0.07%
-2.06%
-4.98%
-8.56%
-18.01%
-23.28%
4.10%

Company Description

The J.M.Smucker Company manufactures and markets branded food and beverage products worldwide.


It operates in three segments: U.S. Retail Pet Foods, U.S. Retail Coffee, and U.S. Retail Consumer Foods.The company offers mainstream roast, ground, single serve, and premium coffee; peanut butter and specialty spreads; fruit spreads, shortening and oils, and frozen sandwiches and snacks; pet food and pet snacks; and foodservice hot beverage, foodservice portion control, and flour products, as well as dog and cat food, frozen handheld products, juices and beverages, and baking mixes and ingredients.It provides its products under the Meow Mix, 9Lives, Kibbles ‘n Bits, Milk-Bone, Pup-Peroni, Rachael Ray Nutrish and Nature's Recipe, Folgers, Café Bustelo, Dunkin', Folgers, Café Bustelo, 1850, Jif, Smucker's, Smucker's Uncrustables, Robin Hood, and Five Roses.


The company sells its products through direct sales and brokers to food retailers, club stores, discount and dollar stores, online retailers, pet specialty stores, natural foods stores and distributors, drug stores, military commissaries, and mass merchandisers.Smucker Company was founded in 1897 and is headquartered in Orrville, Ohio.

Market Data

Last Price 107.86
Change Percentage 0.07%
Open 106.78
Previous Close 107.78
Market Cap ( Millions) 11477
Volume 40880
Year High 134.62
Year Low 99.81
M A 50 110.27
M A 200 114.26

Financial Ratios

FCF Yield 7.94%
Dividend Yield 3.96%
ROE 6.86%
Debt / Equity 13.10%
Net Debt / EBIDTA 58.73%
Price To Book 1.51
Price Earnings Ratio 21.86
Price To FCF 12.59
Price To sales 1.3
EV / EBITDA 7.69

News

Business Breakdown

Expected Mid-Term Growth

Segment n°1 -> United States Retail Pet Foods

Expected Growth : 2.5 %

What the company do ?

The United States Retail Pet Foods segment from The J. M. Smucker Company offers a range of pet food products, including dog and cat food, under popular brands such as Meow Mix, Milk-Bone, and 9Lives.

Why we expect these perspectives ?

The 2.5% growth of United States Retail Pet Foods from The J. M. Smucker Company is driven by increasing pet humanization, premiumization, and e-commerce adoption. Additionally, the company's strong brand portfolio, including Meow Mix and 9Lives, and its focus on natural and organic products, contribute to its growth in the market.

Segment n°2 -> United States Retail Coffee

Expected Growth : 1.8 %

What the company do ?

The United States Retail Coffee segment from The J. M. Smucker Company includes popular coffee brands like Folgers, Dunkin', and Café Bustelo, offering a range of coffee products to consumers.

Why we expect these perspectives ?

The 1.8% growth of United States Retail Coffee from The J. M. Smucker Company is driven by increasing demand for specialty coffee, premiumization, and convenience. Additionally, the company's strong brand portfolio, including Folgers and Dunkin', and its ability to adapt to changing consumer preferences, such as the rise of single-serve coffee, contribute to its growth.

Segment n°3 -> United States Retail Consumer Foods

Expected Growth : 2.2 %

What the company do ?

The United States Retail Consumer Foods segment of The J. M. Smucker Company offers a range of pet food and snacks, including Jif peanut butter, Folgers coffee, and Pillsbury baking products.

Why we expect these perspectives ?

The 2.2% growth in United States Retail Consumer Foods from The J. M. Smucker Company is driven by increasing demand for pet food and snacks, particularly in the e-commerce channel. Additionally, the company's focus on innovation, marketing, and pricing strategies has contributed to the growth. Furthermore, the acquisition of Ainsworth Pet Nutrition has expanded the company's pet food portfolio, supporting the segment's growth.

Segment n°4 -> International and Away From Home

Expected Growth : 1.5 %

What the company do ?

International and Away From Home segment of The J. M. Smucker Company includes sales of pet food and snacks in international markets and to distributors for resale in various channels.

Why we expect these perspectives ?

The 1.5% growth in International and Away From Home segment of The J. M. Smucker Company is driven by increasing demand for pet food and snacks in emerging markets, strategic partnerships, and expansion of e-commerce channels. Additionally, the company's focus on premium and convenience products, as well as its efforts to improve operational efficiency, contribute to the growth.

