J.M. Smucker Elects SVP, Science and Technical Excellence
J.M. Smucker Co. has appointed Jeff Varcoe, PhD, as SVP, science and technical excellence, effective August 24. Varcoe, who previously served as VP of quality assurance and food safety, will report to Rob Ferguson and oversee product quality, compliance, and innovation. The article also mentions other retail and CPG industry news, including new leadership appointments at Perdue Farms and Death Wish Coffee, an acquisition by Ferrero Group, and recognition for supply chain leaders by SPS Commerce.
J.M. Smucker elevates food science exec to senior VP
J.M. Smucker Co. has promoted Jeff Varcoe, PhD, to Senior Vice President of Science and Technical Excellence. Varcoe, previously VP of Quality Assurance and Food Safety, will lead the company's science and technical excellence operations, overseeing product quality, compliance, and innovation. He brings over 25 years of food industry experience, including a significant tenure at The Schwan Food Co.
J. M. Smucker (SJM) Refreshes Jif Branding, Is The Stock Fairly Valued?
J. M. Smucker (SJM) has refreshed its Jif peanut butter branding and introduced new product formats, marking the first major update in over 30 years. Despite recent share price gains, the stock trades slightly below analyst targets and internal fair value estimates, which stands at $124.88, suggesting it is undervalued. However, the company faces potential valuation risks due to its higher Price/Sales ratio compared to the industry and peers, alongside ongoing pressures from volatile coffee costs and M&A integration.
J.M. Smucker Names Jeff Varcoe SVP of Science and Technical Excellence
The J.M. Smucker Co. has appointed Jeff Varcoe, PhD, as Senior Vice President of Science and Technical Excellence, expanding his role from quality assurance and food safety. In this new position, Varcoe will lead operational performance across product development, safety, quality, and regulatory compliance for Smucker's diverse portfolio of brands. This promotion reflects the company's focus on integrating technical disciplines to drive innovation, maintain product quality, and ensure compliance across its wide range of food and pet products.
Smucker's incoming science chief brings more than 25 years in food leadership
The J.M. Smucker Co. (NYSE:SJM) has elected Jeff Varcoe, PhD, as Senior Vice President, Science and Technical Excellence, effective August 24, 2026. Varcoe will lead operational excellence across all technical disciplines, including product quality, compliance, and innovation, reporting to Rob Ferguson, Chief Product Supply Officer. He brings over 25 years of food industry leadership experience, including 21 years at The Schwan Food Company and prior service as Smucker's Vice President of Quality Assurance and Food Safety.
The J.M. Smucker Co. Announces the Election of Jeff Varcoe to Senior Vice President, Science and Technical Excellence
The J.M. Smucker Co. has announced the election of Jeff Varcoe, PhD, as Senior Vice President, Science and Technical Excellence, effective August 24, 2026. In this role, Varcoe will lead the Company's efforts in ensuring operational excellence across all technical disciplines related to product quality, compliance, and innovation. Varcoe has a wealth of experience in the food industry, having served as Vice President of Quality Assurance and Food Safety at Smucker since 2023, and previously holding various leadership positions at The Schwan Food Company.
UBS Adjusts J.M. Smucker Price Target to $142 From $130, Maintains Buy Rating
UBS has increased its price target for J.M. Smucker (SJM) to $142 from $130, while reiterating a Buy rating on the stock. This adjustment reflects an updated outlook from the analyst firm. Other firms like TD Cowen, Jefferies, Deutsche Bank, and JPMorgan have also recently revised their price targets for J.M. Smucker, with most maintaining or upgrading their ratings.
UBS raises J.M. Smucker stock price target to $142 on visibility
UBS has increased its price target for J.M. Smucker Co. (NYSE: SJM) shares to $142 from $130, maintaining a Buy rating. This adjustment comes as J.M. Smucker has significantly outperformed its peers in the packaged food sector year-to-date, with a 29.5% total return. Despite concerns about rising input costs, particularly for coffee, UBS believes the company offers strong long-term growth visibility and that its shares remain undervalued compared to industry peers.
