MARKET WIRESeeking Alpha • 11h ago
John B. Sanfilippo & Son: Turnaround To Take Time, But Worth Waiting ForSeeking Alpha report covering John B. Sanfilippo & Son Inc. (JBSS) market action, institutional positioning, and fundamental catalysts.
Why JBSS Stock dropped -4.55% Today — RQD Quant Desk Flash
$53.90 -4.55% NASDAQ • Live Quote vs Prior Daily Close (Synced Snapshot)
EXT / AFTER-HRS: $53.36
John B. Sanfilippo & Son Inc. (JBSS) carries a Roarable Rating of C+ (Hold) with 66/100 RQD Confidence. The composite score sits in the neutral Hold band (59–69), meaning current holders don’t need to panic-sell while prospective buyers can wait for a move into the 70+ Buy zone.
ROARABLE C+ • HOLD / WATCH
Cap $660.3M
⚡ INSTANT AI QUANT PREVIEW • $0 FREE TIER
Click Any Pre-Computed AI Quant Specialist Briefing on JBSS Below — or Connect Your Own ChatGPT / Claude
🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief)
Is JBSS stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
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As of 2026-11-02, John B. Sanfilippo & Son Inc. (NASDAQ: JBSS) is rated C+ (Hold / HOLD) by Roarable's 5-pillar RQD engine with a composite confidence score of 66/100 at a spot price of $53.90 (-4.55% 1D, market cap $660.3M). Pillar breakdown: Fundamental Cash Engine 16/20, Institutional 13F & Options Flow 3/20, Executive Insider Alignment 18/20, FRED Macro Regime Fit 11/20, and SEC Balance-Sheet Forensics 18/20. Across 146 tracked Consumer Staples issuers, JBSS ranks #24 in composite RQD confidence.
✓ Pre-computed one-to-many AI Quant brief
🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief)
How does JBSS compare to MAMA and JJSF in the Consumer Staples sector?
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Within the Consumer Staples sector (Specialty Foods), JBSS carries a Roarable C+ (66/100 RQD), trailing P/E of 10.7x, gross margin of 18.0%, and ROIC of 19.2%. By comparison, MAMA (Mama's Creations Inc.) holds a D+ grade (52/100 RQD, P/E 114.4x, ROIC 17.2%, cap $604.9M) and JJSF (J & J Snack Foods Corp.) posts a B grade (74/100 RQD, P/E 23.9x, ROIC 7.9%, cap $1.57B). Among the 5-stock peer group, JBSS leads on earnings multiple (10.7x) while JBSS leads on capital efficiency (19.2% ROIC).
✓ Pre-computed one-to-many AI Quant brief
🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief)
What are the biggest fundamental strengths and SEC risk factors for JBSS?
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Per JBSS's SEC EDGAR XBRL 10-K filing (FY2025, filed 2026-06-25, CIK 0000880117), John B. Sanfilippo & Son Inc. generated $1.18B in revenue (+6.2% YoY), $61.9M in net income, and $35.7M in free cash flow against $617.7M in total assets and $0 in total debt. Key quantitative strengths: Strong cash generator (18% profit margin)—profits are backed by real money, not accounting tricks.. Primary risk factors monitored: Broader market pullbacks can still drag down strong stocks in the short run.. Institutional options positioning shows a 50% call / 50% put premium split.
✓ Pre-computed one-to-many AI Quant brief
🤖 AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists — not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).
INTERACTIVE SCENARIO DECK:
EXT / AFTER-HRS: $53.36 (-1.01%)🧬 Cannibal Buyback (-2.92% YoY Shares)⚙️ Cash Engine: 16/20 (B+) • 3% FCF Margin
Verify 90D Bucket Audit →📊 Historical Track Record: Scores of 66/100 (C+) historically posted market-perform odds over rolling 90-day windows (+1.4% avg 90D alpha vs SPY • 56.0% hit rate — wait for RQD ≥ 70 breakout).
