Will Celsius (CELH) Beat Estimates Again in Its Next Earnings Report?
Celsius Holdings Inc. (CELH) has a strong history of beating earnings estimates, with an average surprise of 77.17% over the last two quarters. With a positive Zacks Earnings ESP of +6.46% and a Zacks Rank #3 (Hold), the company is well-positioned for another earnings beat in its upcoming report, expected around February 26, 2026. Investors are advised to utilize the Earnings ESP Filter to identify potential opportunities.
Uncrustables goes fridge friendly across full portfolio
Uncrustables announced at the Consumer Analyst Group of New York Conference that its entire product portfolio will become "fridge friendly" by summer 2026, allowing sandwiches to be stored in the refrigerator for up to five days. This change eliminates the thaw time barrier for consumers, offering greater convenience for immediate consumption while products will continue to be sold in the freezer aisle. The company also highlighted two new protein-packed morning varieties that are already fridge friendly and available nationwide.
Fridge-friendly Uncrustables are coming to Kroger, other stores
The J.M. Smucker Co. announced that its Uncrustables will soon be "fridge-friendly," allowing consumers to eat them straight from the refrigerator without thawing. This new option will be available at Kroger, Walmart, and Target stores nationwide, with a full rollout expected by summer 2026. Two morning flavors, Up & Apple and Bright‑Eyed Berry, are already on shelves.
Parents: Your child’s favorite ready-made school lunch just moved out of the freezer aisle
J.M. Smucker Co. is transitioning its entire line of Uncrustables from the freezer aisle to the refrigerator aisle by summer 2026. This change means the pre-packaged peanut butter and jelly sandwiches will no longer require thawing and can be kept in the fridge for up to five days. Two new refrigerator-friendly varieties, Up & Apple and Bright-Eyed Berry, are already available nationwide.
27,860 Shares in The J. M. Smucker Company $SJM Bought by Alberta Investment Management Corp
Alberta Investment Management Corp acquired 27,860 shares of The J. M. Smucker Company, valued at approximately $3.03 million, during the third quarter. Other institutions like Norges Bank and Engineers Gate also established significant stakes. J. M. Smucker recently declared a quarterly dividend of $1.10 per share and reported Q3 EPS of $2.10, slightly missing estimates, while setting FY2026 guidance at $8.75–$9.25 EPS.
Smucker, other food companies can’t get enough of the word ‘simply’
Food companies like J.M. Smucker, Kraft Heinz, Coca-Cola, and PepsiCo are increasingly using the word "Simply" in new product lines, signaling a shift towards fewer, more natural ingredients. This trend is driven by consumer demand for cleaner labels and pressure from regulators regarding processed foods. Companies are also finding that "clean label" products often command higher prices.
Earnings Preview: J.M. Smucker (SJM) projected to see higher sales in Q3 2026
J.M. Smucker (SJM) is projected to report higher sales for Q3 2026, with analysts estimating revenue of $2.32 billion, a 6% increase year-over-year. Despite the sales growth, adjusted earnings per share are expected to decline by a mid-teen percentage to $2.26. The company anticipates strong performance from key brands and continued benefits from product innovation and the pet humanization trend.
The J.M. Smucker Co. to Make Uncrustables ‘Fridge Friendly’
The J.M. Smucker Co. announced it is making its Uncrustables product line "fridge friendly" to eliminate thaw time, increasing convenience for consumers. This change allows the sandwiches to be stored in the refrigerator for up to five days or kept frozen, providing immediate enjoyment. The company also launched two new protein-rich morning flavors in late 2025.
Analysts Estimate Smucker (SJM) to Report a Decline in Earnings: What to Look Out for
Analysts are predicting a year-over-year decline in earnings for J.M. Smucker (SJM) in the quarter ended January 2026, despite higher projected revenues. The company is expected to report quarterly earnings of $2.25 per share, a 13.8% decrease, on revenues of $2.31 billion, up 5.7%. While the Most Accurate Estimate is slightly higher than the Zacks Consensus Estimate, Smucker's Zacks Rank of #4 (Sell) makes a conclusive prediction about an earnings beat difficult.
