XNYS · Consumer Staples · Packaged Foods
J.M. Smucker is a packaged food company that primarily sells through the US retail channel (75% of fiscal 2026 revenue came through its retail pet foods, coffee, and frozen handheld/spreads segments), with the remaining share consisting of sweet baked snacks (through the Hostess acquisition), away from home, and international (primarily Canada). Retail coffee is its largest category (37% of sales) with brands Folgers, Dunkin', and Cafe Bustelo. Pet foods (18% of sales) holds leading brands like Milk-Bone and Meow Mix. Of its remaining, approximately 20% comes from frozen handhelds and spreads, through brands Jif, Smucker's, and Uncrustables. The company acquired Hostess Brands in fiscal 2024 to boost its snack and convenience store presence.
Smucker delivered a strong beat, with **EPS of $3.24 vs. $2.22** and revenue of **$2.2B** topping estimates, driven by resilient branded staples demand. The issue is quality: the margin was still **-1.5%**, and guidance of **$9.75-$10.25** EPS plus **$8.7B-$8.8B** sales implies limited near-term operating leverage.
AI-generated summary — powered by BigEarnings.
| Date | Period | EPS Est. | EPS Act. | Surprise | Revenue | Result | 1D Δ | 1W Δ | 1M Δ |
|---|---|---|---|---|---|---|---|---|---|
| 2026-08-26 | Q1 2027 | 2.22 | 3.24 | +45.95% | $2.22B | ✅ Beat | -0.05% | — | — |
| 2026-06-09 | Q4 2026 | 2.64 | 2.77 | +4.92% | $2.27B | ✅ Beat | -0.18% | +3.20% | -1.35% |
| 2026-02-26 |
| Q3 2026 |
| 2.26 |
| 2.38 |
| +5.31% |
| $2.34B |
| ✅ Beat |
| +3.50% |
| -4.02% |
| -17.90% |
| 2025-11-25 | Q2 2026 | 2.10 | 2.10 | +0.00% | $2.33B | ➖ Inline | — | — | — |
| 2025-08-27 | Q1 2026 | 1.94 | 1.90 | -2.06% | $2.11B | ❌ Miss | -1.43% | +6.04% | +3.35% |
| 2025-06-10 | Q4 2025 | 2.25 | 2.31 | +2.67% | $2.14B | ✅ Beat | +1.55% | +0.10% | +10.86% |
| 2025-02-27 | Q3 2025 | 2.37 | 2.61 | +10.13% | $2.19B | ✅ Beat | +1.27% | +2.15% | +8.49% |
| 2024-11-26 | Q2 2025 | 2.51 | 2.76 | +9.96% | $2.27B | ✅ Beat | -1.74% | -2.33% | -7.64% |
Showing last 8 quarters.