The J. M. Smucker Company · SJM · Next earnings

The J. M. Smucker Company reports Tuesday, Nov 24, 2026

SJM reports before market open with consensus EPS at $2.55 and revenue at $2.26B. Last quarter: J.M. Smucker: Uncrustables Growth Supports Maintained Outlook

Reports Before market open20 days awayDate estimated Consumer Defensive

What the street expects

Consensus for the coming report
Consensus EPS $2.55 Calendar consensus
Consensus revenue $2.26B Calendar consensus
Report date Nov 24, 2026 Tuesday, date estimated
Session Before market open 20 days away

Where SJM left off: FY2027 Q1

Full report

J.M. Smucker: Uncrustables Growth Supports Maintained Outlook

EPS surprise +45.9% Reported $3.24 vs $2.22
Revenue surprise +4.1% Reported $2.22B vs $2.13B
Stock move +4.3% Event window
Subsequent drift -6.1% Up to 20 sessions

Maintained versus the prior quarter; coffee volume remains cautious and cost inflation is a continuing watchpoint.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Volatile coffee commodity prices and cautious coffee volume expectations.
  • Mid-single-digit freight and ingredient cost inflation.
  • SKU rationalization and traffic pressure in Sweet Baked Snacks.
  • Consumer price sensitivity and a possible slowdown in pet-snack growth.

Questions analysts left open

  • Coffee volume outlook and pricing strategy amid commodity volatility.
  • Whether tariff-refund support and cost actions can sustain margins.
  • Execution risk in SKU rationalization, new capacity, and capital deployment.

Ask FN2 about SJM next report

Transcript, numbers and history already loaded
What should I watch for in SJM's next earnings report?How did SJM guide last quarter, and is consensus above or below that?Give me the bull and bear case going into SJM earnings.

Free account. Your question opens in FN2 with this report's transcript and numbers attached.

Get the SJM recap when the next report posts

One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.

Recent SJM quarters

All SJM earnings
+4.3%FY2027 Q1+10.4%FY2026 Q4+8.8%FY2026 Q3-4.4%FY2026 Q1

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2027 Q1

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.