Every 8-K that The J.M. Smucker Company (SJM) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, 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.
J M SMUCKER Co (SJM) reported strong fiscal 2027 first-quarter results with broad margin and cash flow improvement and raised full-year guidance. Net sales were $2.22 billion, up 5%, driven by a 4-point net pricing benefit, mainly in coffee, and a 1-point volume/mix increase led by Uncrustables and coffee.
GAAP diluted EPS was $3.03 versus a loss of $0.41 a year ago, and adjusted EPS was $3.24, up 71%, including an $0.84 benefit from approximately $115 million of tariff refunds. Gross margin expanded from 22.5% to 44.1%, and adjusted operating income rose 46%. Operating cash flow improved to $425.7 million from a $10.6 million use, and free cash flow reached $337.3 million versus negative $94.9 million.
Coffee segment net sales grew 13% with segment profit up 124%; Frozen Handheld and Spreads and Away From Home also grew sales and profit, while Sweet Baked Snacks saw a 7% sales decline and 13% profit decline. For fiscal 2027, the company now expects net sales to decrease 1–2% (prior 3–4%), adjusted EPS of $10.50–$11.00 (prior $9.75–$10.25), and free cash flow of about $1.1 billion, including a net $0.60 full-year EPS benefit from tariff refunds.
The J. M. Smucker Company reported results of its virtual Annual Meeting of Shareholders held on August 12, 2026. A quorum was present with 91,893,859 shares represented in person or by proxy. Shareholders elected eleven directors to one-year terms expiring at the 2027 Annual Meeting, with each nominee receiving substantially more votes cast "for" than "against".
Shareholders also ratified Ernst & Young LLP as independent registered public accounting firm for the fiscal year ending April 30, 2027, with 88,326,304 votes for and relatively few against or abstaining. In addition, shareholders approved, on an advisory basis, executive compensation as disclosed in the 2026 Proxy Statement, with 74,735,892 votes for and lower levels of opposition, alongside broker non-votes reported.
The J.M. Smucker Co. reported solid fourth quarter results for fiscal 2026, with net sales of $2.27 billion, up 6%, and diluted net income per share of $3.64 versus a loss a year ago. Adjusted earnings per share rose 20% to $2.77, and free cash flow increased to $483.9 million.
For fiscal 2026, net sales were $9.05 billion, up 4%, but the company posted a diluted net loss per share of $1.30. Adjusted earnings per share were $9.15, down 10%, while free cash flow improved to $1.16 billion and operating cash flow reached $1.47 billion. Smucker returned $464.7 million in dividends and repaid $720 million of debt.
Looking to fiscal 2027, Smucker expects net sales to decrease 3–4%, but guides adjusted earnings per share higher, to $9.75–$10.25, and targets roughly $1.0 billion of free cash flow, reflecting a focus on profitability and cash generation despite lower expected revenue.
The J. M. Smucker Company has detailed a Separation Agreement with former President and Chief Operating Officer John Brase, effective February 26, 2026. This follows an earlier disclosure that he was no longer an executive officer.
The agreement includes a lump sum of $1,185,000 (18 months of base salary) and a pro rata fiscal 2026 incentive payment of $611,885, both payable on April 17, 2026. Certain restricted stock and option awards granted in 2020 and 2023 will vest while remaining unvested equity is forfeited, and some performance units remain eligible based on prorated service and actual three‑year results. Brase will also receive payments of $36,000 for medical insurance, $150,000 for relocation, and $10,000 for outplacement services. The company states these terms are consistent with its Executive Severance Plan and equity award agreements.
The J.M. Smucker Company is expanding and refreshing its Board of Directors. Effective April 15, 2026, the Board will increase to eleven members with the appointment of Woo-Sung (Bruce) Chung, CFO of NRG Energy, and consumer-brands veteran David Singer.
Both new directors will serve on the Audit Committee, while Mercedes Abramo will move to the Nominating, Governance, and Corporate Responsibility Committee. The company has also entered into an information-sharing agreement with Elliott Investment Management after constructive engagement, aimed at supporting efforts to drive growth, profitability, and disciplined capital allocation.
The J. M. Smucker Co. reported fiscal 2026 third quarter results with net sales of $2.34 billion, up 7% from a year ago, driven mainly by higher pricing, especially in coffee. Comparable net sales excluding divestitures and currency rose 8%.
Despite higher sales, the company posted a GAAP net loss of $724.2 million, or -$6.79 per diluted share, largely due to $961.7 million of noncash impairment charges on goodwill and other intangibles in Sweet Baked Snacks and Hostess trademarks. Adjusted earnings per share were $2.38, down 9%.
Cash generation was strong: operating cash flow jumped to $558.5 million from $239.4 million, and free cash flow rose to $487.0 million from $151.3 million, helped by lower working capital needs and capital spending. Coffee net sales grew 23% on pricing, while Sweet Baked Snacks net sales fell 19% and segment profit dropped sharply.
For the full 2026 fiscal year, Smucker now expects net sales to grow 3.5%–4.0%, comparable net sales up about 5.0%–5.5%, adjusted EPS of $8.75–$9.25, free cash flow of about $975 million, and capital expenditures of $325 million. The sales outlook midpoint was trimmed for the estimated impact of a February fire at its Emporia, Kansas facility, while earnings and cash flow guidance were maintained.
The J.M. Smucker Co. announced broad senior leadership changes and the elimination of the Chief Operating Officer role. John Brase is no longer an executive officer as of February 9, 2026, and the Company expects to enter into a separation agreement with him.
Mark Smucker now serves as Chief Executive Officer, President and Chair of the Board. Tucker Marshall is promoted to Chief Financial Officer | Executive Vice President, Frozen Handheld and Spreads and Sweet Baked Snacks, with higher base salary, short-term incentive target, and long-term equity incentive target. Jill Penrose becomes Chief People and Administrative Officer | Chief of Staff, with increases in salary and long-term equity incentives.
Rob Ferguson is elevated to Chief Product Supply Officer | Executive Vice President, Coffee, Pet, and Away From Home and is designated an executive officer, with defined salary and incentive targets. Additional changes effective later in 2026 reassign senior leaders Tim Wayne and Robert Crane, while two senior vice presidents plan to retire. The Company expects to maintain its fiscal 2026 full-year outlook based on non-GAAP measures previously communicated.
The J. M. Smucker Company reported that it has released its financial results for the quarter ended October 31, 2025. The company announced these quarterly results through a press release dated November 25, 2025.
The press release is attached as Exhibit 99.1 to this current report and is incorporated by reference, while the information is furnished rather than filed under securities laws.
The J. M. Smucker Company furnished an update on its recent performance by announcing financial results for the quarter ended July 31, 2025. The company did this through a press release dated August 27, 2025, which is attached as Exhibit 99.1. This press release contains the detailed quarterly financial information and is incorporated by reference.
The information in this report, including the exhibit, is being furnished rather than filed under securities law, which limits how it is used for certain legal purposes. The filing confirms that J. M. Smucker’s common shares continue to trade on the New York Stock Exchange under the symbol SJM.
The J.M. Smucker Company reported that its shareholders elected nine directors to one-year terms expiring at the 2026 annual meeting. The filing notes the vote on this proposal but the specific vote counts are not included in the provided text. The report is dated August 13, 2025 and is submitted on Form 8-K. No financial results, officer changes, major transactions, or additional board detail are disclosed in the excerpt provided.