JM Smucker resets strategy with leadership shake-up, sharper brand focus
JM Smucker Co has reorganized its corporate leadership and is shifting its strategy to focus on organic growth, debt reduction, and shareholder returns, moving away from acquisitions. The company plans to boost profitability by expanding margins in its coffee and Uncrustables segments, while also streamlining its Hostess brand. Leadership changes include expanded roles for the CFO and General Manager, aimed at enhancing profitability and executing long-term growth.
Uncrustables Is ‘Finally’ Launching a New Flavor Fans Can’t Wait to Try: ‘Huge News’
Uncrustables is set to release a new "Burstin' Blueberry" peanut butter sandwich flavor this spring, a move that has generated significant excitement among fans. The J.M. Smucker Company also announced that all Uncrustables sandwiches will now be able to be kept fresh in the fridge for up to five days, enhancing convenience for consumers. This new flavor expands their offerings and caters to a strong fan base, particularly among households with kids and Millennials.
J.M. Smucker to Invest $20.5M in Kansas Pet Food Plant
The J.M. Smucker Co., through its subsidiary Big Heart Pet Brands, Inc., is investing $20.5 million to expand its pet food manufacturing facility in Topeka, Kansas. The investment includes $17.8 million in real property and $2.7 million in equipment, supported by $383,000 in economic development incentives from local authorities. This expansion aims to support the continued growth of popular brands like Meow Mix and Milk-Bone and reinforces Smucker's long-standing commitment to the Topeka community.
The J.M. Smucker Co. Planning Expansion of Manufacturing Facility in Topeka
The J.M. Smucker Co., through its subsidiary Big Heart Pet Brands, Inc., is investing $20.5 million to expand its manufacturing facility in Topeka, Kansas. This expansion, supported by $383,000 in economic development incentives from JEDO, aims to support growth and workforce, enhancing Topeka's position as a food production hub. The project showcases a commitment to the local economy and continued production of popular brands like Meow Mix and Milk-Bone.
The J.M. Smucker Co. Planning Expansion of Manufacturing Facility in Topeka
The J.M. Smucker Co., along with its subsidiary Big Heart Pet Brands, Inc., is investing $20.5 million to expand its manufacturing facility in Topeka, Kansas. This expansion aims to support its workforce and the continued growth of popular brands like Meow Mix and Milk-Bone. The project is backed by $383,000 in economic development incentives from the Joint Economic Development Organization (JEDO) board of Topeka and Shawnee County, highlighting a collaborative effort to strengthen the local economy and manufacturing sector.
Advisors Capital Management LLC Acquires 12,699 Shares of The J. M. Smucker Company $SJM
Advisors Capital Management LLC has increased its stake in The J. M. Smucker Company (NYSE:SJM) by 4.7%, acquiring an additional 12,699 shares for a total of 283,090 shares valued at approximately $30.74 million. The company reported Q3 EPS of $2.10, slightly missing consensus, with revenue of $2.33 billion, and announced a quarterly dividend of $1.10. Institutional investors currently own about 81.7% of the stock, which has a consensus analyst rating of "Hold" and a target price of $114.93.
Sauce Company Marzetti to Acquire Japanese Barbecue Sauce Brand for $400M
Marzetti, a dressings and sauces company, announced an agreement to acquire Bachan’s, a Japanese-style barbecue sauce brand, for $400 million. Bachan's, founded in 2019, reported approximately $87 million in sales for 2025. This acquisition aims to expand Marzetti's retail and foodservice networks and introduce Bachan's products to new markets and categories.
