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Makes soft pretzels, ICEE frozen drinks and churros sold through foodservice, retail and venue channels.
Makes soft pretzels, ICEE frozen drinks and churros sold through foodservice, retail and venue channels.
Its ICEE business places or leases dispensing machines at venues and then sells syrup and service on a recurring basis, a razor-and-blades model, while pretzels and churros are sold mostly to food-service customers, schools, cinemas and stadiums.
Moat: narrow (brand, installed base, distribution). Installed base of ICEE dispensing machines and long-standing venue/foodservice relationships.
Headquarters: Pennsauken, New Jersey, US · Founded: 1971 · Employees: 4,600
Size J & J Snack Foods (JJSF) is a United States Consumer Staples company (Food: Specialty/Candy) with a market value of $1.68B, the 1912th largest of 3,117 United States companies the cockpit tracks. Shares closed at $89.83 on 6 Nov 2026.
Performance Over six months the shares gained 17.9%, against -9.9% for the median peer and -1.1% for the United States market (cap-weighted) — 4th highest of 21 in its peer set.
Growth Revenue fell 4.7% over the last twelve months (peer median +2.7%); the operating margin is 6.0% (peer median 6.1%).
Valuation It trades at 24.1× forward earnings against a peer median of 18.2× (4th most expensive of 21).
Price implies For today's price to make sense, revenue must grow about 7% a year for seven years (Req g). Recent delivered growth is +9%, so the hurdle is -2 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 0.3 points above its cost of capital (6.8% WACC).
Short interest Short interest is 4.7% of the free float (15 Oct 2026).
Next results Next results expected around 18 Nov 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $1.52B | $1.58B | $1.57B | $1.56B | $1.38B |
| Revenue growth | — | +1% | +1% | +13% | — |
| Gross profit | $468M | $459M | $479M | $463M | $366M |
| EBITDA | $168M | $170M | $188M | $174M | $119M |
| Net income | $49.3M | $65.6M | $86.6M | $78.9M | $47.2M |
| Free cash flow | $92.0M | $82.3M | $99.5M | $67.5M | -$61.2M |
| Capital expenditure | $74.9M | $82.9M | $73.6M | $105M | $87.3M |
| Total debt | $192M | $164M | $161M | $122M | $112M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| J & J Snack Foods JJSF | $1.68B | +18% | -5% | 6% | 24.1× | 6.8% |
| General Mills GIS | $19.0B | +2% | -4% | 15% | 11.4× | -6.7% |
| Conagra Brands CAG | $7.28B | +8% | -2% | 11% | 10.6× | -4.9% |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | JJSF | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +10.0% | +2.9% | 4th highest of 21 |
| 6-month return | +17.9% | -9.9% | 4th highest of 21 |
| Distance from 52-week high | -8.9% | -21.7% | 6th highest of 21 |
| Revenue growth (TTM) | -4.7% | +2.7% | 3rd lowest of 21 |
| Operating margin | 6.0% | 6.1% | 11th highest of 21 |
| Forward P/E | 24.1× | 18.2× | 4th most expensive of 21 |
| Growth the price implies (Req g, 7 yrs) | 6.8% | 2.4% | 7th most demanding of 17 |
| Growth delivered (Del g) | +9.1% | +6.0% | 4th highest of 17 |
| Hurdle (Req g minus delivered) | -2.3 pp | -6.7 pp | 8th most demanding of 17 |
| ROIC minus cost of capital | +0.3 pp | +0.7 pp | 10th lowest of 21 |
| EV / EBITDA | 10.8× | 10.1× | 6th most expensive of 14 |
| Net debt / EBITDA | 0.8× | 1.0× | 7th least indebted of 14 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| J & J Snack Foods JJSF | United States | $1.68B | +18% | -5% | 6% | 24.1× | 6.8% | +9.1% |
| Three Squirrels 300783.SZ | China | $1.66B | -12% | -13% | 2% | 21.5× | 19.5% | +0.8% |
| Nomad Foods NOMD | United States | $1.64B | +24% | +3% | 13% | 7.3× | -4.1% | +3.6% |
| Corbion CRBN.AS | Netherlands | $1.73B | +37% | -3% | 8% | 19.6× | 11.5% | +5.1% |
| Nongshim 004370.KS | South Korea | $1.74B | +8% | +5% | 6% | 11.8× | -16.1% | +5.9% |
| Sanquan Foods 002216.SZ | China | $1.56B | -18% | +7% | 5% | 18.1× | 2.6% | -1.1% |
| Cloetta CLA-B.ST | Sweden | $1.82B | +16% | 0% | 14% | 20.9× | -0.3% | +8.4% |
| Anhui Jinhe Industrial 002597.SZ | China | $1.83B | -8% | +22% | 4% | 19.4× | 10.3% | +6.0% |
| Robertet RBT.PA | France | $1.84B | +4% | 0% | 15% | 18.3× | -0.4% | +9.4% |
| Kagome 2811.T | Japan | $1.51B | +3% | +3% | 7% | 24.0× | 2.2% | +10.0% |
| NIPPN 2001.T | Japan | $1.50B | +8% | +2% | 5% | 11.3× | n/a | n/a |
| Chacha Food 002557.SZ | China | $1.46B | -17% | +8% | 8% | 15.8× | n/a | n/a |
| Qianhe Condiment & Food 603027.SS | China | $1.43B | -21% | -6% | 14% | 23.9× | 3.1% | +8.8% |
| Nissui 1332.T | Japan | $1.97B | -16% | +8% | 4% | 10.8× | 0.9% | +8.7% |
| Flowers Foods FLO | United States | $1.42B | -20% | +2% | 6% | 8.8× | -7.6% | +3.7% |
| Yantai China Pet Foods 002891.SZ | China | $1.39B | -15% | +21% | 4% | 32.6× | n/a | n/a |
| Chongqing Fuling Zhacai 002507.SZ | China | $2.04B | -6% | +3% | 28% | 18.0× | -0.9% | +1.4% |
| UTZ Brands UTZ | United States | $2.05B | +90% | +2% | 4% | 17.9× | 31.8% | +8.3% |
| CCL Products (India) CCL.NS | India | $1.37B | -20% | +24% | 13% | 25.8× | 17.9% | +29.1% |
| Huabao International 0336.HK | Hong Kong | $1.34B | -25% | +13% | 3% | 25.3× | 16.2% | -2.7% |
| Fufeng 0546.HK | Hong Kong | $1.31B | -37% | +1% | 4% | 7.4× | n/a | n/a |