Audit Bucket Track Record →RQD QUANT TACHOMETERHOLD / WATCH • C+
2-of-3 JEV AI Jury Bullish
Cash
SEC
Whale
Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer
5-PILLAR SNOWFLAKE RADARRw C · Rk B
Each axis scored 0–20
12M PRICE TARGET CONE+3.6% Base Target
WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for JBSS)Realized 20D OHLCV Swing Band: ±8.4%
Deterministic 5-Pillar Attribution (66/100 Composite)
🔍 WHY JBSS SCORES 66/100 (C+) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag
▲ #1 Bullish Driver: SEC 10-K Forensic Risk+18/20 pts (27% of score)
Altman Z-Score 4.87 (FORTRESS SAFE (>3.0)) • Piotroski F-Score 7/9
▲ #2 Bullish Driver: Insider Conviction & Share Dilution+18/20 pts (27% of score)
SEC Form 4 / 13F Thermometer: 86% Net Buy • Cannibal Buyback (-2.92% YoY Shares)
▼ #1 Drag / Risk Factor: Whale & Options Positioning4/20 pts (-16 pt drag)
Put hedging (50% put share) caps near-term gamma upside (-16 pts vs max)
📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current
Q1 (-3Q)Grade B+$67.36-2.4% Next Q
74
Q2 (-2Q)Grade B$65.73+2.5% Next Q
71
Q3 (-1Q)Grade B-$67.37-20% Next Q
69
CurrentGrade C+$53.90+1.4% Hist 90D α
66
Trajectory: B+ (74) → C+ (66)Full Audit →
⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)GIDEON ASHMERE // FORENSIC SHORT & KILL-SWITCH DOSSIER
⚔️ Adversarial Opposing Case: Why the JBSS Bull Thesis Could Fail
Even with a 66/100 (C+) score, JBSS faces multiple-compression risk if 10.7x trailing P/E re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.
⚠️ Forensic Kill-Switch #1
Broader market pullbacks can still drag down strong stocks in the short run.
⚠️ Forensic Kill-Switch #2
Dilution & Margin Drag: Cannibal Buyback (-2.92% YoY Shares) — any gross margin slip below 15.5% triggers an automatic RQD downgrade.
⚠️ Forensic Kill-Switch #3
Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($68.22) or 200D SMA ($76.97) invalidates the momentum regime and cuts Target Base ($55.84) toward Bear Floor ($43.56).
🎲 LIVE PREDICTION MARKET ODDS TIED TO $JBSS• $2.4M Crowd Pool • Kalshi / Polymarket Composite
Contract: “JBSS Beats Next Quarter EPS Consensus (Dec 24, 2026) & Holds Above 200D SMA”
AUTOMATED RQD QUANT DESK MOVER BRIEFINGFull Market News Desk →
Why JBSS Stock dropped -4.55% Today — RQD Quant Desk Flash
John B. Sanfilippo & Son Inc. (JBSS) dropped -4.55% to $53.90, trading at 2% of its 52-week range ($53.64 – $92.08). Solid 18% profit margin (19% return on capital), mixed timing at 11x P/E—hold if owned, no rush to chase.
- ▸Technical Tape: Trading at 2% of its 52-week range ($53.64 – $92.08) with RSI-14 at 27.7 (OVERSOLD (<32)).
- ▸Volatility Profile: Historical 20-day realized swing band of ±8.4% around $53.90 (no active unusual options sweep snapshot on file).
- ▸Fundamental Anchor: Roarable C+ (Hold) backed by 18% gross margin and $35.7M annual free cash flow.
Live JBSS Headlines & Catalysts
MARKET WIREYahoo Finance • 14h ago
John B. Sanfilippo & Son, Inc. 1st Quarter Fiscal Year 2027 Operating Results Conference CallYahoo Finance report covering John B. Sanfilippo & Son Inc. (JBSS) market action, institutional positioning, and fundamental catalysts.
MARKET WIREBenzinga • 17h ago
John B Sanfilippo & Son Q1 2027 Earnings Call TranscriptBenzinga report covering John B. Sanfilippo & Son Inc. (JBSS) market action, institutional positioning, and fundamental catalysts.
RISK WATCHYahoo Finance • 20h ago
Sanfilippo & Son (JBSS) Misses Q1 Earnings and Revenue EstimatesYahoo Finance report covering John B. Sanfilippo & Son Inc. (JBSS) market action, institutional positioning, and fundamental catalysts.
RISK WATCHSimply Wall St • 23h ago
John B. Sanfilippo & Son (JBSS) Stock Sinks As Q1 Earnings Margins TightenSimply Wall St report covering John B. Sanfilippo & Son Inc. (JBSS) market action, institutional positioning, and fundamental catalysts.
MARKET WIREwww.marketscreener.com • 1d ago
John B Sanfilippo & Son : 10-28-26 Earningswww.marketscreener.com report covering John B. Sanfilippo & Son Inc. (JBSS) market action, institutional positioning, and fundamental catalysts.
