J.M. Smucker Company (The) (SJM)
NYSEConsumer StaplesPackaged FoodsSnapshot 2026-07-08
$113.27+1.44%
Close 2026-07-07 · 1-day change
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Track SJM free→NYSEConsumer StaplesPackaged FoodsSnapshot 2026-07-08
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Track SJM free→Smucker grows sales about 4% a year. Profit per share is near $10. The company spends $325 million on capital wisely. Free cash flow is about $1 billion. Cost cuts and coffee price drops help profits.
Sales may shrink 3-4% next year. Earnings per share could fall. Leadership changes may hurt execution. Growth and profit gains are not certain.
The price is about 13% below our fair value near $130. Analysts expect about 1% revenue decline. We see modest growth and profit stability ahead.
Breaks if: CAPEX rises above $400 million or falls below $250 million
Maintain a disciplined approach to capital deployment to support long-term growth and shareholder value.
Stated in 2 of last 2 quarters. Capital expenditures are maintained at $325 million for fiscal 2026. The company is adhering to its disciplined capital deployment strategy, supporting long-term growth and shareholder value.
Breaks if: EPS falls below $9.0 next year
Focus on improving profitability and accelerating earnings growth through strategic initiatives.
Stated in 2 of last 2 quarters. Adjusted earnings per share was $9.15, a decrease of 10 percent. Despite the focus on improving profitability and accelerating earnings growth, the company has faced challenges in achieving this priority.
Breaks if: FCF falls below $800 million next year
Breaks if: YoY revenue growth falls below -1% next year
Focus on organic volume growth across key platforms to enhance profitability and accelerate earnings growth.
Stated in 2 of last 2 quarters. Net sales for the fiscal year was $9.1 billion, an increase of 4 percent. The company is delivering on its priority of driving organic volume growth, as evidenced by the increase in net sales.
Standing thesis, reviewed periodically — not a price target or advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“CEO: 'Maintain a disciplined approach to capital deployment.'”
“CEO: 'We remain focused on delivering the business through the strength of our key growth platforms and advancing our strategic priorities.'”
“CEO: 'Improve profitability and accelerate earnings growth.'”
“CEO: 'We remain focused on driving top-line growth, while enhancing profitability and earnings for the Company.'”
“CEO: 'Our strategic priorities for the fiscal year are to drive focused organic volume growth across our key platforms.'”
“CEO: 'We remain focused on driving top-line growth, while enhancing profitability and earnings for the Company.'”