John B. Sanfilippo & Son Inc. (NASDAQ: JBSS) is a food processing and distribution company that processes and distributes nuts, bars, trail mixes, and snack food products in the United States. Revenue comes from transactional sales across three customer channels: retail and wholesale, commercial ingredient, and contract manufacturing. The company markets products under owned brands including Fisher, Orchard Valley Harvest, Squirrel Brand, Southern Style Nuts, and Just the Cheese, as well as under retailer private label brands whose trademarks are owned by the respective customers. Principal products are raw and processed nuts and bars, which together with trail and snack mixes accounted for approximately 92% of gross sales over the last three fiscal years ended June 26, 2025. The company operates a generally vertically integrated model for pecans, peanuts, and walnuts. As of June 26, 2025, JBSS employed approximately 1,900 full-time employees. Competitors include Hormel Foods (Planters), General Mills (Nature Valley), PepsiCo (Quaker), Mondelez (CLIF), Kellanova (Nutrigrain), and Mars (KIND).

Revenue model

Transactional product sales across retail and wholesale, commercial ingredient, and contract manufacturing channels. Some commercial ingredient customers operate under fixed-price commitments typically spanning three to twelve months. Fixed-price commitments with terms of six months or more represented approximately 2% of annual net sales in fiscal 2025 (year ended June 26, 2025).

Products and services

Principal products are raw and processed nuts (almonds, pecans, peanuts, black walnuts, English walnuts, cashews, macadamia nuts, pistachios, pine nuts, Brazil nuts, filberts) and bars (chewy granola, fruit and grain, sweet and salty, dipped chewy granola, crunchy, energy, fiber and nut bars). Additional products include peanut butter, trail and snack mixes, salad toppings, dried fruit, chocolate and yogurt coated products, recipe ingredients, and bulk food products. Brands include Fisher, Orchard Valley Harvest, Squirrel Brand, Southern Style Nuts, and Just the Cheese.

Customers and end markets

Customers include domestic retailers, wholesalers, commercial ingredient buyers, and contract manufacturing customers. The company also sells bulk food products. Private label products are sold to retailers who own the respective trademarks. End markets are retail snack food and commercial food ingredient.

Value-chain role

Processor and distributor with a generally vertically integrated operating model for pecans, peanuts, and walnuts. The company manufactures, processes, markets, and distributes products. It also performs contract manufacturing for third parties.

Geographic exposure

Domestic United States sales to retailers, wholesalers, commercial ingredient customers, and contract manufacturing customers. Trademarks are registered in various foreign jurisdictions, though primary operations are U.S.-based per the 10-K filed August 20, 2025.

Competitors

Hormel Foods Corp. (Planters brand), Diamond brand, General Mills (Nature Valley brand), PepsiCo Inc. (Quaker brand), Mondelez (CLIF brand), Kellanova (Nutrigrain brand), Mars (KIND brand)

Source: SEC 10-K, filed 2025-08-20

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