Folgers Makes ‘Wakin' Up’ an All-Day Affair
Folgers has launched a new campaign, led by BBH USA and PSOne, that redefines its iconic "The Best Part of Wakin' Up..." jingle. The campaign transforms the jingle into a seven-song mashup, blending it with famous "wake up" songs across various genres to appeal to a new generation and highlight coffee consumption throughout the day. This initiative aims to expand the brand's relevance beyond just morning coffee and create cultural impact.
J. M. Smucker Shares: Expert Predictions and Evaluations
The J. M. Smucker Company (SJM) has seen its stock performance lag the S&P 500 over the past year, though it showed a strong 13% jump in early 2026. Analysts currently rate SJM with a "Moderate Buy" consensus, despite recent downgrades by some firms due to concerns about competition and profit margins. The average price target suggests a modest upside from current levels.
J. M. Smucker Shares: Expert Predictions and Evaluations
J. M. Smucker Company, a prominent U.S. food and beverage producer with an $11.8 billion market cap, has seen its stock underperform the broader market over the past year but surged 13% in 2026. Analysts currently rate SJM as a "Moderate Buy" with an average price target of $116, despite a recent downgrade from Morgan Stanley due to competition and margin pressure. The company recently declared a dividend of $1.10 per share.
Did Smucker’s New Centralized Leadership Structure Quietly Recast Its Long‑Term Strategy (SJM)?
The J.M. Smucker Co. has restructured its leadership, consolidating operational and category oversight under a smaller executive team. This move, which eliminated the COO role and expanded responsibilities for senior executives, aims to align brand, operations, and corporate strategy more closely. While the immediate investment narrative for the mature packaged-foods business remains focused on margin improvements and cost control, investors will observe how the centralized structure supports profitability and addresses earnings volatility.
The Household Brand Behind Walmart's Great Value Bakery Products
Walmart's Great Value bakery items, such as Danishes and cinnamon rolls, are often produced by major food manufacturers, with the J.M. Smucker Company being a key supplier. This connection was revealed through a recall in 2024 for plastic contamination in Great Value products. Other brands like Sara Lee Bakery (now Bimbo Bakeries) and Flowers Foods have also supplied Great Value products, highlighting Walmart's strategy of partnering with established manufacturers for its private-label goods.
J. M. Smucker Shares: Expert Predictions and Evaluations
The J. M. Smucker Company (SJM) is a prominent U.S. food and beverage producer with a market capitalization of $11.8 billion. While its stock lagged the S&P 500 over the past year, it saw a 13% jump in 2026. Analysts currently assign a "Moderate Buy" consensus rating with an average price target of $116, despite a recent downgrade by Morgan Stanley due to rising competition and margin pressures.
J.M. Smucker to invest $20.5M in Kansas pet food facility
The J.M. Smucker Co. and its subsidiary Big Heart Pet Brands Inc. are investing $20.5 million to expand their Topeka, Kansas manufacturing facility. This expansion includes capital improvements and equipment upgrades for the plant that produces Meow Mix and Milk-Bone products. The project received $383,000 in economic development incentives from the Joint Economic Development Organization board of Topeka and Shawnee County.
Smucker to invest $20.5M in Kansas pet food facility
The J.M. Smucker Co. and its subsidiary Big Heart Pet Brands Inc. are investing $20.5 million to expand their Topeka, Kansas manufacturing facility, which produces Meow Mix and Milk-Bone products. This investment includes capital improvements and new equipment, supported by $383,000 in economic development incentives from GO Topeka. The company emphasizes its long-standing commitment to the Topeka community and its dedication to meeting consumer demand for its pet food brands.
Smucker to Expand Kansas Pet Food Plant
J.M. Smucker Co. announced plans to invest over $20 million in expanding its pet food facility in Topeka, Kansas. This investment, including property purchases and new equipment, aims to establish Topeka as a center for advanced food production and innovation. Local officials have approved an incentive package of $383,000 for the company, which has operated in Topeka for over 55 years and owns brands like Meow Mix, Milk-Bone, Hostess, Carnation, and Folgers.
