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J.M. Smucker Company (SJM)
:SJM
Earnings Data
Report Date
Mar 03, 2026Before Open (Confirmed)
Period Ending
2026 (Q3)Consensus EPS Forecast
2.27Last Year’s EPS
2.61Same Quarter Last Year
Moderate Buy
Based on 13 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The earnings call highlighted positive momentum in key segments such as Sweet Baked Snacks, Pet, and Uncrustables, with expectations for continued growth. However, challenges remain with coffee tariffs, profitability in Sweet Baked Snacks, and pressures in the spreads and Dunkin' segments. Despite these challenges, the company is committed to debt reduction and long-term growth strategies.Company Guidance
Sweet Baked Snacks Segment Performance
Organic sales in Sweet Baked Snacks performed better than expected, with improved performance in the c-store and increased volume shares. The SKU rationalization plan led to a strong flowback into core brands, along with a successful relaunch of SuzyQs.
Pet Segment Growth Expectations
The Milk Bone brand is expected to return to growth, supported by marketing campaigns and innovation. The pet segment is projected to achieve low single-digit growth in the third and fourth quarters.
Uncrustables Brand Growth
Uncrustables demonstrated 7% growth in Q2 and is on track to become a billion-dollar brand by the end of the fiscal year. Innovations such as new flavors and higher protein items are contributing to growth.
Coffee Segment Resilience
Coffee segment showed elasticity improvements, with a current outlook of 16% year-over-year growth, driven by 22% pricing offset by 6% volume mix decline. The tariff environment is expected to be a tailwind in fiscal 2027.
Debt Reduction Commitment
The company is committed to $975 million of free cash flow generation, supporting a half-billion dollars of debt paydown in fiscal 2026, with further reductions planned for fiscal 2027.
SJM Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
SJM Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Nov 25, 2025 | $104.27 | $100.38 | -3.73% |
Aug 27, 2025 | $109.48 | $104.62 | -4.44% |
Jun 10, 2025 | $109.64 | $92.54 | -15.60% |
Feb 27, 2025 | $105.98 | $105.96 | -0.02% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does J.M. Smucker Company (SJM) report earnings?
J.M. Smucker Company (SJM) is schdueled to report earning on Mar 03, 2026, Before Open (Confirmed).
What is J.M. Smucker Company (SJM) earnings time?
J.M. Smucker Company (SJM) earnings time is at Mar 03, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is SJM EPS forecast?
SJM EPS forecast for the fiscal quarter 2026 (Q3) is 2.27.