UBS raises J.M. Smucker stock price target to $142 on visibility
UBS has increased its price target for J.M. Smucker Co. shares to $142 from $130, maintaining a Buy rating. The firm notes J.M. Smucker has been a top performer in its packaged food coverage, outperforming the broader sector year-to-date, with strong investor confidence due to its long-term growth visibility and achievable near-term earnings. Despite some concerns about input costs, UBS believes the stock remains undervalued compared to peers.
Packaging Redesigns See 4% Average Volume Lift, NIQ Finds
NIQ's ninth annual Design Impact Awards recognized eight brands for their package redesigns, which collectively demonstrated an average 4% volume increase. The awards highlight the significant impact of effective packaging on shopper decisions and business growth, emphasizing that strong designs improve product visibility, clarity, and brand recognition. NIQ's Pack & Design Solutions leverage various research methods to help brands optimize packaging for enhanced shopper engagement and performance.
Josh Williams The J.M. Smucker Company Café Bustelo Turned Four Coffee Cans Into A World Cup Hit
Café Bustelo's "Game Face" campaign for the 2026 World Cup, featuring limited-edition coffee cans with temporary face tattoos, significantly boosted the brand's visibility and sales. Despite a small budget and no celebrity endorsements, the authentic approach resonated with fans and positioned Café Bustelo at the top of a brand ranking among American World Cup fans, driving over 40% growth in retail coffee sales. The success stemmed from tapping into existing fan behavior and trusting diverse illustrators for the can designs.
Colgate-Palmolive Stock Slips Below 50-Day SMA: Time to Be Cautious?
Colgate-Palmolive (CL) stock has recently slipped below its 50-day Simple Moving Average, indicating weakening short-term technical momentum despite a solid Q2 2026 performance. The company faces challenges in North America due to softer demand, increased competition, and inventory reductions, alongside consumer uncertainty and rising cost pressures. While international growth provides some cushion and estimates have been revised upward, the stock's premium valuation and mixed outlook suggest investors should be cautious before becoming more constructive.
JM Smucker expands Jif peanut butter beyond sandwiches in brand refresh
JM Smucker has refreshed the Jif peanut butter brand for the first time in over 30 years to broaden its appeal beyond traditional sandwiches and into the growing snacking market. The redesign features an updated logo, new imagery showing Jif with complementary snacks, and a rename of "Jif To Go" to "Jif Dippers." This strategic move aims to align Jif with evolving consumer preferences for convenience and snacking, mirroring the success of Smucker's Uncrustables brand in the sandwich category.
TD Cowen raises J.M. Smucker stock price target on coffee strength
TD Cowen has increased its price target for J.M. Smucker (NYSE:SJM) to $123 from $120, maintaining a Hold rating due to strong performance in its Coffee segment. The company's first-quarter retail sales rose 4.3%, surpassing initial guidance, largely driven by sustained coffee pricing. Despite management's cautious outlook, TD Cowen anticipates further beats and raises in Coffee guidance for fiscal 2027.
THE J. M. SMUCKER COMPANY : JEFFERIES RAISES TARGET PRICE TO $140 FROM $129
Jefferies has increased its target price for The J. M. Smucker Company (SJM.N) to $140 from $129. This update reflects an analyst's revised outlook on the company's stock performance. The article is a brief announcement from Reuters regarding this change.
J.M. Smucker stock holds after earnings call signals
J.M. Smucker stock is in focus with a market cap of $12.66 billion and an upcoming Q1 2027 earnings release on August 26, 2026. Analysts anticipate $2.21 EPS and $2.1301 billion in revenue, with the company having recently beaten prior quarter estimates. The stock, currently at $118.67, holds a buy rating with a $139.00 price target, and its performance will be closely watched against the FY 2027 EPS guidance of $9.75 to $10.25, especially considering its strong brand portfolio including Jif peanut butter.
