Summary
JM2 Chart
The J. M. Smucker Company (SJM) Q2 2026 Earnings Call Transcript
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, Research Division Max Andrew Gumport - BNP Paribas, Research Division Alexia Howard - Sanford C. Bernstein & Co., LLC.
SJM Q2 Earnings Miss Despite Higher Sales, FY26 Guidance Tightened
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.
Compared to Estimates, Smucker (SJM) Q2 Earnings: A Look at Key Metrics
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.
The J. M. Smucker Company (JM2) FAQ
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The J. M. Smucker Company Profile
| - Industry | - Sector | Captain Mark T. Smucker CEO | XMUN Exchange | US8326964058 ISIN |
| US Country | 9,000 Employees | 14 Nov 2025 Last Dividend | 3 Jun 2002 Last Split | 31 Oct 1994 IPO Date |
Overview
The J. M. Smucker Company, established in 1897 and headquartered in Orrville, Ohio, operates globally, manufacturing and marketing a wide array of branded food and beverage products. The company's business is divided into three primary segments: U.S. Retail Pet Foods, U.S. Retail Coffee, and U.S. Retail Consumer Foods. Through its diversified product portfolio, The J. M. Smucker Company caters to a vast market, distributing its products not only to food retailers, club stores, discount and dollar stores, but also to pet specialty stores, natural foods stores, online retailers, drug stores, military commissaries, and mass merchandisers. This wide-reaching distribution strategy is supported by direct sales and broker networks, ensuring that its range of products is accessible to a broad customer base.
Products and Services
- Mainstream and Premium Coffee
The company provides a variety of coffee products, which include mainstream roast and ground coffee, single serve coffee options, and premium coffee selections. Brands such as Folgers, Café Bustelo, Dunkin', and 1850 are part of its coffee product line, catering to a wide range of consumer preferences.
- Peanut Butter and Specialty Spreads
Offerings in this category include the popular Jif brand peanut butter and a variety of specialty spreads. These products target consumers looking for convenient, high-quality spread options for snacking and meal preparation.
- Fruit Spreads, Toppings, and Syrups
Under the Smucker’s brand, the company offers a wide range of fruit spreads, toppings, and syrups. These products are designed to enhance the flavor of everyday foods and are a staple in many households.
- Pet Food and Pet Snacks
The J. M. Smucker Company caters to pet owners with a comprehensive line of pet food and snacks under brands like Meow Mix for cats and Milk-Bone, Pup-Peroni, and Canine Carry Outs for dogs. These products are designed to meet the nutritional needs of pets while providing enjoyable snacking options.
- Foodservice Products
This category includes a variety of products tailored for foodservice operations, including hot beverage solutions, portion control products for condiments, and flour products. These items are essential for restaurants, cafés, and institutional foodservice providers.
- Frozen Handheld Products and Baking Ingredients
The company also offers frozen sandwiches and snacks under the Smucker's Uncrustables brand and a variety of baking mixes and ingredients under brands like Robin Hood and Five Roses. These products cater to consumers seeking convenience without compromising on taste.
Contact Information
