Want to see SJM full AI Analyst Report?
Profit by Segment
Analyzes profitability across different business segments, highlighting which areas drive earnings and where there might be challenges or opportunities for growth.Profit dynamics are shifting from revenue growth to margin recovery: retail coffee’s seasonal swings hide an emerging margin inflection as management expects green‑coffee deflation to flow in starting Q2 and retail coffee margins to rebound, driving much of the EPS upside despite cautious sales guidance. Hostess/Sweet Baked Snacks shows turnaround potential and is modeled to be a meaningful profit contributor, while Frozen Handheld & Spreads is the clearest downside risk (spreads weakness and fewer promotions). Pet profits look stable but limited by reinvestment and inflation.
Date | US Retail Coffee | US Retail Frozen Handheld and Spreads | US Retail Pet Foods | Sweet Baked Snacks | International and Away from Home |
|---|---|---|---|---|---|
Jul 31, 2026 | $300.00M | $129.70M | $98.90M | $29.90M | $80.50M |
Apr 30, 2026 | $214.00M | $124.70M | $125.70M | $29.00M | $75.80M |
Jan 31, 2026 | $199.00M | $103.60M | $121.90M | $12.20M | $72.00M |
Oct 31, 2025 | $154.30M | $102.10M | $124.40M | $21.80M | $76.40M |
Jul 31, 2025 | $134.20M | $114.30M | $101.30M | $34.20M | $65.50M |
Apr 30, 2025 | $211.20M | $91.00M | $106.10M | $20.00M | $69.20M |
Jan 31, 2025 | $208.60M | $99.20M | $116.80M | $54.80M | $61.60M |
Oct 31, 2024 | $202.70M | $116.10M | $121.40M | $70.60M | $68.00M |
Jul 31, 2024 | $172.60M | $119.00M | $115.30M | $74.40M | $48.60M |
Apr 30, 2024 | $210.30M | $95.80M | $114.10M | $70.20M | $61.10M |