J. M. Smucker (SJM) to Release Earnings on Wednesday
J. M. Smucker (SJM) is set to release its fiscal Q1 2027 earnings before market open on Wednesday, August 26th. Analysts anticipate earnings of $2.21 per share and revenue of approximately $2.13 billion. The company recently surpassed expectations in its previous quarter with $2.77 EPS and $2.27 billion in revenue, and has also increased its quarterly dividend to $1.12 per share.
Is Smucker’s Jif Rebrand a Subtle Shift in SJM’s Long‑Term Brand Strategy?
J.M. Smucker recently underwent a major rebrand of its Jif peanut butter, the first in over 30 years, modernizing its logo, typography, and packaging to emphasize new snack ideas and convenient formats. This rebranding, alongside innovations like squeezable Jif and updated Jif To Go products, signifies Smucker's strategic shift to adapt a core brand to evolving consumer preferences for quick, convenient snacks. While the Jif rebrand aligns with Smucker's broader push into convenient snacking and modernizing other mature brands, it does not immediately impact near-term issues such as coffee pricing, tariff pressures, or the integration of Hostess.
Report: Animal welfare drives pet food choices
A new report from The Humane League indicates that animal welfare is a primary driver in pet owners' food purchasing decisions, often outweighing environmental concerns. The report highlights that 90% of pet owners would switch brands for better animal treatment standards and commends companies like J.M. Smucker Co., Goodness Gracious, and Evermore Pet Food for their progress in sourcing 100% cage-free eggs. This suggests that emphasizing animal welfare can be a strong marketing tool in the pet food industry.
J.M. Smucker stock holds its year-to-date gains as investors digest guidance and dividend support
J.M. Smucker stock continues to maintain its year-to-date gains, trading in the high $110 range as investors consider recent guidance and dividend support. The company's shares are backed by steady market-cap growth, a positive consensus price target, and reaffirmed confidence from shareholders at the latest annual meeting. Analysts predict a moderate appreciation for the stock, framing it as a steady income and value play rather than a high-growth opportunity due to its defensive profile and established brands.
Hershey Shares Drop 1.7% as Margin Rebound Faces Pressure from El Niño Effects
Hershey's shares fell by 1.7% amid concerns that an intensifying El Niño could increase cocoa prices and pressure the company's recently improved gross margins. Despite a strong prior quarter driven by price increases, meteorologists predict a high likelihood of a severe El Niño, historically linked to reduced cocoa production, posing a risk to Hershey's profitability. While Hershey has not adjusted its 2026 outlook based on El Niño, investors are advised to monitor weather conditions and cocoa prices closely.
Smucker (NYSE: SJM) investors approve board, auditor and pay
The J. M. Smucker Company (NYSE: SJM) shareholders approved the election of eleven directors, ratified Ernst & Young LLP as the independent registered public accounting firm for the fiscal year ending April 30, 2027, and approved executive compensation on an advisory basis during their virtual Annual Meeting on August 12, 2026. A quorum was established with over 91 million shares represented. All proposals received substantial shareholder support.
J.M. Smucker Co. stock underperforms Monday when compared to competitors
J.M. Smucker Co. (SJM) stock fell 2.93% on Monday, closing at $117.83, underperforming the broader market as the S&P 500 and Dow Jones Industrial Average also declined. This drop ended a three-day winning streak for the company's shares.
J. M. Smucker (SJM) Stock May Be Overvalued Following Its 26% Run
J. M. Smucker (SJM) stock has seen a significant 25.6% year-to-date return, but it currently screens as overvalued based on market multiples and broader valuation checks. The company passes only 2 out of 6 valuation checks, suggesting it's not a clear bargain. Its P/S ratio of 1.4x is above the Food industry average of 0.7x and a tailored fair P/S ratio of 1.1x, indicating investors are paying a premium for its revenue base.