JM Smucker axes COO role in leadership shake-up
The JM Smucker Co. has announced a significant leadership restructuring, eliminating the Chief Operating Officer role and reassigning responsibilities among key executives. This move is part of the company's continuous efforts to optimize its organizational structure for greater efficiency and alignment with its strategic goals. The changes aim to streamline operations and enhance focus on critical business areas.
J M Smucker Reshapes Leadership As Valuation And Execution Come Into Focus
J.M. Smucker is reorganizing its leadership, eliminating the Chief Operating Officer role, with CEO Mark Smucker resuming the President title. This restructuring aims to enhance decision speed, technology, and supply chain capabilities. While the stock trades below analyst targets and Simply Wall St's fair value estimate, the new leadership is expected to focus on execution, capital allocation, and long-term priorities, making balance sheet management crucial due to debt not being well covered by operating cash flow.
Hormel Taps Hershey Veteran To Tackle Supply Chain And Margin Pressures
Hormel Foods has appointed Will Bonifant, a Hershey veteran, as Chief Supply Chain Officer to address supply chain efficiency and input cost volatility. This strategic hire aims to tackle margin pressures and operational disruptions, leveraging Bonifant's extensive global experience in procurement, plant operations, logistics, and engineering. Investors will be watching for improvements in cost control, inventory management, and overall operational efficiency as a result of this leadership change.
The J.M. Smucker Company: Defensive Dividend Classic Faces A Confidence Test On Wall Street
The J.M. Smucker Company (SJM) stock has declined over the past year, reflecting investor unease about sluggish volumes, a portfolio reshuffle including a major pet-food divestiture, and the integration of the Hostess acquisition. Analysts maintain a "Hold" rating, questioning whether SJM is a value trap or a turnaround story, as the long-term dividend classic faces a confidence test on Wall Street with modest upside potential. The company's future performance hinges on synergy realization from Hostess, stabilization of core category volumes, and effective deleveraging.
The J.M. Smucker Company: Defensive Dividend Classic Faces A Confidence Test On Wall Street
The J.M. Smucker Company (SJM) stock has declined recently, trading significantly below its 52-week high, as investors react to a pet food divestiture, the integration of Hostess Brands, and cautious guidance. Analysts hold a "Hold" rating on SJM, noting limited near-term catalysts and the need for management to demonstrate sustainable sales growth and margin expansion. The company's future performance hinges on achieving synergies from Hostess, stabilizing core category volumes, and deleveraging, ultimately determining if it's a value trap or a turnaround success.
Orrville-based JM Smucker suing former scientist for allegedly stealing Uncrustables secrets
J.M. Smucker has filed a federal lawsuit against former senior scientist Paul-Yvann Djamen, accusing him of stealing confidential trade secrets related to its Uncrustables products after his firing. The company alleges Djamen retained company laptops and downloaded sensitive files to external USB drives, posing a risk to Smucker's competitive edge. Djamen, however, claims the information was not confidential, the laptop return was an oversight, and that he experienced a hostile work environment and health issues during his employment.
J.M. Smucker Stock Drops as Tariffs Ding Coffee Results
J.M. Smucker's stock declined after the company reported lower-than-expected coffee sales, attributing the weakness to new tariffs. Despite a slight beat on adjusted earnings, the market reacted negatively to the sales miss and the impact of tariffs on a key product category. This highlights the sensitivity of consumer goods companies to trade policies.
Smucker lawsuit alleges scientist stole PB&J secret
J.M. Smucker Co. is suing a former senior scientist, Paul-Yvann Djamen, for allegedly stealing trade secrets related to products like Uncrustables sandwiches. Djamen was fired in September 2025 for poor performance but is accused of copying hundreds of confidential files and forwarding thousands of emails to his personal account, retaining them even after returning most company property. Smucker is seeking the return of all stolen information and compensation for lost profits.
