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 ...

Core Insights - The J. M. Smucker Company (SJM) has experienced a significant decline in its stock price, dropping 12.3% over the past month, which is notably worse than the industry's 1% decline and the S&P 500's 4.1% growth [1][2][8] - The company is facing multiple challenges, including weak sales in its Sweet Baked Snacks segment, rising coffee costs, and declining demand in its pet food category [8][9][10] Stock Performance - As of the last trading session, SJM closed at $98.20, close to its 52-week low of $93.30, reached on June 18, 2025 [5] - The stock is trading below its 50 and 200-day moving averages, indicating bearish sentiment [5] - SJM's forward 12-month P/E ratio is 10.44, below its one-year median of 11.07 and the industry average of 15.85, reflecting a discount compared to peers like Hershey and McCormick [6] Segment Performance - The Sweet Baked Snacks segment, particularly the Hostess brand, reported a 14% decline in comparable sales in Q4 of fiscal 2025 due to sluggish consumer demand and internal distribution issues [9] - The pet food segment saw a 13% decline in net sales, impacted by retailer inventory reductions and weak demand for dog snacks [11] Cost Pressures - The surge in green coffee prices has led to multiple price increases across SJM's coffee portfolio, with risks of volume loss due to demand elasticity [10] - Tariffs on imported green coffee, primarily from Brazil and Vietnam, are adding further margin pressure [12] Earnings Outlook - The company has issued a cautious outlook for fiscal 2026, expecting adjusted earnings between $8.50 and $9.50, with a projected 25% decline in Q1 year-over-year [13] - The Zacks Consensus Estimate for EPS has seen downward revisions, with the current quarter's estimate declining by 10 cents to $9.28 per share [14]

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 ...

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 ...