Packaged foods company J.M Smucker (NYSE: SJM) will be reporting earnings this Tuesday before the bell. Here’s what you need to know.
J. M. Smucker beat analysts’ revenue expectations last quarter, reporting revenues of $2.34 billion, up 7% year on year. It was a strong quarter for the company, with a solid beat of analysts’ EBITDA estimates and an impressive beat of analysts’ gross margin estimates.
Is J. M. Smucker a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.
This quarter, the market is expecting J. M. Smucker’s revenue to grow 5.4% year on year, a reversal from the 2.8% decrease it recorded in the same quarter last year.
The majority of analysts covering the company have reconfirmed their estimates over the last 30 days, suggesting they anticipate the business will stay the course heading into earnings. J. M. Smucker has missed Wall Street’s revenue estimates multiple times over the last two years.
Looking at J. M. Smucker’s peers in the shelf-stable food segment, some have already reported their Q1 results, giving us a hint as to what we can expect. Hershey delivered year-on-year revenue growth of 10.6%, beating analysts’ expectations by 2.4%, and Mondelez reported revenues up 8.2%, topping estimates by 3%. Hershey traded down 3.6% following the results while Mondelez was up 4.3%.
Read our full analysis of Hershey’s results here and Mondelez’s results here.
Markets spent late 2025 hand-wringing over AI’s threat to software and crypto, only for the US-Iran conflict to seize the narrative in 2026. While some of the shelf-stable food stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 2.1% on average over the last month. J. M. Smucker is up 4.1% during the same time and is heading into earnings with an average analyst price target of $115.47 (compared to the current share price of $103.25).
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