The J. M. Smucker Stock | Analysis for December 2025, Price & Rating

The J. M. Smucker

NYSE:SJM

$ 99,67

$-1,01 (-1,00%)

99,67 $

$-1,01 (-1,00%)

End-of-day quote: 12/10/2025

The J. M. Smucker Stock Value

The analyst rating for NYSE:SJM is currently Outperform.

Outperform

The J. M. Smucker Company Info

EPS Growth 5Y

2,93%

Market Cap

$10,63 B

Long-Term Debt

$6,77 B

Short Interest

4,00%

Quarterly earnings

02/24/2026

Dividend

$4,42

Dividend Yield

4,43%

Founded

1897

Industry

Consumer Staples

Country

United States

ISIN Number

US8326964058

Website

https://www.jmsmucker.com

Analyst Price Target

$115,00

15.38%

Last Update: 12/11/2025

Analysts: 15

Highest Price Target $130,00

Average Price Target $115,00

Lowest Price Target $105,00

In the last five quarters, The J. M. Smucker’s Price Target has fallen from $145,40 to $130,86 - a -10,00% decrease. Sixteen analysts predict that The J. M. Smucker’s share price will increase in the coming year, reaching $115,00. This would represent an increase of 15,38%.

Top growth stocks in the consumer staples sector (5Y.)

What does The J. M. Smucker do?

The J. M. Smucker Company manufactures and markets branded food and beverage products worldwide. The majority of the company’s sales are in the United States (“U.S.”). Operations outside the U.S. are principally in Canada, although the company’s products are exported to other countries as well. The company’s branded food and beverage products include a strong portfolio of trusted, iconic, market-leading brands that are sold to consumers primarily through retail outlets in North America. The co...

The J. M. Smucker Company manufactures and markets branded food and beverage products worldwide.

The majority of the company’s sales are in the United States (“U.S.”). Operations outside the U.S. are principally in Canada, although the company’s products are exported to other countries as well. The company’s branded food and beverage products include a strong portfolio of trusted, iconic, market-leading brands that are sold to consumers primarily through retail outlets in North America.

The company has partnered with the National Alliance on Mental Health to provide support for its employees and communities. Additionally, the company partners with The Village Network on their Early Childhood Mental Health initiatives. This commitment provides access to important mental health and educational services for families and their children from birth to age five and is provided by Therapeutic Childcare Centers.

Segments

The company has four segments: U.S. Retail Coffee, U.S. Retail Frozen Handheld and Spreads, and U.S. Retail Pet Foods (the U.S. retail market segments) and Sweet Baked Snacks. These segments in total consists of 86 percent of consolidated net sales in 2025 and represents a major portion of its strategic focus - the sale of branded food and beverage products with leadership positions to consumers through retail outlets in North America. Additionally, the company sells products both domestically and in foreign countries through retail channels and foodservice distributors and operators through the Sweet Baked Snacks segment and the combined International and Away From Home operating segments.

The U.S. Retail Coffee segment primarily includes the domestic sales of Folgers, Dunkin’, and Cafe Bustelo branded coffee.

The U.S. Retail Frozen Handheld and Spreads segment primarily includes the domestic sales of Uncustables, Jif, and Smucker’s branded products.

The U.S. Retail Pet Foods segment primarily includes the domestic sales of Meow Mix, Milk-Bone, Pup-Peroni, and Canine Carry Outs branded products.

The Sweet Baked Snacks segment primarily includes all domestic and foreign sales of Hostess and Voortman branded products in all channels.

With the exception of Sweet Baked Snacks products, International and Away From Home includes the sale of all products that are distributed in foreign countries through retail channels, as well as domestically and in foreign countries through foodservice distributors and operators (e.g., healthcare operators, restaurants, educational institutions, offices, lodging and gaming establishments, and convenience stores).

Divestitures

On March 3, 2025, the company sold certain Sweet Baked Snacks value brands to JTM Foods, LLC (JTM). The transaction included certain trademarks and licenses, and a manufacturing facility in Chicago, Illinois.

On December 2, 2024, the company sold the Voortman business to Second Nature Brands (Second Nature). The transaction included products sold under the Voortman brand, inclusive of certain trademarks, and a leased manufacturing facility in Burlington, Ontario.

On January 2, 2024, the company sold the Canada condiment business to TreeHouse Foods, Inc. (TreeHouse Foods). The transaction included Bick’s pickles, Habitant pickled beets, Woodman’s horseradish, and McLarens pickled onions brands, inclusive of certain trademarks.

