UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the period ended June 24, 2023 or ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Commission File Number: 0-14616 J & J SNACK FOODS CORP. (Exact name of registrant as specified in its charter) New Jersey 22-1935537 (State or other jurisdiction of (I.R.S. Employer incorporation or o ...

J&J Snack Foods Corp. (NASDAQ:JJSF) Q3 2023 Results Conference Call August 1, 2023 10:00 AM ET Company Participants Norberto Aja - IR, JCIR Dan Fachner - President, CEO & Director Ken Plunk - SVP, CFO & Treasurer Conference Call Participants Connor Rattigan - Consumer Edge Andrew Wolf - CL King Robert Dickerson - Jefferies Todd Brooks - Benchmark Company Operator Good day, ladies and gentlemen, and thank you for standing by. Welcome to the J&J Snack Foods fiscal 2023 Third Quarter Conference Call. At this t ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the period ended March 25, 2023 or ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Commission File Number: 0-14616 J&J SNACK FOODS CORP. (Exact name of registrant as specified in its charter) New Jersey 22-1935537 (State or other jurisdiction of (I.R.S. Employer incorporation or or ...

财务数据和关键指标变化 - 公司第二季度净销售额为3.379亿美元,同比增长20% [8][25] - 毛利润为9.04亿美元,同比增长38.3%,毛利率为26.8%,较上年同期的23.2%有所提升 [29][30] - 营业收入为1.02亿美元,同比增长149.3% [33] - 调整后每股收益为0.43美元,较上年同期的0.19美元大幅增长 [33] - 调整后EBITDA为2.75亿美元,同比增长52.5% [33] 各条业务线数据和关键指标变化 - 食品服务业务销售额增长23.8%至2.183亿美元,占总销售的65% [25][26] - 软质面包销售增长28.3% - 奇乐饼销售增长42.8% - 冰淇淋销售增长264.2%,包括Dippin' Dots的销售贡献 [26] - 零售业务销售额增长13.7%至4,640万美元 [27][28] - 冰淇淋销售增长9.8% - 软质面包销售增长1.7% - 冰冻饮料业务销售额增长13.7%至7,320万美元 [28] - 饮料销售增长18.2% - 维修和设备销售分别增长7.5%和9.4% [28] 各个市场数据和关键指标变化 - 电影院渠道销售强劲反弹,ICEE品牌在快餐和休闲餐饮渠道持续增长 [13][40][41] - Dippin' Dots在电影院渠道的分销网络不断扩大,已安装290家Regal影院,并计划在第三季度进入更多影院 [17] - 公司正在评估将Dippin' Dots品牌拓展至零售渠道的冰淇淋产品 [18] 公司战略和发展方向及行业竞争 - 公司持续投资和优化业务,包括新增5条自动化生产线,以支持核心产品的销售增长 [19] - 公司正在整合和优化配送网络,从30多个配送点整合到6-8个战略性的配送中心,以提高效率和降低成本 [19][20] - 公司正在评估潜在的并购机会,以补充现有品牌组合和业务模式 [21] - 公司看好核心品牌和产品的增长前景,并将继续投资于品牌营销和产品创新 [12][22] 管理层对经营环境和未来前景的评论 - 尽管面临持续的通胀压力,但消费者对公司品牌和产品的需求保持强劲 [8] - 公司有信心能够在第三季度和第四季度实现30%的毛利率目标 [78][79] - 公司对未来6个月的销售前景保持乐观,认为各业务板块都有良好的增长势头 [90][91] 问答环节重要的提问和回答 问题1 **Connor Rattigan 提问** 询问公司在各渠道的销量情况,特别是电影院渠道 [39][40][41] **Daniel Fachner 回答** 公司正在密切关注各渠道的销量情况,电影院渠道有较强的反弹,但整体经济环境的不确定性仍需谨慎关注 [40][41] 问题2 **Jon Andersen 提问** 询问公司的定价策略如何应对通胀压力 [49][50] **Ken Plunk 回答** 公司已在去年采取了多轮价格调整,目前正密切关注未来是否需要进一步调整,需要平衡价格和销量的影响 [50][51][52] 问题3 **Andrew Wolf 提问** 询问公司是否有足够产能支持销售团队的积极销售 [70][71] **Daniel Fachner 回答** 公司通过新增产能线,已经能够更好地满足销售团队的需求,销售团队也能够更积极主动地开拓市场 [71][72][73]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the period ended December 24, 2022 or ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Commission File Number: 0-14616 J&J SNACK FOODS CORP. (Exact name of registrant as specified in its charter) New Jersey 22-1935537 (State or other jurisdiction of (I.R.S. Employer incorporation or ...

J&J Snack Foods Corp. (NASDAQ:JJSF) Q1 2023 Earnings Conference Call January 31, 2023 10:00 AM ET Company Participants Norberto Aja - JCIR Dan Fachner - CEO Ken Plunk - CFO Conference Call Participants Andrew Wolf - CL King Todd Brooks - Benchmark Company Connor Rattigan - Consumer Edge Jon Anderson - William Blair Robert Dickerson - Jefferies Operator Good day, ladies and gentlemen, and thank you for standing by. Welcome to the J&J Snack Foods Fiscal 2023 First Quarter Conference Call. At this time, all pa ...