J. M. Smucker(US:SJM) ZACKS·2025-11-25 15:30Core Insights - Smucker (SJM) reported revenue of $2.33 billion for the quarter ended October 2025, marking a year-over-year increase of 2.6% and exceeding the Zacks Consensus Estimate of $2.32 billion by 0.34% [1] - The company's EPS for the same period was $2.10, down from $2.76 a year ago, resulting in an EPS surprise of -0.94% compared to the consensus estimate of $2.12 [1] Revenue Performance - U.S. Retail Coffee net sales reached $848.9 million, surpassing the average estimate of $811.56 million, reflecting a year-over-year increase of 20.6% [4] - U.S. Retail Frozen Handheld and Spreads net sales were $461.1 million, below the average estimate of $495.48 million [4] - U.S. Retail Pet Foods net sales totaled $413.2 million, slightly below the average estimate of $421.08 million, representing a year-over-year decline of 7.2% [4] - International and Away From Home net sales were $350.8 million, exceeding the average estimate of $345 million, with a year-over-year increase of 9.3% [4] - Sweet Baked Snacks net sales were $256.1 million, above the average estimate of $247.79 million, but showed a significant year-over-year decline of 18.8% [4] Segment Profit Analysis - Segment profit for Sweet Baked Snacks was $21.8 million, below the average estimate of $35.32 million [4] - Segment profit for U.S. Retail Frozen Handheld and Spreads was $102.1 million, compared to the average estimate of $114.33 million [4] - Segment profit for U.S. Retail Pet Foods was $124.4 million, exceeding the average estimate of $112.5 million [4] - Segment profit for International and Away From Home was $76.4 million, surpassing the average estimate of $71.31 million [4] - Segment profit for U.S. Retail Coffee was $154.3 million, slightly above the average estimate of $150.56 million [4] Stock Performance - Smucker's shares have returned -0.5% over the past month, compared to a -1.2% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]