Principal Products

In 2025, the company’s principal products were coffee, sweet baked goods, pet snacks, frozen handheld products, peanut butter, cat food, fruit spreads, portion control products, toppings and syrups, and baking mixes and ingredients.

Products within the company’s U.S. retail market segments are primarily sold through a combination of direct sales and brokers to food retailers, club stores, discount and dollar stores, online retailers, pet specialty stores, drug stores, military commissaries, mass merchandisers, and distributors. The Sweet Baked Snacks segment includes products distributed across all channels, both domestically and in foreign countries, such as supermarket chains, convenience stores, national mass retailers, discount and dollar stores, club stores, the vending channel, drug stores, and military commissaries. International and Away From Home includes the sale of all products that are distributed in foreign countries through retail channels, as well as domestically and in foreign countries through foodservice distributors and operators (e.g., healthcare operators, restaurants, educational institutions, offices, lodging and gaming establishments, and convenience stores).

Trademarks and Patents

Many of the company's products are produced and sold under various patents and patents pending and marketed under trademarks owned or licensed by it or one of its subsidiaries. The company’s major trademarks as of April 30, 2025, are listed below.

Dunkin’ is a trademark of DD IP Holder LLC used under three licenses (the Dunkin’ Licenses) for packaged coffee products, including K-Cup pods, sold in retail channels, such as grocery stores, mass merchandisers, club stores, e-commerce, and drug stores, as well as in certain away from home channels. The Dunkin’ Licenses do not pertain to coffee or other products for sale in Dunkin’ restaurants. The terms of the Dunkin’ Licenses include the payment of royalties to an affiliate of DD IP Holder LLC and other financial commitments by the company. The Dunkin’ Licenses are in effect until January 1, 2039. Keurig and K-Cup are trademarks of Keurig Green Mountain, Inc. (Keurig), used with permission.

Slogans or designs considered to be important trademarks include, without limitation, ‘With A Name Like Smucker’s, It Has To Be Good,’ ‘The Best Part of Wakin’ Up Is Folgers In Your Cup,’ ‘That Jif’ing Good,’ ‘The Only One Cats Ask For By Name,’ the Smucker’s banner, the Uncrustables Round, Crustless Sandwich design, the Crock Jar shape, the Gingham design, the Jif Color Banner design, the Cafe Bustelo Angelina design, and the Milk-Bone, Meow Mix, and Hostess logos.

Seasonality

The Sweet Baked Snacks segment does experience moderate seasonality, with declines during the early winter period due to the holiday season.

Customers

Sales to Walmart Inc. and subsidiaries amounted to 33 percent of net sales in 2025. These sales are primarily included in the company’s U.S. retail market segments.

During 2025, the company’s top 10 customers, collectively, accounted for approximately 60 percent of consolidated net sales. Supermarkets, warehouse clubs, and food distributors continue to consolidate, and the company expects that a significant portion of its revenues will continue to be derived from a limited number of customers.

Research and Development

The company's total research and development expense was $51.7 in 2025.

Competition

U.S. Retail Coffee

Mainstream Roast and Ground Coffee: The company's major competitors include The Kraft Heinz Company, Keurig Dr. Pepper, and F. Gaviña & Sons, Inc.

Single serve coffee – K-Cup: The company's major competitors include Keurig Dr. Pepper; Nestle S.A.; JDE Peet's N.V.; and The Kraft Heinz Company.

Premium coffee: The company's major competitors include Nestle S.A; JDE Peet’s N.V.; Tata Global Beverages Limited; Community Coffee Company; and The Kraft Heinz Company.

U.S. Retail Frozen Handheld and Spreads

Peanut butter and specialty spreads: The company's major competitors include Hormel Foods Corporation; Ferrero SpA; and Post Holdings, Inc.

Fruit spreads: The company's major competitors include Welch Foods Inc; and Andros Foods USA, Inc.

Frozen sandwiches and snacks: The company's major competitors include Nestle S.A.; General Mills, Inc.; and Ruiz Foods.

U.S. Retail Pet Foods

Mainstream cat food: The company's major competitors include Nestle Purina PetCare Company; and Mars, Incorporated.

Pet Snacks: The company's major competitors include Nestle Purina PetCare Company; General Mills, Inc.; and Mars, Incorporated.

