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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
Emphasizes confidence in long-term growth through a strong portfolio of leading brands in attractive categories, leveraging consumer trust and innovation.
Focuses on brand-building, consumer-led innovation, and capital deployment to generate over $1 billion in free cash flow annually.
Portfolio optimization and transformation have established a strong foundation for sustained top-line growth.
Key growth platforms include Café Bustelo, Uncrustables, Meow Mix, Milk-Bone, Hostess, Folgers, Dunkin', and sweet baked snacks.
Resource prioritization targets the largest growth opportunities across business segments.
Brand and product innovation
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 expects annual net sales to exceed $1 billion, leads the frozen category in new buyers, and is expanding into convenience stores with new flavors and higher-protein offerings.
Milk-Bone and Meow Mix drive pet food growth with innovative products and collaborations, such as Jif Peanut Buttery Bites and 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 campaigns.
Regular limited edition flavors and culturally relevant marketing campaigns fuel consumer excitement and brand engagement.
Financial performance and outlook
Raised full-year net sales guidance to 3%-5% growth, with adjusted EPS guidance maintained at $8.50-$9.50 and free cash flow of $975M.
Long-term targets include low single-digit net sales growth, mid-single-digit operating income growth, high single-digit EPS growth, and operating margin expansion.
Plans to pay down $500 million in debt annually, aiming for a leverage ratio at or below 3x net debt to EBITDA by fiscal 2027.
Dividend policy targets 40%-45% of annual adjusted EPS, with 24 consecutive years of increases and consistent dividend growth.
Capital expenditures expected to normalize at 3.5% of net sales after recent elevated investment, with a target of $1B 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
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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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