JJSF — what changed in the latest 10-Q
A section-by-section comparison of JJSF's newest periodic SEC filing (10-K/10-Q) against the prior same-form filing: paragraphs added and removed per section, with verbatim excerpts. Purely a deterministic text diff — no similarity scores, no directional read, not investment advice.
Comparing 10-Q · 2026-05-07 vs the prior 10-Q · 2026-02-05
| Section | Outcome | Added | Removed | Minor | Unchanged |
|---|---|---|---|---|---|
| MD&A | Text added/removed | +32 | −19 | ~23 | 14 |
| Market risk (Item 3) | No paragraph-level changes | 0 | 0 | 0 | 1 |
| Controls & procedures | Text added/removed | 0 | 0 | ~2 | 0 |
| Legal proceedings | No paragraph-level changes | 0 | 0 | 0 | 1 |
| Other information | Text added/removed | 0 | 0 | ~1 | 0 |
Counts are paragraphs; added/removed means text added or removed vs the prior filing — no direction or judgement implied.
Not shown (absent or not faithfully extractable): Risk factors
Representative excerpts
Up to 5 excerpts of about 300 characters per section, quoted verbatim from the two SEC filings.
MD&A
Text added vs the prior filing · source: 10-Q · 2026-05-07
Gross Profit increased by $5.7 million, or 3.0%, to $195.3 million for the six months ended March 28, 2026. As a percentage of sales, gross profit increased from 26.4% to 28.4%. The increase in gross profit as a percentage of sales was largely driven by the benefits of our previously announced plant…
Operating Expenses increased $7.8 million, or 8.7%, to $97.5 million for the three months ended March 28, 2026. As a percentage of sales, operating expenses increased from 25.2% to 28.3%. Operating expenses included $4.8 million of plant closure expenses, which increased operating expenses as a perc…
The remaining increase in operating expenses was most notably driven by increases in selling and marketing expenses, and general and administrative expenses. As a percentage of sales, selling and marketing expenses increased from 8.0% to 8.7% and from $28.5 million to $30.1 million in the three mont…
As a percentage of sales, distribution expenses increased from 11.7% to 12.1%, but declined slightly from $41.8 million to $41.7 million in the three months ended March 28, 2026. An increase in expenses related to higher fuel costs was offset by the benefit of lower sales volumes in the quarter.
Operating Expenses increased $15.5 million, or 8.8%, to $192.9 million for the six months ended March 28, 2026. As a percentage of sales, operating expenses increased from 24.7% to 28.0%. Operating expenses included $10.9 million of plant closure expenses and a partly offsetting $0.8 million gain on…
Text removed vs the prior filing · source: 10-Q · 2026-02-05
The recent addition of six new production lines which has significantly expanded our capacity and allowed us to meet growth opportunities across our core products such as pretzels, churros and frozen novelties.
Implementation of a new ERP system in fiscal 2022 which has helped to create efficiencies and streamline internal processes.
Operating Expenses increased $7.7 million, or 8.8%, to $95.4 million for the three months ended December 27, 2025. As a percentage of sales, operating expenses increased from 24.2% to 27.7%. Operating expenses included $6.1 million of plant closure expense and a partly offsetting $0.8 million gain o…
The remaining increase in operating expenses was most notably driven by an increase in selling and marketing expenses. As a percentage of sales, selling and marketing expenses increased from 7.9% to 9.2%, with the increase primarily attributable to increased commission costs on retail vending sales,…
As a percentage of sales, distribution expenses remained materially consistent in the three months ended December 27, 2025, increasing slightly from 10.9% to 11.1%, but declining from $39.6 million to $38.1 million. The overall decrease was primarily attributable to the lower sales volumes in the qu…
How to read Risk Factors (Item 1A) in a 10-Q
A 10-Q risk-factor section usually takes one of three forms; this page classifies it as one of:
- Pointer — the filer states there have been no material changes and points back to the annual 10-K risk factors; there is no own risk text to compare this quarter.
- Partial update — the filer carves out specific updated risks ("except as set forth below"); the excerpts show exactly what is new this quarter.
- Restated in full — the quarter carries the complete risk-factor text. When the prior quarter was only a pointer there is no prior full text to diff against, so the page flags the section as restated instead.
This describes the filing structure only — it is never a judgement on whether risk went up or down.
Source: text-level diff of the two SEC EDGAR filings · deterministic (no AI-generated content) · for reference only · not investment advice