Every material Form 8-K The Marzetti filed with the SEC in 2026, 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.
Marzetti reported fiscal first-quarter results for the three months ended September 30, 2026. Net sales fell 2.4% to $481.5 million, operating income fell $17.8 million to $41.4 million, and diluted earnings per share were $1.07, down from $1.71 a year earlier. The company cited the cyclospora outbreak, higher diesel and freight costs, and Atlanta plant commissioning costs, while the Bachan's acquisition added $17.8 million in sales.
Consolidated net sales declined 2.4% to $481.5 million; excluding $10.7 million of prior-year temporary supply agreement sales, they declined 0.3%.
Gross margin fell 110 basis points to 23.0%, and SG&A expenses rose $10.9 million to $69.3 million.
Net income was $29.3 million, or $1.07 per diluted share, versus $47.2 million, or $1.71, last year; adjusted diluted EPS was $1.14 versus $1.74.
Quarterly cash dividend per share rose to $1.00 from $0.95 a year earlier.
Marzetti disclosed that Tanya Berman, President of the Retail Division of subsidiary T. Marzetti Company, is no longer serving in that role effective October 6, 2026. She is expected to remain an employee until December 31, 2026, and the company expects to enter a severance agreement whose terms have not yet been determined. The filing does not give financial results or a reason for the departure, so the direct effect on shareholders is not quantified.
Tanya Berman no longer serves as President of Retail Division, effective October 6, 2026
Announced October 5, 2026; Berman expected to stay an employee until December 31, 2026
Severance agreement expected, but terms not yet determined; a description will follow in a future SEC filing
Marzetti reported fourth-quarter and fiscal 2026 results for the period ended June 30, 2026. Quarterly net sales fell 2.2% to $465.0 million, while net income rose to $48.3 million, helped by an $18.5 million gain on the sale of its Milpitas, California, property, and adjusted diluted EPS rose 9.0% to $1.46. For shareholders the picture is mixed: reported quarterly sales declined and part of the profit gain came from the one-time property gain, though fiscal 2026 net income rose to $191.6 million and operating cash flow reached a record $283.8 million.
Fourth-quarter net sales were $465.0 million, down 2.2%, or up 0.4% excluding $12.2 million of prior-year temporary supply agreement sales with Winland Foods.
The Bachan's acquisition, which closed May 1, 2026, added $15.4 million of fourth-quarter Retail segment sales.
Fiscal 2026 net income was $191.6 million, or $6.98 per diluted share, versus $6.07 a year earlier; adjusted diluted EPS was $6.83 versus $6.72.
Fiscal 2026 cash dividends totaled $108.8 million and share repurchases totaled $36.3 million; the company increased its regular dividend for the 63rd consecutive year.
The Marzetti Company reported fiscal third-quarter results for the period ended March 31, 2026. Net sales fell 1.0% to $453.4 million and diluted earnings per share dropped to $1.35 from $1.49, though gross profit reached a third-quarter record of $107.2 million.
Net sales declined 1.0% to $453.4 million, with Retail down 3.2% and Foodservice up 1.5%.
Gross profit rose $1.3 million to a third-quarter record $107.2 million; gross margin was 23.6%.
Operating income fell $3.3 million to $46.6 million, reflecting $3.5 million in acquisition-related SG&A costs.
The Bachan's, Inc. acquisition was completed on May 1, 2026.
Marzetti signed a First Amendment to its credit agreement on March 4, 2026. The amendment raises the revolving loan from $150 million to $200 million and adds a $200 million term loan to finance the previously reported acquisition of the Japanese Barbecue Sauce brand Bachan's, Inc. This gives the company new borrowing capacity tied to a specific acquisition, which matters to shareholders because it shows how the deal is being funded.
Revolving loan increases from $150 million to $200 million.
New $200 million term loan will finance the Bachan's, Inc. acquisition.
Total credit could expand by an additional $200 million, subject to lender consent and conditions.
Term loan matures five years after funding, with a springing maturity date of March 6, 2029 under certain conditions.
Marzetti's board appointed Greg Hughes, president and CEO of Suntory Global Spirits, as a Class I director effective February 11, 2026. The company also declared a quarterly cash dividend of $1.00 per share, unchanged from the prior quarter, and said the indicated annual payout for fiscal 2026 is $3.95 per share, up from $3.75 in fiscal 2025.
Greg Hughes appointed to the board effective February 11, 2026, to serve until the 2026 annual meeting; no committee assignments
Non-employee director pay: $75,000 annual retainer, plus restricted stock units with an approximate grant-date market value of $135,000 to be awarded later
Quarterly dividend of $1.00 per share payable March 31, 2026, to shareholders of record on March 6, 2026
Filing says the dividend marks the 63rd consecutive year of increased regular cash dividends
Marzetti reported fiscal second-quarter net sales up 1.7% to $518.0 million and diluted earnings of $2.15 per share, up from $1.78 a year earlier, with gross profit at a second-quarter record of $137.3 million. The company also agreed to acquire Bachan's, Inc. for $400 million, subject to customary adjustments, to be funded with cash on hand and additional financing.
Net sales rose 1.7% to $518.0 million; Retail net sales fell 1.1% to $277.5 million while Foodservice rose 5.2% to $240.4 million.
Diluted EPS was $2.15 versus $1.78; the prior-year quarter included a $0.39 per share noncash pension settlement charge.
Bachan's purchase price is $400 million; Bachan's net sales were approximately $87 million for the twelve months ended December 31, 2025.
The acquisition is expected to close before the June 30, 2026 fiscal year end, subject to regulatory approval and other closing conditions.
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