J. M. Smucker Past Earnings Performance
Past criteria checks 0/6
J. M. Smucker's earnings have been declining at an average annual rate of -60.8%, while the Food industry saw earnings growing at 2.9% annually. Revenues have been growing at an average rate of 2.4% per year.
Key information
-60.81%
Earnings growth rate
-60.21%
EPS growth rate
| Food Industry Growth | 15.98% |
| Revenue growth rate | 2.35% |
| Return on equity | -23.98% |
| Net Margin | -14.07% |
| Next Earnings Update | 09 Jun 2026 |
Recent past performance updates
Recent updates
SJM: Elliott Partnership And Coffee Cost Deflation Will Support Future Margin Upside
The analyst price target for J. M.
Pet Ownership And At Home Coffee Trends Will Support Steady Brand Demand
Catalysts About J. M.SJM: Elliott Engagement And Coffee Cost Deflation Will Support Margin Upside
J. M.SJM: Elliott Engagement And Coffee Cost Deflation Will Support 2026 Execution
The analyst fair value estimate for J. M.SJM: Elliott Engagement And Coffee Cost Deflation Will Shape 2026 Execution
The analyst fair value estimate for J. M.SJM: Governance Changes And Execution In 2026 Will Shape EPS Outcomes
Our analyst fair value estimate for J. M.SJM: Mixed Volume Pressures And EPS Potential Will Shape 2026 Expectations
Analysts have trimmed their blended 12 month price target on J. M.J. M. Smucker: I Don't Think You're Ready For This Jelly
Summary 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. The stock looks well priced for strong returns. Read the full article on Seeking AlphaSJM: Mixed Earnings Momentum And Volume Headwinds Will Shape Forward Expectations
Narrative Update Analysts have trimmed their price targets on J. M.Leadership Changes Will Stabilize The Hostess Brand And Support Future Earnings
Analysts have modestly raised J.M. Smucker’s price target to $116.00, citing improved coffee segment prospects and sector favoritism by JPMorgan, while lingering concerns over weak FY26 earnings guidance, tariff headwinds, and slow organic growth temper enthusiasm. Analyst Commentary Bullish analysts believe J.M. Smucker will benefit from improved coffee fundamentals and higher volume forecasts, supporting better coffee sales and profits.J. M. Smucker: The Recent Drop Appears Overdone, But Important Issues Persist
Summary J. M. Smucker's stock has underperformed the consumer staples sector, and for a good reason. The likelihood of a short-term reversal is quite high as progress is being made on the profitability side of the business. Nevertheless, I retain a Hold rating as issues related to recent acquisitions and the pet food business remain unresolved. Read the full article on Seeking AlphaJ. M. Smucker: Sweet Deal For Value Investors From A Dividend Aristocrat
Summary J. M. Smucker is undervalued at a forward PE of 10.7x, offering a solid 4.1% dividend yield with a well-covered 41% payout ratio. Recent performance shows promise with 17% YoY net sales growth and 7% YoY adjusted EPS growth, driven by the Hostess acquisition and key brands like Uncrustables and Jif. Management targets $100 million in annual savings by FY2026, with continued cost synergies and margin improvements expected to bolster earnings. SJM's deleveraging efforts and strong brand performance present a compelling entry point for value and income-focused investors. Read the full article on Seeking AlphaJ.M. Smucker: A Stable Business That Deserves Attention, Hold For Now
Summary SJM is a stable, low-growth business that has been expanding market share, and growing revenue, earnings, and dividends consistently over the decades. This dividend aristocrat is offering an attractive 4% dividend yield, which is far higher than the 2.01% offered by NOBL and the 2.38% by SDY. SJM has a narrow competitive moat from its diverse product range and experienced management. However, its high debt load will limit management's ability to grow value through share repurchases and new acquisitions. Factoring the near-and-mid-term headwinds with the high debt load, it will be prudent to wait for a better entry price with a wider margin of safety. Read the full article on Seeking Alpha
Uncrustables, Innovative Sweet Snacks, And Tactical Brand Investments Propel Toward $1 Billion Sales Goal
Expansion in sweet snacks and strategic pricing in coffee are expected to drive significant sales growth and enhance revenue.J. M. Smucker: Sticky Brands Help Round Out A Portfolio
Summary I'm attracted to food stocks like J. M. Smucker Company due to their strong brands and low beta, especially in a potential recession. Superinvestors have shown interest, but I prefer a price drop and to see the Hostess Brands acquisition impact before issuing a "Buy" rating. Valuation shows mixed signals: a DCF analysis suggests overvaluation, but using WACC and EV/EBITDA multiples, SJM appears relatively cheap. I rate SJM as a Hold for portfolio diversification, with a 1-2% position sizing, expecting brand loyalty to mitigate leverage risks. Read the full article on Seeking AlphaRevenue & Expenses Breakdown
How J. M. Smucker makes and spends money. Based on latest reported earnings, on an LTM basis.
