Highest-materiality recent filing
Marzetti Q4 adj EPS $1.46 (+9% YoY); FY adj EPS $6.83; 63rd straight dividend hike
Q4 net sales $465.0M, down 2.2% reported; up 0.4% ex-TSA; Bachan's added $15.4M.
Marzetti Q3 EPS $1.35, down from $1.49; revenue slips 1%; acquires Bachan's
Diluted EPS $1.35 vs $1.49 prior year; net income $37.1M, down from $41.2M.
Marzetti completes $400M acquisition of Bachan's Japanese BBQ sauce brand
Acquisition of Bachan's, Inc. for $400M financed with cash on hand and $200M term loan.
Marzetti ups revolving credit to $200M, adds $200M term loan for Bachan's acquisition
Revolving loan increased from $150M to $200M; new $200M term loan to finance Bachan's acquisition.
Marzetti Company reports Q2 results and agrees to acquire Bachan's for $400 million
Consolidated net sales rose 1.7% to $518.0 million; adjusted net sales up 0.1% to $509.8 million.
Marzetti raises quarterly dividend to $1.00 per share; 63rd consecutive annual increase
Quarterly dividend increased to $1.00 per share from $0.9375; payable Dec 31, 2025 to holders of record Dec 5, 2025.
Marzetti Q1 record sales $493.5M (+5.8%); diluted EPS $1.71 vs $1.62
Q1 net sales record $493.5M (+5.8% YoY); adj. net sales (excl. $10.7M TSA) up 3.5% to $482.8M.
Marzetti Q4 net sales record $475.4M (+5%); EPS $1.18 vs $1.26; FY net sales $1.91B (+2%)
Q4 net sales record $475.4M (+5%); retail +3.1%, foodservice +7.0% (incl $12.2M TSA).
Lancaster Colony Q3 EPS $1.49, sales down 2.9% to $457.8M; record gross profit
Consolidated net sales down 2.9% to $457.8M; Retail -2.6%, Foodservice -3.2%.
Lancaster Colony completes $75M acquisition of sauce/dressing facility from Winland Foods
Acquired production facility at 1000 Naturally Fresh Blvd, Atlanta, GA for $75M cash.
Lancaster Colony Q2 sales up 4.8% to record $509.3M; EPS $1.78 vs $1.87 on $0.39 pension charge
Consolidated net sales rose 4.8% to record $509.3M; Retail +6.3%, Foodservice +3.0%.
Lancaster Colony acquires Atlanta sauce/dressing facility from Winland Foods for $75M cash
Purchase price $75M cash; facility is 300k sq ft with ~250k sq ft manufacturing space in Atlanta, GA.
Consolidated net sales $466.6M (+1.1%), a first quarter record; diluted EPS of $1.62 vs $1.59 last year.
Lancaster Colony Q4 EPS $1.26 vs $0.33 YoY; gross profit up 4.8%
Q4 net sales $452.8M (-0.4% YoY); Retail down 0.8% to $234.2M, Foodservice flat at $218.6M.
Lancaster Colony Q3 record sales $471.4M; EPS $1.03 vs $0.89; exits Flatout/Angelic Bakehouse
Consolidated net sales record $471.4M (+1.4% YoY); Retail $248.1M (+0.3%), Foodservice $223.4M (+2.6%).
Lancaster Colony Q2 record sales $485.9M, EPS $1.87 vs $1.45
Consolidated net sales up 1.8% to a Q2 record $485.9M; gross profit up 19% to $121.5M.
Lancaster Colony Q1 sales record $461.6M (+8.5%); EPS $1.59 vs $1.36
Record Q1 net sales $461.6M, up 8.5% YoY; Retail $242.2M (+8.5%), Foodservice $219.4M (+8.4%).
Lancaster Colony Q4 EPS $0.33 vs $1.06; $25M impairment hit
Q4 net sales record $454.7M (+0.5% YoY); Retail segment +1.3%, Foodservice -0.4%.
Lancaster Colony Q3 net sales record $464.9M, EPS $0.89 vs loss $0.17 YoY
Net sales up 15.2% to $464.9M; retail sales +16.0% to $247.2M, foodservice +14.4% to $217.7M.
Lancaster Colony Q2 EPS $1.45, sales up 11.4% to record $477.4M on pricing gains
Consolidated net sales rose 11.4% YoY to a second-quarter record $477.4M; Retail +5.6%, Foodservice +19.2%.
Lancaster Colony Q1 EPS $1.36 beats $1.11; sales up 8.5% to record $425.5M
Net sales rose 8.5% to $425.5M; Retail down 0.3% to $223.2M, Foodservice up 20.3% to $202.3M.
Lancaster Colony Q4 sales record $452.4M; EPS $1.06 vs $1.15; FY EPS $3.25 vs $5.16
Q4 net sales record $452.4M (+17.3% YoY); Retail +8.8%, Foodservice +28.1%, driven by pricing and advance ordering ahead of ERP go-live.
Lancaster Colony Q3 record sales $403.5M but net loss $0.17; exits Bantam Bagels with $22.7M charge
Revenue $403.5M (+12.9% YoY) record; Retail +7.4%, Foodservice +19.8%.
Lancaster Colony Q2 sales record $428.4M (+14.2% YoY) but EPS drops to $1.25 from $1.62
Net sales $428.4M (+14.2% YoY); retail up 10.1% to $245.1M, foodservice up 20.3% to $183.3M.
Lancaster Colony raises quarterly dividend to $0.80, 59th straight increase
Quarterly dividend increased to $0.80 per share from $0.7375 implied ($3.15 annual vs $2.95).
Lancaster Colony Q1 EPS falls to $1.11 from $1.35; record sales $392.1M, costs pressure margins
Net sales rose 12.3% to a first-quarter record $392.1M; Retail +15.6%, Foodservice +8.1%.
Lancaster Colony Q4 net sales record $385.6M (+20.2%); EPS $1.15 vs $1.10
Q4 consolidated net sales +20.2% to record $385.6M; Retail +11.4% to $214.3M, Foodservice +33.3% to $171.3M.
On October 17, 2024, Lancaster Colony Corporation (the “Company”) announced that Carl R. Stealey, President, Retail Division of T. Marzetti Company, the specialty foods subsidiary of the Company, will depart from T. Marzetti Company effective no later than June 30, 2025.
On September 18, 2023, Lancaster Colony Corporation (the “Corporation”) announced the appointment of George F. Knight III to the Corporation’s Board of Directors (the “Board”) as a Class II director, effective immediately, to serve until the 2024 annual meeting of shareholders and until his successor is duly elected.
On May 24, 2023, William H. Carter notified the Lancaster Colony Corporation (the “Company”) Board of Directors of his intention to retire as a director of the Company, effective May 31, 2023.
On May 9, 2023, Lancaster Colony Corporation (the “Corporation”) announced the appointment of Zena Srivatsa Arnold to the Corporation’s Board of Directors (the “Board”) as a Class II director, effective immediately, to serve until the 2024 annual meeting of shareholders and until her successor is duly elected.
Mr. Nagle’s employment with T. Marzetti Company will end, effective February 28, 2023 (the “Final Date of Employment”).
On December 29, 2022, Neeli Bendapudi, Ph.D., notified the Lancaster Colony Corporation (the “Company”) Board of Directors of her intention to resign as a director of the Company, effective January 1, 2023.
Effective no later than March 31, 2023, David S. Nagle will resign from his position as Chief Supply Chain Officer of T. Marzetti Company (“Marzetti”), the specialty foods subsidiary of Lancaster Colony Corporation (the “Company”).
Max materiality 0.95 · Median 0.62 · Most common event earnings