Sanfilippo John B & Son Inc. Files 2024 10-K

Ticker: JBSS · Form: 10-K · Filed: Aug 21, 2024 · CIK: 880117

Sentiment: neutral

Topics: 10-K, annual-report, confectionery

TL;DR

JBSS 10-K filed. Financials look stable, focus on confectionery products.

AI Summary

Sanfilippo John B & Son Inc. filed its 2024 10-K report on August 21, 2024, detailing its fiscal year ending June 27, 2024. The company, a sugar and confectionery products manufacturer, reported on its financial performance and business operations. Key financial data points include accounts receivable and various product-specific inventory or sales data for periods including 2023 and 2024.

Why It Matters

This filing provides investors and stakeholders with a comprehensive overview of Sanfilippo John B & Son Inc.'s financial health and strategic direction for the past fiscal year.

Risk Assessment

Risk Level: medium — The filing is a standard annual report and does not indicate any immediate or unusual risks.

Key Numbers

Key Players & Entities

FAQ

What is the company's primary business activity?

The company's Standard Industrial Classification is SUGAR & CONFECTIONERY PRODUCTS.

When was the 10-K report filed?

The 10-K report was filed on 20240821.

What is the company's fiscal year end?

The company's fiscal year ends on 0628.

What is the company's business address?

The business address is 1703 N. RANDALL ROAD, ELGIN, IL 60123-7820.

What are some of the product categories mentioned in the filing?

The filing mentions product categories such as Pecans, Almonds, and OtherProduct, with associated dates like 2022-07-01 and 2023-06-29.

Filing Stats: 4,484 words · 18 min read · ~15 pages · Grade level 13.5 · Accepted 2024-08-21 16:09:16

Key Financial Figures

Filing Documents

Business

Item 1. Business 2

Risk Factors

Item 1A. Risk Factors 7

B. Unresolved Staff Comments

Item 1 B. Unresolved Staff Comments 16

Cybersecurity

Item 1C. Cybersecurity 16

Properties

Item 2. Properties 17

Legal Proceedings

Item 3. Legal Proceedings 19

Mine Safety

Item 4. Mine Safety 19 Part II 22

Market for Registrant's Common Equity, Related Stockholder Matters and Issuer Purchases of Equity Securities

Item 5. Market for Registrant's Common Equity, Related Stockholder Matters and Issuer Purchases of Equity Securities 22

Selected Financial Data

Item 6. Selected Financial Data 24

Management's Discussion and Analysis of Financial Condition and Results of Operations

Item 7. Management's Discussion and Analysis of Financial Condition and Results of Operations 25

Quantitative and Qualitative Disclosures About Market Risk

Item 7A. Quantitative and Qualitative Disclosures About Market Risk 34

Financial Statements and Supplementary Data

Item 8. Financial Statements and Supplementary Data 35

Changes in and Disagreements with Accountants on Accounting and Financial Disclosure

Item 9. Changes in and Disagreements with Accountants on Accounting and Financial Disclosure 63

Controls and Procedures

Item 9A. Controls and Procedures 63

Other Information

Item 9B. Other Information 63

Disclosure Regarding Foreign Jurisdictions that Prevent Inspections

Item 9C. Disclosure Regarding Foreign Jurisdictions that Prevent Inspections 63 Part III 64

Directors, Executive Officers and Corporate Governance

Item 10. Directors, Executive Officers and Corporate Governance 64

Executive Compensation

Item 11. Executive Compensation 64

Security Ownership of Certain Beneficial Owners and Management and Related Stockholder Matters

Item 12. Security Ownership of Certain Beneficial Owners and Management and Related Stockholder Matters 64

Certain Relationships and Related Transactions, and Director Independence

Item 13. Certain Relationships and Related Transactions, and Director Independence 64

Principal Accountant Fees and Services

Item 14. Principal Accountant Fees and Services 64 Part IV 65

Exhibits and Financial Statement Schedules

Item 15. Exhibits and Financial Statement Schedules 65

Form 10-K Summary

Item 16. Form 10-K Summary 65

Signatures

Signatures 68 1 PART I

— Business

Item 1 — Business a. General Development of Business John B. Sanfilippo & Son, Inc. was formed as a corporation under the laws of the State of Delaware in 1979 as the successor by merger to an Illinois corporation that was incorporated in 1959. As used throughout this annual report on Form 10-K, unless the context otherwise indicates, the terms "we", "us", "our" or "Company" collectively refer to John B. Sanfilippo & Son, Inc. and its wholly-owned subsidiary, JBSS Ventures, LLC. Our fiscal year ends on the final Thursday of June each year, and typically consists of fifty-two weeks (four thirteen-week quarters). However, the fiscal year ended June 30, 2022 consisted of fifty-three weeks with our fourth quarter containing fourteen weeks. Additional information on the comparability of the periods presented is as follows: References herein to fiscal 2025 are to the fiscal year ending June 26, 2025. References herein to fiscal 2024, fiscal 2023 and fiscal 2022 are to the fiscal years ended June 27, 2024, June 29, 2023 and June 30, 2022, respectively. We are one of the leading processors and distributors of peanuts, pecans, cashews, walnuts, almonds and other nuts in the United States. These nuts are sold under our Fisher , Orchard Valley Harvest , Squirrel Brand and Southern Style Nuts brand names and under a variety of private brands. Additionally, with our acquisition of certain snack bar assets in the second quarter of fiscal 2024, and our internally developed nutrition bar products, we offer our private brand customers a complete portfolio of snack bars. We market and distribute, and in most cases, manufacture or process, a diverse product line of food and snack products, including nutrition bars, snack bars, peanut butter, almond butter, cashew butter, candy and confections, snack and trail mixes, sunflower kernels, dried fruit, corn snacks, chickpea snacks, sesame sticks, other sesame snack products and baked cheese snack products under our brand names, i

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