Core Insights - The J.M. Smucker Company is expected to experience a decline in both revenue and earnings for the first quarter of fiscal 2026, with revenue estimated at $2.12 billion, reflecting a 0.2% decrease from the previous year [1] - The earnings consensus has increased by 4.3% over the past 30 days to $1.94 per share, indicating a 20.5% drop compared to the same quarter last year [2] Group 1: Factors Impacting Performance - The company's first-quarter results are anticipated to be negatively affected by a challenging consumer environment characterized by inflation and reduced discretionary spending, which are altering purchasing behaviors [3] - Categories such as sweet baked goods are facing slower recovery than expected, leading to anticipated softness in the sweet baked snacks segment due to category and channel challenges [4] - Concerns arise from potential increases in selling, distribution, and administrative (SD&A) costs, which may indicate higher marketing investments that could pose margin risks despite being essential for brand engagement [5] Group 2: Strategic Initiatives - Despite the challenges, the resilience of certain categories and effective execution of growth strategies are expected to provide some support to the company's performance in the upcoming quarter [6] - The company's strategic priorities include focusing on volume and net sales growth, operational excellence, and resource allocation to capitalize on the fastest growth opportunities [6] Group 3: Earnings Predictions - The current model suggests a likelihood of an earnings beat for The J.M. Smucker Company, supported by a positive Earnings ESP of +1.77% and a Zacks Rank of 3 [7]

Core Viewpoint - Analysts forecast that Smucker (SJM) will report quarterly earnings of $1.95 per share, reflecting a year-over-year decline of 20.1%, with revenues expected to be $2.13 billion, showing no change compared to the previous year [1]. Earnings Estimates - Over the past 30 days, the consensus EPS estimate has been adjusted upward by 0.7%, indicating a reassessment of initial projections by covering analysts [2]. - Revisions to earnings estimates are crucial for predicting investor actions, as empirical research shows a strong correlation between earnings estimate trends and short-term stock price performance [3]. Revenue Projections - Analysts estimate 'Net Sales- U.S. Retail Frozen Handheld and Spreads' will reach $510.17 million, a change of +2.7% from the year-ago quarter [5]. - 'Net Sales- U.S. Retail Coffee' is projected at $699.24 million, indicating a change of +12.2% from the prior-year quarter [5]. - 'Net Sales- U.S. Retail Pet Foods' is expected to be $378.03 million, reflecting a decline of -5.4% from the year-ago quarter [5]. - 'Net Sales- International and Away From Home' is estimated at $280.90 million, a change of +3.5% from the year-ago quarter [6]. - 'Net Sales- Sweet Baked Snacks' is projected at $261.65 million, indicating a year-over-year change of -21.6% [6]. Segment Profit Estimates - 'Segment Profit- U.S. Retail Coffee' is expected to be $139.97 million, down from $172.60 million reported in the same quarter last year [7]. - 'Segment Profit- U.S. Retail Frozen Handheld and Spreads' is estimated at $119.10 million, slightly up from $119.00 million in the previous year [7]. - 'Segment Profit- International and Away From Home' is projected at $49.25 million, compared to $48.60 million reported in the same quarter last year [8]. - 'Segment Profit- U.S. Retail Pet Foods' is expected to reach $108.44 million, down from $115.30 million in the same quarter last year [8]. Stock Performance - Over the past month, shares of Smucker have returned +4%, outperforming the Zacks S&P 500 composite's +1.1% change [8].

Core Insights - Pomerantz LLP is investigating claims on behalf of investors of The J.M. Smucker Company regarding potential securities fraud or unlawful business practices [1] - Smucker's acquisition of Hostess Brands for approximately $5.5 billion has led to significant financial challenges, including substantial impairment charges and declining sales in the Sweet Baked Snacks segment [3] Financial Performance - On November 7, 2023, Smucker completed the acquisition of Hostess Brands, recording $2.4 billion as goodwill in the Sweet Baked Snacks segment [3] - Q3 2025 results showed an 8% decrease in comparable net sales in Sweet Baked Snacks, alongside a $794 million impairment charge related to goodwill and a $208 million impairment charge for the Hostess Brand trademark [3] - Q4 2025 results revealed a further 14% decrease in comparable net sales in Sweet Baked Snacks, with an additional $867 million impairment charge for goodwill and a $113 million impairment charge for the Hostess Brand trademark [3] - Following the disappointing results, Smucker's stock price fell by $17.44 per share, or 15.59%, closing at $94.41 per share on June 10, 2025 [3] Strategic Outlook - The company has updated its 2026 financial plan to reflect decreased net sales in the Sweet Baked Snacks segment, indicating sustained underperformance since the acquisition [3]

NEW YORK, Aug. 21, 2025 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces an investigation into The J.M. Smucker Company (NYSE: SJM) for potential violations of the federal securities laws. If you invested in J.M. Smucker, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/the-jm-smucker-company-class-action-lawsuit. Why Is J.M. Smucker being Investigated? J.M. Smucker manufactures and markets branded food and beverage products. I ...

