The J.M. Smucker Company (SJM)
What changed in recent filings
- U.S. Retail Coffee segment 29% → 37%Jul 31, 2024 → Apr 30, 2026
- Risk factors — 3 added · new: Our operations are subject to the general r… +210-K Apr 30, 2025 → Apr 30, 2026 · filed 2 months ago
What changed in recent SEC filings — factual, not a buy/sell recommendation.
Company overview
J.M. Smucker is a packaged food company that primarily sells through the US retail channel (75% of fiscal 2026 revenue came through its retail pet foods, coffee, and frozen handheld/spreads segments), with the remaining share consisting of sweet baked snacks (through the Hostess acquisition), away from home, and international (primarily Canada). Retail coffee is its largest category (37% of sales) with brands Folgers, Dunkin', and Cafe Bustelo. Pet foods (18% of sales) holds leading brands like Milk-Bone and Meow Mix. Of its remaining, approximately 20% comes from frozen handhelds and spreads, through brands Jif, Smucker's, and Uncrustables. The company acquired Hostess Brands in fiscal 2024 to boost its snack and convenience store presence.
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.
SJM segment revenue mix trend
Quarterly change in segment revenue share · verified from SEC filings
ETFs holding The J.M. Smucker Company
Per SEC N-PORT · 2026-06-30 · by weight · factual
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
Peers · Consumer Goods
SJM FAQ
What is The J.M. Smucker Company (SJM)?
J.M. Smucker is a packaged food company that primarily sells through the US retail channel (75% of fiscal 2026 revenue came through its retail pet foods, coffee, and frozen handheld/spreads segments), with the remaining share consisting of sweet baked snacks (through the Hostess acquisition), away from home, and international (primarily Canada). Retail coffee is its largest category (37% of sales) with brands Folgers, Dunkin', and Cafe Bustelo. Pet foods (18% of sales) holds leading brands like Milk-Bone and Meow Mix. Of its remaining, approximately 20% comes from frozen handhelds and spreads, through brands Jif, Smucker's, and Uncrustables. The company acquired Hostess Brands in fiscal 2024 to boost its snack and convenience store presence.
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.
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.