SJM
AI Execution Plan
Q3 FY2026 earnings beat: 8% net sales growth to $2.34B driven by Uncrustables and coffee brands. Analyst upgrades: Barclays PT $125 (Equal Weight), UBS $132 (Buy), Wells Fargo $135 (Overweight), BofA Buy $130. Activist Elliott involvement. Minor layoffs at distribution centers.
RSI (14): 59-66 (neutral to buy), MACD positive ~0.70. Mixed signals: some underperform ratings but post-earnings momentum. Moving averages neutral, low volatility (Beta 0.23). Overall short-term bullish bias.
3-Month AI Outlook
Bullish. Momentum from strong Q3 sales/earnings beat, analyst PTs avg $125-135, activist push for value unlock (e.g., Uncrustables). Defensive consumer staples play resilient to market volatility, forward P/E attractive at 12.
Option Chain
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Earnings History: SJM
J.M. Smucker Co. Reports Second Quarter Earnings for Fiscal 2026
Nov 25, 2025In the second quarter of fiscal 2026, J.M. Smucker Co. reported net sales of $2.3 billion, reflecting a 3% increase from the previous year. The company achieved net income of $241.3 million, translating to earnings per share (EPS) of $2.26. Adjusted earnings per share decreased by 24% to $2.10 compared to the same quarter last year. Cash provided by operations amounted to $346.5 million, a decrease from $404.2 million in the prior year. The company's free cash flow also declined to $280.2 million from $317.2 million year-over-year. The company has updated its full-year fiscal 2026 guidance, projecting a net sales increase of 3.5% to 4.5%, and adjusted EPS is expected to range between $8.75 and $9.25. This guidance considers the impact of recent divestitures and changing market conditions. Additionally, J.M. Smucker's operating income surged to $418.5 million, a significant increase driven by favorable conditions compared to a pre-tax loss reported in the previous year. The company's focus on disciplined cost management and brand demand contributed to this positive performance.
The J.M. Smucker Co. Reports Q1 Fiscal 2026 Financial Results
Aug 27, 2025In the first quarter of fiscal year 2026, The J.M. Smucker Co. reported net sales of $2.1 billion, reflecting a slight decrease of $11.8 million, or 1 percent, compared to the previous year. The company posted a net loss of $43.9 million, equating to a loss of $0.41 per diluted share. Adjusted earnings per share for the quarter were $1.90, down 22 percent from the prior year. Meanwhile, cash used for operating activities was $10.6 million, a significant drop from cash provided by operating activities of $172.9 million in the previous year. Free cash flow also declined to negative $94.9 million, compared to positive free cash flow of $49.2 million in the same quarter last year. The company updated its full-year financial outlook, now expecting net sales to increase by 3.0% to 5.0%, up from an earlier estimate of 2.0% to 4.0%. Adjusted earnings per share is projected to remain between $8.50 and $9.50 for the year, with free cash flow anticipated to reach approximately $975 million. Lastly, despite the challenges, the company noted strong performance in its U.S. Retail Coffee segment, which saw a 15% increase in net sales, primarily driven by higher net pricing. However, segments like Sweet Baked Snacks and U.S. Retail Pet Foods experienced declines in both sales and profits.
Strategy Overview
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Connect with Jason
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