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.
Smucker (SJM) Q2 Earnings Lag Estimates
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.
Smucker (SJM) Q2 Earnings Preview: What You Should Know Beyond the Headline Estimates
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.
The J.M. Smucker Sets the Stage for Q2 Earnings: Things to Watch
SJM heads into Q2 with strong coffee-driven sales momentum, but cost pressures, and weak snack and pet volumes threaten margins.
Earnings Preview: Smucker (SJM) Q2 Earnings Expected to Decline
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.
J. M. Smucker: Excellent Value In Plain Sight Makes It A Buy
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.
Trader Joe's accused of copying Smucker's Uncrustables sandwiches
The J.M. Smucker Co. filed a federal lawsuit in Ohio accusing Trader Joe's of copying its Uncrustables frozen sandwiches and violating trademarks.
SJM's Coffee Strength Shines in Q1: What to Expect Through FY26?
J.M. Smucker's coffee business fuels gains in Q1, driving a higher FY26 sales outlook despite cost and tariff pressures.
JM Smucker Is A Cash Generating Machine: Should You Consider SJM Stock?
Here's why we believe JM Smucker (SJM) deserves your attention.
SJM's Pet Foods Struggles With Dog Snack Weakness and Contract Loss
SJM's Pet Foods sales and profit decline in Q1 as dog snacks weaken and a key contract manufacturing deal comes to an end.
