Smucker (SJM) reported $2.34 billion in revenue for the quarter ended January 2026, representing a year-over-year increase of 7%. EPS of $2.38 for the same period compares to $2.61 a year ago.
The reported revenue represents a surprise of +0.65% over the Zacks Consensus Estimate of $2.32 billion. With the consensus EPS estimate being $2.27, the EPS surprise was +5.06%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Smucker performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Net Sales- U.S. Retail Coffee: $908.2 million compared to the $860.01 million average estimate based on four analysts. The reported number represents a change of +22.6% year over year.
- Net Sales- U.S. Retail Frozen Handheld and Spreads: $454 million versus the four-analyst average estimate of $451.95 million.
- Net Sales- International and Away From Home: $335.3 million versus $352.89 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +12.3% change.
- Net Sales- U.S. Retail Pet Foods: $417.1 million versus $432.84 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a -1.4% change.
- Net Sales- Sweet Baked Snacks: $224.8 million compared to the $247.05 million average estimate based on three analysts. The reported number represents a change of -19.3% year over year.
- Segment Profit- Sweet Baked Snacks: $12.2 million versus $35.23 million estimated by three analysts on average.
- Segment Profit- U.S. Retail Frozen Handheld and Spreads: $103.6 million versus the three-analyst average estimate of $99.23 million.
- Corporate administrative expenses: $-77.1 million versus $-80.49 million estimated by three analysts on average.
- Segment Profit- U.S. Retail Pet Foods: $121.9 million versus the three-analyst average estimate of $122.57 million.
- Segment Profit- International and Away From Home: $72 million versus $68.47 million estimated by three analysts on average.
- Segment Profit- U.S. Retail Coffee: $199 million versus the three-analyst average estimate of $166.73 million.
View all Key Company Metrics for Smucker here>>>
Shares of Smucker have returned +3.1% over the past month versus the Zacks S&P 500 composite's +0.6% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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The J. M. Smucker Company (SJM): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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