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JM Smucker (SJM)

Market Price (10/7/2025): $107.0 | Market Cap: $11.4 Bil
Sector: Consumer Staples | Industry: Packaged Foods & Meats

JM Smucker (SJM)

Market Price (10/7/2025): $107.0
Market Cap: $11.4 Bil
Sector: Consumer Staples
Industry: Packaged Foods & Meats

Investment Highlights

0 Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 12%		 Weak multi-year price returns
2Y Excs Rtn is -62%, 3Y Excs Rtn is -99%		 Debt is significant
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 70%
1 Attractive yield
Dividend Yield is 4.0%, FCF Yield is 5.9%		  Weak revenue growth
Rev Chg QQuarterly Revenue Change % is -0.6%
2 Low stock price volatility
Vol 12M is 30%		  Yield minus risk free rate is negative
ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -13%
0 Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 12%
1 Attractive yield
Dividend Yield is 4.0%, FCF Yield is 5.9%
2 Low stock price volatility
Vol 12M is 30%
3 Weak multi-year price returns
2Y Excs Rtn is -62%, 3Y Excs Rtn is -99%
4 Debt is significant
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 70%
5 Weak revenue growth
Rev Chg QQuarterly Revenue Change % is -0.6%
6 Yield minus risk free rate is negative
ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -13%

Market Valuation & Key Metrics

SJMS&P 500
REVENUE GROWTH 
Rev LTM ($ Bil)8.7
Rev Chg Q-0.6%6.1%
Rev Chg LTM2.5%5.2%
Rev Chg 3Y Avg2.9%5.3%
PROFITABILITYPOOR
Op Inc LTM ($ Bil)1.3
Op Mgn LTM15.5%18.6%
CFO LTM ($ Bil)1.0
CFO/Rev LTM11.8%20.3%
Net Inc LTM ($ Bil)-1.5
Net Inc Mgn-16.8%12.6%
VALUATIONMODERATE
P/S1.33.3
P/CFO11.115.8
P/FCF17.021.1
P/E-7.823.9
STABILITYPOOR
Debt/Equity0.710.21
Cash/Assets0.000.07

SJM Stock

Factor Drivers of Stock Movement
The -3.4% change in SJM stock from 4/7/2025 to 10/6/2025 was primarily driven by a -3.3% change in the company's Total Revenues ($ Mil).

407202510062025Change
Stock Price ($)110.84107.04-3.43%
Change Contribution ByLTMLTM
Total Revenues ($ Mil)2186.002113.30-3.33%
P/S Multiple5.405.400.08%
Shares Outstanding (Mil)106.40106.60-0.19%
Cumulative Contribution-3.43%

LTM = Last Twelve Months as of date shown
The -5.1% change in SJM stock from 10/6/2024 to 10/6/2025 was primarily driven by a -4.3% change in the company's P/S Multiple.

1006202410062025Change
Stock Price ($)112.82107.04-5.13%
Change Contribution ByLTMLTM
Total Revenues ($ Mil)2125.102113.30-0.56%
P/S Multiple5.645.40-4.33%
Shares Outstanding (Mil)106.30106.60-0.28%
Cumulative Contribution-5.13%

LTM = Last Twelve Months as of date shown
The -13.1% change in SJM stock from 10/7/2022 to 10/6/2025 was primarily driven by a -22.8% change in the company's P/S Multiple.

1007202210062025Change
Stock Price ($)123.18107.04-13.11%
Change Contribution ByLTMLTM
Total Revenues ($ Mil)1873.002113.3012.83%
P/S Multiple6.995.40-22.77%
Shares Outstanding (Mil)106.30106.60-0.28%
Cumulative Contribution-13.11%

LTM = Last Twelve Months as of date shown

Price Returns Compared

 202020212022202320242025Total [1]
Returns
SJM Return15%21%21%-18%-10%0%26%
Peers Return4%13%13%-19%2%-19%-12%
S&P 500 Return16%27%-19%24%23%15%108%

