Core Insights - J.M. Smucker has achieved positive organic top-line growth in the current year despite facing challenges from record levels of green coffee inflation [2] - The company has restructured its portfolio over the past several years, benefiting from a mix of iconic brands and higher growth brands [2] - Recent leadership updates have been announced to enhance the execution of Smucker's long-term growth strategy and improve profitability and earnings [2] Company Overview - Mark Smucker serves as the CEO, President, and Chair of the Board, with Tucker Marshall as CFO and Crystal Beiting as VP of Investor Relations and FP&A [3]

Summary of J. M. Smucker Company Conference Call Company Overview - **Company**: The J. M. Smucker Company (NYSE:SJM) - **Event**: 2026 Conference on February 18, 2026 - **Key Leadership**: Mark Smucker (CEO), Tucker Marshall (CFO), Crystal Beiting (VP, Investor Relations) Core Industry Insights - **Industry**: Consumer Goods, specifically focusing on coffee, snacking, and pet food - **Market Position**: Over 95% of U.S. retail channel sales come from categories where the company holds either the number 1 or number 2 branded position [6][5][4] Key Points and Arguments 1. **Growth Strategy**: The company has a clear strategy to drive growth and achieve long-term financial goals, having transformed its portfolio over the years [4][3] 2. **Financial Performance**: Anticipated net sales for the fiscal year are over $9 billion, marking the 7th consecutive year of top-line growth when excluding divested pet food brands [5][6] 3. **Profitability Focus**: The company is focused on improving profitability and earnings growth, with significant margin expansion expected in the near term [5][7] 4. **Leadership Changes**: Recent leadership updates aim to enhance execution of the long-term growth strategy and improve profitability [4][3] 5. **Innovation and New Products**: Approximately $300 million in net sales is expected from new products launched in the last two years, reflecting a 35% increase compared to the previous period [7][6] 6. **Coffee Segment**: The coffee category remains strong, with the company holding leading brands like Folgers and Dunkin'. Café Bustelo is expected to surpass $500 million in net sales this fiscal year, driven by innovative marketing and product expansion [11][10] 7. **Frozen Handheld and Spreads**: The Uncrustables brand is projected to achieve $1 billion in annual net sales, growing at a 20% CAGR over the past decade [17][18] 8. **Peanut Butter and Fruit Spreads**: The Jif brand is modernizing its offerings with a new line, Jif Simply, to meet evolving health preferences [32][33] 9. **Pet Segment**: The company has leading brands in the pet food category, with significant growth potential in both dog and cat food markets [34][37] 10. **Sweet Baked Snacks**: The company is working on stabilizing the Hostess brand through SKU reduction and operational efficiency, while also launching new products to drive growth [41][42] Additional Important Insights - **Capital Deployment**: The company is committed to a disciplined capital deployment model, focusing on organic growth, debt reduction, and shareholder returns through dividends and share repurchases [49][50] - **Free Cash Flow**: The goal is to generate over $1 billion in free cash flow annually, supporting long-term growth and margin expansion [50][52] - **Market Trends**: The company is adapting to consumer preferences, particularly in the pet food segment, where premiumization and e-commerce trends are driving growth [34][39] Conclusion - The J. M. Smucker Company is positioned for continued growth with a strong portfolio, clear strategic focus, and commitment to profitability and shareholder value. The leadership changes and innovative product strategies are expected to enhance performance across its various segments [52][45]

CAGNY CONFERENCE 2026 BUSINESS UPDATE FEBRUARY 18, 2026 MARK SMUCKER CHIEF EXECUTIVE OFFICER, PRESIDENT AND CHAIR OF THE BOARD FORWARD-LOOKING STATEMENTS This presentation contains forward-looking statements, such as projected net sales, operating results, earnings, and cash flows, that are subject to known and unknown risks and uncertainties that could cause actual results to differ materially from any future results, performance, or achievements expressed or implied by those forward-looking statements. Us ...

The J. M. Smucker Company (SJM), headquartered in Orrville, Ohio, is a leading American manufacturer of branded food and beverage products. With a market cap of $11.8 billion, the company has evolved from its origins in apple butter production to encompass a diverse portfolio of consumer goods. Smucker operates through four primary segments: U.S. Retail Coffee, U.S. Retail Frozen Handheld and Spreads, U.S. Retail Pet Foods, and Sweet Baked Snacks. Shares of this leading consumer packaged goods company ha ...

Core Insights - The J. M. Smucker Company (SJM) is widely recognized in the U.S., with approximately 90% of households using its products [2] Group 1: Investment Strategies - The Conservative Income Portfolio aims to target value stocks with high margins of safety while minimizing volatility through well-priced options [1] - The Enhanced Equity Income Solutions Portfolio is designed to generate yields of 7-9% while reducing volatility [1] - The Covered Calls Portfolio focuses on lower volatility income investing with an emphasis on capital preservation [2] Group 2: Company Overview - SJM manufactures and markets a variety of consumer products, making it a staple in many households across the United States [2] - The company operates in partnership with Trapping Value, which has over 40 years of combined experience in generating options income and capital preservation [2]

Conservative Income Portfolio targets the best value stocks with the highest margins of safety. The volatility of these investments is further lowered using the best priced options. Our Enhanced Equity Income Solutions Portfolio is designed to reduce volatility while generating 7-9% yields. Our performance relative to a 60:40 benchmark, can be seen below.The J. M. Smucker Company ( SJM ) is a familiar name across households in the United States. The company’s 2025 annual report notes that around 90% of the ...

股票近期走势 经济观察网近期财报数据显示，斯马克营业收入为23.30亿美元，净利润2.41亿美元，每股收益2.26美 元。机构评级中45%为买入建议，55%为持有建议，无卖出评级。 根据公开信息，斯马克(SJM.US)最近一次显著股价波动发生在2026年1月10日，当日股价快速拉升 2.23%，收盘报100.00美元，成交量37.59万股，换手率0.35%。 截至2026年2月12日，基于现有公开报道，未提及斯马克有明确即将发生的重大事件公告。 以上内容基于公开资料整理，不构成投资建议。 近期事件 ...

This story was originally published on Supply Chain Dive. To receive daily news and insights, subscribe to our free daily Supply Chain Dive newsletter. J.M. Smucker Co. is restructuring its supply chain leadership team as part of a slew of executive changes meant to support its long-term growth, according to a Feb. 10 press release. The Jif peanut butter maker will eliminate the chief operating officer position, with COO John Brase having left the company, according to the release. Brase previously ove ...

JM Smucker is eliminating its COO role as part of a series of leadership changes at the US food-and-beverage group. The Hostess snacks and Folgers coffee owner said yesterday (10 February) COO John Brase, who has held this role since 2020, has "transitioned from the company". Meanwhile, chair and CEO Mark Smucker has reassumed the role of president. The changes will also see CFO Tucker Marshall expand his remit to executive vice president of JM Smucker's frozen handheld, spreads and sweet baked snacks ...

This story was originally published on Food Dive. To receive daily news and insights, subscribe to our free daily Food Dive newsletter. J.M. Smucker is restructuring its top leadership to consolidate functions and double down on artificial intelligence, the Uncrustables maker said Tuesday.  The company will eliminate its chief operating officer position and give new management responsibilities to five senior executives. It is also creating the role of chief technology officer, whose responsibilities will i ...