Education
About Us
Working with TipRanks
Follow Us
JM Smucker (SJM)
NYSE:SJM
Earnings Data
Report Date
Jun 10, 2025TBA Not Confirmed
Period Ending
2025 (Q4)Consensus EPS Forecast
2.24Last Year’s EPS
2.66Same Quarter Last Year
Moderate Buy
Based on 11 Analysts Ratings
Earnings Call Summary
Earnings Call Date:Feb 27, 2025
|% Change Since: 3.63%
|Next Earnings Date:Jun 10, 2025
Earnings Call Sentiment|Neutral
The earnings call revealed strong performance in key brands like Uncrustables and Café Bustelo, along with increased earnings guidance and a strategic debt reduction plan. However, challenges such as supply chain disruptions, significant impairment charges in the Sweet Baked Snacks segment, and inflationary pressures on consumer spending were notable. While positive strides were made in brand growth and financial guidance, the negative impacts were considerable, making the sentiment balanced.Company Guidance
In the third quarter of fiscal year 2025, The J. M. Smucker Company experienced a slight decrease in net sales by 2%, with comparable net sales down by 1% as a result of supply chain disruptions and divested businesses. However, the company increased its full-year guidance for adjusted earnings per share to a range of $9.85 to $10.15 and raised its free cash flow projection to $925 million. The Uncrustables and Café Bustelo brands both saw notable 15% net sales growth, while the Milk-Bone brand faced supply chain challenges but is expected to recover in the fourth quarter. The Sweet Baked Snacks segment underperformed, leading to a $794 million goodwill impairment charge and a $208 million trademark impairment charge. Despite these challenges, adjusted earnings per share rose by 5% to $2.61, driven by improved gross margins and disciplined cost management. The company also anticipates a 7.25% increase in full-year net sales, factoring in the Hostess Brands acquisition and strategic pricing actions, particularly in the coffee segment.Uncrustables Brand Growth
Net sales for the Uncrustables brand grew by 15% in the quarter, driven by national advertising, distribution gains, and new merchandising investments. The brand is expected to exceed $900 million in net sales this fiscal year.
Café Bustelo Sales Increase
Café Bustelo brand grew net sales by 15%, continuing its momentum of double-digit growth. The brand gained dollar and volume share in all segments it competes in.
Increased Earnings Guidance
The company raised its full-year adjusted earnings per share guidance to $10.00, reflecting improved gross margin expansion and earlier than anticipated synergies.
Debt Reduction Plan
The company plans to prioritize debt reduction by paying down over $800 million this fiscal year and $500 million annually in the next two years.
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 |
|---|---|---|---|
Feb 27, 2025 | $108.11 | $108.09 | -0.02% |
Nov 26, 2024 | $111.38 | $117.72 | +5.69% |
Aug 28, 2024 | $117.16 | $111.37 | -4.94% |
Jun 06, 2024 | $106.13 | $110.98 | +4.57% |
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 JM Smucker (SJM) report earnings?
JM Smucker (SJM) is schdueled to report earning on Jun 10, 2025, TBA Not Confirmed.
What is JM Smucker (SJM) earnings time?
JM Smucker (SJM) earnings time is at Jun 10, 2025, TBA Not 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 2025 (Q4) is 2.24.
