The J. M. Smucker Company (SJM)

US — Consumer Defensive Sector

Peers: PPC CPB CAG LW HRL COKE ACI SFM TAP INGR

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News

SJM Surges 9%, But Hostess Weakness Clouds Outlook

SJM
Published: March 03, 2026 by: MarketBeat
Sentiment: Positive

The J.M. Smucker Co. NYSE: SJM had a good earnings report on a day when it was good for consumer staples stocks to have a good day. SJM stock soared over 9% after the company delivered a double beat and maintained its outlook for full-year adjusted earnings per share (EPS).

image for news SJM Surges 9%, But Hostess Weakness Clouds Outlook

Best Dividend Aristocrats For March 2026

ABBV, ABT, ADM, ADP, AFL, ALB, AMCR, AOS, APD, ATO, BDX, BEN, BRO, CAH, CAT, CHD, CHRW, CINF, CL, CLX, CTAS, DOV, ECL, ED, EMR, BF-A, BF-B, ERIE, ES, EXPD, FAST, FDS, FRT, GD, GPC, GWW, HRL, IBM, ITW, JNJ, KMB, KO, KVUE, LIN, LOW, MCD, MDT, MKC, NDSN, NEE, NOBL, NUE, O, PEP, PG, PNR, PPG, ROP, SHW, SJM, SPGI, SPY, SWK, SYY, TGT, TROW, WMT, WST, XOM
Published: February 27, 2026 by: Seeking Alpha
Sentiment: Positive

The ProShares S&P 500 Dividend Aristocrat ETF (NOBL) is up 9.39% YTD in 2026, decisively outperforming SPY's 1.08%. Dividend Aristocrats are regaining momentum after a weak 2025, with 55 outpacing SPY and 39 posting double-digit gains this year already. Dividend growth is lagging, with 2026's average increase currently at 3.22%, below last year's trend and potentially signaling headwinds.

image for news Best Dividend Aristocrats For March 2026

Smucker Q3 Earnings Beat Estimates, Sales Up 7% on Pricing Gains

SJM
Published: February 26, 2026 by: Zacks Investment Research
Sentiment: Positive

SJM tops Q3 estimates as 7% sales growth and strong coffee pricing offset cost pressures, while earnings dip y/y due to higher green coffee and tariffs.

image for news Smucker Q3 Earnings Beat Estimates, Sales Up 7% on Pricing Gains

The J. M. Smucker Company (SJM) Q3 2026 Earnings Call Transcript

SJM
Published: February 26, 2026 by: Seeking Alpha
Sentiment: Neutral

The J. M. Smucker Company (SJM) Q3 2026 Earnings Call Transcript

Compared to Estimates, Smucker (SJM) Q3 Earnings: A Look at Key Metrics

SJM
Published: February 26, 2026 by: Zacks Investment Research
Sentiment: Positive

The headline numbers for Smucker (SJM) give insight into how the company performed in the quarter ended January 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

image for news Compared to Estimates, Smucker (SJM) Q3 Earnings: A Look at Key Metrics

Smucker (SJM) Q3 Earnings and Revenues Surpass Estimates

SJM
Published: February 26, 2026 by: Zacks Investment Research
Sentiment: Positive

Smucker (SJM) came out with quarterly earnings of $2.38 per share, beating the Zacks Consensus Estimate of $2.27 per share. This compares to earnings of $2.61 per share a year ago.

image for news Smucker (SJM) Q3 Earnings and Revenues Surpass Estimates

Countdown to Smucker (SJM) Q3 Earnings: A Look at Estimates Beyond Revenue and EPS

SJM
Published: February 24, 2026 by: Zacks Investment Research
Sentiment: Neutral

Get a deeper insight into the potential performance of Smucker (SJM) for the quarter ended January 2026 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.

image for news Countdown to Smucker (SJM) Q3 Earnings: A Look at Estimates Beyond Revenue and EPS

Analysts Estimate Smucker (SJM) to Report a Decline in Earnings: What to Look Out for

