SJM

ORRVILLE, Ohio, May 12, 2026 /PRNewswire/ -- The J.M. Smucker Co. (NYSE: SJM) will release its fourth quarter fiscal 2026 financial results on Tuesday, June 9, 2026. A press release, including financial statements and segment information, supplemental materials, pre-recorded management remarks, and a transcript of the pre-recorded remarks will be available beginning at 7:00 a.m. Eastern Time. The Company will webcast a live question and answer session with Mark Smucker, Chief Executive Officer, President and Chair of the Board, and Tucker Marshall, Chief Financial Officer | Executive Vice President, Frozen Handheld and Spreads and Sweet Baked Snacks, at 9:00 a.m. Eastern Time on that date. The live webcast, replay, and other materials can be accessed at the Company's website: investors.jmsmucker.com. About The J.M. Smucker Co. At The J.M. Smucker Co., it is our privilege to make food people and pets love by offering a diverse family of brands available across North America. We are proud to lead in the coffee, peanut butter, fruit spreads, frozen handheld, sweet baked goods, dog snacks, and cat food categories by offering brands consumers trust for themselves and their families each day, including Folgersﾮ, Dunkin'ﾮ, Caf￩ Busteloﾮ, Jifﾮ, Uncrustablesﾮ, Smucker'sﾮ, Hostessﾮ, Milk-Boneﾮ, and Meow Mixﾮ. Through our unwavering commitment to producing quality products, operating responsibly and ethically and delivering on our Purpose, we will continue to grow our business while making a positive impact on society. For more information, please visit jmsmucker.com. The J.M. Smucker Co. is the owner of all trademarks referenced herein, except for Dunkin'ﾮ, which is a trademark of DD IP Holder LLC. The Dunkin'ﾮ brand is licensed to The J.M. Smucker Co. for packaged coffee products sold in retail channels, such as grocery stores, mass merchandisers, club stores, e-commerce and drug stores, and in certain away from home channels. This information does not pertain to products for sale in Dunkin'ﾮ restaurants. View original content to download multimedia:https://www.prnewswire.com/news-releases/the-jm-smucker-co-to-report-fourth-quarter-earnings-302769441.html

Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report BJ's Wholesale Club Holdings, Inc. (BJ) : Free Stock Analysis Report The J. M. Smucker Company (SJM) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

The Estee Lauder Companies Inc. EL is likely to register growth in both top and bottom lines when it reports third-quarter fiscal 2026 earnings on May 1, 2026. The Zacks Consensus Estimate for fiscal third-quarter revenues stands at $3.7 billion, indicating 4.3% growth from the same period last year. The consensus mark for earnings has remained unchanged in the past 30 days at 66 cents per share, indicating 1.5% growth from the year-ago quarter’s reported figure. Estee Lauder delivered a trailing four-quarter average earnings surprise of 60.7%. The Estee Lauder Companies Inc. price-consensus-eps-surprise-chart | The Estee Lauder Companies Inc. Quote Estee Lauder has been witnessing a gradual improvement in underlying demand trends, which is expected to have continued in the fiscal third quarter. Strength in mainland China, supported by innovation and higher consumer engagement during key shopping periods, is likely to have aided comparable sales and customer traffic. Growth across select emerging markets and steady retail sales, excluding travel retail, are also anticipated to have contributed to the company’s top-line performance in the to-be-reported quarter. On a category basis, fragrance has been a consistent growth driver and is expected to have maintained momentum, supported by strong performance in luxury brands, innovation and expanded distribution. Skincare trends are likely to have been supported by hero franchises and improved consumer engagement, while makeup is anticipated to have shown signs of stabilization, aided by new launches and better execution during the quarter under review. From a profitability standpoint, Estee Lauder is expected to have faced some pressure in the fiscal third quarter. On its second-quarter earnings call, management indicated a year-over-year decline in operating margin for the quarter, primarily reflecting incremental consumer-facing investments and external headwinds, including tariffs. While benefits from cost-saving actions under the Profit Recovery and Growth Plan have been helping to reduce non-consumer-facing expenses, these gains are likely to have been partly offset by continued investments and a still-challenging operating environment, weighing on margin performance in the to-be-reported quarter. Our proven model does not conclusively predict an earnings beat for Estee Lauder this time. The combination of a...