Monthly Win Rates [3]
SJM Win Rate50%67%75%33%42%44% 
Peers Win Rate40%44%60%38%56%39% 
S&P 500 Win Rate58%75%42%67%75%67% 

Max Drawdowns [4]
SJM Max Drawdown-7%-4%-9%-30%-13%-13% 
Peers Max Drawdown-13%-5%-6%-31%-15%-22% 
S&P 500 Max Drawdown-31%-1%-25%-1%-2%-15% 

[1] Cumulative total returns since the beginning of 2020
[2] Peers: GIS, K, FLO, WEST, BRBF. See SJM Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2025 data is for the year up to 10/6/2025 (YTD)

Downturns Compared

Unique KeyEventSJMS&P 500
2022 Inflation Shock2022 Inflation Shock  
2022 Inflation Shock% Loss% Loss-33.5%-25.4%
2022 Inflation Shock% Gain to Breakeven% Gain to Breakeven50.3%34.1%
2022 Inflation ShockTime to BreakevenTime to BreakevenNot Fully Recovered days464 days
2020 Covid Pandemic2020 Covid Pandemic  
2020 Covid Pandemic% Loss% Loss-19.4%-33.9%
2020 Covid Pandemic% Gain to Breakeven% Gain to Breakeven24.1%51.3%
2020 Covid PandemicTime to BreakevenTime to Breakeven24 days148 days
2018 Correction2018 Correction  
2018 Correction% Loss% Loss-34.4%-19.8%
2018 Correction% Gain to Breakeven% Gain to Breakeven52.3%24.7%
2018 CorrectionTime to BreakevenTime to Breakeven1110 days120 days
2008 Global Financial Crisis2008 Global Financial Crisis  
2008 Global Financial Crisis% Loss% Loss-46.2%-56.8%
2008 Global Financial Crisis% Gain to Breakeven% Gain to Breakeven86.0%131.3%
2008 Global Financial CrisisTime to BreakevenTime to Breakeven503 days1480 days


How Low Can It Go?

JM Smucker's stock fell -33.5% during the 2022 Inflation Shock from a high on 1/6/2023. A -33.5% loss requires a 50.3% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth over time.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

About JM Smucker (SJM)

The J. M. Smucker Company manufactures and markets branded food and beverage products worldwide. It operates in four segments: U.S. Retail Coffee, U.S. Retail Consumer Foods, U.S. Retail Pet Foods, and International and Away From Home. The company offers mainstream roast, ground, single serve, and premium coffee; peanut butter and specialty spreads; fruit spreads, shortening and oils, and frozen sandwiches; pet food and pet snacks; and foodservice hot beverage, foodservice portion control, and flour products, as well as dog and cat food, frozen handheld products, juices and beverages, and baking ingredient. It provides its products under the Folgers, Café Bustelo, Dunkin' Donuts, 1850, Jif, Smucker's, Crisco, Smucker's Uncrustables, Meow Mix, Kibbles ‘n Bits, 9Lives, Nature's Recipe, Milk-Bone, Pup-Peroni, Rachael Ray Nutrish, Natural Balance, Robin Hood, and Five Roses brands. The company sells its products through direct sales and brokers to food retailers and wholesalers, club stores, pet specialty stores, discount and dollar stores, drug stores, military commissaries, mass merchandisers, natural foods stores and distributors, and online retailers; and through retail channels, and foodservice distributors and operators. The J. M. Smucker Company was founded in 1897 and is headquartered in Orrville, Ohio.

