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The J. M. Smucker Company (SJM)



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Upturn Advisory Summary
09/11/2025: SJM (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 -17.66% | Avg. Invested days 43 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
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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 |
Upturn AI SWOT
The J. M. Smucker Company

Company Overview
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.
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 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
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
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
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.
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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