| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 62 | 56.6x | 17.8x | Around median | |
Growth | 57 | 5.1% | 7.1% | Around median | |
Quality | 64 | 4.8% | 4.5% | Around median | |
Safety | 45 | 5.0x | 2.6x | Around median | |
Capital Return | 53 | 3.65% | 2.12% | Around median | |
Momentum | 76 | 7.7% | 2.9% | Top tier | |
Sentiment | 47 | 11 | 3 | Around median |
Estimates — analyst targets and a simplified DCF, not investment advice.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
The J. M. Smucker Company operates through a portfolio of consumer foods and beverages that includes at-home coffee under the Café Bustelo, Folgers, and Dunkin' brands; Frozen Handheld and Spreads products led by Uncrustables and Jif; pet foods and treats such as Milk-Bone, Pup-Peroni, and Meow Mix; and sweet baked snacks under Hostess. Sales come from U.S. retail channels and the Away From Home channel, with growth dependent on pricing, promotion, distribution expansion, innovation, and increased production capacity for high-demand brands.
In the first quarter of fiscal 2027 ended July 31, 2026, revenue was approximately $2.22 billion, compared with expectations of $2.13 billion, and gross profit was $979.6 million, equivalent to a gross margin of approximately 44.1%. Net income was $324.3 million, and reported diluted earnings per share were $3.03, while adjusted earnings per share were $3.24 versus $2.22 expected; the results benefited from a tariff refund worth $0.84 per share.
The performance mix in the first quarter of fiscal 2027 was mixed but strongly supported by coffee and Uncrustables: Café Bustelo grew by 23%, the company raised its expected Uncrustables growth from mid-single digits to high-single digits, Pup-Peroni sales increased by 5%, and Milk-Bone returned to volume growth. In contrast, Hostess remained on a gradual stabilization path, and management expects Sweet Baked Snacks sales to decline by low-single digits during fiscal 2027, with greater pressure in the first two quarters due to the comparison with SKU rationalization in the prior year.
The average analyst price target is $137.29, slightly above the 52-week range high of $135.89, while the wide target range extends from $110 to $157 and the consensus recommendation is Buy. No published price-to-earnings ratio is available in the provided data, and the fiscal 2026 loss of $138.7 million makes reliance on a traditional annual price-to-earnings multiple less meaningful; therefore, the raised fiscal 2027 outlook and the strength of coffee and Uncrustables should be weighed against cost inflation, weakness in Sweet Baked Snacks, and the risk of margin declines.
Figures in the text are as of 2026-08-29; the live price is shown at the top of the page.
Revenue in the first quarter of fiscal 2027 ended July 31, 2026, was approximately $2.22 billion, exceeding expectations of $2.13 billion. Adjusted earnings per share were $3.24 versus $2.22 expected, while the financial statements reported net income of $324.3 million and earnings per share of $3.03. Coffee supported the results, particularly Café Bustelo's 23% growth, and earnings also included a tariff refund benefit worth $0.84 per share.
On August 26, 2026, management raised the adjusted earnings-per-share range for fiscal 2027 to $10.50–$11.00. It expects coffee volume to decline by low-single digits, Uncrustables to grow by high-single digits, and Sweet Baked Snacks to decline by low-single digits. The company also aims to repay approximately $500 million of debt during the year after leverage reached 3 times in the first quarter.
Uncrustables sales surpassed $1 billion in fiscal 2026, after which the company raised its fiscal 2027 growth forecast for the brand from mid-single digits to high-single digits. Growth is supported by the launch of Fridge Friendly, which allows the product to be kept refrigerated for five days, along with new flavors, higher-protein products, and expansion in retail and the Away From Home channel. To meet demand, the company decided to bring forward some pre-production expenses and launch second-phase capacity at the McCalla, Alabama facility earlier.
Automated analysis for informational purposes only — not investment advice.
In the first quarter of fiscal 2027, the company did not see sustained deflation in coffee prices that met the thresholds required to lower its list price, so it used lower price points and some promotions to pass a portion of the commodity decline on to consumers. At the same time, management expects coffee volume to decline by low-single digits during fiscal 2027 despite growth in Folgers, Dunkin', and Café Bustelo in the first quarter. The underlying cost-inflation estimate also increased by 100 basis points to the mid-single digits because of freight and certain commodities and ingredients.
The company expects Sweet Baked Snacks sales to decline by low-single digits in fiscal 2027, with greater pressure during the first two quarters due to the comparison with SKU rationalization in the prior year. Hostess faces weak traffic in the convenience-store channel, although Donettes and Suzy Q's innovations are performing well. Peanut butter also remains under category pressure, and fruit spreads face competitive activity, while Frozen Handheld and Spreads margins may decline slightly because of marketing and McCalla expenses.
The company reported fiscal 2026 revenue of $9.1 billion and gross profit of $3.0 billion, but it incurred a net loss of $138.7 million and negative earnings per share of $1.30. In the trailing twelve months included in the fiscal 2027 data, revenue was $9.2 billion and net income was $229.5 million, indicating improved earnings but not eliminating volatility between periods. Investors compare this improvement with the expected fiscal 2027 adjusted earnings-per-share range of $10.50–$11.00, while noting that part of the year's benefit is associated with tariff refunds.
