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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
The J. M. Smucker Company
The J. M. Smucker Company (SJM) investor relations material
The J. M. Smucker Company Barclays 19th Annual Global Consumer Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Barclays 19th Annual Global Consumer Conference summary8 Sep, 2026
Strategic priorities and portfolio performance
Achieved strong first quarter results with 5% net sales growth and 71% increase in adjusted EPS, driven by volume growth and improved profitability.
Focus remains on driving organic volume growth, improving profitability, and disciplined capital deployment.
Portfolio includes leading brands across snacks, coffee, pet food, and spreads, combining high-growth and cash-generating brands for consistent, durable growth.
Continued investment in brand building, capacity expansion, and new product launches to capture new occasions and consumers.
Recent results led to raised full-year outlook for net sales, adjusted EPS, and free cash flow.
Brand innovation and marketing initiatives
Uncrustables surpassed $1 billion in annual sales, added 2 million new households, and launched fridge-friendly and protein-rich varieties.
Café Bustelo became the 6th largest at-home coffee brand, added 3 million new households, and launched culturally relevant campaigns with over 1.5 billion impressions.
Milk-Bone expanded with new premium treats, limited-time offerings, and collaborations like Milk-Bone x Jif, with Peanut Buttery Bites as a standout innovation.
Meow Mix maintained leadership in dry cat food, launched Gravy Bursts as the #1 innovation, and plans to expand into wet food and treats.
Folgers and Jif launched new campaigns and product lines targeting younger consumers and new eating occasions, including functional coffee innovations.
Financial performance and outlook
FY27 outlook improved: net sales decline narrowed to (2.0%)–(1.0%), adjusted EPS raised to $10.50–$11.00, and free cash flow increased to $1.1B.
Achieved leverage ratio of 2.9x–3.0x net debt to EBITDA ahead of schedule, with trailing twelve-month adjusted EBITDA at $2.3B.
Free cash flow expected to exceed $1 billion for the second consecutive year, supporting debt paydown and shareholder returns.
Dividend increased for the 25th consecutive year, with a policy to return 40–45% of adjusted EPS to shareholders.
Long-term targets include low single-digit net sales growth, high single-digit adjusted EPS growth, and 10%+ total shareholder return.
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Latest events from The J. M. Smucker Company
- Organic growth and adjusted EPS gains offset by divestiture loss and cost pressure.SJM
Q4 2023 - Pricing lifted comparable sales, while inflation and the Jif recall pressured earnings.SJMQ4 2022
- Record FY21 results and cash flow, tempered by inflation and Away From Home weakness.SJMQ4 2021
- Retail demand lifted FY20 results, but COVID-19 left Away From Home and outlook under pressure.SJMQ4 2020
- Sales returned to growth, but impairments and acquisition-related debt weighed on reported results.SJMQ4 2019
- Flat sales, higher adjusted EPS, and a major premium-pet acquisition shaped FY18.SJMQ4 2018
- Sales softness and pet-brand impairments pressured FY2017, while adjusted EPS held near plan.SJMQ4 2017
- Higher EPS and coffee profits offset lower sales and softness in other segments.SJMQ4 2014
- Record FY2013 results, with restructuring savings and commodity and customer risks ahead.SJMQ4 2013
- Record sales growth met volume and margin pressure; adjusted EPS edged higher.SJMQ4 2012
Next The J. M. Smucker Company earnings date
Q2 2027 Prepared Remarks24 Nov, 2026
The J. M. Smucker Company
Next The J. M. Smucker Company earnings date
Q2 2027 Prepared Remarks24 Nov, 2026
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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.