J.M. Smucker Company (SJM)

The company's stock has experienced a decline of approximately 13% over the past year. The $5.6 billion acquisition of Hostess Brands in 2023 led to significant financial challenges, with a $729 million net loss reported in Q4 2025, including impairment charges related to Hostess, causing a 15% drop in shares. The company reported Q2 2026 earnings, with revenue up 1.3% to $2.3 billion, slightly below expectations, and adjusted EPS at $2.10. J.M. Smucker highlighted its strategic transformation and growth potential at the 2024 Investor Day, but the stock declined 2.40% on the day this news was published. Several brokerages have issued or reiterated "Hold" ratings, with some adjusting price targets downwards.

Demand for The J. M. Smucker Co.'s consumer staples products typically does not experience significant volatility, indicating a general lack of strong seasonality. The company's sales volumes have, on average, remained stable over the last two years.

The J. M. Smucker Co. manufactures and markets a wide array of branded food and beverage products, encompassing U.S. Retail Coffee, U.S. Retail Frozen Handheld and Spreads, U.S. Retail Pet Foods, and Sweet Baked Snacks. Key products and brands include Folgers, Café Bustelo, and Dunkin' for coffee; Jif for peanut butter; Smucker's and Knott's Berry Farm for fruit spreads; Smucker's Uncrustables for frozen handheld products; Meow Mix, Milk-Bone, Pup-Peroni, Canine Carry Outs, 9Lives, Kibbles 'n Bits, and Nature's Recipe for pet foods and snacks; Hostess (including Twinkies, CupCakes, DingDongs, HoHos, Fruit Pies, CoffeeCakes, MiniMuffins) and Voortman cookies for sweet baked snacks; and other products like syrups, ice cream toppings, baking mixes and ingredients, flour, and various Canadian brands like Carnation Milk, Five Roses, Robin Hood, and Golden Temple.

Headquartered in Orrville, Ohio, The J. M. Smucker Co. primarily operates in the United States and Canada. The company owns and operates manufacturing facilities and offices across North America to support the production of its brands. While its main sales are concentrated in the U.S., the company also exports its products to various countries worldwide.

The J. M. Smucker Co. generally maintains a reputation for producing high-quality, trusted brands and emphasizes its commitment to operating responsibly and ethically. Positive brand-related activities include Uncrustables donating 1 million sandwiches to Boys & Girls Clubs and the Hostess brand assisting Convoy of Hope, while Jif's "Save the Celery" campaign boosted brand perception scores. However, the company's brand reputation has faced challenges due to issues surrounding the Hostess Brands acquisition, with investigations into potential securities law violations.

Approximately 68.73% of the company's stock is owned by institutional investors, 1.99% by insiders, and 29.28% by public companies and individual investors. The largest shareholder is Vanguard Group Inc. with 12% of shares outstanding, followed by BlackRock, Inc. with 8.8% of common stock, and State Street Corp with about 7.4% of the company stock.