J.M. Smucker/$SJM

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About J.M. Smucker

J.M. Smucker is a packaged food company that primarily sells through the US retail channel (73% of fiscal 2025 revenue came through its retail pet foods, coffee, and frozen handheld/spreads segments), with the remaining share consisting of sweet baked snacks (through the Hostess acquisition) and international (primarily Canada). Retail coffee is its largest category (32% of sales) with brands Folgers and Dunkin'. Pet foods (19% of sales) holds leading brands like Milk-Bone and Meow Mix. Of its remaining, approximately 22% comes from frozen handhelds and spreads, through brands Jif, Smucker's, and Uncrustables. The company acquired Hostess Brands in fiscal 2024 to boost its snack and convenience store presence.

Ticker

$SJM

Primary listing

NYSE

Employees

8,000

J.M. Smucker Metrics

BasicAdvanced
$11B
-
-$13.71
0.29
$4.34
4.30%

What the Analysts think about J.M. Smucker

Analyst ratings (Buy, Hold, Sell) for J.M. Smucker stock.

Bulls say / Bears say

J.M. Smucker delivered Q4 adjusted EPS of $2.31, beating the consensus estimate of $2.13, underscoring core earnings resilience amid macro headwinds
Management raised its annual net sales growth forecast to 3%–5% for fiscal 2026, up from 2%–4%, signaling confidence in sustained sales momentum despite cost challenges
The company announced planned price increases across its coffee and spreads portfolios to offset rising input costs, demonstrating strong pricing power in a dynamic inflationary environment
J.M. Smucker missed Wall Street profit estimates in Q1 FY26, reporting adjusted EPS of $1.90 versus the $1.93 expected and a GAAP net loss of $43.9 million due to surging commodity costs and a 50% tariff on Brazilian green coffee imports
The company recorded nearly $2 billion in impairment charges on goodwill and intangible assets related to its Hostess acquisition in Q4 FY25, including a $980 million write-down, highlighting significant overpayment and subsequent asset writedowns
Pet foods segment net sales fell 12.6% in Q4 FY25, reflecting weakening demand in a key high-margin category that accounts for roughly 19% of total revenue
Data summarised monthly by Lightyear AI. Last updated on 2 Sept 2025.

J.M. Smucker Financial Performance

Revenues and expenses
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
$37B
-39.75%
Net income
$45B
107.52%
Profit margin
37.65%
6.78%

J.M. Smucker Earnings Performance

Company profitability
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
$3.69
$2.85
$2.45
$2.42
-
Expected
$3.55
$2.61
$2.05
$2.31
$3.94
Surprise
3.94%
9.20%
19.51%
4.63%
-
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Real-time US market data is sourced from the IEX order book provided by Polygon. After-hours US market data is 15 minutes delayed and may differ significantly from the actual tradable price at market open.

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