The J. M. Smucker Company (SJM) Stock

The J. M. Smucker Company (SJM) is a Consumer Staples stock trading at $124.37 (as of 2026-08-21), with a market capitalization of $13.27B. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

The J. M. Smucker Company manufactures and sells branded food and beverage products through three U.S. retail segments: pet foods, coffee, and consumer foods. It offers items such as pet food and snacks, coffee and related beverages, peanut butter and spreads, fruit spreads and frozen snacks, and related consumer products sold to food, drug, and mass retailers, online sellers, and distributors.

Understand The J. M. Smucker Company: how it makes money

The J. M. Smucker Company makes and markets branded food, beverage, and pet food products worldwide, and it earns money by selling these products through its U.S. retail coffee, U.S. retail pet foods, and U.S. retail consumer foods channels.

Smucker's profit engine is tied to branded demand and share in key categories, which is reflected in operating KPIs like Uncrustables household growth and the percent of categories gaining market share.

Revenue by segment (latest quarter)
Pet$0.4B
Coffee$0.8B
Consumer$1.0B

Business quality (Weak): Strong branded product footprint across pet foods, coffee, and consumer foods, but the latest period shows a deeply negative operating margin (operating margin -23.4%), so investors should focus on whether category share and household metrics can translate into profitable execution.

Bull case

  • Household growth in a key brand: Uncrustables added 4,000,000 new households, and Uncrustables household penetration is 25.0%.
  • Category momentum signal: Smucker reports 54.0% of categories are gaining market share.
  • Gross profitability exists even in the latest period: Gross margin is 35.4% in the latest reported period.

Bear case

  • Operating losses in the latest period: Operating margin is -23.4% for the period ended 2026-01-31, indicating substantial operating-level pressure.
  • Share and household metrics may not be enough without cost and execution recovery: Even with positive category share and household metrics (54.0% categories gaining market share), the company still generated a large operating loss in the latest period.
Valuation — source: SEC EDGAR (first-party)
Price$124.37
Market Cap$13.27B
EV / EBITDA285.6
Price / Book2.39
Price / Sales1.48
FCF Yield9.7%
DCF Value (model)$171.03
DCF Upside vs Price37.5%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$9.05B
Net Margin-1.5%
Revenue Growth (YoY)3.7%
EPS Growth (YoY)-88.8%
FCF Growth (YoY)41.6%
Financial Health — source: SEC EDGAR
Altman Z-Score1.33 (distress)
Piotroski F-Score5/9 (moderate)
Valuation vs Sector & Industry
Sector P/E (Consumer Staples)26.7
Industry P/E (Food Products)26.1
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderVANGUARD GROUP INC ($1.22B)
Institutional Holders Tracked10
Congressional Trades (recent)10
Company
SectorConsumer Staples
IndustryFood Products
CEOCaptain Mark T. Smucker
Employees9,000
CountryUS
IPO Date1994-10-31

Related Companies (Business model: Branded Consumer (CPG, Staples, Beauty, Alcohol, Pet, Nicotine); 8 closest by market cap; US-domiciled)

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SJM earnings history · SJM institutional & insider holders · SJM KPIs & operating metrics · SJM financials · SJM investor presentations & press releases · SJM SEC filings · SJM peers · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-08-21.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.