- J M Smucker’s adjusted EPS for the first quarter was $1.90, missing the estimate of $1.93 and lower than the previous year’s $2.44.
- Net sales for the quarter were $2.11 billion, just shy of the $2.12 billion estimate and down 0.6% compared to the previous year.
- US Retail Coffee performed strongly with net sales of $717.2 million, a rise of 15% year-over-year, surpassing the estimate of $690.2 million.
- US Retail Pet Foods saw a drop in net sales to $368.0 million, down 7.9% from the previous year, missing the estimate of $374 million.
- US Retail Consumer Foods net sales decreased to $484.7 million, falling 2.4% year-over-year, below the estimate of $506.6 million.
- International and Away From Home net sales increased by 6.9% year-over-year to $290.2 million, beating the estimate of $281.9 million.
- Adjusted operating income for the quarter was $370.3 million, a decline of 17% year-over-year, slightly above the estimate of $366.8 million.
- The company reported a negative free cash flow of $94.9 million, compared to a positive cash flow of $49.2 million last year, and far below the expected positive $251.2 million.
- For the fiscal year 2026, J M Smucker maintained its adjusted EPS forecast range of $8.50 to $9.50, compared to the estimate of $9.17.
- The company highlighted better-than-expected first-quarter results and strong brand momentum as reasons for raising net sales expectations for the fiscal year.
- There are currently 8 buy, 12 hold, and 1 sell analyst ratings for J M Smucker.
Jm Smucker Co on Smartkarma
Analyst coverage of J.M. Smucker Co on Smartkarma reveals a mix of insights into the company’s recent earnings and strategic maneuvers. Baptista Research, in their report “J.M. Smucker: Will Its Effort on Core Brands & Innovation Pay Off?” discusses how the company is facing challenges from increased green coffee costs and tariffs, impacting its earnings outlook. Despite these hurdles, Smucker is focused on maintaining market share and profitability through pricing strategies and marketing investments.
Another report by Baptista Research, titled “J.M. Smucker Company: Balancing Tariff-Related Challenges & Cost Recovery For Sustaining Margins!” highlights the company’s recent fiscal performance and future outlook. Positive progress in various product categories was noted, alongside areas of concern that provide a comprehensive view of Smucker’s current standing and expectations. These insights shed light on the company’s efforts to navigate challenges and sustain its margins in the changing market environment.
A look at Jm Smucker Co Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 3 | |
| Dividend | 4 | |
| Growth | 2 | |
| Resilience | 2 | |
| Momentum | 3 | |
| OVERALL SMART SCORE | 2.8 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
Based on the Smartkarma Smart Scores, Jm Smucker Co has a mixed long-term outlook for investors. While the company scores well in terms of its dividend payout and value, indicating stability and attractiveness for income-focused investors, it lags in growth potential and resilience. The momentum score falls in the middle, suggesting a neutral sentiment towards the company’s short-term price performance. Overall, Jm Smucker Co‘s performance across these key factors provides a balanced view of its future prospects.
The JM Smucker Company is a global food products manufacturer known for a wide range of household staples, including peanut butter, fruit spreads, baking mixes, beverages, and condiments. With its solid dividend score and decent value rating, the company offers investors potential income opportunities and stability. However, its lower scores in growth and resilience indicate potential challenges in adapting to changing market conditions and driving future expansion.
Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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