Bragar Eagel & Squire, P.C. Litigation Partner Brandon Walker Encourages Investors Who Suffered Losses In Smucker To Contact Him Directly To Discuss Their Options If you purchased or acquired stock in Smucker and would like to discuss your legal rights, call Bragar Eagel & Squire partner Brandon Walker or Marion Passmore directly at (212) 355-4648. NEW YORK, Aug. 20, 2025 (GLOBE NEWSWIRE) -- Bragar Eagel & Squire, P.C., a nationally recognized stockholder rights law firm, is investigating potential claims a ...

Core Viewpoint - J.M. Smucker Company is under investigation for potential violations of federal securities laws following significant impairment charges related to its Sweet Baked Snacks segment and the Hostess brand trademark, which have led to a substantial decline in stock price [1][3]. Group 1: Company Overview - J.M. Smucker manufactures and markets branded food and beverage products, including the recently acquired Hostess Brands, Inc., which specializes in sweet baked goods [2]. - The company previously claimed that the Hostess acquisition was "highly complementary" and that trends in sweet snacking were favorable [2]. Group 2: Financial Performance - In Q4 2025, J.M. Smucker reported an $867 million impairment charge related to the goodwill of its Sweet Baked Snacks segment and a $113 million impairment charge for the Hostess brand trademark due to underperformance [3]. - Following the announcement of these impairment charges, J.M. Smucker's stock price fell by $17.44 per share, or over 18%, from $111.85 on June 9, 2025, to $94.41 on June 10, 2025 [3].

Core Viewpoint - J.M. Smucker Company is under investigation for potential violations of federal securities laws following significant impairment charges related to its Sweet Baked Snacks segment and the Hostess brand trademark, which have led to a notable decline in stock price [1][3]. Group 1: Company Overview - J.M. Smucker manufactures and markets branded food and beverage products, including the recently acquired Hostess Brands, Inc., which specializes in sweet baked goods [2]. - The company previously claimed that the Hostess acquisition was "highly complementary" and that trends in sweet snacking were favorable [2]. Group 2: Financial Performance - In Q4 2025, J.M. Smucker reported an $867 million impairment charge related to the goodwill of its Sweet Baked Snacks segment and a $113 million impairment charge for the Hostess brand trademark due to underperformance [3]. - Following the announcement of these impairment charges, J.M. Smucker's stock price fell by $17.44 per share, or over 18%, from $111.85 on June 9, 2025, to $94.41 on June 10, 2025 [3].

Company Overview - The J. M. Smucker Company (NYSE: SJM) is known for its iconic American food brands, including Jif, Folgers, Smucker's, and Uncrustables [1] - The company is expanding its growth potential through recent acquisitions, notably Hostess Brands, which is recognized for its snack products [1] Analyst Background - The analyst has over 10 years of experience researching companies across various sectors, including commodities and technology [1] - The analyst has researched more than 1000 companies and has transitioned from writing a blog to creating a value investing-focused YouTube channel [1] - The analyst expresses a particular interest in metals and mining stocks, while also being comfortable with consumer discretionary/staples, REITs, and utilities [1]

Core Viewpoint - J.M. Smucker Company is under investigation for potential violations of federal securities laws following significant impairment charges related to its Sweet Baked Snacks segment and the Hostess brand trademark, which have led to a substantial decline in stock price [1][3]. Group 1: Company Overview - J.M. Smucker manufactures and markets branded food and beverage products, including the recently acquired Hostess Brands, Inc., which specializes in sweet baked goods [2]. - The company characterized the Hostess acquisition as "highly complementary," suggesting positive underlying trends in the snacking category [2]. Group 2: Financial Performance - In Q4 2025, J.M. Smucker reported an $867 million impairment charge related to the goodwill of its Sweet Baked Snacks segment and a $113 million impairment charge for the Hostess brand trademark due to ongoing underperformance [3]. - Following the announcement of these impairment charges, J.M. Smucker's stock price dropped by $17.44, or over 18%, from $111.85 on June 9, 2025, to $94.41 on June 10, 2025 [3].

Core Viewpoint - The Schall Law Firm is investigating The J. M. Smucker Company for potential violations of securities laws related to misleading statements and undisclosed information impacting investors [1][2]. Financial Performance - Smucker reported a Q4 2025 financial result on June 10, 2025, which included a significant impairment charge of $867 million related to the goodwill of its Sweet Baked Snacks segment [2]. - Additionally, the company incurred a $113 million impairment charge associated with the Hostess trademark due to the ongoing underperformance of the Sweet Baked Snacks segment [2]. - Following the announcement of these financial results, Smucker's shares experienced a decline of over 18% on the same day [2]. Company Statements - Prior to the impairment charges, Smucker had characterized its acquisition of Hostess Brands as "highly complementary" and had assured investors that the underlying trends in snacking, particularly sweet snacking, were favorable for the category [2].