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MZTIThe Marzetti CompanySell5.9·$101.25-1.66%
SellModerate Confidence
Investment thesis

Marzetti trades at an attractive forward P/E of 15.1x with analysts seeing 28% upside, but the stock is in a confirmed downtrend with short interest at 21%, a death-cross technical signal, 2 of 4 recent earnings misses, and revenue declining approximately 1% — a combination that makes the valuation discount appear warranted.

Thesis pillars

  • Attractive Valuation Analyst UpsideStable
  • Revenue Decline Earnings Miss RiskStable
  • Death Cross Confirmed DowntrendDeteriorating
  • +1 more pillar — see the Why tab for full reasoning

Full reasoning →

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The Marzetti Company (MZTI) Stock Analysis

Falling Knife setup

SellGrowthQualityShortModerate Confidence

Consumer Defensive · Packaged Foods

Sell if holding. Momentum 1.6/10 is below the 5.0 floor at $101.25 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: Concentration risk — Customer: top five Retail customers (62.0%); Concentration risk — Customer: top five Foodservice direct customers (53.0%).

The Marzetti Company (formerly Lancaster Colony) manufactures and markets specialty food products — salad dressings, dips, frozen breads, and rolls — under owned brands (Marzetti, New York Bakery, Sister Schubert's) and licensed brands (Chick-fil-A, Olive Garden, Buffalo Wild... Read more

$101.25+26.0% A.UpsideScore 5.9/10#11 of 35 Packaged Foods
QualityF-score7 / 9FCF yield4.73%
IncomeYield3.95%(5y avg 2.02%)Payout56.59%sustainable
Stop $95.06Target $127.54(analyst − 13%)A.R:R 4.0:1
Analyst target$146.60+44.8%5 analysts
$127.54our TP
$101.25price
$146.60mean
$185

Sell if holding. Momentum 1.6/10 is below the 5.0 floor at $101.25 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: Concentration risk — Customer: top five Retail customers (62.0%); Concentration risk — Customer: top five Foodservice direct customers (53.0%). Chart setup: Death cross, below all MAs, RSI 28, MACD bearish. Score 5.9/10, moderate confidence.

Passes 7/9 gates (favorable risk/reward ratio, clean insider activity, no SEC red flags, news events none recent, earnings proximity 47d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and death cross (50MA < 200MA). Suitability: speculative.

10-K grounded · weekly refresh

About The Marzetti Company

About The Marzetti Company

The Marzetti Company sells salad dressings, dips, and frozen breads under owned brands (Marzetti, New York Bakery, Sister Schubert's) and licensed brands (Chick-fil-A, Olive Garden, Buffalo Wild Wings) across its Retail and Foodservice segments, manufactured at 14 food plants across the United States. Walmart accounted for 19% and Chick-fil-A for 29% of consolidated net sales in fiscal 2025, while the top five customers in each segment took 62% of Retail and 53% of Foodservice segment net sales.

Marzetti earns Retail revenue mainly from branded and licensed shelf-stable and frozen products — sold through sales personnel, food brokers, and distributors — with shelf-stable dressings, sauces, and croutons contributing 23% of net sales and frozen breads another 20% in fiscal 2025, while a small portion of Retail sales run under private label. Foodservice revenue instead comes mainly from private-label products sold to national chain restaurant accounts, led by dressings and sauces at 35% of net sales, distributed through the same broker and distributor network; the segment is also temporarily manufacturing and selling salad dressing and sauce products under a supply agreement tied to its Atlanta plant acquisition, running up to twelve months from March 2025. Input costs center on soybean oil, sweeteners, eggs, dairy, flour, and packaging, most purchased on the open market with only some raw materials and energy locked into fixed-price contracts of a year or less, leaving the company exposed to commodity price swings it cannot fully pass through to retail partners resistant to price increases.

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Chick-fil-A's 29% share of Marzetti's consolidated net sales is unusual for a single named customer because it is structural rather than a simple customer-concentration risk: the relationship spans an exclusive Retail license for Chick-fil-A-branded sauces and dressings plus direct and distributor-routed Foodservice supply, so a change in that one relationship would hit both reportable segments simultaneously rather than just one. The 10-K separately discloses that certain products are sourced from single manufacturing sites, meaning a production disruption at one plant — rather than a broad commodity or customer shock — could eliminate availability of specific products and risk long-term loss of shelf placement with the customers already concentrated in Retail and Foodservice.

See also: Consumer Defensive · Packaged Foods

From The Marzetti Company's most recent 10-K filing, extracted August 30, 2026.