Jif peanut butter gets first packaging redesign in over 30 years
Jif has unveiled its first packaging redesign in over 30 years, refreshing its iconic tri-color logo and adding snack ideas to encourage uses beyond PB&J. The J.M. Smucker brand is also introducing new squeezable formats and renaming its "To Go" products to "Dippers" as part of a broader marketing campaign. This initiative aims to modernize the brand's appearance and expand its market appeal, with new packaging rolling out in late 2026.
J.M. Smucker Co. stock outperforms competitors on strong trading day
J.M. Smucker Co. (SJM) stock rose 1.57% to $121.39 on Friday, outperforming the broader market which saw the S&P 500 Index and Dow Jones Industrial Average decline. This marks the third consecutive day of gains for the company's stock.
A3LPTJ Bond Profile — Key Metrics
This article provides key metrics for the A3LPTJ bond issued by The J. M. Smucker Co. It details the bond's issue and maturity dates, outstanding amount, face value, coupon rate, and provides an overview of the issuer's business segments. The J. M. Smucker Co. manufactures and markets food and beverage products, including coffee, frozen handheld and spreads, pet foods, and sweet baked snacks.
J. M. Smucker (NYSE:SJM) Given New $139.00 Price Target at JPMorgan Chase & Co.
JPMorgan Chase & Co. has raised its price target for J. M. Smucker (NYSE:SJM) to $139.00 from $125.00, maintaining an "overweight" rating and suggesting a potential upside of 15.25%. This comes after Smucker exceeded quarterly earnings expectations with $2.77 EPS and $2.27 billion in revenue, prompting a "Moderate Buy" consensus among analysts. The article also details recent insider stock sales and institutional investor activity.
Deutsche Bank Adjusts J.M. Smucker Price Target to $107 From $102, Maintains Hold Rating
Deutsche Bank has adjusted its price target for J.M. Smucker (SJM) to $107, an increase from the previous $102, while reiterating a Hold rating on the stock. This update reflects a minor positive revision in the bank's outlook for the food and animal nutrition company.
JPMorgan Adjusts Price Target on J.M. Smucker to $139 From $125, Maintains Overweight Rating
JPMorgan has increased its price target for J.M. Smucker (SJM) to $139 from $125, while maintaining an Overweight rating on the stock. This adjustment comes amidst recent company news, including a major brand refresh and increased quarterly dividends announced by J.M. Smucker. The article also provides an overview of J.M. Smucker's business, including its primary segments in coffee, food products, and animal nutrition.
J. M. Smucker (SJM): Buy, Sell, or Hold Post Q1 Earnings?
StockStory analysts express low confidence in J. M. Smucker (SJM) due to declining sales volumes, projected revenue drops, and historically mediocre return on invested capital. Despite trading at a fair 11.8x forward P/E, they believe the upside is limited compared to potential downsides, recommending other investment opportunities instead.
J.M. Smucker Co. stock underperforms Thursday when compared to competitors despite daily gains
J.M. Smucker Co. (SJM) stock advanced 1.55% on Thursday, reaching $120.63. Despite this gain, the stock underperformed compared to its competitors. The S&P 500 Index and the Dow Jones Industrial Average also saw gains on the same trading day.
J.M. Smucker stock holds at $117 as valuation stays modest
J.M. Smucker stock is trading near $117 per share with a modest price-to-earnings ratio of 11.73 and a market capitalization of $11.985 billion. The company has experienced an 8.82% year-to-date decline, underperforming the S&P 500, which gained 4.22%. This indicates a subdued valuation by investors despite its strong presence in the packaged-food sector.
Is J. M. Smucker (SJM) Fairly Valued Following Its Jif Brand Refresh?
J. M. Smucker (SJM) is refreshing its Jif peanut butter brand with new packaging and marketing, aiming to appeal to modern snack habits. Despite a 22.9% year-to-date stock increase, Simply Wall St's narrative suggests the company is modestly undervalued at $118.79 against a fair value of $124.88, driven by expected long-term earnings growth and increased free cash flow. However, the article also notes potential risks from volatile coffee costs, tariffs, and changing consumer preferences, while its P/S ratio appears high compared to industry averages.
