$MZTI

The London Company's Q2 2026 investor letter highlights The Marzetti Company (MZTI), a specialty food manufacturer. MZTI's stock closed at $112.53, with a 5.30% monthly return and a 38.37% 52-week decline. The company has a $3.071B market cap. The London Company attributes MZTI's recent decline to weaker retail volumes but expects margin expansion and growth from acquisitions and product launches.

The Marzetti Company (MZTI) reported Q2 CY2026 sales of $465M, down 2.2% YoY, missing expectations. Non-GAAP EPS of $1.46 beat estimates by 4.1%. Management cited lower sales volumes and the exit of a supply agreement for the decline, but attributed higher margins to productivity initiatives and the Bachan’s acquisition. The company expects growth from Bachan’s integration, new products, and pricing actions.

The Marzetti Co (MZTI) reported a 2.2% decline in Q4 net sales due to reduced club channel sales and pipeline build comparisons. A Cyclospora outbreak is expected to cause a 250 basis point net sales headwind in Q1 2027. Core retail business, excluding Bachan's, saw a 7% organic volume decline. Commodity inflation is forecasted at 5% for fiscal 2027. The company expects 100 basis points of gross margin growth in fiscal 2027, driven by Bachan's integration and cost savings. CEO Dave Ciesinski ant

The Marzetti Company (MZTI) reported Q2 CY2026 sales of $465M, down 2.2% YoY, missing estimates. Non-GAAP EPS of $1.46 beat expectations by 4.1%. Analysts project 7% revenue growth over the next 12 months, above sector average.

MARZETTI CO (MZTI) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 FOR IMMEDIATE RELEASE SYMBOL: MZTI August 25, 2026 TRADED: Nasdaq THE MARZETTI COMPANY REPORTS FOURTH QUARTER AND FISCAL YEAR RESULTS WESTERVILLE , Ohio, August 25 - The Marzetti Company (Nasdaq: MZTI) reported results today for the company’s fiscal fourth quarter an

Viso Luis (Chief Supply Chain Officer) sold 1,221 shares of MARZETTI CO (MZTI) at $109.31 ($0.13M total) on 2026-06-11.

Pigott, Thomas K. (VP, CFO and Asst. Secretary) purchased 900 shares of MARZETTI CO (MZTI) at $109.01 on 2026-06-10.

The article reviews Q1 results for shelf-stable food stocks. Marzetti (MZTI) reported $451.8M revenue, flat YoY, missing analyst expectations by 2.6% and also missing EPS/EBITDA; shares are down 13.7% to $107.36. B&G Foods (BGS) revenue was $408.9M, down 3.9% but beating by 2.4%, with EPS and revenue beats and a guidance raise; shares down 24.8% to $3.82. Lamb Weston (LW) revenue rose 2.9% to $1.56B, beating by 5.2% with organic revenue outperformance; shares flat at $42.54.

Principal Financial Group Inc. recently acquired a new stake of 244,461 shares, valued at $40.2 million, in The Marzetti Company during the fourth quarter. This investment represents 0.89% of Marzetti’s total shares. Marzetti’s stock has seen a 2.8% decline, trading near its 12-month low, and analysts currently recommend a "Hold" rating with an average price target of $169.33.

The Marzetti Company (NASDAQ: MZTI) has completed its $400 million acquisition of Bachan’s, Inc., a Japanese Barbecue Sauce brand that generated approximately $87 million in net sales for the twelve months ended December 31, 2025. The acquisition aims to strengthen Marzetti’s position in the condiment and sauce category and was financed through cash on hand and a new $200 million term loan maturing on April 29, 2031. This strategic move is expected to expand growth opportunities across retail and foodservice channels for Marzetti.