The J. M. Smucker Company Website

The J. M. Smucker Company

NYSE-SJM

Company Overview

The J. M. Smucker Company manufactures and markets branded food and beverage products worldwide. It operates in three segments: U.S. Retail Pet Foods, U.S. Retail Coffee, and U.S. Retail Consumer Foods. The company offers mainstream roast, ground, single serve, and premium coffee; peanut butter and specialty spreads; fruit spreads, shortening and oils, and frozen sandwiches and snacks; pet food and pet snacks; and foodservice hot beverage, foodservice portion control, and flour products, as well as dog and cat food, frozen handheld products, juices and beverages, and baking mixes and ingredients. It provides its products under the Meow Mix, 9Lives, Kibbles 'n Bits, Milk-Bone, Pup-Peroni, Rachael Ray Nutrish and Nature's Recipe, Folgers, Café Bustelo, Dunkin', Folgers, Café Bustelo, 1850, Jif, Smucker's, Smucker's Uncrustables, Robin Hood, and Five Roses. The company sells its products through direct sales and brokers to food retailers, club stores, discount and dollar stores, online retailers, pet specialty stores, natural foods stores and distributors, drug stores, military commissaries, and mass merchandisers. Smucker Company was founded in 1897 and is headquartered in Orrville, Ohio.

  • Name

    The J. M. Smucker Company

  • CEO

    Captain Mark T. Smucker

  • Website

    www.jmsmucker.com

  • Sector

    Food Products

  • Year Founded

    1897

Company Statistics

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Bulls Say

  • Even after paring back its pet exposure, Smucker has retained ownership of its strongest pet brands, which could allow it to benefit from the continued trend of increased pet ownership and spending.

  • Smucker’s investment into Uncrustables’ capacity and innovation should allow it to leverage its success in frozen sandwiches with new flavors and offerings, further boosting growth.

  • Despite years of languishing market share, Smucker is in a position to revitalize Folgers with new product innovation and rebranding to drive more robust top-line growth.

Bears Say

  • Paying a full price for Hostess Brands has increased the difficulty for Smucker to create value from the acquisition while also significantly adding to its debt load.

  • Food is a competitive space, and given Smucker’s lack of brand power companywide, it’s always at risk of price competition.

  • Smucker’s disparate portfolio of coffee, peanut butter and jelly, and pet food creates little synergies together, forcing it to expend more resources just to keep up with competitors.

Source: Morningstar Analysis - Dec 05, 2025

What's happening

Nov 13, 2025 - Dec 13, 2025

J.M. Smucker Co. Faces Significant Challenges Amid Mixed Earnings Results

  • Disappointing quarterly results led to a 7.5% decline in J.M. Smucker Co.'s stock price over the past month.
  • Analysts have reduced price targets, reflecting concerns about the company's future performance and market positioning.
  • The company underperformed both the S&P 500 and Consumer Staples sector during this period.

Over the past month, J.M. Smucker Co. (SJM) experienced a notable decline of 7.5%, significantly underperforming compared to the S&P 500's decrease of only 0.2%. This downturn was primarily driven by disappointing quarterly results reported on November 25, where SJM announced adjusted earnings per share of $2.10 that met analyst expectations but revealed concerning declines in adjusted operating income and tightening guidance for fiscal year 2026. Although sales reached $2.33 billion—slightly exceeding estimates—the overall sentiment remained negative due to declining margins and lowered earnings forecasts.

In response to these mixed results, analysts exhibited caution leading to multiple price target reductions throughout this period; Deutsche Bank lowered its target from $113 to $111 while maintaining a Hold rating, whereas Morgan Stanley revised its target down from $118 to $115 while keeping an Overweight rating intact. These adjustments reflected a consensus among analysts regarding potential headwinds facing SJM despite their continued positive outlooks.

Prior to the earnings announcement, there were growing concerns about SJM's ability to consistently meet revenue estimates over recent quarters—achieving this only once in four attempts—which contributed heavily to bearish sentiment surrounding the stock as it traded lower leading up to November 25th’s report date. Additionally, macroeconomic factors played into investor apprehension; J.P.Morgan highlighted potential benefits from newly announced tariff exemptions for key agricultural products like cocoa and coffee that could alleviate some cost pressures moving forward.

Despite some bullish indicators emerging post-earnings release related specifically to tariff relief potentially benefiting future financial performance—especially with anticipated adjustments in coffee pricing—the overall market reaction leaned towards skepticism given ongoing challenges within the food sector itself where Smucker ranked poorly against industry peers.

J M Smucker Co underperformed the Consumer Staples (XLP) sector by -10.3%.

NYSE:SJM