Sweet Baked Snacks

Sweet Baked Goods: The company's major competitors include McKee Foods Corporation; Grupo Bimbo, S.A.; and Flower Foods, Inc.

International and Away From Home

Foodservice Hot Beverage: The company's major competitors include Nestle S.A. and Societe des Produits Nestle S.A.

Foodservice Portion Control: The company's major competitors include various, including Diamond Crystal Brands and The Kraft Heinz Company.

Foodservice Frozen Handheld: The company's major competitors include Integrated Food Service and Classic Delight Inc.

Canada coffee: The company's major competitors include Restaurant Brands International Inc. and The Kraft Heinz Company.

Government Regulations

The company’s operations are subject to various regulations and laws administered by federal, state, and local government agencies in the U.S., including the U.S. Food and Drug Administration (the FDA); the U.S. Federal Trade Commission; the U.S. Departments of Agriculture, Commerce, and Labor; and the U.S. Environmental Protection Agency.

History

The J. M. Smucker Company was founded in 1897. The company was incorporated in Ohio in 1921.

The J. M. Smucker Questions and Answers

Which sectors generate sales and which are the top 3 markets?

Revenue shares by industry: Food and beverages: approx. 70% Pet food: approx. 20% Coffee: approx. 10% TOP 3 markets: USA: approx. 80% Canada: approx. 10% International (other markets): approx. 10% The J. M. Smucker Company generates the majority of its revenue from the food and beverage industry...

At which locations are the company’s products manufactured?

Production Sites: USA, Canada The J. M. Smucker Company mainly produces its products in the USA and Canada. The company operates several production facilities in these countries to manufacture a variety of foods and beverages, including well-known brands such as Smucker's, Jif, and Folgers. The stra...

What strategy does The J. M. Smucker pursue for future growth?

Revenue Growth (estimated): 3-5% annually (2025-2027) Profit Growth (estimated): 4-6% annually (2025-2027) The J. M. Smucker Company pursues a growth strategy based on three main pillars: product innovation, strategic acquisitions, and expansion into high-growth markets. The company continuously inv...

Which raw materials are imported and from which countries?

Main Commodities: Coffee, Peanuts, Sugar, Wheat Import Countries: Coffee: Brazil, Colombia, Vietnam Peanuts: Argentina, India Sugar: Brazil, Mexico Wheat: Canada, USA (local sourcing, but also import) The J. M. Smucker Company imports a variety of commodities that are crucial for its product lines...

How strong is the company’s competitive advantage?

Market share in the US market for packaged foods: approximately 5% (2024) Brand awareness: Very high, especially in the categories of coffee, peanut butter, and jams Research & development expenses: 1.2% of revenue (2024) The J. M. Smucker Company has a solid competitive advantage that is compos...

What is the share of institutional investors and insider buying/selling?

Institutional Investor Share: approx. 75% (estimated for 2025 based on historical data) Insider Buys/Sells: No significant transactions in the last year (2024) The institutional investor share at The J. M. Smucker Company traditionally stands at around 75%, indicating the trust of large investment f...

What percentage market share does The J. M. Smucker have?

Market share of The J. M. Smucker Company: Estimated 5-7% (2025) Main competitors and their market shares: The Kraft Heinz Company: Estimated 15-18% General Mills, Inc.: Estimated 12-15% Conagra Brands, Inc.: Estimated 10-12% Kellogg Company: Estimated 8-10% Campbell Soup Company: Estimated 6-8% Th...

Is The J. M. Smucker stock currently a good investment?

Revenue Growth: 4.8% (2024) Profit Growth: 6.1% (2024) Dividend Yield: 3.2% (2024) The J. M. Smucker Company recorded solid revenue growth of 4.8% in 2024, attributed to strong demand for its branded products and successful market expansion. The profit growth of 6.1% during the same period indicat...

Does The J. M. Smucker pay a dividend – and how reliable is the payout?

Dividend Yield: 2.8% (estimated for 2025) Dividend Stability: High, based on historical continuity The J. M. Smucker Company is known for paying out a regular dividend to its shareholders. The dividend yield is estimated to be around 2.8% for the year 2025, which is competitive compared to other com...

The J. M. Smucker Stock Value

The J. M. Smucker Company Info

Analyst Price Target

Top growth stocks in the consumer staples sector (5Y.)

What does The J. M. Smucker do?

The J. M. Smucker Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal