vs
J&J SNACK FOODS CORP（JJSF）与Stitch Fix, Inc.（SFIX）财务数据对比。点击上方公司名可切换其他公司
J&J SNACK FOODS CORP的季度营收约是Stitch Fix, Inc.的1.0倍（$343.8M vs $342.1M），J&J SNACK FOODS CORP净利率更高（0.3% vs -1.9%，领先2.1%），Stitch Fix, Inc.同比增速更快（7.3% vs -5.2%），J&J SNACK FOODS CORP自由现金流更多（$17.0M vs $5.6M），过去两年Stitch Fix, Inc.的营收复合增速更高（1.8% vs -2.2%）
强生休闲食品公司（J&J Snack Foods Corp.）是美国知名的品牌休闲食品与冷冻饮品生产商、营销商及分销商，总部位于新泽西州芒特劳雷尔，在全美44个州、墨西哥及加拿大设有超175个生产、仓储及配送设施，于纳斯达克全球精选市场上市，业务覆盖国内外市场。
Stitch Fix是美国的在线个人造型服务平台，依托推荐算法与数据科学技术，根据顾客的身形尺寸、预算和风格偏好推送个性化服饰单品。该公司创立于2011年，2017年完成首次公开募股，目前总部位于旧金山。
JJSF vs SFIX — 直观对比
营收规模更大
JJSF
是对方的1.0倍
$342.1M
营收增速更快
SFIX
高出12.5%
-5.2%
净利率更高
JJSF
高出2.1%
-1.9%
自由现金流更多
JJSF
多$11.4M
$5.6M
两年增速更快
SFIX
近两年复合增速
-2.2%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $343.8M | $342.1M |
| 净利润 | $883.0K | $-6.4M |
| 毛利率 | 27.9% | 43.6% |
| 营业利润率 | 0.2% | -2.5% |
| 净利率 | 0.3% | -1.9% |
| 营收同比 | -5.2% | 7.3% |
| 净利润同比 | -82.8% | -1.7% |
| 每股收益（稀释后） | $0.05 | $-0.05 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收JJSFSFIX
| Q4 25 | $343.8M | $342.1M | ||
| Q3 25 | $410.2M | $311.2M | ||
| Q2 25 | $454.3M | $325.0M | ||
| Q1 25 | $356.1M | $312.1M | ||
| Q4 24 | $362.6M | $318.8M | ||
| Q3 24 | $426.8M | $319.6M | ||
| Q2 24 | $440.0M | $322.7M | ||
| Q1 24 | $359.7M | $330.4M |
净利润JJSFSFIX
| Q4 25 | $883.0K | $-6.4M | ||
| Q3 25 | $11.4M | $-8.6M | ||
| Q2 25 | $44.2M | $-7.4M | ||
| Q1 25 | $4.8M | $-6.5M | ||
| Q4 24 | $5.1M | $-6.3M | ||
| Q3 24 | $29.6M | $-36.5M | ||
| Q2 24 | $36.3M | $-21.3M | ||
| Q1 24 | $13.3M | $-35.5M |
毛利率JJSFSFIX
| Q4 25 | 27.9% | 43.6% | ||
| Q3 25 | 31.7% | 43.6% | ||
| Q2 25 | 33.0% | 44.2% | ||
| Q1 25 | 26.9% | 44.5% | ||
| Q4 24 | 25.9% | 45.4% | ||
| Q3 24 | 31.8% | 44.6% | ||
| Q2 24 | 33.6% | 45.5% | ||
| Q1 24 | 30.1% | 43.4% |
营业利润率JJSFSFIX
| Q4 25 | 0.2% | -2.5% | ||
| Q3 25 | 2.8% | -3.6% | ||
| Q2 25 | 13.3% | -3.0% | ||
| Q1 25 | 1.7% | -2.9% | ||
| Q4 24 | 1.7% | -2.8% | ||
| Q3 24 | 9.3% | -13.1% | ||
| Q2 24 | 11.4% | -7.7% | ||
| Q1 24 | 5.0% | -11.5% |
净利率JJSFSFIX
| Q4 25 | 0.3% | -1.9% | ||
| Q3 25 | 2.8% | -2.8% | ||
| Q2 25 | 9.7% | -2.3% | ||
| Q1 25 | 1.4% | -2.1% | ||
| Q4 24 | 1.4% | -2.0% | ||
| Q3 24 | 6.9% | -11.4% | ||
| Q2 24 | 8.3% | -6.6% | ||
| Q1 24 | 3.7% | -10.8% |
每股收益（稀释后）JJSFSFIX
| Q4 25 | $0.05 | $-0.05 | ||
| Q3 25 | $0.59 | $-0.06 | ||
| Q2 25 | $2.26 | $-0.06 | ||
| Q1 25 | $0.25 | $-0.05 | ||
| Q4 24 | $0.26 | $-0.05 | ||
| Q3 24 | $1.52 | $-0.29 | ||
| Q2 24 | $1.87 | $-0.18 | ||
| Q1 24 | $0.69 | $-0.30 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $66.8M | $244.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $912.9M | $204.1M |
