Financial Performance - Net sales for Q4 2025 were $2.1 billion, a decrease of $61.9 million, or 3% compared to Q4 2024[4] - For the fiscal year 2025, net sales were $8.7 billion, an increase of 7%, while net sales excluding acquisitions and divestitures were flat[4] - Adjusted earnings per share for Q4 2025 were $2.31, a decrease of 13% from $2.66 in Q4 2024[4] - The company reported a net loss per diluted share of $6.85 for Q4 2025, compared to a profit of $2.30 in Q4 2024[5] - Total net sales for the year ended April 30, 2025, increased to $8,726.1 million, up from $8,178.7 million in 2024, representing a growth of 6.7%[31] - The company reported a net loss of $729.0 million for the three months ended April 30, 2025, compared to a net income of $245.1 million in the same period of 2024[30] - The company reported a net loss of $729.0 million for the three months ended April 30, 2025, compared to a net income of $245.1 million in the same period of 2024[43] Cash Flow and Dividends - Free cash flow for the fiscal year 2025 was $816.6 million, with Q4 free cash flow at $298.9 million[4] - The company expects free cash flow of approximately $875.0 million for fiscal year 2026[13] - The company declared dividends of $1.08 per common share for the three months ended April 30, 2025, a 2% increase from $1.06 in the same period of 2024[25] - The company reported a net cash provided by operating activities of $393.9 million for the three months ended April 30, 2025, compared to $428.1 million in 2024[30] - The company expects net cash provided by operating activities for the year ending April 30, 2026, to be $1,200.0 million[51] Segment Performance - U.S. Retail Coffee segment net sales increased by 11% to $738.6 million, driven by higher net pricing[14] - U.S. Retail Pet Foods segment net sales decreased by 13% to $395.5 million, primarily due to lower contract manufacturing sales[16] - Sweet Baked Snacks segment net sales decreased by 26% to $251.0 million, reflecting a significant decline in volume/mix[18] - U.S. Retail Coffee segment reported net sales of $738.6 million for the three months ended April 30, 2025, compared to $666.1 million in 2024, reflecting a growth of 10.8%[35] - The U.S. Retail Pet Foods segment saw a decline in net sales to $395.5 million for the three months ended April 30, 2025, down from $452.6 million in 2024, a decrease of 12.6%[35] Impairment and Expenses - Goodwill impairment charges amounted to $867.3 million for the three months ended April 30, 2025, with total impairment charges for the year reaching $1,661.6 million[25] - The company incurred goodwill impairment charges of $867.3 million for the three months ended April 30, 2025[43] - Selling, distribution, and administrative expenses for the three months ended April 30, 2025, were $380.6 million, accounting for 17.8% of net sales, compared to 19.3% in 2024[31] - Interest expense for the year ended April 30, 2025, increased by 47% to $388.7 million from $264.3 million in 2024[25] Profitability Metrics - Gross profit for the year ended April 30, 2025, was $3,384.7 million, reflecting a 9% increase from $3,115.4 million in 2024[25] - The gross margin for the year ended April 30, 2025, was 38.8%, compared to 38.1% in 2024[25] - Gross profit for the three months ended April 30, 2025, was $823.3 million, down from $913.3 million in 2024, representing a gross margin of 37.5%[43] - Adjusted operating income for the year ended April 30, 2025, was $1,824.7 million, which is 20.9% of net sales, compared to $1,636.2 million or 20.0% in 2024[43] - EBITDA (as adjusted) for the year ended April 30, 2025, was $2,137.0 million, representing 24.5% of net sales, compared to $1,704.4 million or 20.8% in 2024[47] Future Outlook - The fiscal year 2026 outlook projects net sales growth of 2.0% to 4.0% and adjusted earnings per share between $8.50 and $9.50[12] - Adjusted earnings per share for the year ending April 30, 2026, are projected to be between $8.50 and $9.50[49]

