Packaged foods company J.M Smucker (NYSE: SJM) will be reporting results this Tuesday before market hours. Here’s what investors should know.
J. M. Smucker met analysts’ revenue expectations last quarter, reporting revenues of $2.11 billion, flat year on year. It was a mixed quarter for the company, with an impressive beat of analysts’ EBITDA estimates but a significant miss of analysts’ gross margin estimates.
Is J. M. Smucker a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.
This quarter, analysts are expecting J. M. Smucker’s revenue to grow 2.2% year on year to $2.32 billion, slowing from the 17.2% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $2.10 per share.
Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. J. M. Smucker has missed Wall Street’s revenue estimates six times over the last two years.
Looking at J. M. Smucker’s peers in the shelf-stable food segment, some have already reported their Q3 results, giving us a hint as to what we can expect. J&J Snack Foods’s revenues decreased 3.9% year on year, meeting analysts’ expectations, and SunOpta reported revenues up 16.6%, topping estimates by 5.2%. J&J Snack Foods traded up 7.8% following the results while SunOpta was down 28.3%.
Read our full analysis of J&J Snack Foods’s results here and SunOpta’s results here.
Debates around the economy’s health and the impact of potential tariffs and corporate tax cuts have caused much uncertainty in 2025. While some of the shelf-stable food stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 4.9% on average over the last month. J. M. Smucker’s stock price was unchanged during the same time and is heading into earnings with an average analyst price target of $116.63 (compared to the current share price of $106.50).
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