShares Trust 0,00% 4.243 SH 8 de Setembro de 2026 Diário
DFUS · Dimensional ETF Trust 0,00% 3.453 NS 31 de Julho de 2026 N-PORT
VTI · VANGUARD INDEX FUNDS 0,00% 445.868 SH 19 de Agosto de 2026 Diário
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0,00% 11.963 SH 19 de Agosto de 2026 Diário
VYM · VANGUARD WHITEHALL FUNDS 0,00% 59.496 SH 19 de Agosto de 2026 Diário
VTHR · VANGUARD SCOTTSDALE FUNDS 0,00% 1.227 SH 19 de Agosto de 2026 Diário
ESGV · VANGUARD WORLD FUND 0,00% 3.428 SH 19 de Agosto de 2026 Diário
IJR · iShares Trust · 914.875 SH 10 de Setembro de 2026 Diário
IJS · iShares Trust · 133.565 SH 8 de Setembro de 2026 Diário
IWN · iShares Trust · 143.988 SH 11 de Setembro de 2026 Diário
XJR · iShares Trust · 2.074 SH 31 de Agosto de 2026 Diário
SVAL · iShares Trust · 6.878 SH 3 de Setembro de 2026 Diário
ISCB · iShares Trust · 627 SH 11 de Setembro de 2026 Diário
ISCV · iShares Trust · 3.249 SH 11 de Setembro de 2026 Diário
SMMV · iShares Trust · 6.374 SH 1 de Setembro de 2026 Diário

JJSF Consenso dos analistas Opiniões de analistas otimistas e pessimistas, preço-alvo de 12 meses, potencial de alta

21
classificação · 9 analistas COMPRA
Alvo mediano $110.50 +41,2%
4 44,4% Compra forte
4 44,4% Compra
1 11,1% Manter
0 0,0% Venda
0 0,0% Venda forte

Preço-alvo de 12 meses

2 analistas · 2026-09-28

Alvo médio $110.50 +41,2%

← Abaixo de todos os alvos Preço atual $78.25
Mín$101.00 Média$110.50 Máx$120.00

Comparação de pares (subindústria GICS) Métricas chave vs pares do setor

22

Base do ano fiscal, preços no fechamento do último ano fiscal de cada empresa.

Ticker Capitalização de Mercado P/E Receita YoY Margem Líquida ROE Margem Bruta
JJSF $1.86B 28.5 0.54% 4.1% 6.9% 29.7%
FRPT $2.98B 23.1 13.0% 12.6% 12.2% 40.8%
TR $1.49B · 1.3% 13.7% 11.1% 35.3%
MZTI $3.12B 16.4 1.1% 9.9% 18.4% 24.7%
UTZ · 1046.0 2.1% 0.06% 0.11% 24.9%
SENEA · 9.1 5.1% 6.9% 16.1% ·
FLO $2.47B 27.0 3.0% 1.6% 6.1% ·
AVO $813M 21.7 12.7% 2.7% 6.7% 11.6%
SMPL $2.86B 28.1 9.0% 7.1% 5.7% 36.2%
MDLZ $68.99B 28.5 5.8% 6.4% 9.3% 28.4%

Minhas Métricas Sua lista pessoal — linhas selecionadas de Fundamentos Completos

26

Escolha as métricas que importam para si — clique no + ao lado de qualquer linha em Fundamentos Completos acima.

Sua seleção é salva e acompanha você em todos os tickers.

Fonte: SEC 10-Q arquivado Ago 6, 2026