J.M. Smucker Co. stock outperforms competitors on strong trading day
J.M. Smucker Co. (SJM) stock rose 1.24% to $118.79 on Wednesday, outperforming competitors and breaking a two-day losing streak. This occurred on a mixed trading day where the S&P 500 Index saw a slight gain, while the Dow Jones Industrial Average experienced a minor decline.
J.M. Smucker Co Annual Shareholders Meeting Transcript
This document is a transcript of J.M. Smucker Co's 2026 Annual Shareholders Meeting. Mark Smucker, CEO, President, and Chair of the Board, opened the meeting by thanking shareholders for their investment and briefly reviewed the fiscal year 2026 results, highlighting that the company exceeded its original guidance. He attributed this success to a focused strategy and portfolio optimization efforts.
Does J. M. Smucker (SJM) Look Overvalued After A 22% Rise?
J. M. Smucker's stock has risen 22.2% year-to-date, leading to questions about its current valuation. Analysis suggests the company screens as "leaning expensive" with a P/S ratio of 1.4x, which is above the industry average of 0.7x and its tailored fair value of 1.1x. While bulls highlight increased free cash flow for strategic initiatives, bears point to risks from volatile green coffee costs and tariff headwinds affecting margins.
J.M. Smucker Co. stock underperforms Monday when compared to competitors
J.M. Smucker Co. (SJM) stock fell by 1.74% on Monday, closing at $118.07, significantly underperforming the broader market as both the S&P 500 Index and Dow Jones Industrial Average experienced slight declines. The company's stock is now 7.50% below its 52-week high reached on July 29th.
Smucker’s Jif brand remixes its logo to move peanut butter beyond PB&J
J.M. Smucker Co.'s Jif peanut butter brand is updating its logo as part of a broader strategy to reposition peanut butter as a versatile ingredient beyond the traditional PB&J sandwich. The change aims to highlight peanut butter's use in various dishes and snacks. This move reflects a marketing effort to expand the brand's appeal and consumption occasions.
Jif Rewrites Iconic Logo to Show There’s More to Peanut Butter Than PB&J
Jif has launched a new campaign called "Every Jif’ing Thing" to expand perceptions of peanut butter beyond the traditional PB&J sandwich. The campaign, developed by BBH USA, reworks Jif's iconic logo stripes into invitations like 'DIP, SIP, MIX' and features a re-recorded, epic version of 'O Fortuna' with lyrics celebrating peanut butter's versatility in snacks like ramen, apple nachos, and ice cream. The initiative aims to inspire consumers to use Jif in more diverse snacking occasions, backed by a refreshed visual identity and a multi-platform media strategy.
Jif® Unveils First Major Brand Refresh in More than 30 Years as Peanut Butter Moves Beyond the PB&J
Jif®, America's favorite peanut butter brand, has introduced its first major brand refresh in over 30 years. The updated branding features an evolved tri-color logo and new imagery to inspire diverse snacking ideas, moving beyond the traditional PB&J. The refresh also includes renaming Jif® To Go to Jif® Dippers to better reflect its snackable and portable nature, all while maintaining the original product taste.
Jif's New Packaging Begins Shipping in October—Same Product Inside
Jif, the peanut butter brand, is undergoing its first major brand refresh in over 30 years, introducing updated packaging with a modernized tri-color logo and new imagery. The refresh aims to highlight Jif's broader relevance for snacking beyond the traditional PB&J, reflecting evolving consumer behaviors. Products with the new look will begin shipping in October 2026, though the product formulations themselves will remain unchanged.
