MARZETTI CO
No enriched coverage for $MZTI in the last 7 days.
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%).
Recent MZTI coverage spans earnings, insider activity and market movers.
In the last 30 days, MZTI insiders filed 1 SEC Form 4 transaction — no purchases and 1 sale ($101K). The most active reporter was Viso Luis, Strategic Advisor to CEO, with 1 filing.
Missed revenue and earnings likely keep pressure on the stock.
Minor insider sell by a non‑executive officer; unlikely to move price materially.
Even non‑meat food firms feel pressure from higher meat costs.
Guidance cut signals near‑term earnings pressure and margin compression.
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.
AlphAI scores every news story that mentions MZTI with an AI model for sentiment and relevance, and aggregates insider trades from MARZETTI CO's SEC EDGAR Form 4 filings. Figures refresh continuously.
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.
2 min readViso Luis (Strategic Advisor to CEO) sold 997 shares of MARZETTI CO (MZTI) at $100.81 ($0.10M total) on 2026-09-10.
1 min readSeveral 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%).
2 min readMarzetti (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.
2 min readMarzetti (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.
3 min readThe 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.
2 min readThe 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.
1 min readThe 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.
3 min readThe 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
3 min readThe 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.
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