SJM official logo SJM
SJM 1-star rating from Upturn Advisory
The J. M. Smucker Company (SJM) company logo

The J. M. Smucker Company (SJM)

The J. M. Smucker Company (SJM) 1-star rating from Upturn Advisory
$105.26
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Upturn Advisory Summary

11/05/2025: SJM (1-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

Upturn 1 star rating for performance

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Number of Analysts

4 star rating from financial analysts

20 Analysts rated it

Well-followed company, solid analyst reports, reliable data for confident investing.

1 Year Target Price $116.88

1 Year Target Price $116.88

Analysts Price Target For last 52 week
$116.88 Target price
52w Low $92.38
Current$105.26
52w High $121.73

Analysis of Past Performance

Type Stock
Historic Profit -22.35%
Avg. Invested days 43
Today’s Advisory PASS
Upturn Star Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 1.0
Stock Returns Performance Upturn Returns Performance icon 1.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 11/05/2025

Key Highlights

Company Size Large-Cap Stock
Market Capitalization 11.19B USD
Price to earnings Ratio -
1Y Target Price 116.88
Price to earnings Ratio -
1Y Target Price 116.88
Volume (30-day avg) 20
Beta 0.21
52 Weeks Range 92.38 - 121.73
Updated Date 11/7/2025
52 Weeks Range 92.38 - 121.73
Updated Date 11/7/2025
Dividends yield (FY) 4.12%
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) 1.28
Enterprise Value 19541960248
Price to Sales(TTM) 1.28
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 87.58

Icon representing Upturn AI-generated SWOT analysis summary Upturn AI SWOT

The J. M. Smucker Company

The J. M. Smucker Company(SJM) company logo displayed in Upturn AI summary

Company Overview

Company history and background logo 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.

Company business area logo 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 logo 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

Product Key Offerings logo 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 logo 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 competitor logo 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.

Similar Stocks

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.

Information icon for Upturn AI Summarization accuracy disclaimer AI Summarization is directionally correct and might not be accurate.

Information icon for Upturn AI Summarization data freshness disclaimer Summarized information shown could be a few years old and not current.

Information icon warning about Upturn AI Fundamental Rating based on potentially old data Fundamental Rating based on AI could be based on old data.

Information icon warning about potential inaccuracies or hallucinations in Upturn AI-generated summaries 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
Full time employees 8000

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.