TrendMatrix Research · upcoming catalyst calendar

Upcoming dated catalysts

Wed, Nov 4, 202647d to earnings· next earnings call

Thesis

Rewards
Sector modifier (Consumer Defensive): +0.8
Attractive valuation
Positive insider activity
Risks
Concentration risk — Customer: top five Retail customers (62.0%)
Concentration risk — Customer: top five Foodservice direct customers (53.0%)
V7 low-quality RISK_OFF penalty: -0.5 (Q=5.3)

Key Metrics

P/E (TTM)14.5
P/E (Fwd)14.2
Mkt Cap$2.8B
EV/EBITDA10.0
Profit Mgn9.9%
ROE18.7%
Rev Growth-2.2%
Beta0.36
Dividend3.95%
Rating analysts11

Quality Signals

Piotroski F7/9

Options Flow

P/C0.82neutral
IV42%normal

Concentration Risks(10-K Item 1A)

  • LOWCustomerWalmart19%
    10-K Item 1: 'Net sales attributed to Walmart Inc. (“Walmart”) totaled 19%, 18% and 18% of consolidated net sales for 2025, 2024 and 2023, respectively.'
  • MEDIUMCustomerChick-fil-A29%
    10-K Item 1: 'Total net sales attributed to Chick-fil-A, including the Retail sales resulting from the exclusive license agreement and the Foodservice sales, totaled 29%, 28% and 26% of consolidated net sales for 2025, 2024 and 2023, respectively.'
  • HIGHCustomertop five Retail customers62%
    10-K Item 1: 'Our top five Retail customers accounted for 62%, 59% and 59% of this segment’s total net sales in 2025, 2024 and 2023, respectively.'
  • HIGHCustomertop five Foodservice direct customers53%
    10-K Item 1: 'Our top five Foodservice direct customers accounted for 53%, 53% and 58% of this segment’s total net sales in 2025, 2024 and 2023, respectively.'
  • HIGHSuppliersingle manufacturing sites
    10-K Item 1A: 'Because we source certain products from single manufacturing sites and use third-party manufacturers for certain products, it is possible that we could experience a production disruption that results in a reduction or elimination of the availability of some of our products.'

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.

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About TrendMatrix. TrendMatrix is a publisher of general securities research and market commentary. We publish on a regular schedule. All content is the same for every subscriber in a tier — we do not provide personalized investment advice and we do not take into account any individual subscriber's financial situation, investment objectives, risk tolerance, tax situation, or holdings.

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Performance. Past performance is not indicative of future results. Performance figures reflect the published model only and do not reflect any individual subscriber's actual results.

Methodology · Editorial policy & full disclaimer

Rating Breakdown

1 floor-breaker

Price action weak — below key moving averages, no momentum carry. Needs a base before trend-continuation setups apply.static

Macd
0.0
Obv
1.0
Ma Position
1.0
Rsi
3.0
Volume
3.0
Capitulation risk (RSI 28, below 200MA)Volume distribution (falling OBV)Below 200-MA, MA slope -5.7%/30d — confirmed downtrend
GatesMomentum 1.6<4.5Death cross (50MA < 200MA)A.R:R 4.0 ≥ 1.5Insider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 47d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARFalling KnifeSuitability: Speculative
RSI
28 · Oversold
20D MA 50D MA 200D MADEATH CROSSSupport $98.00Resistance $119.84

Price Targets

$95
$128
A.Upside+26.0%
A.R:R4.0:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeRisk-Off

Risk Alerts

! News modifier -1: HOLD_IF_HOLDING → SELL_IF_HOLDING
! momentum at 1.6 (below the engine's 4.5 threshold)
! Death cross — 50-day MA below 200-day MA

Earnings

B
B
M
M
2/4 beats
Next Earnings2026-11-04 (47d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is MZTI stock a buy right now?

Sell if holding. Momentum 1.6/10 is below the 5.0 floor at $101.25 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: Concentration risk — Customer: top five Retail customers (62.0%); Concentration risk — Customer: top five Foodservice direct customers (53.0%). Chart setup: Death cross, below all MAs, RSI 28, MACD bearish. Prior stop was $95.06. Score 5.9/10, moderate confidence.

What is the MZTI stock price target?

Take-profit target: $127.54 (+26.0% upside). Prior stop was $95.06. Stop-loss: $95.06.

What are the risks of investing in MZTI?

Concentration risk — Customer: top five Retail customers (62.0%); Concentration risk — Customer: top five Foodservice direct customers (53.0%); V7 low-quality RISK_OFF penalty: -0.5 (Q=5.3).

Is MZTI overvalued or undervalued?

The Marzetti Company trades at a P/E of 14.5 (forward 14.2). TrendMatrix value score: 8.0/10. Verdict: Sell.

What do analysts say about MZTI?

11 analysts cover MZTI with a consensus score of 3.8/5. Average price target: $147.

What does The Marzetti Company do?The Marzetti Company (formerly Lancaster Colony) manufactures and markets specialty food products — salad dressings,...

The Marzetti Company (formerly Lancaster Colony) manufactures and markets specialty food products — salad dressings, dips, frozen breads, and rolls — under owned brands (Marzetti, New York Bakery, Sister Schubert's) and licensed brands (Chick-fil-A, Olive Garden, Buffalo Wild Wings) across Retail and Foodservice segments. Walmart accounted for 19% and Chick-fil-A for 29% of fiscal 2025 consolidated net sales.

Related stocks: SENEB (Seneca Foods Corp.) · SENEA (Seneca Foods Corp.) · MAMA (Mama's Creations, Inc.) · FLO (Flowers Foods, Inc.) · OFRM (Once Upon a Farm, PBC)
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