SJM
Published: February 19, 2026 by: Zacks Investment Research
Sentiment: Negative

Smucker (SJM) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

image for news Analysts Estimate Smucker (SJM) to Report a Decline in Earnings: What to Look Out for

J. M. Smucker: I Don't Think You're Ready For This Jelly

SJM
Published: February 11, 2026 by: Seeking Alpha
Sentiment: Positive

The J. M. Smucker Company boasts 90% U.S. household penetration and a diversified portfolio across coffee, spreads, pet, and sweet baked snacks. J. M. Smucker has achieved dividend aristocrat status with over 25 consecutive years of dividend increases and a current yield of 4.1%. Despite strong brand presence, SJM and consumer staples have significantly underperformed the broader market over the past five years.

image for news J. M. Smucker: I Don't Think You're Ready For This Jelly

The J.M. Smucker Co. Announces Senior Leadership Updates to Drive Continued Growth and Execution

SJM
Published: February 10, 2026 by: PRNewsWire
Sentiment: Neutral

ORRVILLE, Ohio, Feb. 10, 2026 /PRNewswire/ -- The J.M. Smucker Co. today announced a series of leadership updates that are designed to advance the Company's continued execution of its long-term growth strategy and further the momentum of its portfolio of leading brands, while enhancing profitability and earnings.

image for news The J.M. Smucker Co. Announces Senior Leadership Updates to Drive Continued Growth and Execution

J.M. Smucker: Buy This Dividend Aristocrat While It's On Sale

SJM
Published: January 16, 2026 by: Seeking Alpha
Sentiment: Positive

J.M. Smucker is a value and income play, trading at a forward P/E of 11.6 and yielding 4.2%. SJM faces margin pressures, but portfolio simplification and cost savings are expected to stabilize profitability. Growth drivers like Uncrustables and Café Bustelo, combined with a well-covered dividend, support a "Buy" rating for potential strong total returns.

image for news J.M. Smucker: Buy This Dividend Aristocrat While It's On Sale

J.M. Smucker's Pet Food Sales Soft: Is Demand Normalizing Yet?

SJM
Published: January 12, 2026 by: Zacks Investment Research
Sentiment: Positive

SJM's Q2 pet food sales drop 7% as dog snacks lag, but pricing gains and margin expansion suggest demand is stabilizing.

image for news J.M. Smucker's Pet Food Sales Soft: Is Demand Normalizing Yet?

J.M. Smucker's Coffee Sales Rise: Is Pricing Still the Key Driver?

SJM
Published: January 02, 2026 by: Zacks Investment Research
Sentiment: Negative

SJM's U.S. coffee sales increase in Q2 as pricing fuels growth, offsetting weaker volumes and proving brands can absorb higher prices.

image for news J.M. Smucker's Coffee Sales Rise: Is Pricing Still the Key Driver?

Best Dividend Aristocrats For January 2026

ABBV, ABT, ADM, ADP, AFL, ALB, AMCR, AOS, APD, ATO, BDX, BEN, BRO, CAH, CAT, CB, CHD, CHRW, CINF, CL, CLX, CTAS, CVX, DOV, ECL, BF-A, BF-B, ED, EMR, ERIE, ES, ESS, EXPD, FAST, FDS, FRT, GD, GPC, GWW, HRL, IBM, ITW, JNJ, KMB, KO, KVUE, LIN, LOW, MCD, MDT, MKC, NDSN, NEE, NOBL, NUE, O, PEP, PG, PNR, PPG, ROP, SHW, SJM, SPGI, SPY, SWK, SYY, TGT, TROW, WMT, WST, XOM
Published: December 31, 2025 by: Seeking Alpha
Sentiment: Positive

The ProShares S&P 500 Dividend Aristocrat ETF (NOBL) underperformed SPY in 2025, gaining 7.2% versus SPY's 18.42%. Despite average underperformance, select Aristocrats like CAH (+74.18%), ALB (+66.90%), and CHRW (+61.22%) delivered strong double-digit returns. Dividend growth for the Aristocrats slowed to 5.52% in 2025, down from 5.78% in 2024, with 68 of 69 raising payouts.

