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J.M. Smucker

Produces jams, peanut butter, breakfast foods

Overview

Smucker makes and sells a range of everyday foods, including jams and jellies, peanut butter, shortening, and baking products from brands like Smucker’s, Jif, Crisco, Pillsbury, and Hungry Jack. These products solve common cooking and eating needs: jams for breakfasts, peanut butter for sandwiches, shortening for baking and frying, and baking mixes for home cooking. The company stands out through a long history and a portfolio built largely by acquisitions, giving it broad brand recognition and wide distribution in North American grocery channels. Its goal is to grow by expanding its range of pantry staples, preserving trusted brands, and making products more available and convenient for households.

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About J.M. Smucker

Simplify's Rating
Why J.M. Smucker is rated
C+
Rated B on Competitive Edge
Rated C on Growth Potential
Rated C on Differentiation

Industries

Food & AgricultureIndustrial & ManufacturingConsumer Goods

Company Size

1,001-5,000

Company Stage

IPO

Headquarters

Orrville, OH

Founded

1897

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Simplify's take

What believers are saying

  • Q4 fiscal 2026 comparable net sales grew 5%, and innovation drove about $300 million.
  • Fridge-friendly Uncrustables launched in summer 2026, widening consumption occasions immediately.
  • Smucker's Crumb Pies launched in October 2026, adding another licensed dessert growth lever.

What critics are saying

  • Hostess still carries nearly $3 billion in impairments since 2023, signaling broken acquisition economics.
  • Fiscal 2027 net sales are guided down 3% to 4%, exposing fragile demand.
  • If Hostess stabilization fails, Elliott pressure and more write-downs threaten leadership credibility.

What makes J.M. Smucker unique

  • Uncrustables reached $1 billion annual sales, proving rare frozen sandwich brand scale.
  • Café Bustelo generated about $550 million U.S. retail coffee sales, up 39% year over year.
  • Smucker monetizes household staples through Jif, Folgers, Hostess, and Smucker's across breakfast and snacks.

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Benefits

  • Hybrid Work Options
  • Remote Work Options

Stock Price

Company News

Yahoo Finance
Nov 4th, 2026
ETFs sell $16.8M of J.M. Smucker stock in second day of outflows

ETFs sold a net $16.8 million of J.M. Smucker (SJM) shares on Monday, November 2, after a net $11.5 million left on October 30. It was the second straight day of outflows, following three days of net buying. More funds bought than sold, with 23 adding shares and 21 cutting them, but the sellers moved larger sums. RDIV sold $10.3 million, BBMC $6.2 million and JVAL $1.6 million. BBMC and JVAL exited their positions entirely. In all, 93 ETFs hold the packaged foods maker, which has a market cap of $13.7 billion. Its shares are up 34.87% this year and trade at $127.98.

Food Dive
Nov 4th, 2026
Kraft Heinz to sell North American coffee business to private equity firm.

