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thatsolardude365
$SJM: the price premium is the engine in Mercado. Plaintiffs allege they paid extra for hot fudge they thought was Splenda-sweetened, and seek that difference back. Lawsuit stage, nothing to claim. Open Class Actions.
SJM J.M. Smucker Co.
$130.61
$2.70
(2.03%)
Closed $130.55
$0.06
(0.05%)
After Hours
EarningsNov 24
Mkt Cap$13.95B
Vol1.58M
About SJM
The J. M. Smucker Co. engages in the manufacture and marketing of food and beverage products. It operates through the following segments: U.S. Retail Coffee, U.S. Retail Frozen Handheld and Spreads, U.S. Retail Pet Foods, and Sweet Baked Snacks. The U.S. Retail Coffee segment includes the domestic sales of Folgers, Dunkin’, and Café Bustelo branded coffee. The U.S. Retail Frozen Handheld and Spreads segment focuses on domestic sales of Smucker’s and Jif branded products. The U.S. Retail Pet Foods segment is involved in the domestic sales of Meow Mix, Milk-Bone, Pup-Peroni, and Canine Carry Outs branded products. The Sweet Baked Snacks segment refers to all domestic and foreign sales of Hostess and Voortman branded products in all channels. The company was founded by Jerome Monroe Smucker in 1897 and is headquartered in Orrville, OH.
Fundamentals
38
Bearish Sentiment
How do you feel about SJM?
thatsolardude365
$SJM: ingredient order is the fight in Mercado. Sucralose is listed last, plaintiffs allege, behind maltitol syrup, glycerin and sorbitol, despite the Splenda front label. Filed May 2026, nothing to claim. Open Class Actions.
thatsolardude365
$SJM: the back of the jar matters in Mercado. Plaintiffs allege sugar alcohols in Smucker's hot fudge can cause bloating, which the Splenda front label never mentions. No answer yet, nothing to claim. Open Class Actions.
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astuteoptics1
$SJM Our read was bullish as of 13 Oct 2026, as shown in the chart attached. Trailing revenue grew 5.1% year-on-year to $9.2B alongside a trailing gross margin of 39.2%, aided by pricing and $115.0M in tariff refunds. Fiscal 2026 free cash flow reached $1.2B, directing funds toward debt reduction given funded net debt of $6.7B. The forward P/E trades at 11.1x on raised fiscal 2027 adjusted EPS guidance of $10.50 to $11.00. Technically, the stock sits above its 200-day moving average of $109.19 following a pullback from its $135.89 52-week high, while the RSI reads 49.1 and short interest eases to 4.1% of float. We would change our mind if input cost volatility in green coffee beans erodes operating margins or if debt reduction stalls. (Disclosure: we're and this is our own research.)
astuteoptics1
$SJM Our read was bullish as of 13 Oct 2026, with an average conviction of 3.29 out of 5, supported by the chart attached. Trailing revenue grew 5.1% year-on-year to $9.2B, gross margin reached 39.2% aided by about $115.0M in tariff refunds, and fiscal 2026 free cash flow generated $1.2B to support debt reduction. The forward P/E sits at an attractive 11.1x based on raised fiscal 2027 adjusted EPS guidance of $10.50 to $11.00. Technically, the stock trades well above the 200-day moving average of $109.19 following a pullback from the $135.89 52-week high, while the RSI reads 49.1 and short interest eased to 4.1% of float. We would turn bearish if green coffee bean input costs trigger margin compression that overwhelms pricing power, or if funded net debt of $6.7B impedes capital allocation. (Disclosure: we're and this is our own research.)