Valued at $10.2 billion by market cap, The J. M. Smucker Company (SJM) is a prominent consumer packaged goods (CPG) company specializing in branded food and beverage products. Headquartered in Orrville, Ohio, the company has built a portfolio of well-known household brands across coffee, spreads, snacks, and pet food.The leading consumer packaged goods company is expected to announce its fiscal fourth-quarter earnings for 2026 in the near term. Ahead of the event, analysts expect SJM to report a profit of $2.66 per share on a diluted basis, up 15.2% from $2.31 per share in the year-ago quarter. The company beat the consensus estimates in two of the last four quarters while missing the forecast on two other occasions. Mega-Cap Earnings, FOMC and Other Key Things to Watch this Week Spirit Airlines Stock Is Ready for Takeoff Thanks to Trump, but Can This Plane Stay in the Sky? Intel Could Still Be Undervalued Based on Strong Free Cash Flow Markets move fast. Keep up by reading our FREE midday Barchart Brief newsletter for exclusive charts, analysis, and headlines. For the current year, analysts expect SJM to report EPS of $9.04, down 99.1% from fiscal 2025. However, its EPS is expected to rise 8.4% year over year to $9.80 in fiscal 2027. SJM stock has plunged 17% over the past 52 weeks, underperforming the S&P 500 Index’s ($SPX) 30.6% gains and the State Street Consumer Staples Select Sector SPDR Fund’s (XLP) 2.7% returns over the same time frame. J. M. Smucker gave investors something to cheer about on Apr. 16, announcing a $1.10 per share dividend, a steady signal of confidence in its cash flows. The payout, sourced from capital surplus, is scheduled for June 1, 2026, with shareholders on record as of May 15 set to benefit. Beyond returns, Smucker also outlined its upcoming Annual Shareholder Meeting, which will take place virtually on August 12, 2026, at 1:00 p.m. ET. The market responded positively to the update, with SJM shares rising 1.7% in the following session, reflecting investor approval of both the dividend commitment and continued shareholder engagement. Analysts’ consensus opinion on SJM stock is moderately bullish, with a “Moderate Buy” rating overall. Out of 19 analysts covering the stock, eight advise a “Strong Buy” rating, two suggest a “Moderate Buy,” and nine give a “Hold.” SJM’s average analyst price target is $119.50, indicating a potentia...

Altria Group, Inc. MO is likely to register growth in both top and bottom lines when it reports first-quarter 2026 earnings on April 30. The Zacks Consensus Estimate for first-quarter revenues stands at $4.56 billion, indicating a 0.9% increase from the same period last year. Meanwhile, the consensus mark for earnings has moved down a penny in the past 30 days to $1.24 per share, indicating 0.8% growth from the year-ago quarter’s reported figure. Altria has a trailing four-quarter average earnings surprise of 2.5%. Altria Group, Inc. price-consensus-eps-surprise-chart | Altria Group, Inc. Quote Altria’s first-quarter performance is likely to have been shaped by disciplined pricing and effective cost control. While domestic cigarette shipment volumes have been under pressure as macroeconomic factors continued to impact consumer purchasing behavior, favorable pricing and product mix are likely to have helped offset volume declines, supporting earnings stability during the period. The company’s oral tobacco business is expected to have delivered steady performance, supported by continued growth in modern oral nicotine products such as on!. Improved retail presence, product innovation and consumer adoption are likely to have contributed to segmental momentum. However, investments behind smoke-free product development and commercialization efforts are likely to have weighed modestly on overall profitability. The Zacks Consensus Estimate is expected to increase 0.5% in the Oral Tobacco Products revenues. The Smokeable Products segment is expected to have remained under pressure, following a year-over-year decline in the fourth quarter due to lower shipment volumes. Similar volume softness is likely to have persisted in the to-be-reported quarter, reflecting a cautious consumer environment and downtrading trends. However, strong net price realization is expected to have supported net revenues. The Zacks Consensus Estimate is anticipated to decrease 2.4% in the Smokeable Products revenues. Our proven model predicts an earnings beat for MO this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is exactly the case here. Altria has an Earnings ESP of +0.52% and a Zacks Rank #3 at present. You can uncover the best stocks to buy or sell before they’re reported with our Earn...

