- J M Smucker forecasts adjusted earnings per share (EPS) for 2026 to be between $8.50 and $9.50.
- Net sales are expected to grow by 2% to 4% in the fiscal year 2026.
- The company anticipates a free cash flow of $875 million in 2026.
- Fourth-quarter adjusted EPS is $2.31, a decrease from $2.66 year-over-year (y/y).
- Fourth-quarter net sales are $2.14 billion, down by 2.8% y/y.
- US Retail Coffee net sales are $738.6 million, marking an 11% increase y/y.
- US Retail Pet Foods net sales are $395.5 million, a 13% decrease y/y.
- US Retail Consumer Foods net sales are $449.8 million, down by 0.2% y/y.
- International and Away From Home net sales are $308.9 million, up by 3.1% y/y.
- Adjusted operating income is $422.4 million, a decrease of 8.5% y/y.
- Free cash flow in the fourth quarter stands at $298.9 million, up by 0.5% y/y.
- 2025 results reflect several divestitures including Sweet Baked Snacks, Voortman business, and Canada condiment business, as well as the acquisition of Hostess Brands.
- Reported a noncash impairment charge of $867.3 million related to goodwill of the Sweet Baked Snacks unit.
- Reported a noncash impairment charge of $112.7 million related to the indefinite-lived trademark of the Hostess brand.
- Analyst opinions on the stock include 7 buys, 12 holds, and 2 sells.
Jm Smucker Co on Smartkarma
Analyst coverage of J.M. Smucker Co on Smartkarma by Baptista Research indicates a mixed outlook. 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?“, the company’s fiscal 2025 third-quarter earnings showed a blend of challenges and future expectations. Despite a slight decline in comparable sales over the quarter, J.M. Smucker Co aims to achieve growth in the fourth quarter to meet revised targets. The anticipated recovery in the Pet and Coffee portfolios is expected to propel this improvement, although the Sweet Baked Snacks segment may continue to encounter obstacles.
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
Analyzing the Smartkarma Smart Scores for Jm Smucker Co, the company appears to have a solid long-term outlook. With above-average scores in Dividend and Momentum, Jm Smucker Co is positioned well for steady returns and market performance. While the Growth and Resilience scores are on the lower side, the company’s value proposition seems to be a notable strength, indicating a good balance of price and intrinsic value.
Jm Smucker Co, a global food products manufacturer, seems to be a reliable choice for investors looking for stable income and potential growth opportunities. With a diverse range of food products in its portfolio, including peanut butter, fruit spreads, baking mixes, beverages, and condiments, the company offers a mix of consumer staples that are likely to remain in demand over the long term. Overall, the Smartkarma Smart Scores suggest that Jm Smucker Co is a company worth keeping an eye on for consistent dividends and market momentum.
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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