Marzetti : Presentation – May 2026
MZTI
Published on 05/11/2026 at 05:25 pm EDT
About The Marzetti Company 3
Company Highlights
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$2,000
$1,500
$1,000
2000
2003
$500
1978
1969
1989
1997
1971
1980 1990 2000
2010
2025
Net sales information is presented as originally reported in The Marzetti Company's (formerly named Lancaster Colony Corporation) Annual Report for the fiscal years ending June 30. Therefore, certain years may not reflect adjustments for subsequent accounting changes. Note that the net sales information presented above does not include any sales attributed to non-food businesses historically owned by The Marzetti Company.
Sauces and/or dressings for Olive Garden, Buffalo Wild Wings, Chick-fil-A, Arby's, Texas Roadhouse and Subway, in addition to Texas Roadhouse dinner rolls, are produced and sold to the retail channel under exclusive licensing agreements with The Marzetti Company.
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* Compound Annual Growth Rate calculated from Fiscal 1972 through Fiscal 2025.
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Frozen Breads 38%
Refrigerated Dressings, Dips & Other 19%
Shelf-Stable Dressings, Sauces & Croutons
43% *
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Based on reported net sales for the fiscal year ended June 30, 2025.
Products for these brands are produced and sold to the retail channel under exclusive licensing agreements with The Marzetti Company.
Branded & Other 1
23%
National Accounts 77%
QSR Customers
Based on reported net sales for the fiscal year ended June 30, 2025.
1 - Branded & Other includes $14. 2 million in Net Sales attributed to a Temporary Supply Agreement (TSA) with Winland Foods. The TSA was made in connection with our February 2025 acquisition of Winland's Atlanta-based sauce and dressing production facility. The TSA commenced in March 2025 for a period of up to twelve months.
Evolution of Our "Better Food Company" Strategy
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Defined Winning - Pursue Top Quartile Financial Performance
Grow Organic Sales Volumes Low- to Mid-Single Digit (pounds shipped basis)
Grow Operating Margins
Developed Strategy
Strategic Growth Initiatives
Accelerate Base Business Growth
Simplify Supply Chain
Expand Core with Retail Licensing Program and Focused M&A
Strengthened Organization Top-Graded Talent
Initiative
Brand
Products
Initial Ship Date
Licensing
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NEW
Chick-fil-A Sauces
New Item - 3 Pack Into Club Channel
Spring 2026
NEW
Chick-fil-A Refrigerated Dressings New Item - Large Size Avocado Lime Ranch Spring 2026
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NEW
BWW Sauce
New Item - Honey Garlic and General Tso Flavors
Expanded Item - Hot Sauce into Retail
Spring 2026
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NEW
Olive Garden Dressing
New Flavor - Zesty Italian
Spring 2026
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* Products for these brands are produced and sold to the retail channel under exclusive licensing agreements with The Marzetti Company.
Initiative
Brand
Products
Initial Ship Date
Licensing
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NEW
Texas Roadhouse Dinner Rolls New Flavor - Garlic Parmesan Summer 2026
Innovation &
NEW
New York Bakery
New Items - Baked Bites and Focaccia
Summer 2026
NEW
Sister Schubert's
New Item - Sausage Wrap Rolls
Summer 2026
Marzetti Dressing & Dips Marzetti Simply Dressing New Launch and
New Marzetti Protein Platform
Spring 2026
Renovation
* Products for these brands are produced and sold to the retail channel under exclusive licensing agreements with The Marzetti Company.
Consumer-Relevant Retail Licensing Program
$560 Million for the 52-Week Period Ended March 29, 2026, an Increase of 5.4%
Dressings and sauces for the brands noted above, in addition to Texas Roadhouse dinner rolls, are produced and sold to the retail channel under exclusive licensing agreements with The Marzetti Company.
* Circana Total U.S. Multi-Outlet data for the 52 weeks March 29, 2026.
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Portfolio of Unique Flavors`
Sweet Honey
Earned Consumer Loyalty by Offering High Quality, Flavorful Products with Extensive Flavor Variety and Clean Ingredients
Rapid Revenue Growth with
Note: 1 "Bachan" refers to grandmother in Japanese.
$87
Million
+48%
2025 Net Revenue Last 3 Years Net Revenue CAGR
Growth Enhancing & Margin Accretive
Expected to Deliver Incremental Growth Near-Term, Expected to be Accretive to Our Long-Term Growth
Expected to be Accretive to EBITDA Margin Near-Term, with More Potential Upside over the Medium-Term as we Scale the Brand
Synergies and One-Time Costs
Several Streams of Synergies that Are Expected to be Phased in Over Time
Expected Synergies Driven by Manufacturing Footprint Optimization, Procurement Savings and Utilizing Marzetti's Distribution Network to Drive Efficiencies
Capital Structure
Transaction Financed with Cash on Hand and a $200 million Term Loan
Continues to Maintain a Strong Balance Sheet with Pro Forma Net Leverage <1.0x
No Change to Dividend Policy
FY26 Supply Chain Path Forward …
Simplify Supply Chain and Reduce Costs
Value Engineering (VE) to Help Offset Cost Inflation and Improve Profitability
Identify Opportunities to Reduce Product and Packaging Costs that Consumer Doesn't Value
VE Approach
Simplify Supply Chain and Reduce Costs
Strategic Procurement
Investing to Drive Efficiency and Support Growth
Significant Capacity Expansion Project for Sauces and Dressings *
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* Products for these brands are produced and sold under exclusive licensing agreements with The Marzetti Company.
Investing to Drive Efficiency and Support Growth
Acquisition of Sauce and Dressing Production Facility - Atlanta, GA
Disclaimer
The Marzetti Company published this content on May 11, 2026, and is solely responsible for the information contained herein. Distributed via Public Technologies (PUBT), unedited and unaltered, on May 11, 2026 at 21:24 UTC.