Better Bets than JM Smucker (SJM)

 SJMBetter Performance than SJM
MetricValueIndustry (Packaged Foods & Meats)
Rev Chg LTM2.5%MDLZ (3.1%), HSY (2.5%), JBS (41.6%), CPB (6.4%), SFD (3.1%)
Rev Chg 3Y Avg2.9%MDLZ (7.6%), HSY (5.2%), JBS (12.4%), CPB (6.2%), PPC (4.6%)
Op Mgn LTM15.5%HSY (19.1%), KHC (20.4%), GIS (16.4%), MKC (16.0%), CALM (36.4%)
CFO/Rev LTM11.8%HSY (19.0%), KHC (17.4%), K (12.0%), GIS (14.0%), CAG (13.5%)
FCF/Rev LTM7.7%HSY (14.0%), KHC (13.8%), GIS (10.9%), MKC (8.2%), CAG (10.0%)
Total Yield-8.8%MDLZ (7.6%), HSY (6.6%), JBS (90.4%), K (7.6%), GIS (15.7%)
 SJMBetter Performance than SJM
MetricValueAll Other Sectors
Rev Chg LTM2.5%NVDA (71.6%), MSFT (14.9%), AAPL (6.0%), GOOGL (13.1%), AMZN (10.9%)
Rev Chg 3Y Avg2.9%NVDA (92.0%), MSFT (12.5%), GOOGL (10.2%), AMZN (11.3%), META (13.0%)
Op Mgn LTM15.5%NVDA (58.1%), MSFT (45.6%), AAPL (31.9%), GOOGL (32.7%), META (42.9%)
CFO/Rev LTM11.8%NVDA (46.6%), MSFT (48.3%), AAPL (26.6%), GOOGL (36.0%), AMZN (18.1%)
FCF/Rev LTM7.7%NVDA (43.6%), MSFT (25.4%), AAPL (23.5%), GOOGL (18.0%), META (30.7%)
Total Yield-8.8%NVDA (1.9%), MSFT (3.2%), AAPL (3.0%), GOOGL (4.1%), AMZN (3.0%)

Latest Trefis Analyses

TitleTopicDate
0DASHBOARDS  
1JM Smucker Earnings Notes  
2SJM Down 5.2% in One Day: Is It Outperforming Its Rivals?  
3SJM Pulls Back to Support. Smart Time to Enter?Actionable 
4Time To Buy JM Smucker Stock?Buy or Fear 
5Better Bet Than SJM Stock: Pay Less Than JM Smucker To Get More From IBKR, PR   
6Better Bet Than SJM Stock: Pay Less Than JM Smucker To Get More From CALM   
7Better Bet Than SJM Stock: Pay Less Than JM Smucker To Get More From CALM   
8JM Smucker Total Shareholder Return (TSR): 9.2% in 2025 and ...% 3-yr compounded annual returns (below peer average)  
9JM Smucker (SJM) Operating Cash Flow ComparisonFinancials 
10JM Smucker (SJM) Net Income ComparisonFinancials 
11ARTICLES  
12K’s 5.2% One Day Pop Begs The Question: Is SJM Better Instead? September 30th, 2025
13HRL’s 15% Decline in a Month Brings Valuations Into Focus – Is SJM a Better Deal? September 26th, 2025
14SJM Falls 5.2% In A Single Day: How Does It Compare With Others? September 16th, 2025
15S&P 500 Movers | Winners: STX, ALB, WDC | Losers: CTVA, SJM, ERIE September 16th, 2025
16SJM At Price Support Zone, Right Time To Buy? August 30th, 2025
Title
0DASHBOARDS
1K’s 5.2% One Day Pop Begs The Question: Is SJM Better Instead?
2HRL’s 15% Decline in a Month Brings Valuations Into Focus – Is SJM a Better Deal?
3SJM Falls 5.2% In A Single Day: How Does It Compare With Others?
4S&P 500 Movers | Winners: STX, ALB, WDC | Losers: CTVA, SJM, ERIE
5SJM At Price Support Zone, Right Time To Buy?
6ARTICLES
7JM Smucker Earnings Notes
8SJM Down 5.2% in One Day: Is It Outperforming Its Rivals?
9SJM Pulls Back to Support. Smart Time to Enter?
10Time To Buy JM Smucker Stock?
11Better Bet Than SJM Stock: Pay Less Than JM Smucker To Get More From IBKR, PR 
12Better Bet Than SJM Stock: Pay Less Than JM Smucker To Get More From CALM 
13Better Bet Than SJM Stock: Pay Less Than JM Smucker To Get More From CALM 
14JM Smucker Total Shareholder Return (TSR): 9.2% in 2025 and ...% 3-yr compounded annual returns (below peer average)
15JM Smucker (SJM) Operating Cash Flow Comparison
16JM Smucker (SJM) Net Income Comparison

Trade Ideas

Select past trade ideas related to SJM and Packaged Foods & Meats.

Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
IPAR_9302025_Dip_Buyer_FCFYield09302025IPARInterparfumsDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin		-5.1%-5.1%-5.1%
TAP_9302025_Dip_Buyer_FCFYield09302025TAPMolson Coors BeverageDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin		0.9%0.9%0.0%
STZ_7312025_Monopoly_xInd_xCD_Getting_Cheaper07312025STZConstellation BrandsMonopolyMY | Getting CheaperMonopoly-Like with P/S Decline
Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple		-17.0%-17.0%-21.1%
SJM_6302025_Dip_Buyer_FCFYield06302025SJMJM SmuckerDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin		10.1%10.1%0.0%
BF-B_5312025_Dip_Buyer_ValueBuy05312025BF-BBrown-FormanDip BuyDB | P/E OPMDip Buy with Low PE and High Margin
Buying dips for companies with tame PE and meaningfully high operating margin		-16.1%-16.1%-22.4%
SJM_12312018_Dip_Buyer_FCFYield12312018SJMJM SmuckerDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin		26.5%14.9%0.0%
Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
IPAR_9302025_Dip_Buyer_FCFYield09302025IPARInterparfumsDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin		-5.1%-5.1%-5.1%
TAP_9302025_Dip_Buyer_FCFYield09302025TAPMolson Coors BeverageDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin		0.9%0.9%0.0%
STZ_7312025_Monopoly_xInd_xCD_Getting_Cheaper07312025STZConstellation BrandsMonopolyMY | Getting CheaperMonopoly-Like with P/S Decline
Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple		-17.0%-17.0%-21.1%
SJM_6302025_Dip_Buyer_FCFYield06302025SJMJM SmuckerDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin		10.1%10.1%0.0%
BF-B_5312025_Dip_Buyer_ValueBuy05312025BF-BBrown-FormanDip BuyDB | P/E OPMDip Buy with Low PE and High Margin
Buying dips for companies with tame PE and meaningfully high operating margin		-16.1%-16.1%-22.4%
SJM_12312018_Dip_Buyer_FCFYield12312018SJMJM SmuckerDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin		26.5%14.9%0.0%

See Trefis Trade Ideas for more.

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More From Trefis

Research & Analysis

Invest in Strategies

Wealth Management

Peer Comparisons for JM Smucker

Financials

SJMGISKFLOWESTBRBFMedian
NameJM Smuck.General .KellanovaFlowers .Westrock.BRB Foods 
Mkt Price107.0450.1882.6612.794.69-50.18
Mkt Cap11.427.228.62.70.4-11.4
Rev LTM8,71419,15612,6325,099944-8,714
Op Inc LTM1,3503,1411,910343-38-1,350
FCF LTM6722,096863384-143-672
FCF 3Y Avg7362,3001,005272-184-736
CFO LTM1,0272,6911,512511-27-1,027
CFO 3Y Avg1,2213,0031,615402-39-1,221

