- J M Smucker’s 2026 forecast for adjusted EPS is between $8.50 and $9.50, which is below the estimated $10.25.
- Net sales for 2026 are anticipated to increase between 2% and 4%.
- The company projects free cash flow of $875 million, missing the estimate of $1.01 billion.
- In the fourth quarter, adjusted EPS was $2.31, slightly above the estimate of $2.25 but down from $2.66 year-over-year.
- Fourth-quarter net sales reached $2.14 billion, a 2.8% decrease from last year, also below the $2.18 billion estimate.
- US Retail Coffee saw a significant rise with net sales reaching $738.6 million, up 11% year-over-year, surpassing the estimate of $704.5 million.
- US Retail Pet Foods sales fell 13% year-over-year to $395.5 million, which did not meet the $437.2 million estimate.
- US Retail Consumer Foods had net sales of $449.8 million, slightly down by 0.2% year-over-year, not reaching the $463.8 million estimate.
- International and Away From Home net sales increased by 3.1% year-over-year to $308.9 million, falling slightly short of the $310.5 million estimate.
- Adjusted operating income for the fourth quarter was $422.4 million, showing an 8.5% decrease year-over-year, though it surpassed the estimate of $402.3 million.
- Fourth-quarter free cash flow saw a minor year-over-year increase to $298.9 million but missed the estimate of $386.5 million.
- The fiscal year 2026 outlook details expectations of increased net sales, adjusted EPS, and free cash flow below estimates.
- Current analyst recommendations include 7 buys, 12 holds, and 2 sells.
Jm Smucker Co on Smartkarma
Analysts on Smartkarma are closely monitoring Jm Smucker Co, including Baptista Research. In their report titled “The J.M. Smucker Company: Will Its Strategic Focus on Sweet Baked Snacks Act As a Key Driver For Stock Performance?“, Baptista Research highlighted the challenges and future expectations of J.M. Smucker Co’s fiscal 2025 third-quarter earnings. The company faced a slight decline in comparable sales of just over 1% for the quarter and aims to achieve growth of slightly more than 1% in the fourth quarter to meet their revised fiscal 2025 sales target. Anticipated recoveries in their Pet and Coffee portfolios are expected to drive this improvement, while the Sweet Baked Snacks segment may encounter ongoing challenges.
A look at Jm Smucker Co Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 3 | |
| Dividend | 4 | |
| Growth | 2 | |
| Resilience | 2 | |
| Momentum | 4 | |
| OVERALL SMART SCORE | 3.0 |
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 seems to have a promising long-term outlook. The company scores high in Dividend and Momentum, indicating stable dividend payouts and positive market momentum. However, its scores for Growth and Resilience are lower, suggesting potential challenges in terms of growth and resilience to market fluctuations. With a moderate Value score, the company seems to be reasonably priced relative to its financial metrics.
The JM Smucker Company is a global food products manufacturer known for its wide range of offerings, including peanut butter, fruit spreads, baking mixes, beverages, and condiments. While the company shows strength in dividend payouts and market momentum, there may be room for improvement in terms of growth potential and resilience to market pressures. Investors will likely keep a close eye on how Jm Smucker Co navigates these factors to drive future performance.
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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