Prior to a company's earnings announcement, it is crucial to consider revisions to earnings estimates. This serves as a significant indicator for predicting potential investor actions regarding the stock. Empirical research has consistently demonstrated a robust correlation between trends in earnings estimate revision and the short- term price performance of a stock. Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted upward by 0.7% to its current level. This demonstrates the ...

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]