Sanfilippo John B And Son Inc's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Sanfilippo John B And Son Inc (JBSS) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Sanfilippo John B And Son Inc vs Its Competitors
- TTM: Trailing 12-month revenue of 1,165M vs -M combined for its competitors (100.0% combined share).
- Trending: Latest-quarter revenue run-rate is holding steady (-1.1% annualized vs trailing 12 months).
- Scale: Sanfilippo John B And Son Inc ranks #30 of 61 companies by market capitalization in the Food Processing industry, holding 0.2% of industry market cap.
- Peer revenue share: Sanfilippo John B And Son Inc accounted for 100.0% of combined revenue among its tracked peer group, up from 100.0% a year earlier.
- Peer differentiation: Revenue per employee of $0.66M compares with $0.67M for the peer group (1.0x).
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
JBSS Sales vs. its Competitors, Q1 2026
Sanfilippo John B And Son Inc generated 100.00 % of the combined sales of its peer group, up from 100.00 % a year earlier.
API endpoints for this dataset
For context: the Food Processing industry grew revenue 10.1% year over year, combined, vs -3.5% for Sanfilippo John B And Son Inc. Sanfilippo John B And Son Inc's share of combined industry revenue moved from 0.28% to 0.24%, a loss of 0.03 percentage points.
Sanfilippo John B And Son Inc's Competitor Quality Breadth
Group definitions: see Methodology: Performance Group Definitions.
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Sanfilippo John B and Son Inc | Yes | Yes | Yes | Yes |
| Competitors combined (3) | ||||
| High-Confidence Competitors (1) | ||||
| Similar-Size Competitors (10) | ||||
| Similar Growth & Profitability (8) | 100.00 % (8 of 8) | 50.00 % (4 of 8) | 25.00 % (2 of 8) | 12.50 % (1 of 8) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
JBSS Stock Performance relative to its Competitors
JBSS Stock Performance relative to High-Confidence Competitors
JBSS Stock Performance relative to Similar-Size Competitors
JBSS Stock Performance relative to Similar Growth & Profitability Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | J and j Snack Foods Corp | 282.9% | Outperformed |
| 2 | Kraft Heinz Co | 282.9% | Outperformed |
| 3 | Treehouse Foods Inc | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Sanfilippo John B And Son Inc's best-performing competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Sanfilippo John B And Son Inc's Comment on Competition and Industry Peers
Our nuts and other snack food products compete against products manufactured and sold by numerous other companies in the snack food industry, some of whom are substantially larger and have greater resources than us. In the nut industry, we compete with, among others, The Kraft Heinz Company (Planters brand), Snyder’s-Lance, Inc. (who recently acquired the Emerald and Diamond brands), Treehouse Foods, Inc. and numerous regional snack food processors. Competitive factors in our markets include price, product quality, customer service, breadth of product line, brand name awareness, method of distribution and sales promotion. The combination of our generally vertically integrated operating model with respect to pecans, peanuts and walnuts, our product quality, product offering, brand strength, distribution model and the fact that we focus on nut and nut related products generally enable us to compete in each of these categories, but there can be no guarantee that our products will continue to be competitive with many of our larger competitors.
Publicly Traded Peers of Sanfilippo John B and Son Inc
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
 Sanfilippo John B and Son Inc |
652.92 | 1,165.13 |
 Kraft Heinz Co |
28,724.92 | 24,900.00 |
 J and j Snack Foods Corp |
1,673.83 | 1,524.49 |
 Treehouse Foods Inc |
1,233.72 | 3,335.20 |
| SUBTOTAL | 32,285.38 | 30,924.82 |
Sources: see Methodology: Peer & Competitor Identification, Sourcing.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Sanfilippo John B and Son Inc versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Sanfilippo John B And Son Inc's Competitors Named by the Company
Competitive relationships identified from Sanfilippo John B And Son Inc reports and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| The Kraft Heinz Company | Company report | 85% |
| Treehouse Foods Inc | Company report | 85% |
| J and j Snack Foods Corp | Company report | 85% |
Company report basis, confidence, active dates and source counts for Sanfilippo John B And Son Inc's named competitors require a Commercial License.
Methodology: see Methodology: Peer & Competitor Identification, Sourcing.
Sanfilippo John B And Son Inc's Business Segment Mix vs Peers
Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| Kraft Heinz Co | North America 73.34 % |
| J and j Snack Foods Corp | Food Service 62.35 % |
Source: operating segment revenue as reported in each company's reports (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
Sanfilippo John B And Son Inc's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| Sanfilippo John B and Son Inc | 653 | 658,263 | 31,851 |
| Kraft Heinz Co | 28,725 | 711,429 | -97,143 |
| J and j Snack Foods Corp | 1,674 | 846,941 | 27,374 |
| Treehouse Foods Inc | 1,234 | 450,703 | -32,676 |
| PEERS TOTAL | 31,632 | 673,296 | -81,279 |
Sanfilippo John B And Son Inc's Geographic Revenue Exposure vs Peers
Revenue by country/region as reported in each company's most recent report. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.| Company | Largest Market |
|---|---|
| J and j Snack Foods Corp | US 95.74 % |
Source: revenue geography as reported in each company's reports (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.
