A month has gone by since the last earnings report for Smucker (SJM) . Shares have added about 7.5% in that time frame, outperforming the S&P 500.But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Smucker due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its latest earnings report in order to get a better handle on the important catalysts.The J.M. Smucker Q4 Earnings T ...

Company Overview - Welch's is a leading fruit-based food, beverage, and agricultural cooperative founded over 150 years ago, headquartered in Massachusetts, and owned by 650 family farms across the United States [4] - The company's mission focuses on nourishing consumers through the goodness of fruit, offering products such as real fruit juices, sparkling juices, and fruit spreads [4] New Headquarters - Welch's officially opened its new headquarters in Waltham, Massachusetts, on June 17, featuring a 60,000 square-foot facility designed for modern lab space and collaboration [2][3] - The new headquarters aims to enhance operational efficiency, support current employees, attract top talent, and create new opportunities for the company [2] - The facility was developed in partnership with SGA and project managed by A/E/C solutions, emphasizing strategic visibility and accessibility off I-95 [2] Corporate Growth - The new headquarters will accommodate 200 corporate employees, marking a significant step in Welch's growth and commitment to its legacy [3] - The move to Waltham is seen as a pivotal moment for the brand, aligning with its ambitious goals for future development [1][2] Community Engagement - The grand opening included remarks from local officials and showcased Welch's latest product innovations, fostering community engagement [1] - The event featured local food vendors, highlighting the company's connection to the local business community [1] Real Estate Context - BXP, the developer of the new headquarters, is the largest publicly traded developer and manager of premier workplaces in the U.S., with a portfolio totaling 53.4 million square feet as of March 31, 2025 [5] - BXP's focus on creating dynamic business environments aligns with Welch's vision for its new headquarters [2][5] Design and Sustainability - SGA, the architectural firm involved, specializes in innovative design solutions across various sectors, emphasizing sustainability and community enrichment [6] - The design of the new headquarters reflects a balance between progressive concepts and practical business needs, supporting Welch's operational goals [2][6]

Key Takeaways SJM posted a Q4 EPS of $2.31, which beat estimates but fell 13% YoY. Q1 net sales fell 3% to $2.14B, due to the lower volume/mix, partly made up by net price realization. SJM expects FY26 net sales to increase 2-4% and EPS in the $8.50-$9.50 range.The J. M. Smucker Company (SJM) reported fourth-quarter fiscal 2025 results, with the top line missing the Zacks Consensus Estimate but the bottom line exceeding the same. However, both metrics declined year over year. SJM’s fiscal fourth-quarter r ...

For the quarter ended April 2025, Smucker (SJM) reported revenue of $2.14 billion, down 2.8% over the same period last year. EPS came in at $2.31, compared to $2.66 in the year-ago quarter.The reported revenue represents a surprise of -2.18% over the Zacks Consensus Estimate of $2.19 billion. With the consensus EPS estimate being $2.25, the EPS surprise was +2.67%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectati ...

The J. M. Smucker Company (SJM) Q4 2025 Earnings Call June 10, 2025 07:00 AM ET Company Participants Crystal Beiting - VP - Investor RelationsMark Smucker - CEO & Chair of the BoardTucker Marshall - CFO Crystal Beiting Good morning. This is Crystal Beiting, vice president, investor relations and financial planning and analysis for the J. M. Smucker Company. Thank you for listening to our prepared remarks on our fiscal twenty twenty five fourth quarter earnings. After this brief introduction, Mark Smucker, C ...

06 Jun 2025 01:42:08 ET │ 35 pages Emerging Markets Strategy Weekly Big Beautiful EM CITI'S TAKE USD price action remains biased to the downside, which benefits EM. Tariffs-related issues may continue to cap the USD, as international structural positions calibrate their US asset allocations down. On the US rates front, implications are still negative for back-end USTs, with cautious international real money approach expected to continue. Local currency bond flows may continue to be supported by exogenous an ...

Core Insights - Tyson Foods has launched Hillshire Snacking Dips and Spreads, enhancing its product line with gourmet snacks designed for on-the-go consumers [1][4] - The new snacks are crafted with chef-curated ingredients, offering convenience and quality, with each single-serve package containing 6 grams of protein [2] - Hillshire Snacking brand, established in 2016, focuses on premium snacking experiences and includes various product lines available nationwide [5] Product Details - Hillshire Snacking Dips and Spreads feature three unique varieties: Pepperoni, Garlic & Herb; Pepperoni, Mozzarella & Tomato; and Pepperoni, Red Pepper Flakes & Italian Herbs [7] - The snacks are designed to cater to busy lifestyles without compromising on taste or quality [2] Company Background - Tyson Foods, founded in 1935, is a leading global food company with a diverse portfolio of brands including Tyson®, Jimmy Dean®, and Hillshire Farm® [6] - The company is headquartered in Springdale, Arkansas, and employs approximately 138,000 team members as of September 2024 [6]

Wall Street analysts expect Smucker (SJM) to post quarterly earnings of $2.25 per share in its upcoming report, which indicates a year-over-year decline of 15.4%. Revenues are expected to be $2.19 billion, down 0.8% from the year-ago quarter.Over the last 30 days, there has been an upward revision of 0.1% in the consensus EPS estimate for the quarter, leading to its current level. This signifies the covering analysts' collective reconsideration of their initial forecasts over the course of this timeframe.Pr ...

Global Markets Daily: Dollar Depreciation—Repatriation Not Required (Cahill/Kanter) Dollar Depreciation—Repatriation Not Required The Dollar is overvalued, and we think it has further to fall. In currency markets, valuation is not a catalyst because it is not a very strong anchor; there are no underlying cash flows like coupon payments or dividends. Instead, when we think of valuation we use it as a starting point for analysis—why is the currency over- or under-valued, and are those forces likely to shift o ...