J.M. Smucker Company (SJM)

In the past six months, The J. M. Smucker Co.'s stock has experienced notable events. The share price was $104.35 as of July 15, 2025, an 11.19% decline from July 16, 2024. In June 2025, the stock price declined over 15% due to disappointing Q4 2025 results and a second Hostess-related impairment. In July 2025, the company announced an increase in the quarterly dividend from $1.08 to $1.10 per common share. In February 2025, the company updated its earnings guidance for the full-year fiscal 2025. In December 2024, the company sold its cookie brand, Voortman, for US$305 million.

Demand for The J. M. Smucker Co.'s products is influenced by seasonal trends and economic conditions. There is strong seasonal demand during the holiday season, particularly for chocolate and candies. Broad economic fluctuations, such as inflation, can affect consumer spending. Smucker's products generally experience consistent demand as a packaged foods company. The company is investing in themes like e-commerce and supply chain management to meet evolving consumer preferences and demand, including expanding the manufacturing facility for Uncrustables snack sandwiches.

The J. M. Smucker Co. is an American manufacturer and marketer of branded food and beverage products, founded in 1897 and headquartered in Orrville, Ohio. It operates in the Consumer Staples sector, specifically in the Processed & Packaged Goods industry, with business units in consumer foods, pet foods, and coffee. Its product portfolio includes coffee brands like Folgers, Dunkin', and Café Bustelo; pet food brands such as Milk-Bone and Meow Mix; spreads and snacks like Smucker's fruit preserves and Jif peanut butter; sweet baked snacks from the acquisition of Hostess Brands; and other consumer foods like baking mixes and Bick's pickles.

The J. M. Smucker Co. primarily operates in North America, with the U.S. and Canada being its key markets. The U.S. market accounts for approximately 70.6% of total revenue, while Canada contributes around 11.4%. The company also exports its products worldwide and maintains manufacturing facilities and offices across North America, with its headquarters in Orrville, Ohio.

The J. M. Smucker Co. has focused on maintaining and improving its brand reputation. The company was recognized by Ethisphere as one of the 2025 World's Most Ethical Companies. The company emphasizes sustainability and ethical sourcing, particularly in its coffee segment. The J.M. Smucker Co. announced a commitment to remove FD&C colors from its consumer food products in June 2025. A marketing campaign was launched for the Folgers brand in early 2022 to address its stale reputation. In September 2022, the company released its Corporate Impact Report, detailing its commitment to responsible business practices.

The ownership of The J. M. Smucker Co. is distributed among various shareholders, with institutional investors holding a significant portion, approximately 68.01% to 81.66%. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., and State Street Corp. Individual investors hold approximately 11% to 29.97% ownership. Insiders own around 2.02% to 2.24% of the stock, and the Smucker family maintains a significant portion of the voting power through their ownership of Class B shares.