The J. M. Smucker Company (SJM) Stock Price, News, Analysis

Technical Score (1D)

BUY

News Sentiment

MIXED

Smucker’s latest earnings report, released 30 days ago, fell short of analyst expectations on earnings per share, even though revenue growth remained modest. The miss has prompted a reassessment of the company’s near‑term profitability, as investors now focus on the guidance for the upcoming quarter. Because the snack sector is highly competitive, any downward revision to SJM’s product‑mix outlook could signal tighter margins and slower sales growth. This uncertainty is likely to keep the stock more volatile over the next 1–10 trading days as traders weigh the risk of continued margin pressure. In addition, the company’s cost‑management plans will be scrutinized, since higher input costs could erode the modest revenue gains already achieved. Watch for the company’s next earnings call, where management may clarify its EPS outlook and detail any new initiatives to counter competitive pressure. Pay attention to any updates on product launches or pricing strategies that could alter the brand mix. Monitor the broader snack market sentiment, as shifts in consumer demand could amplify or dampen Smucker’s performance. Finally, keep an eye on macroeconomic indicators that influence discretionary spending, as these will affect the company’s sales trajectory in the coming weeks.

SJM|Company Info

Sector

Consumer Defensive

Industry

Packaged Foods

Exchange

NYQ

Country

United States

Website

jmsmucker.com

Symbol

SJM

Description

The J.M. Smucker Company is a global food and beverage manufacturer, primarily focused on established brands across several key categories. Smucker's core business centers on providing consumers with a diverse portfolio of recognizable products, including coffee, spreads, pet food, and sweet baked goods, all sold under well-known brand names. Its value proposition lies in offering a wide range of consumer staples, catering to everyday needs and preferences. Smucker's products are distributed through a broad network of retail channels, including supermarkets, club stores, and online platforms, ensuring widespread accessibility. This extensive distribution network, coupled with its portfolio of trusted brands like Folgers, Jif, and Meow Mix, positions Smucker's as a prominent player in the consumer packaged goods industry.

SJM|Earnings Snapshot

Earnings Summary

The J.M. Smucker Company is a global consumer‑packaged‑goods firm that markets a portfolio of well‑known brands such as Folgers, Jif, and Meow Mix across supermarkets, club stores, and online channels. Operating in the consumer‑defensive packaged foods industry, Smucker’s relies on brand equity and a broad distribution network to sustain sales. In the last two quarters, revenue rose modestly from $2.339 billion in Q3 2026 to $2.268 billion in Q4 2026, a slight decline of about 3%, while EPS improved from $2.38 to $2.77, a 16% increase, reversing the prior quarter’s 17% EPS decline. Compared with Q1 2025 ($2.144 billion) and Q2 2025 ($2.113 billion), revenue had been flat, and EPS had fallen from $2.31 to $1.90, indicating margin pressure. Across six quarters, Smucker’s has alternated between earnings beats and misses—beats in Q4 2024, Q1 2025, Q3 2025, and Q4 2026, misses in Q2 2025 and Q3 2026—showing a mixed but generally resilient earnings profile. Historically, revenue has hovered around $2.1–$2.3 billion with modest YoY growth, while EPS has fluctuated around $2.0–$2.8, reflecting the impact of commodity costs and pricing strategies. Recent news reports a Q4 2024 earnings miss on EPS despite modest revenue growth, raising concerns about margin erosion and competitive pressure; insider sales by senior executives and a projected 3.2% revenue decline over the next year add to short‑term uncertainty. Forward‑looking watch points include the upcoming Q1 2027 earnings call for guidance on pricing, cost‑control measures, and dividend policy, as well as any updates on product mix adjustments or commodity cost trends that could clarify whether the recent sales decline is temporary or indicative of deeper structural weakness.

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EPS

EstBeatMiss

Qtr	Est	Actual	+/−
Q1'27	$2.20	-	-
Q4'26	$2.64	$2.77	+5.0%
Q3'26	$2.72	$2.38	-12.4%
Q3'25	$2.10	$2.10	-0.0%
Q2'25	$1.93	$1.90	-1.4%
Q1'25	$2.25	$2.31	+2.8%

Revenue

EstBeatMiss

Qtr	Est	Actual	+/−
Q1'27	$2.1B	-	-
Q4'26	$2.3B	$2.3B	-0.6%
Q3'26	$2.3B	$2.3B	+1.4%
Q3'25	-	$2.3B	-
Q2'25	-	$2.1B	-
Q1'25	-	$2.1B	-

Full Earnings BreakdownEstimates, actuals, guidance, and historical context

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Market Data

SJM Stock Snapshot

SJM is currently trading at $110.87, giving The J. M. Smucker Company a market cap of 12.00B. Today's range spans $110.02–$111.81, with shares opening at $110.76 and moving up $0.00 (0.0%) from the prior close. DailyIQ's technical score sits at 91/100 (BUY) with a news sentiment reading of 47/100.

