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The J.M. Smucker Company reports quarterly financial results and portfolio updates for a packaged food business built around coffee, peanut butter, fruit spreads, frozen handhelds, sweet baked goods, dog snacks, and cat food. Its North American brand portfolio includes Folgers, Dunkin' packaged coffee, Café Bustelo, Jif, Uncrustables, Smucker's, Hostess, Milk-Bone, and Meow Mix.
Recurring company news covers sales trends, commodity-cost effects, pricing, cash flow, and outlook updates, along with portfolio changes following the Hostess Brands acquisition and completed divestitures in sweet baked snacks. Other updates include regular dividends, annual shareholder meeting matters, board refreshment, senior leadership responsibilities, and consumer-products conference presentations.
The J.M. Smucker Co. (SJM) is offering fall-themed Hostess and Milk-Bone treats alongside limited-edition Uncrustables packaging. The seasonal offerings are available now. Hostess has added Frightfully Frosted Donettes with chocolate frosting and an orange cake center to a lineup that includes returning Twinkies, Donettes and cupcakes. Milk-Bone’s fall range includes Halloween-themed dog treats and seasonal flavors. Uncrustables’ peanut butter and honey spread sandwiches carry “fallin’ for flavor” packaging.
The J.M. Smucker Co. (NYSE: SJM) reported fiscal 2027 first quarter net sales of $2.22 billion, up 5% year over year. Net income per diluted share was $3.03, and adjusted EPS was $3.24, up 71%, including an $0.84 benefit from tariff refunds.
Gross profit rose 106% to $979.6 million, and operating income increased to $511.6 million from $45.6 million. Cash provided by operating activities was $425.7 million versus a prior-year use of $10.6 million, driving free cash flow of $337.3 million versus negative $94.9 million.
The company raised its fiscal 2027 outlook, now expecting net sales to decline 1–2% (improved from 3–4% decline), adjusted EPS of $10.50–$11.00 (previously $9.75–$10.25), and free cash flow of about $1.1 billion, including a net $0.60 EPS benefit from tariff refunds.
The J.M. Smucker Co. (NYSE:SJM) elected Jeff Varcoe, PhD, as Senior Vice President, Science and Technical Excellence, effective August 24, 2026. He will report to Rob Ferguson, Chief Product Supply Officer | Executive Vice President, Coffee, Pet, and Away From Home.
Varcoe previously served as Vice President of Quality Assurance and Food Safety at Smucker and brings over 25 years of food industry leadership experience in quality assurance, R&D, and operations, including 21 years at The Schwan Food Company.
The J.M. Smucker Co. (NYSE:SJM) announced a major brand refresh for its Jif peanut butter, the first comprehensive design update in more than 30 years. According to the company, the modernized look evolves the signature tri-color logo, removes the drop shadow, and adds new packaging imagery to highlight broader snacking occasions beyond traditional PB&J.
New branding will roll out on products shipping from October 2026 through early winter, with no changes to Jif’s product formulations.
The J.M. Smucker Co. (NYSE: SJM) will release its first quarter fiscal 2027 financial results on Wednesday, August 26, 2026. According to the company, the press release, financial statements, segment information, supplemental materials, pre-recorded management remarks, and a transcript will be available starting at 7:00 a.m. Eastern Time.
The company will host a live webcast question and answer session with CEO, President and Chair Mark Smucker and CFO Tucker Marshall at 9:00 a.m. Eastern Time the same day. J.M. Smucker will also present at the 2026 Barclays Global Consumer Staples Conference on Tuesday, September 8, 2026, at 12:45 p.m. Eastern Time. Live webcasts, replays, and supporting materials for both events will be accessible at investors.jmsmucker.com.
The J.M. Smucker Co. (NYSE:SJM) elected Douglas Guilherme as Senior Vice President, Operations and Supply Chain, effective July 29, 2026. He will report to Rob Ferguson, Chief Product Supply Officer | Executive Vice President, Coffee, Pet, and Away From Home.
Guilherme brings over 30 years of global supply chain and operations leadership, most recently as Senior Vice President, Global Supply Chain at The Hershey Company, and has also held senior roles at Procter & Gamble and Ecolab.
The J.M. Smucker Co. (NYSE: SJM) announced its Board approved a quarterly dividend increase from $1.10 to $1.12 per common share, a 2% rise. The dividend is payable on September 1, 2026 to shareholders of record on August 14, 2026, marking the 25th consecutive fiscal year of dividend growth.
J.M. Smucker (NYSE:SJM) reported fiscal 2026 Q4 and full-year results and issued fiscal 2027 guidance.
Q4 net sales were $2.27 billion, up 6%, with adjusted EPS of $2.77, up 20%. Fiscal 2026 net sales were $9.1 billion, adjusted EPS $9.15 (down 10%), and free cash flow $1.2 billion. For 2027, Smucker expects net sales to decline 3–4%, adjusted EPS of $9.75–$10.25, and about $1.0 billion in free cash flow.
The J.M. Smucker Co. (NYSE:SJM) will release its fourth quarter fiscal 2026 earnings on Tuesday, June 9, 2026. Full financial statements, segment data, supplemental materials, pre-recorded remarks, and a transcript will be available from 7:00 a.m. ET on the investor relations website.
A live webcast Q&A with CEO Mark Smucker and CFO Tucker Marshall will begin at 9:00 a.m. ET, with replay and related materials accessible at investors.jmsmucker.com.
The J.M. Smucker Co. (NYSE: SJM) declared a regular dividend of $1.10 per share, payable June 1, 2026, to shareholders of record at the close of business on May 15, 2026. The dividend will be paid out of the company’s capital surplus.
The company also set its Annual Meeting of Shareholders for a virtual-only meeting on Wednesday, August 12, 2026 at 1:00 p.m. ET. Shareholders of record at the close of business on June 15, 2026, may join the webcast and vote using their 16-digit control number on the company website.