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Profit Margin by Segment
Shows the profitability of each business segment, providing a clear picture of operational efficiency and pricing power across different areas.Margins are diverging across JM Smucker’s portfolio: retail coffee rebounded from a mid‑2025 trough and is tracking back toward the high‑20s as green‑coffee deflation begins — the primary driver of near‑term EPS upside — while Pet Foods has delivered a multi‑period margin lift (pricing/mix payback despite added marketing). Frozen handhelds/spreads show resilient margins but face revenue risk per management, and Sweet Baked Snacks remains volatile yet is called out as a major profit growth lever for FY27, with tariffs and planned investments tempering upside.
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 | 37.10 | 26.00 | 26.60 | 12.60 | 26.50 |
Apr 30, 2026 | 25.80 | 27.50 | 31.30 | 12.20 | 22.00 |
Jan 31, 2026 | 21.90 | 22.80 | 29.20 | 5.40 | 21.50 |
Oct 31, 2025 | 18.20 | 22.10 | 30.10 | 8.50 | 21.80 |
Jul 31, 2025 | 18.70 | 23.60 | 27.50 | 13.50 | 22.60 |
Apr 30, 2025 | 28.60 | 20.20 | 26.80 | 8.00 | 22.40 |
Jan 31, 2025 | 28.20 | 22.30 | 27.60 | 19.70 | 20.60 |
Oct 31, 2024 | 28.80 | 23.90 | 27.30 | 22.40 | 21.20 |
Jul 31, 2024 | 27.70 | 24.00 | 28.80 | 22.30 | 17.90 |
Apr 30, 2024 | 31.60 | 21.30 | 25.20 | 20.80 | 20.40 |