JM Smucker stock analysis
JM Smucker (JM2) Stock Price & Analysis
JM2 Stock Chart & Stats
- Day’s Range
- N/A
- 52-Week Range
- N/A
- Previous Close
- N/A
- Volume
- N/A
- Average Volume (3M)
- N/A
- Market Cap
- CHF 11.88B
- Enterprise Value
- CHF 19.67B
- Total Cash (Recent Filing)
- CHF 43.20M
- Total Debt (Recent Filing)
- CHF 6.90B
- Price to Earnings (P/E)
- 61.9
- Beta
- 1.37
- Next Earnings
- Nov 24, 2026 (Est.)
- EPS Estimate
- 2.12
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- 3.19%
Bulls Say, Bears Say
Bulls Say
Strong Cash Generation
Substantial and consistently positive cash generation gives Smucker internal funding for debt reduction, brand investment, and capacity expansion. Free cash flow resilience, including during loss-making periods, supports financial durability and reduces reliance on external financing over the next several quarters.
Branded Growth Platforms
Scale in Uncrustables and momentum in established coffee brands indicate that Smucker has meaningful consumer franchises capable of supporting sustained demand. Continued brand investment, innovation, and capacity expansion can reinforce household penetration and improve the company’s long-term growth profile.
Deleveraging And Productivity
Early progress toward the leverage target and planned debt repayment should gradually improve financial flexibility, while productivity savings can help fund reinvestment. Together, these actions provide a more disciplined capital-allocation framework and can strengthen earnings resilience as the portfolio develops.
Bears Say
Weak Profitability
Negative net margins and thin EBIT profitability show that revenue growth is not yet translating reliably into earnings. This limits the company’s ability to absorb cost increases, invest without trade-offs, and convert brand momentum into durable shareholder returns over the medium term.
Elevated Leverage
The higher leverage profile reduces financial flexibility compared with earlier fiscal years and increases the importance of successful execution. Although management is paying down debt, leverage remains a meaningful constraint on investment capacity and resilience if profitability stays inconsistent.
Cost And Volume Pressure
Persistent input-cost inflation can pressure margins unless pricing, promotions, productivity, and mix fully offset it. At the same time, lower expected coffee volumes and category weakness raise execution risk, potentially limiting revenue leverage and delaying broader margin recovery.
JM Smucker News
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JM Smucker Stock Smart Score
Company Description
JM Smucker
The J. M. Smucker Company is an international enterprise specializing in the production and marketing of a diverse portfolio of branded food and beverage items. Its operations are organized into three principal U.S. retail divisions: Pet Foods, Coffee, and Consumer Foods. The company's extensive product offerings encompass various coffee options, including roast, ground, single-serve, and premium blends; a wide selection of spreads such as peanut butter and fruit preserves; cooking staples like shortening and oils; convenient frozen sandwiches and snacks; and a full range of pet food and treats. Additionally, Smucker provides hot beverages, portion-controlled items, and flour products for the foodservice sector, alongside frozen handheld meals, juices, beverages, and baking ingredients. These items are marketed under numerous recognizable brands, including Meow Mix, 9Lives, Kibbles 'n Bits, Milk-Bone, Pup-Peroni, Rachael Ray Nutrish, Nature's Recipe, Folgers, Café Bustelo, Dunkin', 1850, Jif, Smucker's, Smucker's Uncrustables, Robin Hood, and Five Roses. The company distributes its products through a vast network, utilizing both direct sales and brokers to reach grocery stores, club stores, discount and dollar retailers, online platforms, pet specialty stores, natural food outlets and their distributors, pharmacies, military commissaries, and large mass merchandisers. Founded in 1897, The J. M. Smucker Company is headquartered in Orrville, Ohio.
- Sector
- Consumerdefensive
- Industry
- Packaged Foods
- CEO
- Captain Mark T. Smucker
- Employees
- 8,000
- Website
- www.jmsmucker.com
- Address
- One Strawberry Lane, Orrville, OH, 44667-0280, US
JM Smucker (JM2) Earnings & Revenues
JM2 Company Deck
JM2 Earnings Call
Earnings Call SentimentNeutral
The call presented a balanced picture: several clear positives (tariff refund benefit, early achievement of leverage target, strong brand momentum in Uncrustables, Café Bustelo, and improvements in pet categories) alongside meaningful near-term challenges (mid-single-digit cost inflation, conservative coffee volume guidance, c-store traffic pressure impacting Sweet Baked Snacks, isolated brand weaknesses, and some near-term margin headwinds due to capacity start-up and marketing). Management emphasized disciplined capital allocation, targeted reinvestment, and a prudent stance on pricing and volume assumptions.
View all CH:JM2 earnings summariesJM2 Net sales Breakdown
- 36.37% Coffee
- 12.53% Sweet Baked Goods
- 10.83% Pet snacks
- 10.52% Frozen handheld
- 9.49% Peanut butter
- 8.75% Cat food
- 4.59% Fruit spreads
- 2.43% Portion control
- 1.11% Toppings and syrups
- 1.01% Baking mixes and ingredients
- 1.11% Other
- 0.99% Cookies
- 0.28% Dog food