MARKET WIREMarketBeat • 1d ago
John B. Sanfilippo & Son, Inc. (JBSS) - What Are Brokerages Saying About This Stock?MarketBeat report covering John B. Sanfilippo & Son Inc. (JBSS) market action, institutional positioning, and fundamental catalysts.
RISK WATCHTradingView • 1d ago
John B. Sanfilippo & Son Reports Fiscal Q1 2027 Results; Diluted EPS Falls 30%TradingView report covering John B. Sanfilippo & Son Inc. (JBSS) market action, institutional positioning, and fundamental catalysts.
MARKET WIREYahoo • 4d ago
John B. Sanfilippo & Son Q1 Earnings Call HighlightsJohn B. Sanfilippo & Son (NASDAQ:JBSS) reported lower first-quarter fiscal 2027 sales and earnings as pricing pressures, a less favorable product mix and higher operating costs weighed on results, while management pointe
MARKET WIRESeekingAlpha • 4d ago
John B. Sanfilippo & Son, Inc. (JBSS) Q1 2027 Earnings Call TranscriptJohn B. Sanfilippo & Son, Inc.
ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Quantitative Research Desk
Scheduled RQD Strong Buys & Whale Accumulation Briefing (JBSS Tape Review)
- ✓Breakdown of the highest-scoring RQD Green-Light breakouts across our 5,200+ rated universe
- ✓Forensic Red-Light accounting & dilution traps to review on your watchlist
- ✓Includes downloadable .ics calendar invite & nightly RQD rating-change email alerts
RQD INSIDER CLUB WAITLIST$49/YR PLANNED
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JBSS // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: -31.81%▼ SUPPORT BREAKDOWN
2026-11-02O $66.34H $66.34L $53.90C $53.90VOL 267.2K
RES: $78.06SUP: $60.16SMA50: $68.22SMA200: $76.97
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK
JBSS Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure
Share Count & Dilution Monitor (#25)
Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).
Reverse-DCF Expectations Hurdle (#30)
0.2%/yr Implied 5Y Growth
vs. +6.2% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).
Ellis Vennor Setup Ledger (#33)
No active Ellis Vennor swing setup published on JBSS today. View full Setup Ledger →
🦋 Documented & Second-Order Butterfly Connections
Open Graph →
No direct multi-tier Butterfly edges indexed yet for JBSS. Explore sector supply chains on /butterfly.
AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for JBSS today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →
DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK
📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (JBSS)
Consumer Staples Rank #24 of 146
⚔️ MAMA vs JBSS Full Matrix →
1. Head-to-Head Consumer Staples Peer Comparison (JBSS vs. MAMA, JJSF, TR, WYHG)
Industry: Specialty Foods (9 Tracked Issuers)Across 146 tracked Consumer Staples securities in the Roarable RQD universe, John B. Sanfilippo & Son Inc. (JBSS) ranks #24 by composite RQD confidence (66/100, grade C+) and #79 by equity capitalization ($660.3M). Within this direct 5-issuer industry benchmark cohort, JBSS leads on earnings valuation at 10.7x trailing P/E, while JBSS leads on capital efficiency and profitability with 19.2% ROIC and 18.0% gross margin. JJSF currently holds the highest overall quantitative score in the immediate peer group at 74/100 (B) compared with JBSS at 66/100 (C+).
| Ticker / Company | Roarable Grade | RQD Score | Trailing P/E | Gross Margin | ROIC | 1D Change | Market Cap | Head-to-Head |
|---|---|---|---|---|---|---|---|---|
| JBSS
ACTIVE
John B. Sanfilippo & Son Inc. | C+ | 66/100 | 10.7x | 18.0% | 19.2% | -4.55% | $660.3M | Benchmark Subject |
| MAMA Mama's Creations Inc. | D+ | 52/100 | 114.4x | 25.1% | 17.2% | -1.17% | $604.9M | /mama-vs-jbss → |
| JJSF J & J Snack Foods Corp. | B | 74/100 | 23.9x | 29.7% | 7.9% | +1.87% | $1.57B | /jjsf-vs-jbss → |
| TR Tootsie Roll Industries Inc. | D+ | 55/100 | 27.4x | 35.3% | 9.8% | +0.85% | $2.74B | /tr-vs-jbss → |
| WYHG Wing Yip Food Holdings Group Limited | D- | 37/100 | 13.3x | 29.2% | 4.6% | -7.12% | $105.0M | /wyhg-vs-jbss → |
2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)
SEC EDGAR 10-K • FILED 2026-06-25 • CIK 0000880117In its most recent audited fiscal period (FY2025, filed 2026-06-25), John B. Sanfilippo & Son Inc. (JBSS) reported GAAP revenue of $1.18B (+6.2% vs. FY2024 revenue of $1.11B , and +10.2% cumulative change since FY2023) , GAAP net income of $61.9M, operating cash flow of $123.8M, and free cash flow of $35.7M (+277.3% YoY). On the balance sheet, JBSS closed FY2025 with $617.7M in total assets against $0 in total debt (Altman Z-Score: 4.87, Piotroski F-Score: 7/9).
