SANFILIPPO,JOHN B. DL-,01

John B. Sanfilippo & Son reported adjusted EPS of $0.71 for Q4 of fiscal 2026, well below analysts' estimate of $1.30, while revenue of $280.4 million topped forecasts. Margin pressure from recall costs and higher freight and production expenses pushed the gross margin down to 15.7%, despite record full-year revenue of $1.2 billion and annual EPS of $5.26. Management announced plans to expand the bar business, maintain cost discipline and pass through price increases; new production lines are expected to create additional growth potential of more than $300 million over 3–5 years. » Mais em de.investing.com

The board of John B. Sanfilippo & Son approved a special dividend of $1.05 per share and an increased annual dividend of $0.95 per share, bringing the total payout to about $23.6 million. Both payments will be made on September 9, 2026, to shareholders of record on August 17, 2026. The total distribution corresponds to a dividend yield of 4.72%; the annual dividend was raised by $0.05 and marks the ninth consecutive increase. InvestingPro analyst notes consider the stock undervalued, with a P/E of 14.67 and a PEG of 0.7. » Mais em de.investing.com

John B. Sanfilippo and Son is recalling several nut mixes and a Mexican street corn–inspired trail mix sold under Southern Style Nuts, Fisher, Squirrel Brand and Good & Gather after dry milk powder used in the seasonings was linked to a salmonella risk. The seasoning tested negative for salmonella before use, and the company says the recall is a precautionary measure. Consumers are advised not to eat the listed products and to return them for a full refund or replacement. Salmonella can cause severe illness in young children, pregnant people, older adults and immunocompromised individuals. » Mais em cbsnews.com

John B. Sanfilippo has announced a voluntary recall of certain snack mixes due to possible salmonella contamination linked to dry milk powder from California Dairies. Affected items include several trail and mix products (including Good & Gather Mexican Street Corn Trail Mix sold at Target) with best-before dates through August 2027, sold via retail, e-commerce and QVC. No illnesses have been reported to date; customers are advised not to consume the products and to return them for a refund or replacement. Other company products are not affected; the company remains profitable (P/E 14.1, dividend yield 5.1%). » Mais em de.investing.com

John B. Sanfilippo & Son reported Q2 fiscal 2026 EPS of 1.53 USD, beating the analysts' estimate of 1.36 USD. Revenue rose to 314.8 million USD, slightly above expectations, and the gross profit margin improved to 18.8%. The company is investing in production capacity for bars, with production set to start in July 2026; the stock rose about 6.5% in premarket trading. » Mais em de.investing.com