John B. Sanfilippo & Son, Inc. · NASDAQ:JBSS
John B. Sanfilippo & Son — Sanfilippo John B & SON — Investor Presentation (August 2026)
29 slides from John B. Sanfilippo & Son's investor presentation, Aug 25, 2026
Slide 1: FY26 Year End Investor Update
EST. 1922 JOHN B. SANFILIPPO & SON, INC. FISHER ORCHARD VALLEY HARVEST. SQUIRREL NUTS SINCE 1888 FY26 Year End Investor Update NASDAQ: JBSS Proprietary & Confidential | John B. Sanfilippo & Son, Inc.
Slide 2: Forward-Looking Statements
JOHN B. SANFILIPPO & SON, INC. Forward-Looking Statements Some of the statements in this presentation and any statements by management constitute “forward-looking statements” about John B. Sanfilippo & Son, Inc. Such statements include, in particular, statements about our plans, strategies, business
Slide 3: JBSS: Partnering with Private Brands and selling our own National Brands
JOHN B. SANFILIPPO & SON, INC. JBSS | Partnering with the most trusted Private Brands and selling our own National Brands Leading processor and distributor of nuts in the United States Complete real-food portfolio including snack & protein bars, nuts, mixes & confections 1,700+ employees $1B + sales
Slide 4: Our History
JOHN B. SANFILIPPO & SON, INC. JBSS | Our History 1922 Gaspare Sanfilippo and his son John start a pecan shelling company in Chicago, IL as a small storefront operation 1968 First private label customer acquired SUNSHINE 1992-1994 JBSS expands nationwide with the acquisition of Sunshine Nut Co. in S
Slide 5: Where We Are
JOHN B. SANFILIPPO & SON, INC. JBSS | Where We Are LAKEVILLE, MN 5 manufacturing locations HUNTLEY, IL ELGIN, IL GUSTINE, CA 2.6 million square feet production & warehouse space BAINBRIDGE, GA Nut Growing Areas Nut Facility Bars Facility Distribution Center SELMA, TX 349.3M pounds shipped annually1
Slide 6: Capabilities & Expertise
JOHN B. SANFILIPPO & SON, INC. JBSS | Capabilities & Expertise Customer Driven Investment Designed For Growth Technical Leadership Insights Drive Guidance Industry-leading scale for today’s value Built to support category expansion, trends & evolving customer needs Intentional design guided by decad
Slide 7: Our Product Diversification Journey
JOHN B. SANFILIPPO & SON, INC. Our Product Diversification Journey FY16 4.9% 12.4% 23.0% 9.4% 23.3% 13.1% 13.9% Sales by Product Type % of Gross Sales FY26 5.7% 12.5% 23.6% 7.5% 6.8% 18.8% 9.6% 15.5% PEANUTS & PEANUT BUTTER PECANS CASHEWS & MIXED NUTS WALNUTS ALMONDS TRAIL & SNACK MIXES SNACK & NUTR
Slide 8: Strong Financial Performance
Strong Financial Performance Pounds Sold1 In millions 349.3 +2.2% CAGR Margins2 Gross Profit Operating Income 18.0% +3.1% CAGR 349.3 18.0% 270.1 +2.6% CAGR 14.4% 5.6% 7.6% FY16 FY26 FY16 FY26 Diluted EPS2 Avg Daily Stock Price $5.26 $71.83 $2.68 +7.0% CAGR $5.26 $56.13 +2.5% CAGR $71.83 FY16 FY26 FY
Slide 9: EBITDA Trends
JOHN B. SANFILIPPO & SON, INC. EBITDA Trends $120,000 EBITDA1 In $ thousands $0.40 EBITDA per Pound Sold2 in pennies per pound $100,000 $80,000 $0.35 $0.30 $0.25 $60,000 $0.20 $40,000 $20,000 $0.15 $0.10 $0.05 $0 FY16 FY17 FY18 FY19 FY20 FY21 FY22 FY23 FY24 FY25 FY26 $0.00 FY16 FY17 FY18 FY19 FY20 F
Slide 10: Returning Cash to Shareholders and Investing in the Future
JOHN B. SANFILIPPO & SON, INC. Returning Cash to Shareholders and Investing in the Future Dividends Paid by Calendar Year $6.00 $5.00 $4.00 $3.00 $2.00 $1.00 $- 8.8% 3.9% 3.8% 6.1% 4.3% 6.3% 4.1% 3.5% 3.2% 2.2% 4.4% $5.00 $2.00 $2.00 $4.40 $2.85 $4.80 $2.50 $2.70 $2.25 $0.60 $2.55 $0.50 $0.55 $0.60
Slide 11: Strong Foundation for Future Success
JOHN B. SANFILIPPO & SON, INC. Strong Foundation for Future Success Net Working Capital $158,914 $181,378 FY16 FY26 Debt to Equity 17.7% 21.9% FY16 FY26 Debt to EBITDA 0.67 0.73 FY16 FY26 Return on Equity 12.1% 16.3% FY16 FY26 Source: JBSS Form-10K. Proprietary & Confidential | John B. Sanfilippo &
Slide 12: FY 2026 Results
JOHN B. SANFILIPPO & SON, INC. FY 2026 Results Proprietary & Confidential | John B. Sanfilippo & Son, Inc. 12
Slide 13: Building Our 5 Year Future
JOHN B. SANFILIPPO & SON, INC. Were nuts about creating real food that brings joy, nourishes people, and protects the planet. WHAT MATTERS MOST BUILDING OUR 5 YEAR FUTURE Expand Customer Base Diversify customers by entering new retailers, channels and segments Provide Differetiated Products Strength
Slide 14: Net Sales by Distribution Channel
JOHN B. SANFILIPPO & SON, INC. Net Sales by Distribution Channel FY26 10% 8% $1.2B Total Net Sales1 82% Consumer Commercial Ingredients Consumer Channel Commercial Ingredients Contract Packaging Consumer Channel Breakdown2 15% Branded 85% Private Label 12% All Other 20% OVH 68% Fisher 81% Nut & Trai
Slide 15: Consumer Channel