THE FRIDAY 5: Former Walmart Exec Takes Over as Kroger CEO; Boar’s Head Bounces Back From Foodborne Crisis
This article, "The Friday 5", details key news and trends in the food retail industry. It covers Kroger's new CEO appointment, Boar's Head's recovery from a listeria outbreak, strong financial results for Ahold Delhaize, leadership changes at Target, and executive restructuring at J.M. Smucker.
The J. M. Smucker Company $SJM Stock Holdings Cut by LSV Asset Management
LSV Asset Management significantly reduced its stake in The J. M. Smucker Company (NYSE:SJM) by 41.8% in the third quarter, selling 582,370 shares. Despite this, institutional investors collectively own 81.66% of the company's stock. The company recently reported quarterly earnings, missing consensus estimates by a small margin, and declared a quarterly dividend of $1.10 per share.
J.M. Smucker To Invest $20M In Kansas Pet Food Plant
J.M. Smucker Co. is investing $20 million to expand its pet food manufacturing facility in Topeka, Kansas, with a focus on growing its production capacity. This significant capital investment, supported by $383,000 in incentives from the Joint Economic Development Organization (JEDO), reinforces Topeka's position as a hub for advanced food production. The expansion follows a similarly large renovation project at their Milk-Bone facility in Buffalo, New York, demonstrating the company's commitment to key manufacturing sites.
Topeka and Shawnee County OK $530K in incentives for these 2 companies
The Joint Economic Development Organization (JEDO) board of Topeka and Shawnee County has approved $530,000 in incentives for two local manufacturing companies: J.M. Smucker Co. and HF Rubber. J.M. Smucker Co. will receive $383,000 for a $20.5 million expansion focused on employee facilities, while HF Rubber will get $147,000 for a $1.6 million expansion projected to create 19 new jobs. These investments are expected to strengthen Topeka's manufacturing sector and generate significant economic impact for the region.
ING Groep NV Increases Stock Holdings in The J. M. Smucker Company $SJM
ING Groep NV significantly increased its holdings in The J. M. Smucker Company (NYSE:SJM) by 684.9% in the third quarter, now owning 176,819 shares worth $19.2 million. Other institutional investors also adjusted their positions in SJM, with hedge funds and institutional investors collectively owning 81.66% of the company's stock. Analysts have a mixed outlook on J. M. Smucker, with an average "Hold" rating and a consensus price target of $114.93, while the company recently announced a quarterly dividend of $1.10 per share.
JM Smucker eliminates COO as part of leadership restructuring
JM Smucker is restructuring its leadership team, eliminating the Chief Operating Officer role, and creating a new Chief Technology Officer position to focus on artificial intelligence. CFO Tucker Marshall will take on expanded responsibilities, overseeing several business segments. These changes aim to boost top-line growth and enhance profitability.
Lead food manufacturing company plans expansion facility in Topeka
J.M. Smucker Co. is undertaking a significant expansion of its manufacturing facility in Topeka, involving a capital investment of $17.8 million in real property and $2.7 million in equipment. The Joint Economic Development Organization (JEDO) approved $383,000 in incentives to support this project, which aims to enhance the local economy and continue the company's 55-year presence in Topeka. The expansion will bolster production for popular brands like Meow Mix and Milk-Bone.
The J. M. Smucker Company to Issue Quarterly Dividend of $1.10 (NYSE:SJM)
The J. M. Smucker Company announced a quarterly dividend of $1.10 per share, payable March 2nd to shareholders of record on February 13th, representing an annualized yield of 4.0%. The company has consistently increased its dividend for 27 years, with a sustainable payout ratio of 39.8%. Despite missing recent EPS estimates slightly, Smucker's FY2026 guidance and analyst projections indicate continued dividend coverage.