Growth & Margins

SJMGISKFLOWESTBRBFMedian
NameJM Smuck.General .KellanovaFlowers .Westrock.BRB Foods 
Rev Chg LTM2.5%-3.3%-2.7%-0.6%13.0%--0.6%
Rev Chg 3Y Avg2.9%0.1%2.3%3.8%6.9%-2.9%
Rev Chg Q-0.6%-6.8%-3.7%1.5%34.8%--0.6%
QoQ Delta Rev Chg LTM-0.1%-1.7%-0.9%0.4%8.3%--0.1%
Op Mgn LTM15.5%16.4%15.1%6.7%-4.0%-15.1%
Op Mgn 3Y Avg16.2%16.9%11.8%5.7%-1.6%-11.8%
QoQ Delta Op Mgn LTM-3.5%-0.5%0.4%-0.2%0.1%--0.2%
CFO/Rev LTM11.8%14.0%12.0%10.0%-2.8%-11.8%
CFO/Rev 3Y Avg14.3%15.2%12.8%7.9%-4.4%-12.8%
FCF/Rev LTM7.7%10.9%6.8%7.5%-15.1%-7.5%
FCF/Rev 3Y Avg8.6%11.7%7.9%5.3%-21.0%-7.9%

Valuation

SJMGISKFLOWESTBRBFMedian
NameJM Smuck.General .KellanovaFlowers .Westrock.BRB Foods 
Mkt Cap11.427.228.62.70.4-11.4
P/S1.31.42.30.50.5-1.3
P/EBIT-11.98.414.57.8-10.2-7.8
P/E-7.89.320.712.3-5.1-9.3
P/CFO11.110.118.95.3-16.7-10.1
Total Yield-8.8%15.7%7.6%15.7%-19.7%-7.6%
Dividend Yield4.0%4.9%2.7%7.6%0.0%-4.0%
FCF Yield 3Y Avg5.9%6.6%4.4%6.7%-24.4%-5.9%
D/E0.70.50.20.81.3-0.7
Net D/E0.70.50.20.81.2-0.7

Returns

SJMGISKFLOWESTBRBFMedian
NameJM Smuck.General .KellanovaFlowers .Westrock.BRB Foods 
1M Rtn-4.9%-0.8%3.5%-13.6%-10.8%--4.9%
3M Rtn4.4%-2.0%4.5%-17.1%-25.6%--2.0%
6M Rtn-3.4%-12.5%2.7%-27.9%-23.4%--12.5%
12M Rtn-5.1%-29.0%5.5%-39.6%-21.2%--21.2%
3Y Rtn-13.1%-26.6%39.4%-40.6%-52.2%--26.6%
1M Excs Rtn-8.9%-4.8%-0.5%-17.6%-14.8%--8.9%
3M Excs Rtn-3.8%-10.3%-3.3%-25.7%-33.6%--10.3%
6M Excs Rtn-38.1%-46.8%-30.9%-62.7%-58.9%--46.8%
12M Excs Rtn-24.6%-46.8%-12.6%-58.4%-42.7%--42.7%
3Y Excs Rtn-99.1%-113.5%-49.4%-127.0%-141.5%--113.5%

Comparison Analyses

Title
0BG or SJM - With 9.9% Return Forecast, SJM Probably Deserves Your Money
1HAIN or SJM - With 10% Return Forecast, SJM Probably Deserves Your Money
2The J.M. Smucker Company vs. Campbell Soup: With Return Forecast Of 17%, Campbell Soup Is A Better Bet
3The J.M. Smucker Company vs. ServiceNow: With Return Forecast Of 84%, ServiceNow Is A Better Bet
4The J.M. Smucker Company vs. Dominion Resources: With Return Forecast Of 75%, Dominion Resources Is A Better Bet
5The J.M. Smucker Company vs. Fidelity National Information Services: With Return Forecast Of 22%, Fidelity National Information Services Is A Better Bet
6The J.M. Smucker Company vs. Roper Technologies: Neither Seems Like A Good Bet
7The J.M. Smucker Company vs. Vertex Pharmaceuticals: Similar Revenue, But Vertex Pharmaceuticals Is A Better Bet
8The J.M. Smucker Company vs. Activision Blizzard: Similar Revenue, But Activision Blizzard Is A Better Bet
9The J.M. Smucker Company vs. Zoetis: Similar Revenue, But Zoetis Is A Better Bet

