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All stocks · Consumer Defensive · Packaged Foods & Meats

J.M. Smucker Company (The) SJM

J.M. Smucker Company (The) scores average on business quality (4.7 of 10). Here is why, in plain words, and what our sealed record shows.

Last price$119.83Oct 10, 2026
Business qualityAverage
Next earningsNov 23, 2026
Insiders, 90 daysSelling

Why it matters

  1. What J.M. Smucker Company (The) does

    J.M. Smucker sells branded food and pet products to retail customers, generating $9.2 billion in annual revenue primarily through grocery and pet food brands. The company is leaning into expanding its core coffee and pet food segments to stabilize top-line volume.

  2. What it does best

    Smucker dominates the retail coffee market with brands like Folgers and Cafe Bustelo, producing a gross margin of 39.2% that outpaces peer Tyson Foods at 6.9%. This pricing power stems from entrenched supermarket shelf space and household brand loyalty.

  3. The main risk

    Heavy debt loads from acquisitions leave the company vulnerable to rising interest rates, with total debt reaching $7.0 billion against just $59 million in cash. This leaves little room for operational missteps without straining cash flow.

Quality, check by check

Scored against its own industry, from company filings.

ProfitabilityFair

Operating margins sit at 20.3% while free cash flow margin ranks in the sector's top quartile at 79th percentile. Efficiency is solid, but low net margins of 2.5% drag down overall returns on equity to 4.1%.

MoatFair

Smucker holds a top quartile operating margin ranking in the 84th percentile of its sector, protected by deep retail distribution networks. Rivals cannot easily replicate these multi-decade grocery store relationships.

GrowthSlow

Revenue grew 3.7% to $9.2 billion, showing a modest top-line acceleration compared to past annual flatlines. The pet and coffee segments are carrying this growth.

Financial healthFair

Debt-to-equity sits at 1.3 while interest coverage holds at 5.1x, meaning debt costs consume a noticeable slice of earnings. Free cash flow rose to $1.6B. The balance sheet is staying soft under debt pressure.

Insiders

Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.

3 sold $13.9M outside pre-planned sales.

Our sealed record on SJM

Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.

The first sealed verdicts appear here on Oct 11, 2026.

Questions

Is SJM a good business?

J.M. Smucker Company (The) scores average on the Cluenex quality check (4.7 of 10), measured against its own industry. Profitability is fair, moat fair, growth slow and financial health fair.

Are insiders buying SJM?

In the last 90 days of SEC Form 4 filings: 3 sold $13.9M outside pre-planned sales.

When does SJM report earnings?

Nov 23, 2026.

For members

See SJM today

  • Today's verdict on SJM, and why
  • Fair value with cautious, base and optimistic cases
  • The exact price that would change the verdict
  • Which stocks each signal names, the night it fires
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Cite this page: Cluenex, “J.M. Smucker Company (The) (SJM)”, https://cluenex.com/stocks/sjm/, data as of Oct 10, 2026.