Kraft Heinz to sell North American coffee business to private equity firm. The food giant is offloading brands including Maxwell House and Sanka in a deal that values the segment at $650 million. Published Nov. 4, 2026 Dive brief: * Kraft Heinz has agreed to sell its North American coffee business to private equity firm One Rock Capital Partners. The transaction, which includes Maxwell House and Sanka, is expected to close in the middle of 2027. * The deal has an enterprise value of $650 million, according to the food giant. Kraft Heinz will retain a 30% stake in the coffee business. The net cash proceeds after taxes are expected to be approximately $500 million, which Kraft Heinz expects to use to pay down debt. * The sale comes as Steve Cahillane, who took over as Kraft Heinz's CEO in January, has vowed to streamline the company's focus on product categories where it can accelerate growth, such as condiments, while committing millions of dollars to the marketing and innovation of its top brands. Dive insight: Since Cahillane took the helm, the former Kellanova executive has wasted little time taking steps to reverse stagnating performance at the storied maker of Oscar Mayer cold cuts, Philadelphia cream cheese and Heinz ketchup. Cahillane paused a plan to split the company, overhauled Kraft Heinz's operating structure, pledged to invest $700 million in the business and brought brands into trendy categories such as Kraft Mac & Cheese into protein and Jell-O with no artificial colors or sweeteners. Kraft Heinz has reportedly tried to sell underperforming segments like coffee for years, and some analysts have recently speculated that it could make a renewed push under Cahillane to further sharpen the focus around its core portfolio. "This transaction is a meaningful step in unlocking value from our portfolio and will further accelerate the momentum behind our transformation," Cahillane said in a statement. "Our continued stake reflects the confidence we have in their long-term potential under One Rock's focused ownership." While the coffee space has been strong, Kraft Heinz was going up against other coffee giants, including Nestlé with Nescafé and Nespresso and J.M. Smucker with Folgers and Dunkin'. The sale allows Kraft Heinz to focus on other higher-growth categories where it has a bigger presence while benefiting from further upside in coffee by retaining a 30% stake. Kraft Heinz on Wednesday said net sales during its third quarter fell 2% to $6.12 billion, with sales in North America, its largest region, slipping 3.4%. The company narrowed its organic net sales forecast to drop between 0.5% and 1.25%, versus an earlier projection of as much as a 2% decline. Cahillane said market share, sales and volume trends are improving in every region compared to a year ago. "We are increasingly meeting consumers where they are, and giving them more reasons to choose our brands," he said.

Binary Systems, Inc.
Oct 20th, 2026
President Trump delivers historic wins for Kansas workers, families, farmers, and Rural Communities.

President Trump delivers historic wins for Kansas workers, families, farmers, and Rural Communities. Releases. Today, President Donald J. Trump returns to Kansas to showcase his proven record of results that put Kansas workers, families, seniors, farmers, and communities first. Under the leadership of President Trump and Republicans, Kansans are benefiting from historic tax relief, surging private investment and job creation, stronger rural healthcare, major support for farmers and ranchers, and new investments in the state's military installations. Delivering tax relief for hardworking Kansans. President Trump's Working Families Tax Cuts are putting real money back in the pockets of Kansas workers, families, and seniors. * No Tax on Social Security: Approximately 500,000 Kansas seniors benefit from the new senior deduction, with the average senior expected to pay zero federal taxes on Social Security benefits. * Bigger Refunds: Kansas taxpayers saw average refunds of $3,453 in 2026. * Protecting Jobs and Wages: The Working Families Tax Cuts safeguarded 53,000 Kansas jobs, $10 billion in state GDP, and $5 billion in workers' wages. Strengthening rural healthcare. President Trump is delivering targeted resources to expand care in Kansas's rural communities. * Rural Health Transformation: Kansas secured $222 million in first-year funding from the Working Families Tax Cuts' Rural Health Transformation Program - the sixth-largest award among all states. * Modernizing Care Delivery: The Trump Administration awarded nearly $17 million to 14 rural Kansas providers to adopt new diagnostic tools and remote patient monitoring, plus $780,000 to improve patient transport between facilities. Unleashing private investment and job creation. President Trump's pro-growth, America First agenda is driving major private investment and high-quality job creation throughout the Sunflower State. * Beale Infrastructure is investing $3 billion to build a data center campus in De Soto. * Merck Animal Health is investing $895 million to expand its De Soto manufacturing facility and R&D laboratories, creating 200 jobs. * Fiserv is investing $175 million to open a Strategic Fintech Hub in Overland Park, creating 2,000 jobs. * Indra Group is investing $50 million to build and equip a new manufacturing facility in Kansas City, creating 200 jobs. * U.S. Engineering Metalworks is investing $25 million to build a 110,000-square-foot production facility at Lawrence VenturePark, creating about 50 jobs. * J.M. Smucker Co. is investing $20.5 million to expand its Topeka pet food factory. * The Trump Administration awarded $34 million to the Kansas City BioSecure Manufacturing Tech Hub to build an advanced pharmaceutical manufacturing center and train workers in biomanufacturing. Putting Kansas farmers and ranchers first. President Trump is delivering direct support, infrastructure upgrades, and market opportunities for Kansas agriculture. * Emergency Assistance: The Trump Administration has delivered more than $735 million to nearly 53,000 Kansas farmers through the Emergency Commodity Assistance Program for the 2024 crop year. Nearly 50,000 Kansas producers have also received more than $793 million in payments as part of a $12 billion national bridge program for trade disruptions and higher input costs left by the Biden Administration. * Support for Ranchers: In September 2026, President Trump signed two Executive Orders to back American ranchers - one directing action to help producers protect herds from wolves and other predators and advancing country-of-origin labeling transparency, and another strengthening enforcement of the Packers and Stockyards Act to expand market access without compromising food safety. * Infrastructure for Rural Communities: In September 2026, the Department of Transportation awarded more than $53 million to reconstruct and widen K-96 between I-135 and I-35 in Wichita, reducing travel times and improving access for school buses and emergency vehicles. * Year-Round E15: President Trump approved year-round E15 sales, expanding markets for Kansas corn growers and giving drivers more affordable options at the pump. Investing in Kansas's military installations. President Trump is delivering new resources to strengthen Kansas's military bases and support the men and women who serve there. * At Fort Riley, the Trump Administration is investing $26 million for a new Air Traffic Control tower, $5.5 million to modernize security infrastructure surrounding the intermodal railyard, and $2.6 million to improve the staging area so the 1st Infantry Division can position equipment more efficiently for loading and unloading. * At Fort Leavenworth, the Trump Administration is investing $8 million to add a new fire station and $900,000 to update the current facility. * Forbes Field in Topeka was named one of four candidate bases in October 2026 for the KC-46A Pegasus mission, which would bring eight tanker aircraft to the Airmen of the 190th Air Refueling Wing. President Trump and Republicans are delivering lower taxes, major private investment, stronger support for farmers and rural communities, and new resources for Kansas's military. Kansans face a clear choice: continue this progress, or return to the higher taxes, open borders, and failed policies of the past. Read MoreReleasesReleases - The White House[crypto-donation-box type="tabular" show-coin="all"]