Financials

$ Mil | FY: 4/302026Q12025Q42025Q32025Q22025Q12024Q42024Q32024Q22024Q12023Q42023Q32023Q2
Period End7/31/20254/30/20251/31/202510/31/20247/31/20244/30/20241/31/202410/31/20237/31/20234/30/20231/31/202310/31/2022
Filing Date8/27/20256/18/20252/27/202511/26/20248/28/20246/18/20242/27/202412/5/20238/29/20236/20/20232/28/202311/21/2022
Key Financials Quarterly            
Total Revenue2,1132,1442,1862,2712,1252,2062,2291,9391,8052,2352,2162,205
Ebitda179-480-445294475555418377360-551429405
Operating Income52388469441357430397320304387318294
Net Income-44-729-662-24185245120195184-601208191
EPS-0.41-6.85-6.22-0.231.742.311.141.911.79-5.691.961.79
Key Financials TTM            
Total Revenue TTM8,7148,7268,7888,8318,4998,1798,2088,1958,4618,5298,3288,169
Ebitda TTM-452-1568791,7421,8261,7116056156435741,5371,373
Operating Income TTM1,3501,6541,6971,6251,5031,4501,4071,3281,3031,1791,0881,072
Net Income TTM-1,460-1,231-257526745744-102-14-18-91712573
Growth Rates Quarterly            
Total Revenue Growth-0.6%-2.8%-1.9%17.2%17.7%-1.3%0.6%-12.1%-3.6%9.9%7.7%7.6%
EBITDA Growth-62.4%-186.4%-206.3%-22.2%31.9%200.7%-2.4%-7.0%23.9%-233.7%62.2%-4.6%
Operating Income Growth-85.5%-9.9%18.2%38.1%17.5%11.2%24.5%8.6%68.9%31.1%5.1%-6.1%
Net Income Growth-123.7%-397.4%-650.1%-112.6%0.8%140.8%-42.3%2.0%67.2%-397.2%199.1%-7.2%
Margins Quarterly            
EBITDA Margin8.5%-22.4%-20.4%12.9%22.4%25.2%18.8%19.5%20.0%-24.7%19.3%18.4%
Operating Income Margin2.4%18.1%21.4%19.4%16.8%19.5%17.8%16.5%16.8%17.3%14.4%13.3%
Net Income Margin-2.1%-34.0%-30.3%-1.1%8.7%11.1%5.4%10.1%10.2%-26.9%9.4%8.7%
Cash & Debt            
Total Cash397047494062364,0577011,14410427
Total Debt8,0817,7627,9378,3828,6068,5088,7317,9384,4924,4254,4044,710
Net Debt / (Cash)8,0417,6927,8908,3338,5668,4468,6953,8813,7913,2814,3004,683
Cash Flows Quarterly            
FCF from Operations-11394239404173428406177218444585205
Cash Flows TTM            
FCF from Operations TTM1,0271,2101,2451,4121,1841,2291,2451,4231,4511,1941,144999
Returns to Shareholders Quarterly            
Dividends114114114114112112112108105108108108
Share Repurchases5000300037236000
Return on Invested Capital (ROIC) Quarterly            
ROIC1.2%11.7%13.9%12.7%7.6%9.7%6.9%11.2%10.6%16.2%10.1%9.0%
Return on Invested Capital (ROIC) TTM            
ROIC TTM9.9%12.5%12.6%7.5%7.9%7.8%9.9%14.9%14.8%14.0%8.7%8.1%

Segment Financials

Revenue by Segment

$ Mil20252024202320222021
U.S. Retail Coffee2,7042,7352,4972,3752,150
U.S. Retail Pet Foods1,8233,0382,7642,8442,870
U.S. Retail Frozen Handheld and Spreads1,8161,6311,7071,8361,732
International and Away From Home1,1991,1251,0309481,050
Sweet Baked Snacks63700  
Total8,1798,5297,9998,0037,801


