J&J Snack Foods

JJSF · NASDAQ

$81.82+$2.51 (+3.16%)TodayMarket closed · Oct 20, 7:30 PM ET

Prev close $79.31

JJSF analyst rating

BuyConsensus of 3 analysts over the last 12 months. 100% rate it a buy.

Strong buy0
Buy3
Hold0
Underperform0
Sell0

12-month price target · 4 analysts

Average $112.71 (+37.8% upside)

Low: $102.01
Now: $81.82
High: $126.00

Upgrades and downgrades

The latest rating actions, newest first

JJSF analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Jefferies	Aug 6, 2026	Upgrade	Hold → Buy	$81.00 → $101.00	0%
Benchmark	May 11, 2026	Maintains	Buy	$130.00 → $120.00	38%
Benchmark	Nov 18, 2025	Maintains	Buy	$150.00 → $130.00	38%

The case for and against

Updated May 8, 2025

Bull case

J&J Snack Foods Corp is expected to experience significant revenue growth driven by the addition of 300 new distribution locations and an anticipated strong movie release slate over the next two fiscal years, which is crucial given that the movie theater channel accounts for approximately 15%-20% of total revenues. The company reported sales growth across all three business segments, with $9.5 million in incremental revenue attributed to new products and placements, highlighting successful product initiatives that are expected to generate mid-single-digit organic revenue growth for FY25. Furthermore, the management's focus on strategic improvements and the ongoing ICEE test with KFC positions the company favorably to navigate commodity cost pressures while maintaining profitability and product development momentum.

Bear case

J&J Snack Foods Corp reported disappointing financial results for the fourth quarter of fiscal 2024, with an adjusted EPS of $0.33, reflecting a 37% year-over-year decline and falling significantly short of consensus expectations. Additionally, the company's adjusted EBITDA of $25.3 million decreased 16% year-over-year, missing expectations by $6 million, while gross margins were impacted by revenue softness and commodity pressures, ultimately coming in at 31.8% and missing consensus by 180 basis points. The overall performance was negatively influenced by an inability to quickly adjust pricing against rising costs in key commodities such as eggs, chocolate, and proteins, which further exacerbated the decline in operating profit.

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