Financial Performance - Net sales decreased by 3% to $2,143.8 million in FY25 Q4[5] - Comparable net sales decreased by 1%[2] - Adjusted earnings per share decreased by 13% to $2.31[2, 5] - Free cash flow increased slightly to $298.9 million from $297.5 million in the prior year[2] Segment Results - U S Retail Coffee net sales increased by 11% to $738.6 million[14] - U S Retail Pet Foods net sales decreased by 13% to $395.5 million[14] - Sweet Baked Snacks net sales decreased by 26% to $251.0 million[14] Fiscal Year 2026 Outlook - The company projects a net sales increase of 2.0% to 4.0% for fiscal year 2026[16] - Adjusted EPS is projected to be between $8.50 and $9.50[16] - Free cash flow is expected to be $875.0 million[16] Additional Information - Total company net sales for fiscal year 2025 were $8.7 billion[24]

Core Insights - The J.M. Smucker Co. reported a decrease in net sales for the fourth quarter of fiscal year 2025, totaling $2.1 billion, a decline of 3% compared to the previous year [4][10] - The company experienced significant operating losses due to noncash impairment charges totaling $980 million, impacting overall financial performance [7][10] - The company remains optimistic about fiscal year 2026, projecting net sales growth of 2% to 4% and adjusted earnings per share between $8.50 and $9.50 [13][15] Financial Performance - Net sales for the fourth quarter were $2,143.8 million, down from $2,205.7 million in the prior year, reflecting a 3% decrease [4][10] - Adjusted earnings per share for the quarter were $2.31, a decrease of 13% from $2.66 in the previous year [10] - The company reported a net loss per diluted share of $6.85 for the quarter, compared to a profit of $2.30 in the prior year [10][32] Segment Performance - U.S. Retail Coffee segment saw an increase in net sales by 11%, totaling $738.6 million, driven by higher net pricing [16][38] - U.S. Retail Pet Foods segment experienced a 13% decline in net sales, totaling $395.5 million, primarily due to decreased volume and lower net price realization [21][38] - Sweet Baked Snacks segment reported a significant decline in net sales of 26%, totaling $251.0 million, attributed to lower volume and pricing [23][38] Cash Flow and Debt Management - Cash provided by operations for the quarter was $393.9 million, down from $428.1 million in the prior year [12][10] - Free cash flow for the quarter was $298.9 million, slightly up from $297.5 million in the previous year [12][10] - The company returned $114.5 million to shareholders through dividends in the quarter [10][12] Future Outlook - The company anticipates net sales growth of 2% to 4% for fiscal year 2026, with adjusted earnings per share projected between $8.50 and $9.50 [13][15] - The guidance reflects expectations of higher net price realization, despite anticipated declines in volume/mix [14][15] - The adjusted effective income tax rate is expected to be around 23.7% for the upcoming fiscal year [13][15]

Group 1 - The J. M. Smucker Company is set to release its fourth-quarter earnings results on June 10, with expected earnings of $2.25 per share, a decrease from $2.66 per share in the same period last year [1] - The company is projected to report quarterly revenue of $2.19 billion, slightly down from $2.21 billion a year earlier [1] - John Brase has been appointed as President and COO of J. M. Smucker as of April 30 [1] Group 2 - J. M. Smucker shares increased by 0.5%, trading at $111.45 on the previous Monday [2] - Analysts have provided various ratings for the company, with Morgan Stanley maintaining an Overweight rating and raising the price target from $123 to $124 [7] - Stifel has a Hold rating with a reduced price target from $125 to $120, while TD Cowen downgraded the stock from Buy to Hold and cut the price target from $130 to $121 [7]

分组1 - The Zacks Style Scores are indicators that help investors select stocks with the best chances of outperforming the market over the next 30 days, rated from A to F based on value, growth, and momentum qualities [2][10] - The Value Score focuses on identifying undervalued stocks using ratios like P/E, PEG, and Price/Sales to find attractive investment opportunities [3] - The Growth Score assesses a company's financial strength and future outlook by analyzing projected and historical earnings, sales, and cash flow [4] 分组2 - The Momentum Score is designed for traders who capitalize on price trends, utilizing factors like one-week price change and monthly earnings estimate changes to identify high-momentum stocks [5] - The VGM Score combines the Value, Growth, and Momentum Scores to identify companies with the most attractive overall characteristics [6] - The Zacks Rank is a proprietary stock-rating model that uses earnings estimate revisions to guide investors in building successful portfolios, with 1 (Strong Buy) stocks achieving an average annual return of +25.41% since 1988 [7][8] 分组3 - J.M. Smucker Company (SJM) is a leading marketer and manufacturer of consumer food and beverage products, holding a 3 (Hold) Zacks Rank and a VGM Score of B [12] - SJM has a Value Style Score of B, supported by a forward P/E ratio of 10.77, indicating attractive valuation metrics [13] - Recent earnings estimates for SJM have been revised higher, with the Zacks Consensus Estimate increasing to $10.05 per share, and an average earnings surprise of 11.7% [13]