| Fiscal Period | Filing Date | Revenue | Net Income | Operating Cash Flow | Free Cash Flow | Total Assets | Total Debt |
|---|---|---|---|---|---|---|---|
| FY2025 (FY) | 2026-06-25 | $1.18B | $61.9M | $123.8M | $35.7M | $617.7M | — |
| FY2024 (FY) | 2025-06-26 | $1.11B | $58.9M | $30.5M | -$20.2M | $545.3M | — |
| FY2023 (FY) | 2024-06-27 | $1.07B | $60.2M | $101.7M | $101.7M | — | — |
3. JBSS Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)
✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLEDIs JBSS stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
As of 2026-11-02, John B. Sanfilippo & Son Inc. (NASDAQ: JBSS) is rated C+ (Hold / HOLD) by Roarable's 5-pillar RQD engine with a composite confidence score of 66/100 at a spot price of $53.90 (-4.55% 1D, market cap $660.3M). Pillar breakdown: Fundamental Cash Engine 16/20, Institutional 13F & Options Flow 3/20, Executive Insider Alignment 18/20, FRED Macro Regime Fit 11/20, and SEC Balance-Sheet Forensics 18/20. Across 146 tracked Consumer Staples issuers, JBSS ranks #24 in composite RQD confidence.
How does JBSS compare to MAMA and JJSF in the Consumer Staples sector?
Within the Consumer Staples sector (Specialty Foods), JBSS carries a Roarable C+ (66/100 RQD), trailing P/E of 10.7x, gross margin of 18.0%, and ROIC of 19.2%. By comparison, MAMA (Mama's Creations Inc.) holds a D+ grade (52/100 RQD, P/E 114.4x, ROIC 17.2%, cap $604.9M) and JJSF (J & J Snack Foods Corp.) posts a B grade (74/100 RQD, P/E 23.9x, ROIC 7.9%, cap $1.57B). Among the 5-stock peer group, JBSS leads on earnings multiple (10.7x) while JBSS leads on capital efficiency (19.2% ROIC).
What are the biggest fundamental strengths and SEC risk factors for JBSS?
Per JBSS's SEC EDGAR XBRL 10-K filing (FY2025, filed 2026-06-25, CIK 0000880117), John B. Sanfilippo & Son Inc. generated $1.18B in revenue (+6.2% YoY), $61.9M in net income, and $35.7M in free cash flow against $617.7M in total assets and $0 in total debt. Key quantitative strengths: Strong cash generator (18% profit margin)—profits are backed by real money, not accounting tricks.. Primary risk factors monitored: Broader market pullbacks can still drag down strong stocks in the short run.. Institutional options positioning shows a 50% call / 50% put premium split.
Where is JBSS trading relative to its 50-day, 200-day, and 52-week technical levels?
JBSS last traded at $53.90 (-4.55% on volume of 317,997 shares), positioning the stock -20.99% below its 50-day simple moving average ($68.22) and -29.97% below its 200-day simple moving average ($76.97). Across its 52-week range of $53.64 to $92.08, JBSS sits at the 0.7% percentile with a 14-day RSI of 27.7 (OVERSOLD (<32)) and an implied next-earnings move of ±8.4% ($49.37 to $58.43).
JBSS Investor FAQ & Complete 8-Part Research Index
100% OPEN ACCESS • SEC EDGAR × CBOE × FREDWhy is JBSS stock moving today?
Why JBSS Stock dropped -4.55% Today — RQD Quant Desk Flash. Solid 18% profit margin (19% return on capital), mixed timing at 11x P/E—hold if owned, no rush to chase.
