SJM Stock Outlook Hinges on Uncrustables and Coffee Margins

SJM's outlook rests on Uncrustables and Cafe Bustelo growth, coffee margin recovery and cash flow, while fiscal 2027 sales pressure tempers the setup.

Zacks Investment Research • an hour ago

Is SJM Stock a Value Buy or a Neutral Consumer Staples Pick

SJM looks inexpensive on earnings and supported by cash flow, but weak fiscal 2027 sales visibility and portfolio repair keep the stock neutral.

Zacks Investment Research • an hour ago

Smucker Trends Show SJM Chasing Growth Beyond the Grocery Aisle

SJM is chasing growth beyond grocery shelves with Away From Home, Uncrustables and Cafe Bustelo, but fiscal 2027 sales pressure keeps it neutral.

Zacks Investment Research • an hour ago

Stock Of The Day: Is This The Top For J. M. Smucker?

The J.M. Smucker Company  (NYSE:SJM) is trading sideways on Thursday.  The shares have gained more than 12% in two days after a strong earnings report.

Benzinga • Jun 11, 2026

These Analysts Boost Their Forecasts On JM Smucker Following Q4 Earnings

The J.M. Smucker Co. (NYSE:SJM) reported upbeat fiscal fourth-quarter 2026 results on Tuesday.

Benzinga • Jun 10, 2026

J.M. Smucker: A Strong Quarter May Be Just The Beginning

The J. M. Smucker Company remains a Buy after a strong earnings report, with a sustainable 4% dividend yield paid to wait for a potential recovery. SJM is working on its turnaround, targeting net debt/EBITDA of ~3x by fiscal year-end and maintaining robust free cash flow to support dividends and potential buybacks in the future. Management guides FY27 net sales to decline 3–4% but expects Adj. EPS of $9.75–$10.25, with $1B in free cash flow after $325M in CAPEX.

Seeking Alpha • Jun 10, 2026

J. M. Smucker: Q4 Earnings Weren't As Good As They Look

J. M. Smucker delivered a Q4 earnings beat, driving a sharp rebound from recent lows, but guidance for FY'27 is muted. SJM expects FY'27 revenues to decline 3-4% and FCF to drop by $200M, with flat EPS versus FY'25, reflecting limited growth prospects. Recent outperformance was driven by the coffee segment; underlying brand momentum remains relatively weak.

Seeking Alpha • Jun 10, 2026

SJM Q4 Earnings Call Flags Coffee Relief, Sales Pressure

SJM maps fiscal 2027 around coffee cost relief, Uncrustables growth and Hostess profit gains, even as it guides net sales down 3%-4%.

Zacks Investment Research • Jun 10, 2026

Why J.M. Smucker Stock Jumped Today

Smucker's profitability strengthened in its most recent quarter. Shareholders are in line for sizable dividends.

The Motley Fool • Jun 10, 2026

JM Smucker beats quarterly estimates as coffee segment drives growth

J M Smucker Co (NYSE:SJM) reported stronger-than-expected fourth-quarter results on Tuesday, with its coffee business leading a broad earnings beat that sent shares up roughly 12%. The Orrville, Ohio-based packaged food company posted net sales of $2.27 billion for the three months ended April 30, 2026, a 6% increase from the same period a year earlier and ahead of analyst estimates.

Proactive Investors • Jun 9, 2026