Sanfilippo John B And Son Inc's Position in Industry Market Structure
Market-capitalization share and concentration across all 51 companies in Sanfilippo John B And Son Inc's industry classification, broader than the peer set above. Market cap in millions of $.Sanfilippo John B And Son Inc ranks #30 of 51 companies by market capitalization in its industry, holding 0.20 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 1,081, indicating a unconcentrated market structure (see Methodology: Market Structure & Concentration).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | Mondel z International Inc | 84,968 | 26.27 % |
| 2 | Hershey Co | 36,377 | 11.25 % |
| 3 | Kraft Heinz Co | 29,187 | 9.02 % |
| 4 | Tyson Foods Inc | 21,186 | 6.55 % |
| 5 | General Mills Inc | 1,234 | 5.2% |
| 6 | The J M Smucker Company | 1,234 | 5.2% |
| 7 | Magnum Ice Cream Co N v | 1,234 | 5.2% |
| 8 | Mccormick and Company Incorporated | 1,234 | 5.2% |
| 9 | Hormel Foods Corporation | 1,234 | 5.2% |
| 10 | Lamb Weston Holdings Inc | 1,234 | 5.2% |
| 30 | Sanfilippo John B and Son Inc | 647 | 0.20 % |
Market cap and industry share for the rest of Sanfilippo John B And Son Inc's industry peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2026-11-06.
Sanfilippo John B And Son Inc's Same-Size Peers & Stock Performance
Peers chosen by closeness in market-cap rank within the same industry classification (not the named-competitor list above). Trailing 12-month total return, 3-month price momentum, beta and Sharpe ratio vs the broad U.S. market.| Rank | Company | Market Cap | TTM Return |
|---|---|---|---|
| 25 | Flowers Foods Inc | 1,426 | -44.05 % |
| 26 | Utz Brands Inc | 1,260 | 36.02 % |
| 27 | The Simply Good Foods Company | 1,084 | -41.67 % |
| 28 | Bellring Brands Inc | 1,068 | -69.42 % |
| 29 | Seneca Foods Corporation | 1,234 | 12.3% |
| 30 | Sanfilippo John B and Son Inc | 647 | -21.75 % |
| 31 | Mama s Creations Inc | 1,234 | 12.3% |
| 32 | Vital Farms Inc | 1,234 | 12.3% |
| 33 | Once Upon A Farm Pbc | 1,234 | 12.3% |
| 34 | Forafric Global Plc | 1,234 | 12.3% |
| 35 | Lifeway Foods Inc | 1,234 | 12.3% |
Market cap, return, momentum, beta and Sharpe ratio for the rest of Sanfilippo John B And Son Inc's same-size peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation); returns and risk metrics as of 2026-11-06. Beta and Sharpe ratio are versus the broad U.S. equity market, not this industry.
Sanfilippo John B And Son Inc's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Food Processing industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (89 companies). See the full Food Processing industry profitability benchmarks.| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 17.68 % | 21.54 % (avg) | -3.9 pp |
| Operating Margin | 7.00 % | industry median | +6.3 pp |
| EBITDA Margin | 9.93 % | -0.33 % (avg) | +10.3 pp |
| Capital Intensity (Capex / Revenue) | 6.17 % | 4.82 % (avg) | +1.4 pp |
Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.
Sanfilippo John B And Son Inc's Valuation vs Competitive Position
Valuation multiples vs the Food Processing industry average (89 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns. See the full Food Processing industry valuation benchmarks.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | 16.3x | 27.7x | -11.4x |
| EV / EBITDA | 8.3x | 12.1x | -3.8x |
| P/B | 2.5x | 2.4x | +0.0x |
| Return on Equity | 15.04 % | industry aggregate | 6.58 % |
| Return on Invested Capital | 9.26 % | 0.26 % (avg) | 9.00 % |
Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.
Sanfilippo John B And Son Inc's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in company reports.| Metric | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| Revenue Growth | 2.76 % | 1.21 % | -2.63 % | 4.01 % | 12.20 % | -0.52 % | 12.09 % | 2.21 % |
| Operating Margin | 5.87 % | 8.54 % | 9.50 % | 9.41 % | 8.84 % | 9.57 % | 6.20 % | 8.86 % |
| Return on Invested Capital | 9.81 % | 14.12 % | 15.43 % | 15.97 % | 15.12 % | 15.07 % | 9.61 % | 12.33 % |
| P/E | 22.1x | 20.9x | 15.9x | 16.9x | 15.5x | 17.0x | 21.3x | 11.4x |
Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.
