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SJSJM

The J. M. Smucker Company

$SJM·$12B·Packaged Foods·Consumer Defensive
$115.36-1.3%YTD+19.3%1Y+21.9%
Mentions · last 7 days
2026-06-05: 19 posts2026-06-06: 23 posts2026-06-07: 91 posts2026-06-08: 60 posts2026-06-09: 291 posts2026-06-10: 164 posts2026-06-11: 18 posts666+3%
Price updated 8m ago·X counts updated 19h ago
SJSJM
The J. M. Smucker Company$SJM
$115.36-1.26%666 posts+3%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $SJM, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-06-12

The move is getting stronger, with heavier trading behind it.

Smucker near 52w highs after a Q4 print analysts boosted on — 9.3% FCF yield, defensive food rotation.

The J. M. Smucker Company is the consumer-packaged-foods franchise — Folgers/Café Bustelo coffee, Smucker's jams/spreads, Jif peanut butter, Hostess (the 2023 acquisition driver), pet food (Milk-Bone, 9Lives), and away-from-home foodservice. Q1 revenue grew 5.8% YoY to $2.27B at a 33.5% gross margin and a -24% operating margin (one-time charge driving the negative — likely Hostess-integration related), with a notable 9.3% FCF yield. The stock at $116.83 sits at the 92nd percentile of its 52-week range with vs-50d +18% and vs-200d +13% — pure defensive-rotation leadership. The Q4 print 'analysts boost forecasts following' framing in the news headline supports the constructive read. Bulls treat the recent quarter as 'a strong quarter may be just the beginning'; bears flag 'Stock Of The Day: Is This The Top For J.M. Smucker?' — that's the honest mean-revert caution at this level. No sentiment summary was generated for this name.

What to watch: August 26 Q1 FY27 print. Bulls need same-store volume growth holding in coffee and Hostess-acquisition synergy color; a private-label share-gain in coffee or any major shelf-space loss in pet-food invalidates the breakout. The dividend is the meaningful return component over a holding period.

On the calendar: 2026-08-26 — Q1 FY27 earnings

near 52w highdefensive foodno sentiment data

Read the AI verdict + X sentiment for $SJM

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

The J. M. Smucker Company is an international enterprise specializing in the production and marketing of a diverse portfolio of branded food and beverage items. Its operations are organized into three principal U.S. retail divisions: Pet Foods, Coffee, and Consumer Foods. The company's extensive product offerings encompass various coffee options, including roast, ground, single-serve, and premium blends; a wide selection of spreads such as peanut butter and fruit preserves; cooking staples like shortening and oils; convenient frozen sandwiches and snacks; and a full range of pet food and treats. Additionally, Smucker provides hot beverages, portion-controlled items, and flour products for the foodservice sector, alongside frozen handheld meals, juices, beverages, and baking ingredients. These items are marketed under numerous recognizable brands, including Meow Mix, 9Lives, Kibbles 'n Bits, Milk-Bone, Pup-Peroni, Rachael Ray Nutrish, Nature's Recipe, Folgers, Café Bustelo, Dunkin', 1850, Jif, Smucker's, Smucker's Uncrustables, Robin Hood, and Five Roses. The company distributes its products through a vast network, utilizing both direct sales and brokers to reach grocery stores, club stores, discount and dollar retailers, online platforms, pet specialty stores, natural food outlets and their distributors, pharmacies, military commissaries, and large mass merchandisers. Founded in 1897, The J. M. Smucker Company is headquartered in Orrville, Ohio.

Industry overviewAI analysisGenerated by AI from underlying data

Where Packaged Foods sits in its cycle right now — and what that implies for $SJM.

Packaged Foods · Consumer Defensive

Consumer trade-down to private-label coffee and bio-based food ingredient demand are the sector vectors — WEST's private-label coffee co-packing benefits from consumers switching from branded to value coffee formats. DAR converts food waste into bio-based ingredients with recovery visibility.

See how Packaged Foods shapes $SJM

  • Where the industry is in its cycle and the catalysts moving it now
  • What this means specifically for $SJM's next move
  • Peer-basket or ETF benchmark you can use to gut-check the read
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Industry benchmark

5-name peer basket
+45.6%YTD
+28.5%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-89.9How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
2.5%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
4.0%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
9.3%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.4Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-2.4%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
33.5%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.3Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026Jun 9, 2026$2.77$2.64+4.9%
Q4 2025Feb 26, 2026$2.38$2.27+4.8%
Q3 2025Nov 25, 2025$2.10$2.100.0%
Q2 2025Aug 27, 2025$1.90$1.93-1.6%
Next earningsWed, Aug 26·consensus EPS $2.14

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q4 FY26$2.3B+5.8%41.5%-23.9%$3.64$483.9M
Q3 FY26$2.3B+7.0%35.8%20.2%$-6.79$487.0M
Q2 FY26$2.3B+2.6%33.6%16.5%$2.26$280.2M
Q1 FY26$2.1B-0.6%22.5%2.2%$-0.41$-94.9M

Forward consensus

5-year forecast · up to 14 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$9.0B$9.0B – $9.1B$9.02$8.95 – $9.1414
FY27$8.8B$8.7B – $9.1B$9.96$8.81 – $10.3510
FY28$8.8B$8.7B – $8.9B$10.78$10.48 – $10.9510
FY29$9.1B$9.1B – $9.1B$11.46$9.79 – $12.297
FY30$9.1B$8.9B – $9.3B$11.44$11.13 – $11.753

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.92%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+17.8%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+13.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 104.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.3% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.

Know if $SJM is setting up — or just chopping

  • Volume multiple vs 30-day baseline — catch unusual interest before the move
  • Position vs 50d & 200d MAs and 52-week range — trend direction at a glance
  • Float bucket, beta, and active-offering flags — what kind of stock you're trading
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Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellMar 10Mark T SmuckerCEO463 sh$50KBuyMar 2Tarang AminDirector880 sh$100K
+ 12 other (11 awards · 1 gift) in window

See when $SJM insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsApr 163
3New insider — initial holdingsApr 163
3New insider — initial holdingsMar 113
8-KOfficer or director changeMar 38-K — Item 5.02: Officer or director change
8-KOfficer or director changeFeb 268-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
3New insider — initial holdingsFeb 173
8-KOfficer or director changeFeb 108-K — Item 5.02: Officer or director change · Item 8.01: Other event
+ 8 other (4 13Gs · 2 earnings 8-Ks · 1 10-K · 1 10-Q) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Stock Of The Day: Is This The Top For J. M. Smucker?benzinga.com·1d agoJ. M. Smucker: Q4 Earnings Weren't As Good As They Lookseekingalpha.com·2d agoJ.M. Smucker: A Strong Quarter May Be Just The Beginningseekingalpha.com·2d agoThese Analysts Boost Their Forecasts On JM Smucker Following Q4 Earningsbenzinga.com·2d agoSJM Q4 Earnings Call Flags Coffee Relief, Sales Pressurezacks.com·3d ago

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