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The J. M. Smucker Company (SJM) investor relations material
The J. M. Smucker Company Barclays 18th Annual Global Consumer Staples Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Barclays 18th Annual Global Consumer Staples Conference 2025 summary2 Sep, 2025
Strategic priorities and growth platforms
Emphasis on long-term growth through a portfolio of leading brands in attractive categories, leveraging consumer trust and innovation.
Key growth platforms include Café Bustelo, Uncrustables, Meow Mix, Milk-Bone, Hostess, Folgers, Dunkin', and spreads.
Brand-building, consumer-led innovation, and marketing are central to driving growth and resilience.
Focused and balanced capital deployment aims to generate over $1 billion in free cash flow annually.
Portfolio optimization and resource prioritization target key growth platforms and cost savings.
Brand and product innovation highlights
Café Bustelo is expanding with new roast profiles and ready-to-drink formats, targeting younger, diverse consumers, and is among the fastest-growing at-home coffee brands.
Uncrustables leads the frozen category in new buyers, expects annual net sales to exceed $1 billion, and is expanding with new flavors, higher protein offerings, and broader distribution, especially in convenience stores.
Milk-Bone and Meow Mix drive pet food growth with innovation and partnerships, such as Milk-Bone Peanut Buttery Bites with Jif and Meow Mix Gravy Bursts.
Hostess is simplifying its portfolio, closing a facility for cost savings, and launching new products like Cupcake Minis and Churro Donuts, supported by bold marketing.
Marketing campaigns across brands are increasing awareness, purchase intent, and consumer sentiment.
Financial performance and outlook
Raised full-year net sales guidance to 3%-5% growth, with adjusted EPS guidance of $8.50-$9.50, and free cash flow projected at $975M.
Long-term targets include low single-digit net sales growth, mid-single-digit operating income growth, high single-digit EPS growth, and 10%+ total shareholder return.
Capital expenditures are expected to normalize at 3.5%-3.6% of net sales, with a focus on debt reduction and maintaining a leverage ratio at or below 3x by fiscal 2027.
Dividend policy aims to return 40%-45% of annual adjusted EPS to shareholders, with 24 consecutive years of increases and consistent growth.
Capital allocation prioritizes debt repayment, share repurchases, and reinvestment, with a target of $1 billion in annual free cash flow.
Future coffee elasticity management strategy?
Hostess SKU/facility cuts: impact on margins?
Uncrustables: how to maintain competitive edge?
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Next The J. M. Smucker Company earnings date
Q2 2026 Prepared Remarks25 Nov, 2025
Next The J. M. Smucker Company earnings date
Q2 2026 Prepared Remarks25 Nov, 2025
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Frequently asked questions
Jams, Coffee, Pet Food, and More
The J.M. Smucker Company is an American company that manufactures and sells a variety of food and beverage products. The company operates under three major divisions: consumer foods, pet foods, and coffee. J.M Smucker has several subsidiaries but is most known for its flagship brand Smuckers, which produces items such as jams, peanut butter, syrups, snacks, and similar products. The company is headquartered in Orrville, Ohio, and its shares are listed on the NYSE.
From Apple Butter to Public Company
Founded in 1897, The J.M. Smucker Company began as a small enterprise in Orrville, Ohio, where Jerome Monroe Smucker sold apple butter from a horse-drawn wagon. The company grew steadily throughout the 1900s and built up a reputation for quality. The J.M. Smucker Company went public in 1959. The company has broadened its portfolio through acquisitions throughout the year, notably integrating Jif and Crisco in 2002, and the significant purchase of Folgers in 2008. These moves diversified Smucker's offerings, extending its reach beyond traditional fruit spreads to include a variety of food products. Today, The J.M. Smucker Company is a large player in the food industry together with names such as Kraft Heinz, General Mills, and Conagra, and still maintains a substantial family involvement in management.
Smuckers
The Smuckers brand is the company’s flagship and offers a variety of food products. Central to its portfolio are its fruit spreads, including jams, jellies, and preserves, which form the cornerstone of its product line. The brand has also expanded to offer peanut butter, ice cream toppings, syrups, and honey. To cater to as wide of a customer base as possible Smucker's provides options such as low-sugar and sugar-free versions of its spreads as well as organic and natural products.
Other Offerings
The J.M. Smucker Company manages an array of brands that span several categories in the food and consumer goods sectors. Among them is Folgers, a major brand in the coffee segment offering various coffee products. Jif, another brand within the company's lineup, specializes in a selection of peanut butter. The company also sells pet food for both dogs and cats through its brands Milk-Bone and Meow Mix. Additionally, J.M. Smucker company also owns the rights to produce and sell coffee under the Dunkin' brand outside of Dunkin’ restaurants and sells Café Bustelo, a brand known for its Cuban-style espresso.
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