J. M. Smucker Prepares for Q4 2025 Earnings Amid Mixed Performance

Valued at a market cap of $12.3 billion, The J. M. Smucker Company (SJM) manufactures and markets branded food and beverage products worldwide. Headquartered in Orrville, Ohio, the company operates across four segments: U.S. Retail Coffee, U.S. Retail Frozen Handheld and Spreads, U.S. Retail Pet Foods, and Sweet Baked Snacks.

Upcoming Earnings Release and Analyst Expectations

The company is set to release its Q4 2025 earnings on Thursday, June 5. Analysts anticipate that SJM will report adjusted earnings of $2.25 per share, reflecting a 15.4% decline from the previous year’s $2.66 in the same quarter. Despite this expected drop, SJM has consistently surpassed Wall Street’s bottom-line estimates over the last four quarters.

Full Fiscal 2025 Projections

For the full fiscal year 2025, analysts project an adjusted EPS of $10.05 for J. M. Smucker, marking a 1.1% increase from the $9.94 reported in fiscal 2024. Furthermore, fiscal 2026 earnings are expected to rise by 2.7% year-over-year to $10.32 per share.

Stock Performance Overview

Shares of SJM have seen a slight uptick over the past 52 weeks, underperforming both the S&P 500 Index’s ($SPX) 8.7% increase and the Consumer Staples Select Sector SPDR Fund’s (XLP) 7.1% return during that same period.

Recent Q3 2025 Results and Future Guidance

SJM’s stock experienced a slight decline following its Q3 2025 results released on February 27. The company’s revenue for this quarter fell by 1.9% year-over-year to $2.2 billion. This decline was largely due to lower sales in coffee, dog snacks, and contract manufacturing, following the divestiture of certain pet food brands. Nevertheless, the company posted an adjusted EPS of $2.61, up 5.2% from the same quarter last year, exceeding market expectations by 10.1%.

Analyst Consensus and Market Outlook

Looking to fiscal 2025, SJM now anticipates a 7.3% increase in net sales, adjusting its EPS guidance range to between $9.85 and $10.15, up from the previous range of $9.70 to $10.10.

The consensus rating among analysts for SJM is cautiously optimistic, reflecting a “Moderate Buy” overall. Of the 16 analysts covering the stock, four recommend a “Strong Buy,” one suggests a “Moderate Buy,” 10 advocate a “Hold,” and one issues a “Strong Sell.” The mean price target for SJM is $121.50, indicating a 5.4% premium over current price levels.

On the date of publication, Sohini Mondal did not hold positions in any securities mentioned in this article. All information and data presented are intended solely for informational purposes. For more details, please view the Barchart Disclosure Policy here.

The views expressed herein represent the opinions of the author and do not necessarily reflect those of Nasdaq, Inc.