Analysts on Wall Street project that Smucker (SJM) will announce quarterly earnings of $2.26 per share in its forthcoming report, representing a decline of 13.4% year over year. Revenues are projected to reach $2.32 billion, increasing 6.3% from the same quarter last year.Over the last 30 days, there has been no revision in the consensus EPS estimate for the quarter. This signifies the covering analysts' collective reconsideration of their initial forecasts over the course of this timeframe.Ahead of a compa ...

Core 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]

Core Viewpoint - Smucker (SJM) is expected to report quarterly earnings of $2.14 per share, reflecting a 22.5% decline year over year, while revenues are forecasted to increase by 2.1% to $2.32 billion [1]. Earnings Projections - There has been a downward revision of 0.1% in the consensus EPS estimate over the last 30 days, indicating analysts' reconsideration of their initial forecasts [2]. - Changes in earnings projections are crucial for predicting investor reactions, with empirical studies showing a strong correlation between earnings estimate trends and short-term stock price movements [3]. Revenue Estimates - Analysts estimate 'Net Sales- U.S. Retail Coffee' at $805.84 million, a 14.5% increase from the prior year [5]. - 'Net Sales- U.S. Retail Pet Foods' is projected at $421.64 million, indicating a 5.3% decline year over year [5]. - 'Net Sales- International and Away From Home' is expected to reach $345.65 million, reflecting a 7.7% increase from the previous year [6]. - 'Net Sales- Sweet Baked Snacks' is forecasted at $246.74 million, showing a significant decline of 21.8% year over year [6]. Segment Profit Estimates - 'Segment Profit- U.S. Retail Coffee' is estimated at $148.12 million, down from $202.70 million in the previous year [7]. - 'Segment Profit- International and Away From Home' is projected to be $70.64 million, slightly up from $68.00 million year over year [7]. - 'Segment Profit- U.S. Retail Pet Foods' is expected to reach $111.84 million, down from $121.40 million in the prior year [8]. Stock Performance - Smucker shares have shown a return of -0.1% over the past month, compared to a -0.3% change in the Zacks S&P 500 composite [8].

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 - Smucker (SJM) reported revenue of $2.14 billion for the quarter ended April 2025, reflecting a decrease of 2.8% year-over-year and a surprise of -2.18% compared to the Zacks Consensus Estimate of $2.19 billion [1] - The company's EPS was $2.31, down from $2.66 in the same quarter last year, with an EPS surprise of +2.67% against the consensus estimate of $2.25 [1] Financial Performance Metrics - U.S. Retail Frozen Handheld and Spreads net sales were $449.80 million, slightly below the estimated $462.28 million, marking a year-over-year decline of -0.2% [4] - U.S. Retail Coffee net sales reached $738.60 million, exceeding the average estimate of $715.26 million, with a year-over-year increase of +10.9% [4] - U.S. Retail Pet Foods net sales were $395.50 million, below the estimated $433.66 million, representing a year-over-year decline of -12.6% [4] - International and Away From Home net sales were $308.90 million, slightly below the estimate of $310.83 million, with a year-over-year increase of +3.1% [4] - Sweet Baked Snacks net sales were $251 million, below the estimated $270.36 million, reflecting a significant year-over-year decline of -25.5% [4] Segment Profit Analysis - Segment profit for Sweet Baked Snacks was $20 million, significantly lower than the average estimate of $53.95 million [4] - Segment profit for U.S. Retail Coffee was $211.20 million, exceeding the average estimate of $182.87 million [4] - Corporate administrative expenses were reported at -$75.10 million, better than the average estimate of -$93.98 million [4] - Segment profit for U.S. Retail Frozen Handheld and Spreads was $91 million, slightly below the average estimate of $93.28 million [4] - Segment profit for International and Away From Home was $69.20 million, surpassing the average estimate of $62.50 million [4] - Segment profit for U.S. Retail Pet Foods was $106.10 million, below the average estimate of $115.33 million [4] Stock Performance - Smucker's shares have returned -0.6% over the past month, while the Zacks S&P 500 composite has increased by +6.3% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

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]