Does Smucker's (SJM) Index Exit Reflect a Deeper Shift in Its Brand Strategy?

• On September 20, 2025, The J. M. Smucker Company was dropped from the FTSE All-World Index, following operational changes including a Hostess facility closure and ongoing investments in Uncrustables production.
• This index removal comes amid continued growth momentum for Smucker’s Uncrustables brand and the integration of newly acquired Hostess Brands.
• We'll examine how Smucker's index exclusion, alongside its Uncrustables brand strength, could influence the company's investment outlook.

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J. M. Smucker Investment Narrative Recap

Owning shares in J. M. Smucker centers on faith in its ability to rejuvenate growth via brands like Uncrustables while managing cost challenges and integration risks post-Hostess acquisition. The recent FTSE All-World Index exclusion does not appear to materially alter the company’s most important short term catalyst, maintaining Uncrustables’ momentum through new investments, nor does it mitigate the principal risk from volatile coffee input costs and pressured margins.

Among the latest announcements, Smucker’s pledge to expand Uncrustables production capacity is particularly relevant, especially as this brand is a bright spot amid weaker results elsewhere. Additional investment and innovation in Uncrustables support the company’s near-term growth narrative, even as operational restructuring and index exclusion remain in the background.

Yet, despite Uncrustables’ strong performance, investors should be aware that persistent cost inflation and unpredictably high green coffee prices could...

Read the full narrative on J. M. Smucker (it's free!)

J. M. Smucker's outlook anticipates $9.4 billion in revenue and $882.0 million in earnings by 2028. This is based on a 2.6% annual revenue growth rate and a $2.38 billion increase in earnings from the current -$1.5 billion.

Uncover how J. M. Smucker's forecasts yield a $116.19 fair value, a 8% upside to its current price.

Exploring Other Perspectives

Five members of the Simply Wall St Community assessed Smucker’s fair value between US$112 and US$306, showing marked differences in future growth expectations. While some anticipate margin improvements from Uncrustables’ expansion, the volatility in coffee input costs continues to shape varied outlooks on company performance and risk.

Explore 5 other fair value estimates on J. M. Smucker - why the stock might be worth just $112.00!

Build Your Own J. M. Smucker Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your J. M. Smucker research is our analysis highlighting 2 key rewards and 2 important warning signs that could impact your investment decision.
• Our free J. M. Smucker research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate J. M. Smucker's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary 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. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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