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The J. M. Smucker Company (SJM)



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Upturn Advisory Summary
10/13/2025: SJM (1-star) is currently NOT-A-BUY. Pass it for now.
1 Year Target Price $116.19
1 Year Target Price $116.19
5 | Strong Buy |
2 | Buy |
12 | Hold |
1 | Sell |
0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -22.35% | Avg. Invested days 43 | Today’s Advisory PASS |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
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Key Highlights
Company Size Large-Cap Stock | Market Capitalization 10.83B USD | Price to earnings Ratio - | 1Y Target Price 116.19 |
Price to earnings Ratio - | 1Y Target Price 116.19 | ||
Volume (30-day avg) 20 | Beta 0.24 | 52 Weeks Range 92.38 - 121.73 | Updated Date 10/14/2025 |
52 Weeks Range 92.38 - 121.73 | Updated Date 10/14/2025 | ||
Dividends yield (FY) 4.14% | Basic EPS (TTM) -13.72 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -16.75% | Operating Margin (TTM) 3.1% |
Management Effectiveness
Return on Assets (TTM) 4.46% | Return on Equity (TTM) -21.32% |
Valuation
Trailing PE - | Forward PE 12.02 | Enterprise Value 19541960248 | Price to Sales(TTM) 1.24 |
Enterprise Value 19541960248 | Price to Sales(TTM) 1.24 | ||
Enterprise Value to Revenue 2.24 | Enterprise Value to EBITDA 11.77 | Shares Outstanding 106685160 | Shares Floating 104406365 |
Shares Outstanding 106685160 | Shares Floating 104406365 | ||
Percent Insiders 2.21 | Percent Institutions 89.62 |
Upturn AI SWOT
The J. M. Smucker Company

Company Overview
History and Background
The J. M. Smucker Company was founded in 1897 by Jerome Monroe Smucker. Originally producing apple butter, it has grown through acquisitions to become a major player in the food and beverage industry.
Core Business Areas
- U.S. Retail Coffee: Includes brands such as Folgers and Cafu00e9 Bustelo, offering a variety of roast and ground coffee products.
- U.S. Retail Consumer Foods: Consists of iconic brands like Smucker's jams, jellies, peanut butter, and fruit spreads.
- U.S. Retail Pet Foods: Encompasses pet food and snacks, notably the Milk-Bone, Meow Mix, and Kibbles 'n Bits brands.
- International and Away From Home: Includes Canadian coffee, pet food and baking brands.
Leadership and Structure
Mark T. Smucker serves as the Chief Executive Officer. The company operates with a corporate structure consisting of various business segments.
Top Products and Market Share
Key Offerings
- Folgers Coffee: One of the leading coffee brands in the U.S., with significant market share in the retail coffee segment. Competitors include Starbucks (SBUX), Nestle (NSRGY), and Keurig Dr Pepper (KDP).
- Smucker's Jams and Jellies: A dominant brand in the fruit spreads category, holding a large market share in the U.S. Competitors include Welch's, B&G Foods (BGS) and private label brands.
- Milk-Bone Dog Biscuits: A leading brand in the pet treats market. Competitors include Mars, Nestle Purina and Blue Buffalo.
- Jif Peanut Butter: A leader in the peanut butter category. Competitors include Hormel (Skippy brand) and Conagra (Peter Pan brand).
Market Dynamics
Industry Overview
The food and beverage industry is characterized by intense competition, changing consumer preferences, and increasing demand for healthier options. The pet food industry is experiencing growth, driven by pet ownership trends.
Positioning
The J. M. Smucker Company positions itself as a provider of high-quality, trusted food and beverage brands. It leverages brand recognition and innovation to maintain market share.
Total Addressable Market (TAM)
The TAM for the relevant segments (coffee, consumer foods, pet food) is estimated to be in the hundreds of billions of dollars. Smucker is positioned well, but has room to capture more market share.
Upturn SWOT Analysis
Strengths
- Strong brand portfolio
- Established distribution network
- Consistent financial performance
- Experienced management team
Weaknesses
- Reliance on mature brands
- Limited international presence compared to competitors
- Susceptibility to commodity price fluctuations
- High debt levels
Opportunities
- Expansion into emerging markets
- Acquisition of complementary brands
- Innovation in product development
- Growth in the pet food segment
Threats
- Changing consumer preferences
- Increased competition from private label brands
- Economic downturns
- Supply chain disruptions
Competitors and Market Share
Key Competitors
- Nestle (NSRGY)
- Kraft Heinz (KHC)
- General Mills (GIS)
- Conagra Brands (CAG)
Competitive Landscape
The J. M. Smucker Company faces competition from both large multinational corporations and smaller, private label brands. Their brand strength and established distribution network provide a competitive advantage.
Major Acquisitions
Hostess Brands (baking assets)
- Year: 2023
- Acquisition Price (USD millions): 5400
- Strategic Rationale: Expands snacking and convenience foods portfolio; complements existing offerings.
Growth Trajectory and Initiatives
Historical Growth: The J. M. Smucker Company has grown through a combination of organic growth and strategic acquisitions.
Future Projections: Analysts project moderate revenue growth for The J. M. Smucker Company, driven by innovation and expansion in the pet food segment.
Recent Initiatives: Recent initiatives include focusing on cost-saving measures and expanding presence in fast growing pet food market.
Summary
The J.M. Smucker Company is a stable consumer staples business with strong brands, particularly in coffee, peanut butter, and pet food. While dividend payments and recent initiatives are positive, its reliance on mature brands and susceptibility to cost pressures pose challenges. Recent acquisitions will help to improve the business while keeping up with market demand. Ultimately, Smucker's ability to adapt to changing consumer tastes will determine its continued success.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Industry Reports
- Analyst Estimates
Disclaimers:
This analysis is based on available information and should not be considered investment advice. Market conditions can change rapidly.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About The J. M. Smucker Company
Exchange NYSE | Headquaters Orrville, OH, United States | ||
IPO Launch date 1994-10-31 | CEO & Chairman Captain Mark T. Smucker | ||
Sector Consumer Defensive | Industry Packaged Foods | Full time employees 8000 | Website https://www.jmsmucker.com |
Full time employees 8000 | Website https://www.jmsmucker.com |
The J. M. Smucker Company manufactures and markets branded food and beverage products worldwide. The company operates through four segments: U.S. Retail Coffee, U.S. Retail Frozen Handheld and Spreads, U.S. Retail Pet Foods, and Sweet Baked Snacks. It offers coffee, sweet baked goods, pet snacks, frozen handheld products, peanut butter, cat and dog food, fruit and specialty spreads, cookies, frozen sandwiches and snacks, hot beverages, portion control products, toppings and syrups, baking mixes and ingredients, and flour. The company provides its products under the Folgers, Café Bustelo, Dunkin', Jif, Smucker's, Smucker's Uncrustables, Meow Mix, Milk-Bone, Pup-Peroni, Canine Carry Outs, Hostess, 1850, Robin Hood, and Five Roses brands. The company sells its products through direct sales and brokers to food retailers, club stores, discount and dollar stores, online retailers, pet specialty stores, distributors, drug stores, military commissaries, mass merchandisers, supermarket chains, national mass retailers, convenience stores, vending channels, and foodservice distributors and operators. The J. M. Smucker Company was founded in 1897 and is headquartered in Orrville, Ohio.

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