The J. M. Smucker Company (NYSE:SJM) is included among the 10 Best Food Stocks with Highest Dividends. On April 21, Stifel lowered its price recommendation on The J. M. Smucker Company (NYSE:SJM) to $100 from $120. It reiterated a Hold rating on the shares. The analyst said food group earnings remain under pressure. Volume growth has been weak, and companies are spending more to support their brands, which is weighing on margins. Even after those investment cycles are through, sales growth may remain modest. On April 14, Barclays lowered its price target on Smucker to $103 from $125. It maintained an Equal Weight rating on the shares. The firm adjusted targets across the consumer staples group as part of a Q1 preview. Barclays noted “growing caution” heading into earnings due to higher input costs. In food, there are “building concerns” around the sustainability of the dividend for certain companies, the analyst said in a research note. The J. M. Smucker Company (NYSE:SJM) manufactures and markets branded food and beverage products worldwide. Its portfolio includes a range of brands sold mainly through retail channels across North America. While we acknowledge the potential of SJM as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 10 Monthly Dividend Stocks To Buy and 10 Best Bear Market Stocks to Invest In Right Now Disclosure: None. Follow Insider Monkey on Google News.

Kimberly-Clark Corporation KMB is likely to witness the top and bottom-line decline when it reports first-quarter 2026 earnings on April 28. The Zacks Consensus Estimate for revenues is pegged at $4.11 billion, indicating a 15.2% decrease from the prior-year quarter’s reported figure. The consensus mark for earnings has moved up 8 cents in the past 30 days to $1.92 per share, which implies a 0.5% decrease from the figure reported a year ago. KMB has a trailing four-quarter earnings surprise of 18.9%, on average. Kimberly-Clark Corporation price-consensus-eps-surprise-chart | Kimberly-Clark Corporation Quote Kimberly-Clark’s first-quarter performance is likely to have been pressured by a combination of external demand softness and structural headwinds. Management has highlighted ongoing pressure on consumers, particularly in key markets, which has resulted in uneven purchasing patterns and shifts toward value-oriented buying behavior. At the same time, business exits and distribution-related disruptions, including changes in channel dynamics and product availability, might have weighed on reported sales growth. These factors, along with continued competitive intensity and pricing investments to maintain market positioning, are likely to have created a challenging backdrop that tempered overall top-line and earnings performance for the quarter. Kimberly-Clark’s volume performance is likely to have been supported by its continued focus on a volume-led growth strategy. Management has consistently emphasized a volume-plus-mix approach, driven by stronger consumer engagement, improved product offerings and share gains across key categories. The company’s ability to strengthen its value propositions across price tiers appears to have helped sustain demand, particularly as consumers continue to prioritize essential household and personal care products. This strategic focus on accessibility and relevance across segments is likely to have provided a degree of resilience to overall volumes during the quarter. Innovation and brand investment, along with productivity gains, are likely to have supported Kimberly-Clark’s first-quarter performance. The company has been advancing its innovation pipeline and strengthening offerings across price tiers, while delivering savings through efficiency and supply-chain initiatives. However, with innovation benefits ramping gradually...

Mondelez International, Inc. MDLZ is likely to witness top-line growth when it reports first-quarter 2026 earnings on April 28. The Zacks Consensus Estimate for revenues is pegged at $9.77 billion, indicating growth of almost 5% from the prior-year quarter’s reported figure. The consensus mark for earnings has remained unchanged over the past 30 days at 61 cents a share, which, however, implies a 17.6% decline from the figure reported in the year-ago quarter. MDLZ has a trailing four-quarter earnings surprise of 6.4%, on average. Mondelez International, Inc. price-consensus-eps-surprise-chart | Mondelez International, Inc. Quote Mondelez’s first-quarter performance is likely to have been supported by continued pricing execution, particularly across its chocolate portfolio, as the company has been navigating elevated cocoa costs through disciplined revenue growth management. On its fourth-quarter 2025 earnings call, management noted that pricing remained a key lever while also emphasizing affordability actions through price-pack architecture and broader price-point offerings. These efforts, backed by strong brand equity and consumer loyalty toward its iconic brands, are likely to have supported top-line trends despite a challenging consumer backdrop. The company’s emerging-market exposure is also likely to have remained a key growth driver. Management highlighted broad-based strength across several emerging markets, along with continued investment in distribution expansion and route-to-market capabilities. Mondelez also pointed to accelerated digitization across its supply chain and sales force, which should aid execution and support brand reach in underpenetrated markets. These factors are likely to have helped the company sustain resilient demand across key international markets. Mondelez’s ongoing focus on brand investments, innovation and channel expansion is expected to have supported the quarter. The company has been increasing advertising and consumer investments to drive awareness, penetration, frequency and buy rate while expanding offerings in areas such as premium indulgence, better-for-you snacks, protein and on-the-go occasions. It is also strengthening its presence in channels such as convenience, club, value, e-commerce, discount and travel retail, which should help it capture shifting consumer shopping patterns and incremental snacking occasio...

