JM Smucker Co

SJM: XNYS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
	#y>	LOCK\|B^<	LOCK\|##

J.M. Smucker: Slashing Fair Value Estimate by 13% Amid Headwinds Intensified by Lack of a Moat

Kristoffer Inton

Jun 13, 2025

J.M. Smucker is facing near-term headwinds, particularly in coffee and sweet baked snacks. Fiscal 2026 guidance calls for 3.5%-5.5% comparable sales growth, but severe margin degradation is expected to cause adjusted earnings per share to fall 6%-16% to $8.50-$9.50.

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JM Smucker Co

J.M. Smucker: Slashing Fair Value Estimate by 13% Amid Headwinds Intensified by Lack of a Moat

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