J.M. Smucker Company (The) (SJM)
NYSEConsumer StaplesPackaged FoodsSnapshot 2026-09-04
$126.08-1.89%
Close 2026-09-04 · 1-day change
NYSEConsumer StaplesPackaged FoodsSnapshot 2026-09-04
QuarterlyIQ Insights · SJM
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within consumer staples on a research-validated quality screen. As of 2026-09-04.
The screen ranks SJM against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Consumer Staples names rated neutral grew net income 50% of the time over the next year (vs 61% for the rest of the cohort, n=2767).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Continue to drive organic volume growth across key platforms including coffee, Uncrustables sandwiches, and other leading brands.
Stated as a priority in 6 of last 6 quarters. Revenue grew from $2.11B in 2026-Q1 to $2.22B in 2026-Q3, with volume/mix increases noted in key platforms like Uncrustables and coffee. Management consistently emphasizes organic volume growth, and the trajectory shows delivering growth in net sales and volume/mix in key segments.
“We are focused on advancing our strategic priorities of driving organic volume growth across our key platforms...”
“We continue to navigate successfully what we can control and advance our three strategic priorities of accelerating organic growth...”
“We have a clear focus on driving continued organic growth, while enhancing profitability and earnings.”
“Our strategic priorities for the fiscal year are to drive focused organic volume growth across our key platforms...”
“Our strategy and the prioritization of our key growth platforms has enabled us to deliver a strong fiscal year to date...”
“We remain focused on investing in our key growth platforms which will enable us to deliver long-term growth...”
Focus on improving profitability and accelerating earnings growth through price realization, cost management, and operational execution.
Stated as a priority in 6 of last 6 quarters. Operating income rose sharply from $45.6M in 2026-Q1 to $511.6M in 2026-Q3, and adjusted EPS grew from $1.90 to $3.24 over the same period. Management consistently emphasizes improving profitability and earnings growth, and the financial results show delivering substantial improvement in profitability.
Maintain disciplined capital allocation with capital expenditures targeted at $325 million annually and focus on deleveraging.
Stated as a priority in 5 of last 6 quarters. Capital expenditures have been consistently guided at $325 million annually from 2025-Q3 through 2026-Q3. Management reiterates disciplined capital deployment and deleveraging focus, and the guidance and financials confirm stable capex spending aligned with stated priorities.
Continue embedding transformation initiatives and foster a 'Be Bold' mindset across the organization to drive long-term growth.
Stated as a priority in 3 of last 6 quarters. Management emphasizes embedding transformation and fostering a 'Be Bold' mindset as part of cultural and operational change. While this is a recurring focus, the financials do not provide direct quantitative metrics for this priority, indicating persistent statement with limited measurable delivery.
“We continue to navigate successfully... embed transformation in our everyday, and foster a 'Be Bold' mindset.”
Maintain disciplined capital deployment including capital expenditures, debt repayment, dividends, and share repurchases.
Over the trailing year it converted 1.24x of net income into operating cash flow. Historically, Consumer Staples names rated neutral grew net income 52% of the time over the next year (vs 57% for the rest of the cohort, n=2083).
Not enough signal yet.
Not enough signal to read sensitivity to the US dollar, the broad stock market, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
8 material management or governance events in the past 24 months, led by executive changes. Historically, Consumer Staples names rated stable grew net income 51% of the time over the next year (vs 52% for the rest of the cohort, n=940).
Not investment advice. As of 2026-09-04.
“We are focused on advancing our strategic priorities of... improving profitability and accelerating earnings growth...”
“Our bottom-line results reflect disciplined cost management and business execution.”
“We have a clear focus on... enhancing profitability and earnings.”
“Our strategic priorities for the fiscal year are to... improve profitability and accelerate earnings growth...”
“Disciplined cost management and execution enabled us to deliver adjusted earnings per share that exceeded our expectations.”
“Our bottom-line results reflect disciplined cost management and execution.”
“Capital expenditures of $325.0 million for fiscal 2027.”
“Capital expenditures (in millions) $325.0.”
“Maintain a disciplined approach to capital deployment.”
“Maintain a disciplined approach to capital deployment.”
“We are well-positioned to deliver... while increasing shareholder value.”
“Embed transformation and foster a 'Be Bold' mindset.”
“Embed transformation and foster a 'Be Bold' mindset.”