Sysco Corporation SYY is likely to witness top-line growth when it reports third-quarter fiscal 2026 earnings on April 28. The Zacks Consensus Estimate for revenues is pegged at $20.59 billion, indicating a 5.1% rise from the prior-year quarter’s reported figure. The consensus mark for earnings has remained unchanged over the past 30 days at 95 cents a share, which implies 1% decline from the figure reported in the year-ago quarter. SYY has a trailing four-quarter earnings surprise of 0.7%, on average. Sysco Corporation price-consensus-eps-surprise-chart | Sysco Corporation Quote Sysco’s fiscal third-quarter performance is likely to have been supported by steady improvement in its core U.S. Foodservice business. In the fiscal second quarter, local case volumes increased 1.2%, marking a third consecutive quarter of sequential improvement. Management indicated that volume trends have been strengthening through the quarter and into January, reflecting continued momentum in the business. This momentum is likely to have been supported by improving salesforce productivity, better customer retention and increased adoption of digital selling tools. The Zacks Consensus Estimate suggests an increase of 4.8% in the U.S. Foodservice Operations revenue. The International segment is also expected to have supported revenue growth in the fiscal third quarter, backed by strong volume momentum and solid execution across geographies. The segment delivered robust growth in the fiscal second quarter, with healthy local case expansion and double-digit operating income growth, reflecting continued strength across international markets. The Zacks Consensus Estimate suggests an increase of 7.8% in the International Foodservice Operations revenue. On the profitability front, the fiscal third quarter is expected to have benefited from continued gross margin expansion and productivity gains. In the fiscal second quarter, Sysco delivered margin improvement driven by strategic sourcing efforts and disciplined cost management. These factors, along with ongoing supply-chain efficiencies and improved workforce retention, are likely to have supported earnings growth in the fiscal third quarter. While the aforementioned factors have been encouraging, results are expected to be partly impacted by incentive compensation headwinds. Management indicated that these costs have been weighing on year...

The Dow Jones Industrial Average was down while the S&P 500 and Nasdaq Composite were up in late-mor

As the Q4 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the shelf-stable food industry, including J. M. Smucker (NYSE:SJM) and its peers. As America industrialized and moved away from an agricultural economy, people faced more demands on their time. Packaged foods emerged as a solution offering convenience to the evolving American family, whether it be canned goods or snacks. Today, Americans seek brands that are high in quality, reliable, and reasonably priced. Furthermore, there's a growing emphasis on health-conscious and sustainable food options. Packaged food stocks are considered resilient investments. People always need to eat, so these companies can enjoy consistent demand as long as they stay on top of changing consumer preferences. The industry spans from multinational corporations to smaller specialized firms and is subject to food safety and labeling regulations. The 16 shelf-stable food stocks we track reported a mixed Q4. As a group, revenues beat analysts’ consensus estimates by 0.7%. Amidst this news, share prices of the companies have had a rough stretch. On average, they are down 15.2% since the latest earnings results. Best known for its fruit jams and spreads, J.M Smucker (NYSE:SJM) is a packaged foods company whose products span from peanut butter and coffee to pet food. J. M. Smucker reported revenues of $2.34 billion, up 7% year on year. This print exceeded analysts’ expectations by 0.5%. Overall, 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. "Our business continues to deliver strong results in a dynamic external environment. In the third quarter, net sales and adjusted earnings per share exceeded our expectations, reflecting the strength of our portfolio of leading brands, along with our disciplined cost management," said Mark Smucker, Chief Executive Officer, President and Chair of the Board. The stock is down 10.8% since reporting and currently trades at $95.08. Is now the time to buy J. M. Smucker? Access our full analysis of the earnings results here, it’s free. Best known for its milk chocolate bar and Hershey's Kisses, Hershey (NYSE:HSY) is an iconic company known for its chocolate products. Hershey reported revenues of $3.09 billion, up 7% year on year, outperforming an...

General Mills (GIS) is expected to see "minor headwinds" in fiscal 2026 from the ongoing conflict in