Bank of America Corp DE Buys 43,043 Shares of The J. M. Smucker Company $SJM
Bank of America Corp DE increased its stake in The J. M. Smucker Company (SJM) by 5.9% in the first quarter, now owning 767,336 shares valued at approximately $74 million. J. M. Smucker exceeded Q1 earnings expectations, reporting adjusted EPS of $2.77 against a $2.64 consensus and revenue of $2.27 billion, a 5.8% increase year-over-year. The company also raised its quarterly dividend to $1.12 per share, equating to an annualized yield of 3.7%, and analysts maintain a consensus "Hold" rating with an average price target of $121.67.
Do These 3 Checks Before Buying The J. M. Smucker Company (NYSE:SJM) For Its Upcoming Dividend
The J. M. Smucker Company (NYSE:SJM) is set to trade ex-dividend soon, with a dividend payment of US$1.12 per share, resulting in a 3.7% trailing yield. However, the company is currently unprofitable and its earnings have been declining over the past five years, raising concerns about dividend sustainability despite the dividend being covered by free cash flow. Investors are advised to consider these risks before investing.
Do These 3 Checks Before Buying The J. M. Smucker Company (NYSE:SJM) For Its Upcoming Dividend
The J. M. Smucker Company (NYSE:SJM) is set to trade ex-dividend soon, offering US$1.12 per share, bringing its trailing yield to 3.7%. However, the company was unprofitable last year and has seen declining earnings over the past five years, raising concerns about dividend sustainability. While cash flow covered the dividend, investors should be aware of these warning signs before investing.
Do These 3 Checks Before Buying The J. M. Smucker Company (NYSE:SJM) For Its Upcoming Dividend
The J. M. Smucker Company (NYSE:SJM) is about to trade ex-dividend, with shareholders needing to purchase shares before August 14th to receive the US$1.12 dividend. Despite a 3.7% trailing yield, the company's dividend is not well covered by earnings as it was unprofitable last year, though it is covered by free cash flow. Investors should be cautious due to declining earnings over the past five years and the company's loss-making status, which raises questions about the dividend's long-term sustainability.
Kraft Heinz (NASDAQ:KHC) Rating Lowered to Hold at Wall Street Zen
Wall Street Zen has downgraded Kraft Heinz (NASDAQ:KHC) from a "buy" to a "hold" rating, reflecting a broader analyst consensus of "Reduce" with a target price of $23.62. Despite Kraft Heinz exceeding Q2 analyst estimates for EPS and revenue and maintaining its fiscal 2026 adjusted EPS guidance, the downgrade is attributed to weak organic sales, higher marketing costs, and a significant impairment charge. The company's stock performance and insider activity are also detailed, alongside a summary of recent positive and negative news impacting its outlook.
J. M. Smucker (NYSE:SJM) Rating Increased to Buy at Wall Street Zen
Wall Street Zen has upgraded J. M. Smucker (NYSE:SJM) from a "hold" to a "buy" rating, though the broader analyst consensus remains "Hold" with a target price of $121.67. The company recently exceeded quarterly EPS estimates with $2.77 against a $2.64 consensus, and revenue increased by 5.8% year-over-year to $2.27 billion. Despite insider selling of 18,533 shares totaling $2.13 million in the last quarter, institutional investors hold a significant 81.66% stake in the company.
J.M. Smucker Co. stock outperforms competitors on strong trading day
Shares of J.M. Smucker Co. (SJM) advanced 1.14% to $120.16 on Friday, outperforming the broader market indices like the S&P 500 and Dow Jones Industrial Average. The stock closed 5.86% below its 52-week high of $127.65.
Palouse Capital Management Inc. Purchases Shares of 33,705 The J. M. Smucker Company $SJM
Palouse Capital Management Inc. has acquired 33,705 shares of The J. M. Smucker Company (NYSE:SJM), valued at approximately $3.8 million, making it their 17th largest position. J. M. Smucker recently reported strong quarterly earnings, exceeding expectations with $2.77 EPS and a 5.8% increase in revenue, and raised its quarterly dividend to $1.12 per share. Despite some insider selling, institutional investors collectively own 81.66% of the company, and analysts maintain a consensus "Hold" rating with a target price of $121.67.