Operating Income by Segment
$ Mil20252024202320222021
U.S. Retail Coffee759738737769691
U.S. Retail Frozen Handheld and Spreads434353424472390
U.S. Retail Pet Foods402495396487553
International and Away From Home208143142124173
Sweet Baked Snacks13800  
Change in net cumulative unallocated derivative gains and losses7-21-239420
Cost of products sold - special project costs-3-6-20-30
Gain (loss) on divestitures - net-13-1,01810250
Other special project costs-130-5-8-21-16
Amortization-191-207-224-233-236
Corporate administrative expenses-306-313-259-324-298
Other intangible assets impairment charges  -150-4-52
Total1,3061571,0241,3871,223


Assets by Segment
$ Mil20252024202320222021
Sweet Baked Snacks6,26700  
U.S. Retail Coffee4,8264,8094,8924,7944,787
U.S. Retail Pet Foods4,7844,9947,1677,4817,731
U.S. Retail Frozen Handheld and Spreads3,2572,9732,6922,5532,873
International and Away From Home9909789741,0141,048
Unallocated1501,237330442530
Total20,27414,99116,05516,28416,970


Price Behavior

SJM Betas & Captures as of 9/30/2025

 1M2M3M6M1Y3Y
Beta0.340.030.130.330.290.19
Up Beta0.991.290.460.420.410.35
Down Beta1.27-0.180.010.340.310.21
Up Capture-11%-19%35%5%6%1%
Bmk +ve Days13233574144420
Stock +ve Days11243460117353
Down Capture40%-66%-48%30%27%25%
Bmk -ve Days8192952107330
Stock -ve Days10183066133395

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively

Short Interest

Short Interest: As Of Date9152025
Short Interest: Shares Quantity4,936,126
Short Interest: % Change Since 83120255.9%
Average Daily Volume1,691,507
Days-to-Cover Short Interest2.92
Basic Shares Quantity106,600,000
Short % of Basic Shares4.6%

Returns Analyses

Earnings Returns History

Expand for More

 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
8/27/2025-4.4%1.3%-2.5%
6/10/2025-15.6%-14.7%-6.3%
2/27/2025-0.0%0.2%6.9%
11/26/20245.7%3.2%-2.4%
8/28/2024-4.9%-0.1%-0.7%
6/6/20244.6%-0.2%-0.4%
2/27/2024-2.1%-2.6%-1.6%
12/5/20233.3%8.1%14.4%
...
SUMMARY STATS   
# Positive14179
# Negative10715
Median Positive3.3%1.3%6.3%
Median Negative-3.5%-2.6%-2.4%
Max Positive6.9%8.1%14.4%
Max Negative-15.6%-14.7%-12.2%

SEC Filings

Expand for More

Report DateFiling DateFiling
7312025827202510-Q 7/31/2025
4302025618202510-K 4/30/2025
1312025227202510-Q 1/31/2025
103120241126202410-Q 10/31/2024
7312024828202410-Q 7/31/2024
4302024618202410-K 4/30/2024
1312024227202410-Q 1/31/2024
103120231205202310-Q 10/31/2023
7312023829202310-Q 7/31/2023
4302023620202310-K 4/30/2023
1312023228202310-Q 1/31/2023
103120221121202210-Q 10/31/2022
7312022823202210-Q 7/31/2022
4302022616202210-K 4/30/2022
1312022301202210-Q 1/31/2022
103120211123202110-Q 10/31/2021

Insider Activity

Expand for More

 OwnerTitleFiling DateActionPriceSharesTransacted
Value		Value of
Held Shares		Form
0SMUCKER MARK TCEO, Chair of Board9252025Sell110.006,500715,0008,447,120Form
1AMIN TARANG 6122025Buy96.091,050100,894367,544Form
2Penrose Jill RChief People Officer3312025Sell116.265,117594,9021,022,390Form
3Knudsen Jeannette LChief Legal Officer3242025Sell110.552,700298,4851,617,015Form
4Marshall Tucker HChief Financial Officer3142025Sell113.365,028569,9741,503,475Form

Industry Resources

Packaged Foods & Meats Resources
USDA Data

External Quote Links


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