SJM · J M SMUCKER Co
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AI Brief
Q1 FY27 earnings call · Aug 26, 2026TL;DR. Smucker reported a 5% net sales increase and 71% adjusted EPS growth in Q1 FY27, boosted by an $0.84 tariff refund benefit, and raised its full-year FY27 guidance for net sales, adjusted EPS, and free cash flow.
- + Company raised full-year FY27 adjusted EPS outlook to $10.50-$11.00 from $9.75-$10.25.
- + Company raised full-year FY27 net sales guidance to a decline of only 1.0-2.0% from a prior expected decline of 3.0-4.0%.
- + Company raised full-year FY27 free cash flow outlook to approximately $1.1 billion from $1.0 billion.
- + Leverage goal of 3x achieved ahead of expectations in Q1, providing flexibility for share repurchases.
- − Sweet Baked Snacks segment net sales declined 7% with segment profit down 13% on volume/mix declines of 8 percentage points.
- − Full-year FY27 net sales is still expected to decline 1-2% versus prior year.
- − Mid-single-digit COGS inflation expected, approximately 100 bps higher than prior expectations, driven by freight and other ingredients.
- − Guidance assumes no further tariff impacts beyond the $115 million already received in Q1, creating downside risk.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Packaged Foods — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
SJM
this stock
J M SMUCKER Co
|
$12.94B | +23.9% | +3.7% | — | 4.2% |
|
KHC
Kraft Heinz Co
|
$29.17B | +1.4% | -0.1% | — | 8.3% |
|
GIS
General Mills Inc
|
$19.13B | -22.9% | +4.1% | — | 8.6% |
|
MKC
Mccormick & Co Inc
|
$13.80B | -24.7% | +1.7% | 8.5 | 6.0% |
|
JBS
Jbs N.V.
|
$13.48B | -12.7% | — | — | 3.7% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| SJM | -5.7% | +0.4% | +21.9% | -7.6% | +23.9% |
| SPY | -1.2% | -1.8% | +17.8% | -0.4% | +12.1% |
| vs SPY | -4.6% | +2.2% | +4.1% | -7.3% | +11.8% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.