JOHN B. SANFILIPPO & SON, INC. Consumer Channel $960M Net Sales +6% versus FY25 Key Drivers Diversify Portfolio New Customers GROCERY Existing Customers New Categories Source: JBSS Form 10-K. Proprietary & Confidential | John B. Sanfilippo & Son, Inc. 15
Slide 16: Diversification will drive growth in the consumer channel
JOHN B. SANFILIPPO & SON, INC. Diversification will drive growth in the consumer channel Diversify Portfolio MIXED NUTS MIXED NUTS New Customers GROCERY MASS CLUB E-COMM Existing Customers Proprietary & Confidential | John B. Sanfilippo & Son, Inc. 16
Slide 17: Commercial Ingredients Channel
JOHN B. SANFILIPPO & SON, INC. Commercial Ingredients Channel $120M Net Sales +10% versus FY25 Key Drivers New Customers New Customers Existing Customers Strong growth in Non-Commercial Pricing Action Source: JBSS Form 10-K. Proprietary & Confidential | John B. Sanfilippo & Son, Inc. 17
Slide 18: Contract Manufacturing
JOHN B. SANFILIPPO & SON, INC. Contract Manufacturing $95M Net Sales +4% versus FY25 Key Drivers Increased sales with key customer Product line extensions with top customers Source: JBSS Form 10-K. Proprietary & Confidential | John B. Sanfilippo & Son, Inc. 18
Slide 19: Long Term Strategy
JOHN B. SANFILIPPO & SON, INC. LONG TERM Strategy Proprietary & Confidential | John B. Sanfilippo & Son, Inc. 19
Slide 20: Our Long-Term Growth Pillars
JOHN B. SANFILIPPO & SON, INC. Our Long-Term Growth Pillars Accelerate Private Label Bars Growth Continue to expand capacity Invest in category & consumer insights Innovate in growth segments of the bar market Maintain Core Private Label Nut & Trail Business Focus on strategic & growth customers Div
Slide 21: Portfolio strategy balances high-growth categories with mature businesses
JOHN B. SANFILIPPO & SON, INC. Our portfolio strategy balances investment in high-growth categories with disciplined management of mature businesses to deliver sustainable, profitable growth. GROWTH OUTLOOK to DEMOGRAPHICS Older Younger OPPORTUNITY TO GROW PRIVATE LABEL SHARE Limited KEYS TO WIN Pri
Slide 22: Snack Nut & Trail category is facing growth challenges
JOHN B. SANFILIPPO & SON, INC. Snack Nut & Trail category is facing growth challenges, with soft volume, over-indexed Private Label share and older core consumers Category Pound Sales1 in millions 1,606 1,584 1,579 1,589 1,530 FY22 FY23 FY24 FY25 FY26 Private Label share of Snack Nut & Trail categor
Slide 23: Trends reinforce a disciplined strategy to defend category leadership
JOHN B. SANFILIPPO & SON, INC. Trends reinforce a disciplined strategy to defend category leadership and maximize profitability Category Market Outlook Snack Nut & Trail Recipe Nuts Branded Nuts We will defend our leadership in Private Label Snack Nuts & Trail through disciplined pricing, operationa
Slide 24: Bar category fundamentals remain strong
JOHN B. SANFILIPPO & SON, INC. Bar category fundamentals remain strong, reinforcing our long-term growth strategy Category Pound Sales1 in millions 1,219 1,200 1,171 1,188 1,201 FY22 FY23 FY24 FY25 FY26 Bars under-index in Private Label with lots of opportunity for growth Private Label Pound Share2
Slide 25: Investments in Bar capacity and capabilities strengthening growth
JOHN B. SANFILIPPO & SON, INC. Our investments in Bar capacity and capabilities are strengthening growth across diverse customers and high-value nutrition bars Bars Category is $10.1B1 Category made up of three segments +2.8% vs PY -2.5% vs PY -0.3% vs PY Nutrition 59% Mainstream 30% Kid-Friendly 11
Slide 26: Category trends and retailer expectations for Bars
JOHN B. SANFILIPPO & SON, INC. Category trends and retailer expectations reinforce our strategy to invest in capabilities and innovation for Bars Category Market Outlook Nutrition Bars Mainstream Bars Kid Fuel Our strategy is focused on the highest-growth bar segments while maintaining disciplined p
Slide 27: Plan execution will increase bar penetration
JOHN B. SANFILIPPO & SON, INC. Successful plan execution will increase bar penetration, creating a more balanced portfolio to maximize profitability 70% Nut & Trail 30% Snack Bars Execution of this plan will: Accelerate growth in Private Label Bars through expanded capabilities, innovation and custo
Slide 28: Appendix
JOHN B. SANFILIPPO & SON, INC. APPENDIX Proprietary & Confidential | John B. Sanfilippo & Son, Inc. 28
Slide 29: Reconciliation of Net Income to EBITDA
JOHN B. SANFILIPPO & SON, INC. Reconciliation of Net Income to EBITDA (in $,000's) FY16 FY17 FY18 FY19 FY20 FY21 FY22 FY23 FY24 FY25 FY26 NET INCOME 30,395 36,125 32,500 39,466 54,110 59,741 61,787 62,857 60,249 58,934 61,934 INTEREST EXPENSE 3,492 2,910 3,463 3,060 2,005 1,441 1,921 2,159 2,549 3,5
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