SJM's fourth-quarter results show mixed performance amid divestitures and acquisitions, with fiscal 2026 outlook guiding soft EPS.
While the top- and bottom-line numbers for Smucker (SJM) give a sense of how the business performed in the quarter ended April 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 (NYSE:SJM ) Q4 2025 Earnings Conference Call June 10, 2025 9:00 AM ET Company Participants Crystal Beiting - Vice President of Investor Relations and FPandA Mark T. Smucker - CEO and Chairman Tucker H.
Food and beverage stock J.M.
The J. M. Smucker Company delivered a modest Q4 beat thanks to cost cuts, but sales growth was very disappointing. Higher coffee prices, increased pet food competition, and pressures from GLP-1 drugs will make the next 12 months difficult, and guidance appears too optimistic. At over 12x earnings, shares are not compelling, and I expect SJM to be dead money. Investors should look elsewhere for better opportunities.
JM Smucker (NYSE:SJM) reported mixed results, including a year-over-year drop in sales, for the fiscal fourth quarter, sending its shares more than 13% lower in early trade on Tuesday. The food brands company, known for Jif peanut butter, Folgers coffee, Hostess snack cakes and Uncrustables, reported Q4 revenue down 3% year-over-year at $2.14 billion, below Street estimates of $2.19 billion.
Shares of The J.M. Smucker Co. (SJM) fell sharply in premarket trading Tuesday after the snack maker reported worse fiscal 2025 fourth-quarter sales and fiscal 2026 profit projections than analysts had expected.
Jif peanut butter maker J.M. Smucker forecast annual profit below the estimate on Tuesday, as sequential price hikes have been squeezing demand for its dog snacks and sweet baked goods.
Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.
Smucker (SJM) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
SJM braces for fourth-quarter earnings amid soft sales, margin pressure and sweet snack headwinds, but growth strategies may offer support.
Get a deeper insight into the potential performance of Smucker (SJM) for the quarter ended April 2025 by going beyond Wall Street's top -and-bottom-line estimates and examining the estimates for some of its key metrics.