Sanfilippo John B And Son Inc's Strategic Group Map
Sanfilippo John B And Son Inc is shown in red; its closest peers by combined growth, margin and ROIC are labeled. See Methodology: Strategic Group Map for how this chart is built.
Sanfilippo John B And Son Inc's trailing-12-month revenue growth of 3.1% and operating margin of 7.0% compares with an average of 1.1% growth and 8.0% margin across its 8 closest peers by combined growth, margin and ROIC -- Sanfilippo John B And Son Inc sits above that peer average on growth and below it on margin.
Source: CSIMarket API, trailing 12 months. Extreme outlier values (from near-zero-revenue companies) are excluded from the plotted cloud but never from the highlighted company or its labeled peers.
Sanfilippo John B And Son Inc's BCG Growth-Share Matrix
See Methodology: BCG Growth-Share Matrix for how relative share and growth are calculated and thresholded.
Sanfilippo John B And Son Inc falls in the Dog quadrant: relative market share of 0.01x vs its largest competitor, in an industry growing revenue 2.1% (median, trailing 12 months).
Source: CSIMarket API (market-cap share and industry revenue growth). The 10% growth and 1.0x share lines are standard textbook thresholds, not derived from this industry's own distribution.
Sanfilippo John B And Son Inc's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Competitive Rivalry | High | Industry HHI of 1,081 (see Industry Market Structure & Concentration above) |
| Barriers to Entry | High (capital intensive) | Capital intensity (capex / revenue) of 6.17 % vs industry average 4.82 % (see Profitability & Cost Structure above) |
Note: see Methodology: Porter's Five Forces. Supplier power and buyer power are covered on Sanfilippo John B And Son Inc's dedicated Suppliers and Customers pages, not here.
Sanfilippo John B And Son Inc's Industry Attractiveness & Competitive Strength
See Methodology: GE/McKinsey Matrix for how the two axes are built.
Sanfilippo John B And Son Inc falls in the Low attractiveness / Medium strength cell: Harvest.
Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.
Sanfilippo John B And Son Inc's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
- Operating margin 6.3 points above the industry median.
- Return on equity 6.6 points above the industry aggregate.
Weaknesses
- Underperforming the U.S.A. 500 over the trailing 12 months.
- Low relative market share vs the industry leader (0.01x).
- Piotroski F-Score of 2 or below, the standard financial-distress signal.
Opportunities
- Trades at a lower P/E than the industry average (16.3x vs 27.7x) despite a higher return on invested capital -- a possible re-rating opportunity.
Threats
- High capital intensity requires continuous reinvestment just to keep pace with the industry.
Methodology: see Methodology: SWOT Analysis.
Sanfilippo John B And Son Inc's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| Sanfilippo John B and Son Inc | 0.01 | 2.13 | 0.11 |
| Kraft Heinz Co | 0.30 | 1.13 | 0.51 |
| J and j Snack Foods Corp | 0.40 | 2.40 | 0.02 |
| Treehouse Foods Inc | 0.12 | 1.27 | 1.00 |
Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
Sanfilippo John B And Son Inc's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| Sanfilippo John B and Son Inc | Q3 2026 | -3.5 % | -29.7 % |
| Kraft Heinz Co | Q2 2026 | -1.4 % | - |
| J and j Snack Foods Corp | Q2 2026 | -6.2 % | -20.1 % |
| Treehouse Foods Inc | Q3 2025 | +0.2 % | - |
| PEERS TOTAL | -1.6 % | - |
Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Sanfilippo John B And Son Inc's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| Sanfilippo John B and Son Inc | Q3 2026 | -2.2 % | -65.2 % |
| Kraft Heinz Co | Q2 2026 | +1.6 % | +1.1 % |
| J and j Snack Foods Corp | Q2 2026 | -9.6 % | -20.5 % |
| Treehouse Foods Inc | Q3 2025 | -3.5 % | -24.0 % |
Sanfilippo John B And Son Inc's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Sanfilippo John B and Son Inc | 8.74% | 11.15% | 15.04% |
| Kraft Heinz Co | - | - | - |
| J and j Snack Foods Corp | 3.67% | 5.03% | 5.40% |
| Treehouse Foods Inc | - | - | - |
ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
Sanfilippo John B And Son Inc's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Sanfilippo John B and Son Inc | 11.54 | 0.56 |
| Kraft Heinz Co | - | 1.15 |
| J and j Snack Foods Corp | 34.34 | 1.10 |
| Treehouse Foods Inc | - | 0.37 |
| PEERS AVERAGE | - | 1.04 |
P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.