Sanfilippo John B & Son Inc. Files 2025 10-K

Ticker: JBSS · Form: 10-K · Filed: Aug 20, 2025 · CIK: 880117

Sentiment: neutral

Topics: 10-K, annual-report, financials

TL;DR

JBSS filed 2025 10-K. Financials look solid, check Selma Texas financing.

AI Summary

Sanfilippo John B & Son Inc. filed its 10-K for the fiscal year ending June 26, 2025. The filing details financial performance, business operations in the sugar and confectionery products sector, and includes information on various financial obligations and equity awards. Key dates mentioned include the filing date of August 20, 2025, and the fiscal year end of June 26, 2025.

Why It Matters

This filing provides investors and stakeholders with a comprehensive overview of Sanfilippo John B & Son Inc.'s financial health and operational status for the fiscal year 2025, impacting investment decisions.

Risk Assessment

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

Key Numbers

Key Players & Entities

FAQ

What is the company's primary business sector?

The company operates in the SUGAR & CONFECTIONERY PRODUCTS sector, with SIC code 2060.

When is the company's fiscal year end?

The company's fiscal year ends on June 28 (0628).

What is the company's main business address?

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

Are there any specific financing obligations mentioned?

Yes, the filing mentions 'jbss:SelmaTexasFacilityFinancingObligationMember' and 'jbss:SelmaTexasFacilityFinancingObligationDueInInstallmentsThroughSeptemberOneTwoThousandTwentySixMember'.

What subsequent event is noted regarding dividends?

A subsequent event related to 'jbss:O2025M2DividendsMember' occurred on August 19, 2025.

Filing Stats: 4,491 words · 18 min read · ~15 pages · Grade level 13.6 · Accepted 2025-08-20 16:56:00

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). Additional information on the comparability of the periods presented is as follows: References herein to fiscal 2026 are to the fiscal year ending June 25, 2026. References herein to fiscal 2025, fiscal 2024 and fiscal 2023 are to the fiscal years ended June 26, 2025, June 27, 2024 and June 29, 2023, respectively. We are one of the leading processors and distributors of peanuts, pecans, cashews, walnuts, almonds and other nuts in the United States, and we also manufacture and distribute complete portfolio of snack and nutrition bars ("bars"). These nuts are primarily sold under a variety of private brand names, as well as under our Fisher , Orchard Valley Harvest , Squirrel Brand and Southern Style Nuts brand names. We market and distribute, and in most cases, manufacture or process, a diverse product line of food and snack products, including bars, peanut butter, almond butter, cashew butter, candy and confections, snack and trail mixes, granola, sunflower kernels, dried fruit, corn snacks, sesame sticks, other sesame snack products and baked cheese snack products under our brand names, including Just the Cheese , and under private brands. Our products are sold through three primary distribution channels, including food retailers in the consumer channel, commercial ingredient users and contract manufacturing customers. Our website is accessible t

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