image for news Best Dividend Aristocrats For January 2026

2 Steadier Dividend Stocks If You're Looking to Side-Step a Stock Market Correction

MCD, SJM
Published: December 01, 2025 by: 24/7 Wall Street
Sentiment: Negative

So much for a bursting of the AI bubble. With the markets on quite a strong winning streak, with the S&P 500 now just a good day or two away from returning to prior highs, investors might be wondering if it's time to take some profits off the table as market breadth improves and some of the fallen former AI darlings remain in the doghouse.

image for news 2 Steadier Dividend Stocks If You're Looking to Side-Step a Stock Market Correction

J. M. Smucker: Coffee Relief Is Coming (Rating Upgrade)

SJM
Published: November 25, 2025 by: Seeking Alpha
Sentiment: Positive

The J. M. Smucker Company is upgraded to 'hold' as coffee tariff relief should drive margin recovery in the coming quarters. SJM's Q2 showed persistent margin pressure despite 3% revenue growth, with coffee price hikes unable to fully offset tariff costs. Pet food and frozen handheld segments remain weak, while deleveraging remains a priority due to elevated debt from past M&A.

image for news J. M. Smucker: Coffee Relief Is Coming (Rating Upgrade)

The J. M. Smucker Company (SJM) Q2 2026 Earnings Call Transcript

SJM
Published: November 25, 2025 by: Seeking Alpha
Sentiment: Neutral

The J. M. Smucker Company ( SJM ) Q2 2026 Earnings Call November 25, 2025 9:00 AM EST Company Participants Crystal Beiting - Vice President of Investor Relations and FP&A Mark Smucker - CEO & Chairman Tucker Marshall - Chief Financial Officer Conference Call Participants Andrew Lazar - Barclays Bank PLC, Research Division Thomas Palmer - JPMorgan Chase & Co, Research Division Robert Moskow - TD Cowen, Research Division Yasmine Deswandhy - BofA Securities, Research Division Megan Christine Alexander - Morgan Stanley, Research Division Peter Grom - UBS Investment Bank, Research Division Matthew Smith - Stifel, Nicolaus & Company, Incorporated, …

image for news The J. M. Smucker Company (SJM) Q2 2026 Earnings Call Transcript

SJM Q2 Earnings Miss Despite Higher Sales, FY26 Guidance Tightened

SJM
Published: November 25, 2025 by: Zacks Investment Research
Sentiment: Neutral

SJM's Q2 shows rising sales but a steep earnings slump, prompting tightened FY26 guidance as pricing gains clash with softer volumes and higher costs.

image for news SJM Q2 Earnings Miss Despite Higher Sales, FY26 Guidance Tightened

Compared to Estimates, Smucker (SJM) Q2 Earnings: A Look at Key Metrics

SJM
Published: November 25, 2025 by: Zacks Investment Research
Sentiment: Neutral

While the top- and bottom-line numbers for Smucker (SJM) give a sense of how the business performed in the quarter ended October 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

image for news Compared to Estimates, Smucker (SJM) Q2 Earnings: A Look at Key Metrics

Smucker (SJM) Q2 Earnings Lag Estimates

SJM
Published: November 25, 2025 by: Zacks Investment Research
Sentiment: Negative

Smucker (SJM) came out with quarterly earnings of $2.1 per share, missing the Zacks Consensus Estimate of $2.12 per share. This compares to earnings of $2.76 per share a year ago.

image for news Smucker (SJM) Q2 Earnings Lag Estimates

Smucker (SJM) Q2 Earnings Preview: What You Should Know Beyond the Headline Estimates

SJM
Published: November 20, 2025 by: Zacks Investment Research
Sentiment: Neutral

Evaluate the expected performance of Smucker (SJM) for the quarter ended October 2025, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.