JM Smucker overhauls supply chain leadership
J.M. Smucker Co. is restructuring its supply chain leadership team, eliminating the chief operating officer role and announcing the retirement of several other supply chain executives. As part of these changes, Rob Ferguson has been promoted to the newly created position of chief product supply officer and EVP of its coffee, pet, and away from home business units. These leadership adjustments are intended to support the company's long-term growth and focus on profitability and earnings expansion.
The J.M. Smucker Co. Eliminates COO Role as Part of Leadership Reorganization
The J.M. Smucker Co. has announced a significant leadership reorganization aimed at enhancing growth and profitability, which includes eliminating the Chief Operating Officer role. As part of these changes, Tucker Marshall, Rob Ferguson, and Jill Penrose have been promoted to expanded executive positions, taking on broader responsibilities across financial, supply chain, and administrative functions. The company also confirmed Mark Smucker reassuming the president title and plans to search for new Chief Technology Officer and other senior roles following upcoming retirements.
J.M. Smucker reorganizes executive team
J.M. Smucker has announced a major executive team reorganization, eliminating the chief operating officer role and leading to the departure of president and COO John Brase. Mark Smucker, chairman and CEO, will reassume the president's title. The company also created new executive positions and expanded responsibilities for Tucker Marshall (CFO and EVP), Rob Ferguson (Chief Product Supply Officer and EVP), and Jill Penrose (Chief People and Administrative Officer and Chief of Staff), with some analysts viewing these changes as potential CEO succession planning.
The J. M. Smucker Company $SJM Shares Sold by Principal Financial Group Inc.
Principal Financial Group Inc. reduced its stake in The J. M. Smucker Company (SJM) by 7.5% in the third quarter, selling 9,546 shares. Despite missing EPS expectations slightly, the company reported $2.33 billion in revenue and declared a quarterly dividend of $1.10 per share. Institutional investors now collectively own approximately 81.66% of SJM's stock.
J.M. Smucker Co. announces senior leadership updates
J.M. Smucker Co. has announced leadership changes to advance its long-term growth strategy. Key appointments include Rob Ferguson as Chief Product Supply Officer for Coffee, Pet, and Away From Home, overseeing various operational aspects for brands like Folgers and Café Bustelo. Tim Wayne will now serve as Senior Vice President and General Manager for Coffee and Away From Home, while the company also eliminated the Chief Operating Officer role, with Mark Smucker re-assuming the President title.
J.M. Smucker restructures leadership roles, eliminates COO position
J.M. Smucker announced leadership changes to advance its long-term growth strategy, which included promoting three executives and eliminating the chief operating officer role. Tucker Marshall was promoted to chief financial officer | executive vice president, frozen handheld and spreads and sweet baked snacks, Rob Ferguson to chief product supply officer | executive vice president, coffee, pet and Away From Home, and Jill Penrose to chief people and administrative officer | chief of staff. CEO Mark Smucker re-assumed the president title, emphasizing a focus on driving top-line growth and enhancing profitability.
Smucker restructures leadership partly to stabilize struggling Hostess brands
J.M. Smucker Co. is restructuring its leadership team, promoting two top executives to new roles. This move aims to stabilize the company's struggling sweet baked snacks division, which includes the recently acquired Hostess brands, and to drive overall growth across its other product lines.
Key facts: J.M. Smucker Co. announces leadership changes; Marshall CFO
The J.M. Smucker Co. announced significant leadership changes, promoting Tucker Marshall to CFO and Rob Ferguson to Chief Product Supply Officer. These changes were effective February 9, 2026. Additionally, Tim Wayne became general manager of coffee and away-from-home businesses, and Robert Crane expanded his role to oversee international sales.
J.M. Smucker cuts COO role as part of leadership restructuring
J.M. Smucker Co. has eliminated the chief operating officer position and announced several executive promotions to drive growth. John Brase, who held the COO role, has transitioned from the company, while Mark Smucker has reassumed the president title. Significant leadership changes include expanded roles for Tucker Marshall, Rob Ferguson, and Jill Penrose, alongside plans to hire a chief technology officer focusing on AI strategy.
