SJMThe J. M. Smucker Company
The J. M. Smucker Company sells branded packaged foods and meats, including iconic brands like Smucker’s and Heritage. Its next catalyst is Dec 8, 2026 — Q2 2027 Earnings Release, which will test the company’s ability to sustain pricing power and navigate a macroeconomic environment with rising costs and shifting consumer preferences.
- Revenue reached $9.00B in 2026, with a 3.7% YoY growth.
- Net margin (TTM) stands at 0.9%, reflecting a tight cost structure.
- Debt / equity is 1.26x, suggesting a balanced capital structure.
The schedule
- Tue8Dec
The Q2 2027 earnings release will focus on the company's cost management strategies and progress in product innovation. This event is crucial for assessing the company's operational efficiency and its ability to drive growth through innovation. The results could significantly influence investor sentiment and the stock's performance.
- Tue9Mar
The Q3 2027 earnings release is expected to highlight the company's performance in the seasonal demand period and its ability to leverage pricing power. This event will provide important insights into the company's ability to navigate seasonal fluctuations and maintain profitability. The outcome is likely to have a major impact on the stock's trajectory.
- Thu29Apr
The Q1 2027 earnings release is a major event that will highlight the company's year-over-year growth and progress on strategic initiatives. This release will provide investors with a clearer picture of the company's performance and its ability to execute on its long-term goals. The outcome of this event is likely to have a substantial impact on the stock's direction.
- Thu29Jul
Past
- Fri20Mar
Actual outcome: Bear · $96.14 at outcome
While SJM reported Q3 revenue and EPS beats, the results revealed that pricing actions were barely offsetting significant volume declines and margin compression in a high-inflation environment. Concerns over profit durability and the projection of another year of asset impairments in fiscal 2026 weighed heavily on the stock, causing it to drop well below the bear floor as investors reacted to the lack of organic volume growth.
While SJM reported Q3 revenue and EPS beats, the results revealed that pricing actions were barely offsetting significant volume declines and margin compression in a high-inflation environment. Concerns over profit durability and the projection of another year of asset impairments in fiscal 2026 weighed heavily on the stock, causing it to drop well below the bear floor as investors reacted to the lack of organic volume growth.
- Thu26Feb
Actual outcome: Bull · $111.34 at outcome
J.M. Smucker delivered a 'double beat' for Q3, reporting adjusted EPS of $2.38 against the $2.27 consensus and 7% sales growth driven by strong coffee pricing. Although the company lowered its full-year sales growth forecast due to a manufacturing facility fire, the stock initially surged 9% as investors focused on maintained adjusted EPS guidance and the appointment of two new directors following a constructive agreement with activist investor Elliott Management.
J.M. Smucker delivered a 'double beat' for Q3, reporting adjusted EPS of $2.38 against the $2.27 consensus and 7% sales growth driven by strong coffee pricing. Although the company lowered its full-year sales growth forecast due to a manufacturing facility fire, the stock initially surged 9% as investors focused on maintained adjusted EPS guidance and the appointment of two new directors following a constructive agreement with activist investor Elliott Management.
