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 ...

J&J Snack Foods Corp (NASDAQ:JJSF) Q4 2022 Results Conference Call November 15, 2022 10:00 AM ET Company Participants Norberto Aja - JCIR Dan Fachner - President, CEO & Director Ken Plunk - SVP, Treasurer & CFO Conference Call Participants Connor Rattigan - Consumer Edge Research Robert Dickerson - Jefferies Todd Brooks - The Benchmark Company Andrew Wolf - CL King & Associates Operator Hello, thank you for standing by, and welcome to the J&J Snack Foods Fiscal 2022 Fourth Quarter Conference Call. At this t ...

J&J Snack Foods Corp (NASDAQ:JJSF) Q3 2022 Earnings Conference Call August 3, 2022 9:00 AM ET Company Participants Norberto Aja - JCIR Daniel Fachner - President, CEO & Director Ken Plunk - SVP, Treasurer & CFO Conference Call Participants Andrew Wolf - CL King & Associates Robert Dickerson - Jefferies Connor Rattigan - Consumer Edge Research Trevor Sahr - William Blair & Company Todd Brooks - The Benchmark Company Operator Welcome to the J&J Snack Foods Fiscal Third Quarter 2022 Earnings Conference Call. M ...

J & J Snack Foods Corp. (NASDAQ:JJSF) Q2 2022 Earnings Conference Call May 3, 2022 10:00 AM ET Company Participants Norberto Aja - IR Daniel Fachner - CEO Ken Plunk - CFO Conference Call Participants Ryan Bell - Consumer Edge Research Rob Dickerson - Jefferies Todd Brooks - CL King & Associates Disclaimer*: This transcript is designed to be used alongside the freely available audio recording on this page. Timestamps within the transcript are designed to help you navigate the audio should the corresponding t ...

J & J Snack Foods Corp. (NASDAQ:JJSF) Q1 2022 Earnings Conference Call February 1, 2022 10:00 AM ET Company Participants Norberto Aja - Investor Relations Dan Fachner - Chief Executive Officer Ken Plunk - Chief Financial Officer Lynwood Mallard - Chief Marketing Officer Conference Call Participants Rob Dickerson - Jefferies Todd Brooks - CL King & Associates Ryan Bell - Consumer Edge Research Robert Costello - Asset Management Inc. Disclaimer*: This transcript is designed to be used alongside the freely ava ...

J&J Snack Foods Corp. (NASDAQ:JJSF) Q4 2021 Results Conference Call November 16, 2021 10:00 AM ET Company Participants Norberto Aja - IR Dan Fachner - CEO Ken Plunk - CFO Conference Call Participants Ryan Bell - Consumer Edge Research Operator Welcome to the J&J Snack Foods Fourth Quarter Earnings Conference Call. My name is James, and I’ll be your operator for today’s call. At this time, all participants are in a listen-only mode. Later, we will conduct a question-and-answer session. [Operator Instructions ...

J&J Snack Foods Corp. (NASDAQ:JJSF) Q3 2021 Earnings Conference Call July 27, 2021 10:00 AM ET Company Participants Daniel Fachner - President and CEO Conference Call Participants Ryan Bell - Consumer Edge Research Robert Costello - Asset Management Inc. Operator Welcome to the J&J Snack Foods' Third Quarter Earnings Call. My name is Danielle and I'll be your operator for today's call. At this time, all participants are in a listen-only mode. Later we will conduct a question-and-answer session. [Operator In ...

J & J Snack Foods Corp. (NASDAQ:JJSF) Q2 2021 Earnings Conference Call April 27, 2020 10:00 AM ET Company Participants Daniel Fachner - President Gerry Shreiber - Founder, Chairman and CEO Ken Plunk - Senior Vice President and CFO Marjorie Roshkoff - Vice President and General Counsel Bob Radano - COO Bob Pape - Senior Vice President of Sales Conference Call Participants Ryan Bell - Consumer Edge Research Jon Andersen - William Blair & Company Todd Brooks - CL King & Associates Rob Dickerson - Jefferies R ...