Citable filing context
SJM's research view summarizes recent SEC filing context, starting with earnings from Aug 26, 2026.
| Filed | Item | Context |
|---|---|---|
| Aug 26, 2026 | earnings | J.M. Smucker reported Q1 fiscal 2027 net sales of $2.2 billion, up 5 percent, and adjusted EPS of $3.24. |
| Aug 17, 2026 | other | Shareholders elected eleven directors, ratified Ernst & Young as auditor, and approved executive compensation at the annual meeting. |
| Jun 9, 2026 | earnings | SJM announced Q4 and FY2026 results, reporting Q4 net sales of $2.3 billion and adjusted EPS of $2.77. |
| Aug 26, 2026 | Guidance: adjusted_eps | 10.50 to 11.00 |
| Aug 26, 2026 | Guidance: capital_expenditures | not reported to not reported |
| Aug 26, 2026 | Guidance: free_cash_flow | not reported to not reported |
| Aug 26, 2026 | mda_quarterly | For the first quarter of fiscal 2027, net sales rose 5% to $2.22 billion, driven by a 4 percentage point increase from net price realization—primarily in coffee—and a 1 percentage point volume/mix gain led by Uncrustables sandwiches along with Dunkin’ and Café Bustelo coffee products. Net income rebounded to $324.3 million ($3.03 diluted EPS), up from a net loss of $43.9 million in the prior-year period. Gross margin expansion was supported by favorable derivative accounting adjustments, operational efficiency initiatives, and $115.0 million in received IEEPA tariff refunds. Adjusted EPS increased 71% to $3.24. Segment performance reflected significant gains in U.S. Retail Coffee, where sales grew 13% to $807.8 million and profit surged 124% to $300.0 million. U.S. Retail Frozen Handheld and Spreads sales increased 3% to $499.3 million. Conversely, Sweet Baked Snacks net sales dropped 7% to $236.5 million due to lower Hostess volume, driving segment profit down 13% to $29.9 million. U.S. Retail Pet Foods net sales grew 1% to $371.7 million, though segment profit declined 2% to $98.9 million from elevated marketing and input costs. Operating cash flow reached $425.7 million, yielding $337.3 million in free cash flow, while total debt contracted to $6.74 billion. Key operational risks include green coffee cost volatility, potential trade policy changes, and ongoing class-action litigation surrounding Folgers serving size representations. |
| Jun 9, 2026 | business | The J. M. Smucker Company manufactures and markets branded food and beverage products, primarily in the U.S., which generated 96 percent of 2026 net sales. The company operates through five segments: U.S. Retail Coffee, U.S. Retail Frozen Handheld and Spreads, U.S. Retail Pet Foods, Sweet Baked Snacks, and Away From Home. Key brands include Folgers, Dunkin’, Café Bustelo, Uncrustables, Jif, Smucker’s, Meow Mix, Milk-Bone, and Hostess, which was acquired in November 2023. SJM has actively reshaped its portfolio, divesting Sahale Snacks, its Canadian condiments business, Voortman, and certain Sweet Baked Snacks value brands between 2023 and 2025. SJM faces significant customer concentration, with Walmart representing 34 percent of 2026 net sales and the top ten customers accounting for approximately 60 percent. Key operational risks include commodity price volatility—particularly for foreign-sourced green coffee—and reliance on single-source suppliers for Jif and Folgers packaging, K-Cup pods, and Pup-Peroni snacks. SJM also faces intense competition from private label brands, which held a 14.0 percent retail market share and a 22.2 percent Away From Home market share in 2026, alongside a broader industry trend of declining center-of-store sales volumes. |
Source: SEC EDGAR filing text and events; period Aug 26, 2026; filed Aug 26, 2026.
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