Consumer Staples·Packaged Foods & Meats·$10.2B
J M Smucker Company (SJM) is a leading producer of packaged foods and meats, known for its popular brands like Smucker's, Jif, and Folgers. As a part of the Consumer Staples sector, it plays a crucial role in providing essential food products, which can be resilient during economic fluctuations.
Earnings Per Share (EPS)
EPS is a key indicator of profitability and will show how well Smucker has managed costs and sales.
Revenue Growth
Revenue growth is critical to assess the company's ability to expand its market share and respond to consumer demand.
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EPS Beat Streak
1Q
EPS Beat Rate
75%
Avg EPS Surprise
+4.45%
Avg Stock Reaction
-1.21%
In the last quarter (Q3-2026), Smucker reported an EPS of $2.38, exceeding expectations by 5.08%. The stock reacted positively, gaining 8.82% the following day.
Management Promises & Guidance
Overall, expectations are mixed as Smucker has shown a tendency to beat EPS estimates but has had inconsistent stock reactions.
Bull Case
If Smucker can demonstrate strong revenue growth and maintain or improve its gross margins, it could lead to a positive stock reaction.
Bear Case
Conversely, if the company reports disappointing sales figures or declining margins, it could trigger a negative response from investors.
Earnings Per Share (EPS)
N/AEPS is a key indicator of profitability and will show how well Smucker has managed costs and sales.
Revenue Growth
N/ARevenue growth is critical to assess the company's ability to expand its market share and respond to consumer demand.
Gross Margin
N/AGross margin will indicate how efficiently Smucker is producing its goods and managing its costs amid inflationary pressures.
The print will turn on these two things.
Q1
What is the expected revenue growth rate for the upcoming quarter?
Revenue growth will be a critical indicator of Smucker's market performance and ability to adapt to consumer trends.
Q2
How is Smucker managing its gross margins amid rising costs?
Understanding margin management will provide insight into the company's operational efficiency and pricing strategies.
Why consensus could be wrong
The market may be underestimating Smucker's ability to navigate cost pressures and maintain brand loyalty, which could lead to stronger-than-expected results.
Supporting Evidence
The company's strong brand portfolio may help sustain sales even in tough economic conditions.
Options pricing suggests a significant move, indicating that the market is bracing for surprises, either positive or negative.
Key Risk
If gross margins hold steady or improve, it could challenge the bearish sentiment currently surrounding the stock.
Pre-commit to what would confirm each case.
This quarter's performance is under scrutiny as investors look for signs of resilience in a challenging economic environment.
Bull Confirmed If
Revenue growth exceeding 5% year-over-year would confirm a strong demand for Smucker's products.
Bear Confirmed If
A decline in gross margins below 30% would signal potential challenges in cost management.
Implied Move
±8.48%
Historical Avg
±6.0%
The options market is pricing in a significant move, suggesting that investors are anticipating volatility around the earnings announcement.
Options are pricing ±8.5% while SJM has averaged ±6.0% over the last 8 prints — setup is pricing rich.
Likely market behavior by outcome — not investment advice.
Beat & Raise
If Smucker beats expectations and raises guidance, history suggests a potential stock increase of around 1.3% on the first day.
In-Line / Cautious
An in-line report with cautious management commentary could lead to a muted reaction, reflecting uncertainty in future growth.
Miss
If the company misses expectations, history suggests a potential decline of about 4.09% on the first day.
AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.
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AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.
No charge today · Auto-bills $8/mo after 7 days · Cancel anytime
VINFAST AUTO LTD
Jun 9, 2026