The J. M. Smucker Company Products

Product Range What is it ?
Folgers Coffee A leading coffee brand offering a range of coffee products, including whole beans, ground coffee, and single-serve cups.
Pillsbury Baking Products A wide range of baking products, including flour, sugar, and baking mixes, designed to make baking easy and convenient.
Jif Peanut Butter A popular peanut butter brand offering creamy and crunchy spreads, perfect for sandwiches, snacks, and recipes.
Meow Mix Cat Food A variety of cat food products, including dry food, wet food, and treats, designed to meet the nutritional needs of felines.
Milk-Bone Dog Treats A range of dog treats, including biscuits, chews, and snacks, designed to reward and nourish your furry friend.
9Lives Cat Food A line of cat food products, including dry food, wet food, and treats, designed to meet the nutritional needs of felines.
Kibbles 'n Bits Dog Food A range of dog food products, including dry food and wet food, designed to meet the nutritional needs of canines.
Natural Balance Pet Food A premium pet food brand offering a range of natural and holistic products for dogs and cats.

The J. M. Smucker Company's Porter Forces

The threat of substitutes for The J. M. Smucker Company is moderate due to the presence of alternative products in the market, such as private label brands and other food and beverage companies.

The bargaining power of customers for The J. M. Smucker Company is low due to the company's strong brand portfolio and wide distribution network, which makes it difficult for customers to negotiate prices.

The bargaining power of suppliers for The J. M. Smucker Company is moderate due to the company's dependence on a few large suppliers for raw materials, but the company's scale and diversification efforts mitigate this risk.

The threat of new entrants for The J. M. Smucker Company is low due to the high barriers to entry in the food and beverage industry, including significant capital requirements and regulatory hurdles.

The intensity of rivalry for The J. M. Smucker Company is high due to the competitive nature of the food and beverage industry, with many established players and frequent product innovations.

Capital Structure

Value
Debt Weight 37.35%
Debt Cost 3.95%
Equity Weight 62.65%
Equity Cost 5.09%
WACC 4.66%
Leverage 59.63%

Historical Valuation

Price/Earnings Ratio

Margin Valuation

Peers Valuation

Competitors

Company Rational
CPB Campbell Soup Company, together with its subsidiaries, manufactures and markets food and beverage products the United States and internationally. The company operates through Meals & Beverages and Snacks segments. The …
CAG Conagra Brands, Inc., together with its subsidiaries, operates as a consumer packaged goods food company in North America. The company operates in four segments: Grocery & Snacks, Refrigerated & Frozen, …
SMPL The Simply Good Foods Company operates as a consumer packaged food and beverage company in North America and internationally. The company develops, markets, and sells snacks and meal replacements. It …
CENT Central Garden & Pet Company produces and distributes various products for the lawn and garden, and pet supplies markets in the United States. It operates through two segments, Pet and …
JJSF J&J Snack Foods Corp. manufactures, markets, and distributes nutritional snack foods and beverages to the food service and retail supermarket industries in the United States, Mexico, and Canada. It operates …

Peers Metrics

DCF BETA

Parameters

Short Term Growth
Short term Time
Long-Term Growth
WACC
Target Price
107.85$
Current Price
107.86$
Potential
-0.00%

Expected Cash-Flows

Scoring Insights

Peers Group Analysis

🥇

Conagra Brands Logo
Conagra Brands
A-Score # N/A

Value:# N/A

Growth: # N/A

Quality: # N/A

Yield: # N/A

Momentum: # N/A

Volatility: # N/A

1-Year Total Return ->

🥈

Smucker Logo
Smucker
A-Score # N/A

Value:# N/A

Growth: # N/A

Quality: # N/A

Yield: # N/A

Momentum: # N/A

Volatility: # N/A

1-Year Total Return ->

🥉

Campbell Soup Logo
Campbell Soup
A-Score # N/A

Value:# N/A

Growth: # N/A

Quality: # N/A

Yield: # N/A

Momentum: # N/A

Volatility: # N/A

1-Year Total Return ->

4

J&J Snack Foods Logo
J&J Snack Foods
A-Score # N/A

Value:# N/A

Growth: # N/A

Quality: # N/A

Yield: # N/A

Momentum: # N/A

Volatility: # N/A

1-Year Total Return ->

5

Simply Good Foods Logo
Simply Good Foods
A-Score # N/A

Value:# N/A

Growth: # N/A

Quality: # N/A

Yield: # N/A

Momentum: # N/A

Volatility: # N/A

1-Year Total Return ->

6

Central Garden & Pet Logo
Central Garden & Pet
A-Score # N/A

Value:# N/A

Growth: # N/A

Quality: # N/A

Yield: # N/A

Momentum: # N/A

Volatility: # N/A

1-Year Total Return ->