The Marzetti Company to Report Earnings Tuesday After Missing Revenue Estimates Last Quarter

The Marzetti Company will report earnings Tuesday before market open, after a quarter in which revenue came in at $465 million, down 2.2% year on year and below analysts' expectations. The FinancialContent Business Page reported the schedule and the prior-quarter figures.

Marzetti's Revenue Miss and Flat Forecast

The Marzetti Company is a specialty food manufacturer producing sauces, dressings, dips, frozen breads, noodles, pasta and caviar through 10 owned brands and 6 exclusive restaurant licensing partnerships, serving retail and foodservice channels in the United States, according to company records.

Last quarter's $465 million in revenue came alongside a beat of analysts' EPS estimates. For the coming quarter, the market expects revenue to be flat year on year, slowing from the 3.5% increase recorded in the same quarter last year. Analysts covering the company have generally reconfirmed their estimates over the last 30 days, and Marzetti has missed Wall Street's revenue estimates multiple times over the last two years.

Among shelf-stable food peers that have already reported, Conagra's revenues decreased 1.4% year on year, meeting analysts' expectations, and Hershey reported revenues up 3%, topping estimates by 0.8%.

Bachan's Deal and Margin Streak Behind the Results

Marzetti completed a $400 million acquisition of Bachan's, Inc., a Japanese barbecue sauce brand with about $87 million in FY2025 net sales and 48% revenue CAGR from 2022 to 2025, financed with cash on hand plus a $200 million term loan at under 5% interest, according to akta.pro company records. The same records show Q2 FY2026 net sales of $518.0 million, up 1.7% year on year, and Q3 FY2026 net sales of $453.4 million, down 1.0% year on year. Gross profit was $137.3 million in Q2 FY2026 and $107.2 million in Q3 FY2026, marking 11 consecutive quarters of year-over-year margin expansion, and the company exited Q3 FY2026 debt-free with over $218 million in cash.

Dividend Growth and New York Bakery Additions

Marzetti's dividend yield is nearly 4%, with a $1.00 quarterly payment and 63 consecutive annual increases, Yahoo reported in October 2026, noting that retail sales fell in fiscal 2026 and rising input costs threaten growth. In September 2026, Marzetti expanded its New York Bakery portfolio with Baked Bites, Cheesy Focaccia and Garlic Bread loaves, the FinancialContent Business Page reported; Baked Bites are the brand's first frozen snacks. In August 2026, Simply Wall St reported full-year revenue of US$1.9 billion, roughly in line with forecasts, while statutory EPS of US$6.98 beat expectations by 5.7%.

Marzetti's Tuesday Earnings Release

The Marzetti Company will announce its results Tuesday before market open, as stated in the earnings preview.