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The J.M. Smucker Company (SJM) 10-K Filings

SJM NYSE

Here are the 10-K annual reports from The J.M. Smucker Company (SJM) in our archive since June 2025, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A 10-K covers the audited annual report, with the full financial statements, so if you follow SJM and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full SJM filings page.

Rhea-AI Summary

The J. M. Smucker Company filed its annual report detailing a diversified branded food and beverage portfolio focused on North America, with net sales outside the U.S. representing 4 percent of consolidated net sales for 2026. The company operates five reportable segments: U.S. Retail Coffee, U.S. Retail Frozen Handheld and Spreads, U.S. Retail Pet Foods, Sweet Baked Snacks, and Away From Home.

Smucker completed several portfolio moves, including the acquisition of Hostess Brands, Inc. and divestitures of certain Sweet Baked Snacks value brands, Voortman, the Canada condiment business, and Sahale Snacks. In 2026 it recorded total pre-tax impairment charges of $961.7 million related to the Sweet Baked Snacks reporting unit and the Hostess brand trademark, reflecting lower long‑term expectations for that business.

The report highlights significant customer concentration, with Walmart Inc. and subsidiaries accounting for 34 percent of 2026 net sales and the top 10 customers representing about 60 percent of consolidated net sales. It also outlines commodity, supply chain, regulatory, and macroeconomic risks, as well as extensive human capital, ethics, and community initiatives, including more than $9 million in charitable donations and recognition as one of the World’s Most Ethical Companies in 2026.