ROARABLE RATING BRIEF • RQD 66/100 (C+)
✓ STAGE-C NUMBER FIREWALL VERIFIED
JBSS — John B. Sanfilippo & Son Inc.: What the Facts Mean to a Prospective Investor
Engine: anthropic/claude-haiku-5.5
As of: 2026-11-02T15:34:04Z
Roarable Rating Brief: What This Means to a Prospective Investor
Per the Roarable RQD rating, JBSS scores 66 out of 100, a C+ grade, with the verdict "Roarable Hold — Upper Neutral / Watch for Breakout." The five pillars show a split profile. The fundamental cash engine scores 16 of 20, supported by an ROIC of 19.2% and an FCF yield of 5.41%, which indicates the business is generating meaningful returns on capital relative to the rating model's framework. Insider conviction scores 18 of 20 on SEC Form 4 and Congressional PTR cluster flow, the strongest pillar in the rating. The forensic balance sheet scores 18 of 20, reflecting an Altman Z of 4.87, a Piotroski F of 7/9, and a Debt/Equity of 0.5. Macro regime fit scores 11 of 20 with a Beta of 1.0 and a sector sensitivity factor. Whale 13F flow scores only 3 of 20, indicating weak institutional accumulation and options positioning in the rating's read.
For a prospective investor, the upside case rests on the cash generation, balance sheet strength, and insider activity, while the low institutional flow score means the rating does not see broad "smart money" conviction behind the stock. The valuation context from the market data (P/E TTM of 10.7, EV/EBITDA of 4) suggests the market is pricing the shares at a low multiple, which may reflect the recent price decline of -14.88% and the stock's position within its 52-week range. The rating's verdict of Hold with a watch-for-breakout framing implies the setup is not yet confirmed. This is an analytical summary of the source data, not personalized financial advice.
Snapshot
Financial Trend
| Period | Revenue | Operating Income | Net Income | EPS | FCF | Cash | Debt |
|---|---|---|---|---|---|---|---|
| FY 2025 (filed 2026-06-25) | $1175.7M | $89.2M | $61.9M | N/A | $35.7M | $2.4M | N/A |
| FY 2024 (filed 2025-06-26) | $1107.2M | $84.7M | $58.9M | N/A | $-20.2M | $0.3M | N/A |
| FY 2023 (filed 2024-06-27) | $1066.8M | $85.2M | $60.2M | N/A | $101.7M | N/A | N/A |
Per the SEC financials, revenue rose from $1066.8M in FY 2023 to $1175.7M in FY 2025, and net income moved from $60.2M to $61.9M over the same span. Per the market data, gross margin is 18%, operating margin is 7.6%, and net margin is 5.3%, with ROIC at 19.2%. Per the Roarable RQD rating, the Altman Z-Score is 4.87 and the Piotroski F-Score is 7/9, with Debt/Equity at 0.5. Debt values are not available in source data.
Recent Catalysts & News Wire Analysis
Per the recent news feed, the stock's most prominent item is a Seeking Alpha piece titled around a turnaround that "takes time." Several items relate to the company's first quarter fiscal year 2027 results: an operating results conference call announcement, a Benzinga earnings call transcript, and a MarketScreener earnings listing dated 10-28-26. Two items are flagged RED under RISK WATCH: a Yahoo Finance report stating JBSS missed Q1 earnings and revenue estimates, and a Simply Wall St report describing the stock sinking as Q1 margins tightened. Per the butterfly supply-chain graph, no proprietary signals or supply-chain links are recorded. Consensus, price targets, and analyst coverage are not available in source data.
Butterfly Effect: 2nd-Order Supply-Chain & Sector Ripples
Per the Butterfly Supply-Chain Graph, the supply chain is recorded as "NONE," with no butterfly links and no proprietary signals. Upstream and downstream dependency mapping is not available in source data. Sector correlation data beyond the Beta of 1.0 is not available in source data. Second-order bottlenecks cannot be identified from the provided sources. The news flow's emphasis on Q1 margin tightening is the only margin-pressure signal in the source data, and its transmission path is not available in source data.
Open Questions
- What are the reported EPS and debt figures for FY 2023 through FY 2025, which the source marks as N/A?
- What drove the Q1 fiscal year 2027 margin tightening and revenue miss cited in the news feed?
- What is the composition of institutional 13F holdings, given the rating's low whale-flow score?
- What does the FCF swing from $101.7M in FY 2023 to $-20.2M in FY 2024 reflect operationally?
- What supply-chain dependencies, if any, link JBSS to upstream or downstream sector peers?