| 总资产 | $1.3B | $530.7M |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资JJSFSFIX
| Q4 25 | $66.8M | $244.2M | ||
| Q3 25 | $105.9M | $234.9M | ||
| Q2 25 | $77.4M | $234.2M | ||
| Q1 25 | $48.5M | $219.1M | ||
| Q4 24 | $73.6M | $253.3M | ||
| Q3 24 | $73.4M | $247.0M | ||
| Q2 24 | $64.0M | $244.5M | ||
| Q1 24 | $43.6M | $229.8M |
股东权益JJSFSFIX
| Q4 25 | $912.9M | $204.1M | ||
| Q3 25 | $966.7M | $203.0M | ||
| Q2 25 | $969.9M | $200.4M | ||
| Q1 25 | $935.0M | $197.8M | ||
| Q4 24 | $946.8M | $190.5M | ||
| Q3 24 | $957.0M | $187.0M | ||
| Q2 24 | $937.9M | $208.9M | ||
| Q1 24 | $915.7M | $213.3M |
总资产JJSFSFIX
| Q4 25 | $1.3B | $530.7M | ||
| Q3 25 | $1.4B | $480.6M | ||
| Q2 25 | $1.4B | $484.7M | ||
| Q1 25 | $1.4B | $472.6M | ||
| Q4 24 | $1.3B | $507.1M | ||
| Q3 24 | $1.4B | $486.9M | ||
| Q2 24 | $1.4B | $537.0M | ||
| Q1 24 | $1.3B | $538.3M |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $36.0M | $10.9M |
| 自由现金流经营现金流 - 资本支出 | $17.0M | $5.6M |
| 自由现金流率自由现金流/营收 | 4.9% | 1.6% |
| 资本支出强度资本支出/营收 | 5.5% | 1.6% |
| 现金转化率经营现金流/净利润 | 40.73× | — |
| 过去12个月自由现金流最近4个季度 | $83.1M | $4.9M |
8季度趋势，按日历期对齐
经营现金流JJSFSFIX
| Q4 25 | $36.0M | $10.9M | ||
| Q3 25 | $66.4M | $7.0M | ||
| Q2 25 | $51.2M | $20.5M | ||
| Q1 25 | $12.3M | $-16.2M | ||
| Q4 24 | $35.2M | $14.3M | ||
| Q3 24 | $46.3M | $8.2M | ||
| Q2 24 | $65.0M | $21.7M | ||
| Q1 24 | $12.7M | $-22.3M |
自由现金流JJSFSFIX
| Q4 25 | $17.0M | $5.6M | ||
| Q3 25 | $44.8M | $2.8M | ||
| Q2 25 | $28.5M | $16.0M | ||
| Q1 25 | $-7.2M | $-19.4M | ||
| Q4 24 | $16.1M | $9.9M | ||
| Q3 24 | $29.1M | $4.5M | ||
| Q2 24 | $45.3M | $18.9M | ||
| Q1 24 | $-4.0M | $-26.1M |
自由现金流率JJSFSFIX
| Q4 25 | 4.9% | 1.6% | ||
| Q3 25 | 10.9% | 0.9% | ||
| Q2 25 | 6.3% | 4.9% | ||
| Q1 25 | -2.0% | -6.2% | ||
| Q4 24 | 4.4% | 3.1% | ||
| Q3 24 | 6.8% | 1.4% | ||
| Q2 24 | 10.3% | 5.9% | ||
| Q1 24 | -1.1% | -7.9% |
资本支出强度JJSFSFIX
| Q4 25 | 5.5% | 1.6% | ||
| Q3 25 | 5.3% | 1.4% | ||
| Q2 25 | 5.0% | 1.4% | ||
| Q1 25 | 5.5% | 1.0% | ||
| Q4 24 | 5.3% | 1.4% | ||
| Q3 24 | 4.0% | 1.2% | ||
| Q2 24 | 4.5% | 0.9% | ||
| Q1 24 | 4.6% | 1.1% |
现金转化率JJSFSFIX
| Q4 25 | 40.73× | — | ||
| Q3 25 | 5.84× | — | ||
| Q2 25 | 1.16× | — | ||
| Q1 25 | 2.55× | — | ||
| Q4 24 | 6.84× | — | ||
| Q3 24 | 1.56× | — | ||
| Q2 24 | 1.79× | — | ||
| Q1 24 | 0.96× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
JJSF
| Food Service | $219.2M | 64% |
| Frozen Beverages | $78.7M | 23% |
| Repair And Maintenance Service | $22.5M | 7% |
| Other | $12.7M | 4% |
| Machine Sales | $10.7M | 3% |
SFIX
暂无分部数据