Key Takeaways SJM's Q4 revenue is expected to dip 0.8% to $2.19B, with EPS forecast down 15.4% to $2.25. SJM expects margin pressure as pricing may not offset commodity cost inflation and elasticity. Integration of Hostess Brands and focus on growth strategies may have supported quarterly performance.The J. M. Smucker Company (SJM) is likely to witness a top and bottom-line decline when it reports fourth-quarter fiscal 2025 earnings on June 10. The Zacks Consensus Estimate for revenues is pegged at $2.19 ...

Core Viewpoint - Analysts expect Smucker (SJM) to report quarterly earnings of $2.25 per share, reflecting a year-over-year decline of 15.4%, with revenues projected at $2.19 billion, down 0.8% from the previous year [1] Earnings Estimates - There has been a slight upward revision of 0.1% in the consensus EPS estimate over the last 30 days, indicating analysts' reassessment of their initial forecasts [1][2] Revenue Projections - Analysts forecast 'Net Sales- U.S. Retail Frozen Handheld and Spreads' at $462.28 million, a year-over-year increase of 2.6% [4] - 'Net Sales- U.S. Retail Coffee' is expected to reach $707.77 million, reflecting a 6.3% increase from the previous year [4] - 'Net Sales- U.S. Retail Pet Foods' is projected at $435.92 million, indicating a decline of 3.7% year-over-year [5] - 'Net Sales- International and Away From Home' is estimated at $310.83 million, showing a year-over-year increase of 3.8% [5] - 'Net Sales- Sweet Baked Snacks' is expected to be $269.23 million, reflecting a significant decline of 20.1% from the previous year [5] Segment Profit Estimates - 'Segment Profit- U.S. Retail Coffee' is projected to be $177.89 million, down from $210.30 million year-over-year [6] - 'Segment Profit- U.S. Retail Frozen Handheld and Spreads' is estimated at $94.43 million, slightly down from $95.80 million year-over-year [6] - 'Segment Profit- International and Away From Home' is expected to reach $62.76 million, up from $61.10 million year-over-year [6] - 'Segment Profit- U.S. Retail Pet Foods' is projected at $117.21 million, compared to $114.10 million in the same quarter last year [7] Stock Performance - Smucker shares have shown a return of -0.2% over the past month, contrasting with the Zacks S&P 500 composite's increase of 5.2% [7]

Wall Street expects a year-over-year decline in earnings on lower revenues when Smucker (SJM) reports results for the quarter ended April 2025. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on June 10. On the othe ...

Group 1 - Dividend Aristocrats have underperformed since the bull market began in October 2022, with The J. M. Smucker Company (NYSE: SJM) being one of the worst-performing dividend-increase companies within the S&P 500 [1] - The performance of dividend-increase companies has been negatively impacted, indicating a shift in market dynamics that may affect investor sentiment towards these stocks [1] Group 2 - The article emphasizes the importance of analyzing stock market sectors and economic data to identify potential investment opportunities and risks [1] - It highlights the need for evidence-based narratives using empirical data to support investment decisions [1]

ORRVILLE, Ohio, May 13, 2025 /PRNewswire/ -- The J.M. Smucker Co. (NYSE: SJM) will release its fourth quarter fiscal 2025 financial results on Tuesday, June 10, 2025. A press release, including financial statements and segment information, supplemental materials, pre-recorded management remarks, and a transcript of the pre-recorded remarks will be available beginning at 7:00 a.m. Eastern Time. The Company will webcast a live question and answer session with Mark Smucker, Chair of the Board and Chief Executi ...