Yahoo Finance
Oct 19th, 2026
General Mills' 7.7% yield beats J.M. Smucker's 3.9% despite no near-term dividend growth

General Mills is the better dividend stock than J.M. Smucker, according to an analysis by TIKR. General Mills yields 7.7%, about twice Smucker's 3.9%, though its chief financial officer says the dividend won't rise in the near term while the company pays down debt. General Mills paid out 85% of its free cash flow as dividends over the twelve months to August 30, 2026. Smucker paid 29% over the twelve months to July 31, 2026. Analysts expect 76% and 40% for fiscal 2027, on free cash flow of $1.75 billion and $1.18 billion. Smucker has raised its dividend for 25 consecutive fiscal years and is back at its 3x net debt to EBITDA target. General Mills expects to need at least a couple of years to reach that level. On $10,000 invested, General Mills pays $770 a year against Smucker's $390. The main risk is profit: General Mills expects fiscal 2027 adjusted operating profit to fall 8% to 13% in constant currency.

Yahoo Finance
Oct 17th, 2026
Smucker's stock returned 28% versus Tyson's 6.2% as Smucker raises its outlook

Investors have favoured JM Smucker over Tyson Foods this past year. Smucker's stock returned 28.0%, against 6.2% for Tyson. Smucker raised its fiscal 2027 adjusted earnings forecast to $10.75 at the midpoint, from $10.00 in June, and lifted its free cash flow forecast. Tyson now expects its beef business to lose $575 million in fiscal 2026, up from a projected $425 million loss in May, because of cattle availability. Smucker kept 19.7% of sales as operating profit, against 2.3% for Tyson. Its sales grew 5.1%, against 2.9% for Tyson, though it expects sales to fall 1% to 2% in fiscal 2027. Tyson is cheaper on earnings, at 33.1 times against 58.6 for Smucker. It also carries less debt relative to its market value: 41.9% against 51.3%.

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