image for news Smucker (SJM) Q2 Earnings Preview: What You Should Know Beyond the Headline Estimates

The J.M. Smucker Sets the Stage for Q2 Earnings: Things to Watch

SJM
Published: November 19, 2025 by: Zacks Investment Research
Sentiment: Neutral

SJM heads into Q2 with strong coffee-driven sales momentum, but cost pressures, and weak snack and pet volumes threaten margins.

image for news The J.M. Smucker Sets the Stage for Q2 Earnings: Things to Watch

Earnings Preview: Smucker (SJM) Q2 Earnings Expected to Decline

SJM
Published: November 18, 2025 by: Zacks Investment Research
Sentiment: Negative

Smucker (SJM) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

image for news Earnings Preview: Smucker (SJM) Q2 Earnings Expected to Decline

Buy These 3 Miscellaneous Food Stocks to Ride Out Industry Challenges

LW, SJM, UNFI
Published: November 13, 2025 by: Zacks Investment Research
Sentiment: Positive

While the Zacks Food-Miscellaneous industry battles inflation and soft demand, SJM, LW and UNFI lean on strong brands and cost controls to drive growth.

image for news Buy These 3 Miscellaneous Food Stocks to Ride Out Industry Challenges

5 Stocks For the 60% Surge in Pet Spending

CHWY, FRPT, NSRGY, SJM, WOOF
Published: November 12, 2025 by: 24/7 Wall Street
Sentiment: Positive

It was found in the 2024 American Pet Products Association (APPA) National Pet Owners Survey that 82 million US households own a pet.

image for news 5 Stocks For the 60% Surge in Pet Spending

J. M. Smucker: Excellent Value In Plain Sight Makes It A Buy

SJM
Published: October 28, 2025 by: Seeking Alpha
Sentiment: Positive

J.M. Smucker is attractively valued with a forward P/E of 11.5 and a 4.2% dividend yield sitting near all-time highs. SJM's key brands like Uncrustables and Café Bustelo are driving strong sales growth, supported by innovation and expanding market reach. Despite recent margin pressures and higher leverage from the Hostess acquisition, SJM maintains a solid BBB credit rating and plans to deleverage.

image for news J. M. Smucker: Excellent Value In Plain Sight Makes It A Buy

Smucker Bets on Consumer-Led Innovation to Drive Growth

SJM
Published: October 20, 2025 by: Zacks Investment Research
Sentiment: Positive

SJM's focus on consumer-led innovation and sharper brand discipline aims to power sustained growth beyond 2026.

image for news Smucker Bets on Consumer-Led Innovation to Drive Growth

Smucker sues Trader Joe's over Uncrustables dupes, calling its crustless PB&J sandwiches a 'copycat'

SJM
Published: October 16, 2025 by: Business Insider
Sentiment: Neutral

Smucker's is going after Trader Joe's in court over what it calls an Uncrustables "copycat." A lawsuit accuses Trader Joe's of using protected design elements, such as a crimped edge and a specific shade of blue.

image for news Smucker sues Trader Joe's over Uncrustables dupes, calling its crustless PB&J sandwiches a 'copycat'

SJM's Coffee Strength Shines in Q1: What to Expect Through FY26?

SJM
Published: October 10, 2025 by: Zacks Investment Research
Sentiment: Positive

J.M. Smucker's coffee business fuels gains in Q1, driving a higher FY26 sales outlook despite cost and tariff pressures.

image for news SJM's Coffee Strength Shines in Q1: What to Expect Through FY26?

JM Smucker Is A Cash Generating Machine: Should You Consider SJM Stock?

SJM
Published: October 10, 2025 by: Forbes
Sentiment: Positive

Here's why we believe JM Smucker (SJM) deserves your attention.

image for news JM Smucker Is A Cash Generating Machine: Should You Consider SJM Stock?

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About The J. M. Smucker Company (SJM)

IPO Date 1994-10-31
Website https://www.jmsmucker.com
Industry Packaged Foods
CEO Captain Mark T. Smucker
Employees 9000

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.