Marzetti publishes transcript of FY26 Q4 earnings call

The Marzetti Company discussed FY26 Q4 results on an earnings call attended by CEO David A. Ciesinski, CFO Thomas K. Pigott and IR VP Dale N. Ganobsik.

• Q4 net sales fell 2.2% to $465 million; adjusted net sales rose 0.4% as temporary supply agreement sales ended.
• Gross profit rose 7.4% to $114 million; adjusted operating income increased 17.5%; adjusted EPS rose to $1.46.

FY27 outlook: mid-single-digit revenue growth; about 100 bps gross margin expansion; SG&A growth of 10%-15%; CapEx of $90 million.

Cyclospora outbreak seen as a 250 bps Q1 net sales headwind; Q1 operating income expected to drop about 15%.