AI Spotlight on SJM
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
- Jan -29 - My Best Dividend Aristocrats For February 2025
- Jan -28 - 2 Dividend-Paying Stocks and 1 ETF With Yields Over 3.5% to Buy in 2025
- Jan -27 - Safe Stocks Soar on DeepSeek News. Why Conagra, Smucker, and Kraft Heinz Were All Higher Today.
- Jan -27 - Staples, Healthcare Stocks Rise as Tech Shares Start Week In Retreat
- Jan -24 - The J.M. Smucker Co. Declares Dividend
- Jan -19 - 5 Ultra-Safe High-Yield Dividend Stocks to Buy Even if There's a Stock Market Sell-Off in 2025
- Jan -17 - Arm, Smucker, and 32 Other Investment Ideas From Our Pros for 2025
- Jan -16 - SJM's Iconic Brands, Core Priorities Aid Amid Market Challenges
- Jan -15 - 5 of the Highest-Yielding Dividend Aristocrats for 2025 Are Perfect January Ideas
- Jan -08 - Cramer's Stop Trading: JM Smucker
- Jan -07 - Buy 1 January S&P 500 Dividend Aristocrat Out Of 38 'Safer'
- Jan -03 - Will SJM's Coffee and Snacks Portfolio Drive Success in 2025?
- Dec -27 - Is The J.M. Smucker Stock Worth a Buy at a P/E Multiple of 10.8X?
- Dec -17 - The J. M. Smucker Company Announces Pricing for Cash Tender Offers
- Dec -17 - The J. M. Smucker Company Announces Early Tender Results of Previously Announced Cash Tender Offers
- Dec -10 - The J.M. Smucker Co. Highlights Transformed Portfolio and World-Class Capabilities at 2024 Investor Day
- Dec -03 - The J. M. Smucker Company Announces Cash Tender Offers
- Dec -03 - J.M. Smucker Divests Voortman to Sharpen Focus on Core Growth
- Dec -02 - The J.M. Smucker Co. Completes the Divestiture of Voortman® Brand to Second Nature Brands and Updates Fiscal Year 2025 Net Sales Outlook
- Nov -26 - JM Smucker Stock Jumps as Jam Maker Beats Profit Estimates and Boosts Its Outlook
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
Threat Of Substitutes
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.
Bargaining Power Of Customers
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.
Bargaining Power Of Suppliers
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.
Threat Of New Entrants
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.
Intensity Of Rivalry
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% |
The J. M. Smucker Company : Quality Control
The J. M. Smucker Company passed 4 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
Company | Rational |
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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 … |