The Marzetti Company (MZTI) Earnings Call Transcripts
The Marzetti Company's Latest Earnings Call - Q3 FY2026
In the third quarter of fiscal year 2026, The Marzetti Company reported consolidated net sales of $453 million, a 1% decline year-over-year, while gross profit reached a record $107.2 million, up 1.2%. The company successfully completed the acquisition of Bachan's, a fast-growing barbecue sauce brand, which is expected to contribute positively to future sales. Management maintained a cautious outlook, anticipating moderate sales growth from Bachan's and continued challenges in the retail segment due to category softness and weather impacts.
Reported metrics
| Metric | Value |
|---|---|
| Consolidated Net Sales | $453 million (miss) |
| Gross Profit | $107.2 million (beat) |
| Gross Margin | 23.6% (positive) |
| Diluted EPS | $1.35 (miss) |
| Retail Segment Sales Decline | -3.2% (negative) |
| Foodservice Segment Sales Growth | 1.8% (positive) |
Guidance from management
Management expects Bachan's to contribute moderately above the $87 million run rate reported in calendar year 2025, with operating margins similar to Marzetti's current levels. They anticipate continued growth in the Foodservice segment and new product launches to support retail sales.
What management said
Yes. On the retail segment, we benefited only about 30 basis points, really driven by Sisters in terms of revenue impact, maybe slightly less than what we had anticipated when we talked to you at the prior quarter. .
What analysts pressed on
Analysts expressed concerns regarding the impact of weather on sales and the overall softness in the retail segment. There were questions about the sustainability of Bachan's growth and how the company plans to address challenges in the club channel.
Main topics on the call
- Bachan's Acquisition — The acquisition of Bachan's was completed on May 1, 2026, and is expected to significantly enhance Marzetti's portfolio. Management stated, "We believe this brand has tremendous potential and is the perfect fit for our S...
- Sales Performance — Consolidated net sales declined 1% to $453 million, with retail segment sales down 3.2%. Management noted, "Despite the lower sales, we were pleased to report record third quarter gross profit of $107.2 million."
- Gross Profit Improvement — Gross profit increased by 1.2% year-over-year, driven by cost savings initiatives. The gross margin expanded by 50 basis points, marking the 11th consecutive quarter of gross margin improvement.
- Retail Segment Challenges — The retail segment faced a volume decline of 5.6%, attributed to weather impacts and category softness. Management highlighted, "January and February weather resulted in the Northeast being particularly hard hit."
Read the full The Marzetti Company transcript (Q3 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About The Marzetti Company
The Marzetti Company (MZTI) is a publicly listed company in the Food Products industry, within the Consumer Staples sector. It trades on NasdaqGS and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 27 calls on record spanning February 4, 2020 to May 4, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 27 The Marzetti Company earnings call transcripts on record, spanning February 4, 2020 to May 4, 2026. Based on this history, The Marzetti Company reports quarterly. The most recent call on file is dated May 4, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- MZTI
- Exchange
- NasdaqGS
- Country
- US
- Sector
- Consumer Staples
- Industry
- Food Products
- Calls on record
- 27
- First call
- February 4, 2020
- Most recent
- May 4, 2026
- Reporting cadence
- quarterly