Upturn unsubscribed user
$1.14/ day, billed weekly
Cancel anytime
(Ad-Free, Unlimited access)​
NO CREDIT CARD REQUIRED
SJM logo SJM
Upturn stock ratingUpturn stock rating
SJM logo

The J. M. Smucker Company (SJM)

Upturn stock ratingUpturn stock rating
$110.86
Last Close (24-hour delay)
Profit since last BUY3.06%
upturn advisory
Consider higher Upturn Star rating
BUY since 35 days
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
  • MONTH
  • WEEK

Upturn Advisory Summary

09/11/2025: SJM (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

rating

Not Recommended Performance

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

Number of Analysts

rating

20 Analysts rated it

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

1 Year Target Price $116.19

1 Year Target Price $116.19

Analysts Price Target For last 52 week
$116.19 Target price
52w Low $92.38
Current$110.86
52w High $121.73

Analysis of Past Performance

Type Stock
Historic Profit -17.66%
Avg. Invested days 43
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 2.0
Stock Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 09/11/2025

Key Highlights

Company Size Large-Cap Stock
Market Capitalization 11.83B 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 0.26
52 Weeks Range 92.38 - 121.73
Updated Date 09/12/2025
52 Weeks Range 92.38 - 121.73
Updated Date 09/12/2025
Dividends yield (FY) 3.94%
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 2025-08-27
When Before Market
Estimate 1.93
Actual 1.9

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 12.36
Enterprise Value 19868416837
Price to Sales(TTM) 1.36
Enterprise Value 19868416837
Price to Sales(TTM) 1.36
Enterprise Value to Revenue 2.28
Enterprise Value to EBITDA 11.77
Shares Outstanding 106685000
Shares Floating 104318883
Shares Outstanding 106685000
Shares Floating 104318883
Percent Insiders 2.28
Percent Institutions 88.84

ai summary icon Upturn AI SWOT

The J. M. Smucker Company

stock logo

Company Overview

overview logo History and Background

Founded in 1897 by Jerome Monroe Smucker, The J. M. Smucker Company began with apple butter. It expanded through acquisitions and product diversification, becoming a major player in the food and beverage industry.

business area logo Core Business Areas

  • U.S. Retail Coffee: This segment primarily focuses on the production, distribution, and marketing of coffee products. Key brands include Folgers and Dunkin'.
  • U.S. Retail Consumer Foods: This segment includes fruit spreads, peanut butter, shortening and oils, ice cream toppings, baking mixes, and ready-to-eat cereals. Key brands include Smucker's, Jif, Crisco, and Pillsbury (baking mixes only).
  • U.S. Retail Pet Foods: This segment covers pet food and pet snacks. Key brands include Milk-Bone, Meow Mix, Rachael Ray Nutrish, and Kibbles 'n Bits.
  • International and Away From Home: This segment encompasses international sales and products sold to foodservice channels.

leadership logo Leadership and Structure

The J.M. Smucker Company is led by Mark T. Smucker (President and CEO). The organizational structure includes various business units focused on specific product categories and geographic regions.

Top Products and Market Share

overview logo Key Offerings

  • Jif Peanut Butter: Jif is a leading peanut butter brand. Competitors include Skippy (HRL) and Peter Pan (Post Holdings, Inc.). It holds a significant market share in the peanut butter segment, often ranking as the top or second brand in terms of sales volume. Market share data varies but Jif often achieves around 30-40% market share in the peanut butter segment.
  • Folgers Coffee: Folgers is a major coffee brand. Competitors include Starbucks (SBUX) and Keurig Dr Pepper (KDP). Folgers commands a notable market share in the U.S. retail coffee market. Market share data varies but Folgers can obtain around 15-20% market share in the retail coffee market.
  • Smucker's Fruit Spreads: Smucker's is a leading brand of fruit spreads. Competitors include Welch's and store brands. Market share data varies but Smucker's often reaches over 20% in the fruit spreads market.
  • Milk-Bone: Milk-Bone is a popular dog treat brand with strong revenues within Smucker's pet food segment. Competitors include Purina (Nestle) and Blue Buffalo (General Mills).

Market Dynamics

industry overview logo Industry Overview

The food and beverage industry is highly competitive and influenced by changing consumer preferences, health trends, and economic conditions. The pet food industry is growing, driven by increased pet ownership and premiumization trends.

Positioning

The J. M. Smucker Company is positioned as a branded food and beverage company with a strong focus on household staples and pet food. Its competitive advantages include established brands, extensive distribution networks, and efficient supply chain management.

Total Addressable Market (TAM)

The TAM for Smucker's key markets, including coffee, peanut butter, fruit spreads, and pet food, is estimated to be in the hundreds of billions of dollars. Smucker's is positioned to capture a significant portion of this TAM through its strong brands and market presence.

Upturn SWOT Analysis

Strengths

  • Strong Brand Portfolio
  • Extensive Distribution Network
  • Efficient Supply Chain
  • Strong Market Share in Key Categories
  • Consistent Dividend Payouts

Weaknesses

  • Dependence on Established Brands
  • Limited International Presence compared to competitors
  • Exposure to Commodity Price Fluctuations
  • High Debt Levels (related to acquisitions)

Opportunities

  • Expansion into Emerging Markets
  • Product Innovation and New Product Development
  • Acquisitions of Complementary Brands
  • Growth in the Pet Food Segment
  • Capitalizing on E-commerce Growth

Threats

  • Changing Consumer Preferences
  • Increased Competition from Private Label Brands
  • Economic Downturn Impacting Consumer Spending
  • Supply Chain Disruptions
  • Raw Material Price Inflation

Competitors and Market Share

competitor logo Key Competitors

  • KDP
  • GIS
  • CAG
  • HRL
  • POST

Competitive Landscape

The J. M. Smucker Company competes with large, multinational food and beverage companies. It benefits from strong brands and a focus on specific categories but faces pressure from private label brands and changing consumer trends.

Major Acquisitions

Hostess Brands (Snacks)

  • Year: 2023
  • Acquisition Price (USD millions): 5600
  • Strategic Rationale: Expands Smucker's snacking portfolio and provides opportunities for synergies.

Big Heart Pet Brands

  • Year: 2015
  • Acquisition Price (USD millions): 5800
  • Strategic Rationale: Significantly expanded Smucker's presence in the pet food market.

Growth Trajectory and Initiatives

Historical Growth: Historical growth has been driven by a combination of organic growth and acquisitions.

Future Projections: Future growth projections depend on analyst estimates and company guidance. Factors include product innovation, market expansion, and acquisition strategy.

Recent Initiatives: Recent initiatives include strategic acquisitions (hostess), product innovation in the pet food category, and e-commerce investments.

Summary

The J.M. Smucker Company is a stable, dividend-paying company with a strong portfolio of well-known brands. It benefits from its leading market positions in several food and beverage categories. However, the company faces challenges from changing consumer preferences, increased competition, and high debt levels due to acquisitions. Continued innovation and effective integration of acquired businesses are crucial for future growth.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • Company SEC Filings (10-K, 10-Q)
  • Market Research Reports
  • Financial News Articles
  • Analyst Reports

Disclaimers:

This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market data is subject to change.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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.