JBSS Live News Feed, Press Releases & Catalyst Wire
Real-time company headlines, analyst actions, and sector developments for John B. Sanfilippo & Son Inc. (JBSS) • Click "Debate This Headline" to argue it in the Roar Pit below
🟡 MARKET WIRE Seeking Alpha • 11h ago
John B. Sanfilippo & Son: Turnaround To Take Time, But Worth Waiting For Seeking Alpha report covering John B. Sanfilippo & Son Inc. (JBSS) market action, institutional positioning, and fundamental catalysts.
🟡 MARKET WIRE Yahoo Finance • 14h ago
John B. Sanfilippo & Son, Inc. 1st Quarter Fiscal Year 2027 Operating Results Conference Call Yahoo Finance report covering John B. Sanfilippo & Son Inc. (JBSS) market action, institutional positioning, and fundamental catalysts.
🟡 MARKET WIRE Benzinga • 17h ago
John B Sanfilippo & Son Q1 2027 Earnings Call Transcript Benzinga report covering John B. Sanfilippo & Son Inc. (JBSS) market action, institutional positioning, and fundamental catalysts.
🔴 RISK WATCH Yahoo Finance • 20h ago
Sanfilippo & Son (JBSS) Misses Q1 Earnings and Revenue Estimates Yahoo Finance report covering John B. Sanfilippo & Son Inc. (JBSS) market action, institutional positioning, and fundamental catalysts.
🔴 RISK WATCH Simply Wall St • 23h ago
John B. Sanfilippo & Son (JBSS) Stock Sinks As Q1 Earnings Margins Tighten Simply Wall St report covering John B. Sanfilippo & Son Inc. (JBSS) market action, institutional positioning, and fundamental catalysts.
🟡 MARKET WIRE www.marketscreener.com • 1d ago
John B Sanfilippo & Son : 10-28-26 Earnings www.marketscreener.com report covering John B. Sanfilippo & Son Inc. (JBSS) market action, institutional positioning, and fundamental catalysts.
🟡 MARKET WIRE MarketBeat • 1d ago
John B. Sanfilippo & Son, Inc. (JBSS) - What Are Brokerages Saying About This Stock? MarketBeat report covering John B. Sanfilippo & Son Inc. (JBSS) market action, institutional positioning, and fundamental catalysts.
🔴 RISK WATCH TradingView • 1d ago
John B. Sanfilippo & Son Reports Fiscal Q1 2027 Results; Diluted EPS Falls 30% TradingView report covering John B. Sanfilippo & Son Inc. (JBSS) market action, institutional positioning, and fundamental catalysts.
🔥 THE ROAR PIT • LIVE COMMUNITY DEBATE
3 Active Posts & Replies
JBSS Bull vs. Bear Conversation Board — What's Your Call at $53.90?
🐂 50% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON JBSS 🐻 50% BEARISH CONVICTION
RO RoarDesk_Moderator Roarable Research Desk ⚖️ DEBATE HOST
🎯 Target: $60.99 (+8.0%)
📌 Pinned Debate 🔥 Official Bull vs. Bear Debate: Is JBSS (C+ • RQD 66/100) a Buy at $56.47?
Welcome to the JBSS (John B. Sanfilippo & Son Inc.) Roar Pit. Current RQD Composite is 66/100 (Roarable Hold — Upper Neutral / Watch for Breakout) in Specialty Foods. Bulls point to capital efficiency (19.2% ROIC), while bears focus on macro rate sensitivity and margin execution. Pick your side (🐂 Bull or 🐻 Bear) and drop your price target below.
RI RiskArb_Desk Forensic Accounting Watch 🐻 BEARISH
🎯 Target: $42.35 (-25.0%)
Spot @ $56.47 Pump the brakes on JBSS — check the valuation vs. margin headwinds
Everyone in here is repeating the bull case on JBSS, but look at what you are paying: 10.7x trailing P/E with 18.0% gross margins. Unless John B. Sanfilippo & Son Inc. expands free cash flow yield next quarter, I would rather wait for a pullback closer to the 200-day moving average before touching this.
DE DeltaGamma_99 Verified K Arena Trader 🐂 BULLISH
🎯 Target: $69.46 (+23.0%)
Spot @ $56.47 JBSS cash flow & RQD setup is being underpriced by the Street here
Looking at the 5-pillar RQD breakdown on JBSS, the market is fixating on short-term headline noise in Specialty Foods and ignoring the balance sheet and cash flow trajectory. At $56.47 (52-wk range $53.64 - $92.08), any beat on forward guidance forces shorts and underweight funds to chase.