Over the past year SJM has traded between $88.25 and $119.39 - the current price is +25.6% off the 52-week low and -7.1% from the high. 26 analysts cover the stock with a Hold consensus and a mean 12-month target of $122.31 (range $98.00–$135.00), implying upside of +10.3%.

Growth-oriented Consumer Defensive investors looking for technical confirmation find it in SJM: BUY signal, 91/100 score, neutral sentiment at 47/100, price $110.87 (in the upper portion of its 52-week range). The 12.00B market cap is the sweet spot - big enough to absorb institutional sizing, small enough to move materially on conviction. Annual range: $88.25–$119.39.

What makes SJM's BUY setup (91/100) particularly actionable at 12.00B in Consumer Defensive capitalization is the scale-to-move ratio: large enough to feature on institutional mandates but not so large that the percentage upside is already compressed by index inertia. At $110.87 (in the upper portion of its 52-week range in $88.25–$119.39), with sentiment running neutral at 47/100, the setup rewards conviction-sized positioning more than it does speculative small bets.

News Sentiment Analysis

Sentiment gathered from recent headlines

47/100

Strong NegativeNeutralStrong Positive

MIXED

Recent News Coverage

Most recent articles, ranked by recency (click to expand).

9 articles

What did this article say?

Smucker (SJM) released its earnings report 30 days ago, prompting a 4% decline in the stock price. The company’s latest financials showed modest revenue growth but missed analyst expectations on earnings per share. Market participants are now focusing on the company’s guidance for the upcoming quarter, particularly any updates on product mix and cost management. The performance of SJM’s key brands and any changes in consumer demand will be critical to watch as the company navigates a competitive snack market.

What did this article say?

No summary available yet for this article.

What did this article say?

SJM’s unit sales have fallen for two consecutive years, prompting analysts to question the company’s growth prospects. Forecasts project a 3.2% revenue decline over the next 12 months, suggesting demand erosion. The company’s strategy of relying on price hikes has not offset the sales slump, raising concerns about long‑term profitability. Investors should monitor how SJM adjusts its pricing and product mix to counteract the downward trend.

What did this article say?

J M Smucker’s Chief People Officer sold 5,000 shares of SJM on June 29, 2026, totaling $583,475. The transaction signals a potential shift in insider confidence and could influence short‑term supply dynamics. Traders should assess how this sale aligns with the company’s upcoming earnings guidance and any subsequent insider activity.

What did this article say?

On June 26, 2026, J M Smucker Chief Legal Officer Jeannette L. Knudsen sold 4,353 shares of SJM, a transaction worth $500,943. The sale represents a modest outflow relative to the company’s total shares outstanding but may signal short‑term confidence concerns among insiders. Traders should consider how this move could influence short‑term liquidity and market perception ahead of the next earnings cycle. Monitoring subsequent guidance and any dividend policy changes will help gauge the broader impact.

What did this article say?

No summary available yet for this article.

What did this article say?

SJM reported stronger‑than‑expected quarterly earnings and lifted its 2027 earnings outlook, driven by resilient demand across its core brands. The company highlighted mid‑single‑digit coffee cost deflation while anticipating low‑single‑digit cost inflation from packaging, ingredients and transportation, underscoring a complex cost backdrop. These developments reinforce the narrative of disciplined capital returns and a path back to consistent profitability, supporting a bullish stance for the stock.

What did this article say?

J.M. Smucker’s 3.78% dividend yield faces pressure from a confluence of factors, including GLP‑1 drug competition, the rise of private‑label brands, and tariff‑induced cost increases. The company’s core portfolio—Folgers, Café Bustelo, Jif, Uncrustables, Milk‑Bone, and Hostess—remains exposed to these headwinds, potentially eroding earnings stability. Investors should assess whether SJM can sustain its payout ratio amid shrinking margins and heightened commodity costs. The outlook hinges on the company’s ability to defend pricing and manage supply‑chain disruptions.

What did this article say?

Folgers coffee maker introduced temporary price reductions as green coffee input costs fell, but the company has not committed to permanent cuts. The lower commodity expense is expected to lift SJM’s gross margin in the near term. However, the lack of a sustained price change may limit the upside if competitors maintain higher prices. SJM will need to monitor coffee price volatility and consumer demand to gauge the durability of the margin improvement. The company’s guidance for the upcoming quarter remains unchanged, but the cost advantage could help offset other margin pressures. Investors should watch how the price reductions influence sales volumes and overall profitability.

End of results

Recent News Coverage

Most recent articles, ranked by recency (click to expand).

9 articles

What did this article say?

No summary available yet for this article.

What did this article say?

No summary available yet for this article.

What did this article say?

End of results

SJM·The J. M. Smucker Company

EPS

Revenue

SJM Stock Snapshot

News Sentiment Analysis

Recent News Coverage

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News Sentiment Analysis

Recent News Coverage

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