$MZTI

Marzetti announced Tanya Berman is no longer President of its Retail Division, effective October 6, 2026. She will remain employed until December 31, 2026, while a severance agreement is finalized. The company did not disclose the reason for her departure or a replacement.

MARZETTI CO (MZTI) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On October 5, 2026, The Marzetti Company (the “Company”) announced that Tanya Berman, President of Retail Division of T. Ma

StoneX maintained a Buy rating and $160 price target for Marzetti (NASDAQ: MZTI), citing upside potential from its current $100.86 share price. The firm hosted client meetings with Marzetti's management, discussing industry trends, retail performance, and the Bachan's acquisition. StoneX raised its fiscal 2028 estimates, noting the Bachan's brand's growth potential. Marzetti's Q4 results showed mixed performance, with EPS beating estimates but revenue falling short.

Hain Celestial (HAIN) reported Q2 revenue of $263.1M, down 27.6% YoY, missing estimates. Lamb Weston (LW) reported $1.77B in revenue, up 5.6% YoY, beating estimates. The Marzetti Company (MZTI) reported $465M in revenue, down 2.2% YoY, missing estimates. Stocks have moved since earnings reports.

Viso Luis (Strategic Advisor to CEO) sold 997 shares of MARZETTI CO (MZTI) at $100.81 ($0.10M total) on 2026-09-10.

Several food production stocks fell due to U.S. cattle shortages and rising livestock costs. Tyson Foods cut its 2026 outlook, citing beef-segment losses. Affected companies include Lamb Weston (LW, -3.4%), Kraft Heinz (KHC, -3.1%), Darling Ingredients (DAR, -3.3%), The Marzetti Company (MZTI, -4.3%), and Pilgrim's Pride (PPC, -2.5%).

Marzetti (MZTI) reported a 2.2% sales decline to $465.0M in Q4, but adjusted sales grew. Fiscal 2026 saw record net sales, gross profit, and operating income. Gross margin expanded 220 bps to 24.5%. A Cyclospora outbreak may cut Q1 sales by 250 bps, leading to a 15% drop in operating income. The company acquired Bachan's, which added $15.4M in sales.

Marzetti (MZTI) reported Q4 2026 net sales of $465M, down 2.2% YoY. Adjusted net sales rose 0.4%, driven by a 0.9% increase in retail sales, including $15.4M from Bachan's. Gross profit and operating income reached record highs, up 7.4% and 48.2% respectively. The company also reported record annual operating cash flow of $283.8M. The company increased its dividend by 5% and completed $36.3M in share buybacks.

The Marzetti Company (MZTI) has increased its dividend for 63 consecutive years, with the latest quarterly dividend at $1.00 per share. Fiscal 2026 saw record operating cash flow of $283.8 million, with dividends consuming 38% of it. Net income rose to $191.6 million, and gross margin expanded to 24.5%. The company rebranded in 2025, aligning with its food brands.

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.