Every material Form 8-K John B. Sanfilippo & Son filed with the SEC in 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
John B. Sanfilippo & Son reported fiscal 2026 first-quarter results for the period ended September 25, 2025. Net sales rose 8.1% to $298.7 million, mainly because the weighted average selling price per pound rose 8.9%, while sales volume fell 0.7%, and diluted EPS increased 59% to $1.59. Management said sustaining this level of EPS improvement for the rest of fiscal 2026 may be challenging.
Net sales increased $22.5 million, or 8.1%, to $298.7 million; sales volume decreased 0.7% to 90.5 million pounds.
Diluted EPS was $1.59 versus $1.00 a year earlier; net income was $18.7 million versus $11.7 million.
Gross profit margin rose to 18.1% of net sales from 16.9%; total inventories increased $40.2 million, or 20.6%.
Management said sustaining this quarter's EPS improvement for the rest of fiscal 2026 may be challenging; the investor call is set for October 30, 2025 at 10:00 a.m. Eastern.
John B. Sanfilippo & Son reported fiscal 2025 fourth-quarter and full-year results. Quarterly diluted EPS rose 33.7% even as net sales slipped 0.2% and gross profit fell 2.4%, while full-year net sales rose 3.8% but diluted EPS fell 2.3%. The release gives no numeric fiscal 2026 forecast and cites tariffs, inflation and commodity costs as ongoing uncertainties.
Q4 net sales fell 0.2% to $269.1 million; Q4 diluted EPS rose 33.7% to $1.15
Full-year net sales rose 3.8% to $1.11 billion; full-year diluted EPS fell 2.3% to $5.03
Gross profit margin fell to 18.4% for the full year from 20.1%, mainly due to higher commodity acquisition costs
Special dividend of $0.60 per share and annual dividend of $0.90 per share, both payable September 11, 2025
John B. Sanfilippo & Son, Inc. eliminated its Vice President, General Counsel position on August 5, 2025, and on August 12, 2025 signed a separation agreement with Gina Lakatos, who held the role. The filing describes a $150,000 separation payment and 26 weeks of COBRA health insurance premium reimbursement in exchange for customary releases and restrictive covenants, a routine executive departure with limited direct financial effect.
Position eliminated: Vice President, General Counsel, announced August 5, 2025
Separation agreement dated August 12, 2025 with Gina Lakatos
Separation payment of $150,000 plus reimbursement of 26 weeks of COBRA health insurance premiums
John B. Sanfilippo & Son said it eliminated the Vice President, General Counsel position, and Gina Lakatos left the company on August 5, 2025 to pursue other opportunities. The filing thanks Lakatos for her contributions to the company's legal function and does not name a successor or describe any financial effect.
Position eliminated: Vice President, General Counsel, announced August 5, 2025
Gina Lakatos left the company on August 5, 2025 to pursue other opportunities
Filing does not name a replacement or state any financial impact
Report dated August 8, 2025, signed by CFO Frank S. Pellegrino
John B. Sanfilippo & Son reported third-quarter fiscal 2025 results for the quarter ended March 27, 2025. Net sales fell 4.0% to $260.9 million on a 7.9% drop in sales volume, while diluted EPS rose 49.6% to $1.72, helped by a 21.4% gross margin and inventory valuation adjustments the company said may not recur next quarter. Nine-month diluted EPS fell 10.0% to $3.87, and the CEO said the company plans to spend approximately $90 million on domestic production equipment by the end of fiscal 2026.
Net sales decreased $11.0 million, or 4.0%, to $260.9 million; sales volume fell 7.9% to 84.7 million pounds.
Diluted EPS rose 49.6% to $1.72 from $1.15 a year earlier; gross margin increased to 21.4% from 18.1%.
Gross profit benefited from inventory valuation adjustments that the company said may not recur next quarter.
Nine-month diluted EPS decreased 10.0% to $3.87; the company plans about $90 million in equipment spending by the end of fiscal 2026.
John B. Sanfilippo & Son reported fiscal 2025 second-quarter results ended December 26, 2024. Net sales rose 3.4% to $301.1 million on a 7.1% increase in sales volume, but gross profit fell 9.8% to $52.3 million and diluted EPS fell 29.3% to $1.16, so shareholders see higher sales alongside lower profit.
Net sales increased $9.8 million, or 3.4%, to $301.1 million; sales volume rose 7.1% to 96.3 million pounds
Gross profit decreased 9.8% to $52.3 million; gross margin fell to 17.4% of net sales from 19.9%
Diluted EPS decreased 29.3% to $1.16 per share; the prior-year quarter included a one-time $2.2 million bargain purchase gain tied to the Lakeville Acquisition
Six-month net sales rose 9.9% to $577.3 million, while six-month diluted EPS fell 31.4% to $2.16
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