Earnings and Revenue History
| Date | Revenue | Earnings | G+A Expenses | R&D Expenses |
|---|---|---|---|---|
| 31 Jan 26 | 8,927 | -1,256 | 1,526 | 0 |
| 31 Oct 25 | 8,773 | -1,194 | 1,532 | 0 |
| 31 Jul 25 | 8,714 | -1,460 | 1,525 | 0 |
| 30 Apr 25 | 8,726 | -1,231 | 1,539 | 0 |
| 31 Jan 25 | 8,788 | -257 | 1,584 | 0 |
| 31 Oct 24 | 8,831 | 526 | 1,590 | 0 |
| 31 Jul 24 | 8,499 | 745 | 1,532 | 0 |
| 30 Apr 24 | 8,179 | 744 | 1,455 | 0 |
| 31 Jan 24 | 8,208 | -101 | 1,412 | 0 |
| 31 Oct 23 | 8,195 | -13 | 1,422 | 0 |
| 31 Jul 23 | 8,461 | -17 | 1,441 | 0 |
| 30 Apr 23 | 8,529 | -91 | 1,470 | 0 |
| 31 Jan 23 | 8,328 | 710 | 1,439 | 0 |
| 31 Oct 22 | 8,169 | 572 | 1,392 | 0 |
| 31 Jul 22 | 8,014 | 586 | 1,395 | 0 |
| 30 Apr 22 | 7,999 | 630 | 1,376 | 0 |
| 31 Jan 22 | 7,885 | 572 | 1,437 | 0 |
| 31 Oct 21 | 7,905 | 764 | 1,481 | 0 |
| 31 Jul 21 | 7,889 | 790 | 1,506 | 0 |
| 30 Apr 21 | 8,003 | 873 | 1,540 | 0 |
| 31 Jan 21 | 8,175 | 956 | 1,498 | 0 |
| 31 Oct 20 | 8,070 | 882 | 1,476 | 0 |
| 31 Jul 20 | 7,994 | 862 | 1,457 | 0 |
| 30 Apr 20 | 7,801 | 775 | 1,482 | 0 |
| 31 Jan 20 | 7,611 | 625 | 1,476 | 0 |
| 31 Oct 19 | 7,651 | 559 | 1,485 | 0 |
| 31 Jul 19 | 7,714 | 536 | 1,506 | 0 |
| 30 Apr 19 | 7,838 | 514 | 1,523 | 0 |
| 31 Jan 19 | 7,717 | 629 | 1,454 | 0 |
| 31 Oct 18 | 7,609 | 1,339 | 1,415 | 0 |
| 31 Jul 18 | 7,511 | 1,345 | 1,390 | 0 |
| 30 Apr 18 | 7,357 | 1,339 | 1,363 | 0 |
| 31 Jan 18 | 7,360 | 1,263 | 1,373 | 0 |
| 31 Oct 17 | 7,335 | 566 | 1,380 | 0 |
| 31 Jul 17 | 7,325 | 549 | 1,384 | 0 |
| 30 Apr 17 | 7,392 | 592 | 1,340 | 0 |
| 31 Jan 17 | 7,416 | 673 | 1,408 | 0 |
| 31 Oct 16 | 7,511 | 724 | 1,452 | 0 |
| 31 Jul 16 | 7,675 | 722 | 1,479 | 0 |
| 30 Apr 16 | 7,811 | 689 | 1,510 | 0 |
| 31 Jan 16 | 7,451 | 407 | 1,447 | 0 |
| 31 Oct 15 | 6,917 | 383 | 1,303 | 0 |
| 31 Jul 15 | 6,321 | 365 | 1,166 | 0 |
Quality Earnings: SJM is currently unprofitable.
Growing Profit Margin: SJM is currently unprofitable.
Free Cash Flow vs Earnings Analysis
Past Earnings Growth Analysis
Earnings Trend: SJM is unprofitable, and losses have increased over the past 5 years at a rate of 60.8% per year.
Accelerating Growth: Unable to compare SJM's earnings growth over the past year to its 5-year average as it is currently unprofitable
Earnings vs Industry: SJM is unprofitable, making it difficult to compare its past year earnings growth to the Food industry (-14.7%).
Return on Equity
High ROE: SJM has a negative Return on Equity (-23.98%), as it is currently unprofitable.
Return on Assets
Return on Capital Employed
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Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/06/08 11:17 |
| End of Day Share Price | 2026/06/08 00:00 |
| Earnings | 2026/01/31 |
| Annual Earnings | 2025/04/30 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
| |
| Ownership | 10 years |
| |
| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
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Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
The J. M. Smucker Company is covered by 36 analysts. 18 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| null null | Argus Research Company |
| Andrew Lazar | Barclays |
| Alexia Howard | Bernstein |