Stocklore

The J.M. Smucker Company (SJM)

Consumer Goods · US stock

What changed in recent filings

  • U.S. Retail Coffee segment 29% → 36%Jul 31, 2024 → Jul 31, 2026
  • Risk factors — 3 added · new: Our operations are subject to the general r… +210-K Apr 30, 2025 → Apr 30, 2026 · filed 4 months ago
  • Free cash flow declined recentlyJan 31, 2026 → Jul 31, 2026

What changed in recent SEC filings — factual, not a buy/sell recommendation.

The J.M. Smucker Company recent earnings releases

Based on SEC filings. The release date is the day the earnings filing (8-K) was accepted; for quarters where that filing was not found, the periodic report filing date is shown.

  • 26Q2Released Aug 26, 2026
    Revenue +5.0% YoY · EPS $3.03
    Released before the open: Aug 25 close → Aug 26 close, the stock moved +4.3% · over the same window, market +0.0% · sector -0.1%
  • 26Q1Released Jun 9, 2026
    Revenue +5.8% YoY · EPS $3.64
    Released before the open: Jun 8 close → Jun 9 close, the stock moved +10.4% · over the same window, market -0.3% · sector +2.3%
  • 25Q4Released Feb 26, 2026
    Revenue +7.0% YoY · EPS $-6.79
    Released before the open: Feb 25 close → Feb 26 close, the stock moved +8.8% · over the same window, market -0.6% · sector +0.5%
  • 25Q3Released Nov 25, 2025
    Revenue +2.6% YoY · EPS $2.26
    Released before the open: Nov 24 close → Nov 25 close, the stock moved -3.7% · over the same window, market +0.9% · sector +2.3%

The next earnings release is estimated around Nov 24, 2026 (calculated from how long this company has taken between quarter end and filing; it is not a date announced by the company).

Company overview

The J. M. Smucker Company is a consumer staples company that manufactures and markets branded food and beverage products for retail and foodservice customers. Its portfolio spans coffee, peanut butter, fruit spreads, frozen handheld meals, sweet baked snacks, pet foods and pet snacks, and a range of pantry and baking products. The company serves households and commercial buyers through grocery, club, convenience, e-commerce, and away-from-home channels, giving it a broad presence across everyday consumption occasions. The J. M. Smucker Company is known for a mix of established brands that occupy leading positions in familiar categories, making it a significant participant in packaged foods, beverages, and pet care.

What is the Consumer Goods sector?

Staples, sportswear, and food & drink. Defensive dividend names.

The J.M. Smucker Company is classified under the Consumer Goods sector. See peers below.

The J.M. Smucker Company key financials

Based on SEC filings · as of Jul 31, 2026

Tap a metric name to see its meaning in the glossary.

The J.M. Smucker Company vs Consumer Goods sector benchmark

Median of 37 representative sector stocks · SEC filings · factual comparison (not advice)

Revenue growth (YoY)
5.1%vs benchmark 5.2%↓ below
Operating margin
23.1%vs benchmark 17.4%↑ above
Net margin
2.5%vs benchmark 11.1%↓ below
ROE
-2.5%vs benchmark 12.5%↓ below

A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.

SJM segment revenue mix trend

Quarterly change in segment revenue share · verified from SEC filings

Jul '24Jan '25Jul '25Jan '26Jul '26
U.S. Retail Coffee 36%U.S. Retail Frozen Handheld and Spreads 22%U.S. Retail Pet Foods 17%Sweet Baked Snacks 11%Away From Home 9%Other 5%

ETFs holding The J.M. Smucker Company

Per SEC N-PORT · 2026-06-30 · by weight · factual

XLPState Street(R) Consumer Staples Select Sector SPDR(R) ETF
0.78%
RSPInvesco S&P 500 Equal Weight ETF
0.20%
VYMVANGUARD HIGH DIVIDEND YIELD INDEX FUND
0.05%
SPY
0.02%
VOOVANGUARD 500 INDEX FUND
0.02%
IVViShares Core S&P 500 ETF
0.02%
ITOTiShares Core S&P Total U.S. Stock Market ETF
0.02%
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
0.02%

SJM on Stocklore

  • Revenue by segment — segment weights verified from SEC filings, YoY changes, growth drivers and concentration
  • Financials & earnings quality — 6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
  • 13F institutional holdings — holdings and weight changes of major institutions (45-day delay)
  • Sector-relative metrics — Valuation and growth compared with the Consumer Goods average
See full SJM analysis →

Peers · Consumer Goods

SJM FAQ

What is The J.M. Smucker Company (SJM)?

The J. M. Smucker Company is a consumer staples company that manufactures and markets branded food and beverage products for retail and foodservice customers. Its portfolio spans coffee, peanut butter, fruit spreads, frozen handheld meals, sweet baked snacks, pet foods and pet snacks, and a range of pantry and baking products. The company serves households and commercial buyers through grocery, club, convenience, e-commerce, and away-from-home channels, giving it a broad presence across everyday consumption occasions. The J. M. Smucker Company is known for a mix of established brands that occupy leading positions in familiar categories, making it a significant participant in packaged foods, beverages, and pet care.

What sector is The J.M. Smucker Company in?

The J.M. Smucker Company is classified under Consumer Goods. Staples, sportswear, and food & drink. Defensive dividend names.

What are The J.M. Smucker Company's key financials?

As of Jul 31, 2026 in SEC filings: Revenue growth (YoY) 5.1%, Operating margin 23.1%, Net margin 2.5%, ROE -2.5%, Debt-to-equity 1.14x. Definitions and interpretation are available on Stocklore.

Where can I analyze The J.M. Smucker Company (SJM) stock?

On Stocklore you can see SJM's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.

Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.

Not an investment adviser and not personalized investment advice; not a discretionary management service. No trade recommendations, no target prices, no execution or brokerage. We do not recommend or guarantee any purchase, sale, or returns. Investment decisions and their outcomes are your own.

Stocklore · CEO Lee Seung-jae · Business reg. no. 764-36-01607 · E-commerce permit 2026-Jeonju Wansan-0476 · Tel +82-70-7954-4939 · S120, Rm 302, 3F, 21 Jungsanjungang-ro, Wansan-gu, Jeonju, Jeonbuk, Korea