J.M. Smucker Co.

Smucker (J.M.) manufactures and markets food and beverage products. The company's principal products are coffee, dog food, pet snacks, cat food, peanut butter, fruit spreads, frozen handheld products, shortening and oils, portion control products, juices and beverages, and flour and baking ingredients. The company has four reportable segments: U.S. Retail Coffee, U.S. Retail Consumer Foods, and U.S. Retail Pet Foods, and International and Away From Home. The U.S. retail market segments represent the sales of food and beverage products to consumers through retail outlets in North America. The International and Away From Home segment represents sales outside of the U.S. retail market segments.
  • TickerSJM
  • ISINUS8326964058
  • ExchangeNew York Stock Exchange
  • SectorFood Producers
  • CountryUnited States
Valens Research

Valens Equity Insights and Inflections - 2021 04 20

Current market expectations for GTII are for profitability to reverse impressive gains, and growth to remain high but slow significantly. Markets expect UAFRS-based ROA (Uniform ROA or ROA') to drop from a forecasted 30% in 2021 to 17% going forward, with growth falling by more than half. However, the company is primed to ride the tailwinds of cannabis legalization, which may lead to the market opportunity for Green Thumb to more than triple in the coming years. On top of that, the company has positioned itself well with a sound strategy for growing high returns thanks to its branded produc...

Valens Research

SJM - Embedded Expectations Analysis - 2021 04 16

The J. M. Smucker Company (SJM:USA) currently trades below recent averages relative to UAFRS-based (Uniform) earnings, with a 15.9x Uniform P/E. At these levels, the market is pricing in bearish expectations for the firm, and management may be concerned about sales growth, gross profit margins, and incremental cost and pricing headwinds Specifically, management may lack confidence in their ability to sustain overall sales growth, particularly for the Nutrish brand, Uncrustables, and their e-commerce business, and mitigate gross profit declines, especially in their pet foods business. Moreover...

The J.M. Smucker Company - January 2021 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

With a more favourable environment, J M SMUCKER improves to Positive

J M SMUCKER (US), a company active in the Food Products industry, is favoured by a more supportive environment. The independent financial analyst theScreener has confirmed the fundamental rating of the title, which shows 4 out of 4 stars, as well as its unchanged, defensive market behaviour. The title leverages a more favourable environment and raises its general evaluation to Positive. As of the analysis date March 16, 2021, the closing price was USD 123.31 and its potential was estimated at USD 132.84.

Moody's announces completion of a periodic review of ratings of J.M. Smucker Company (The)

Announcement of Periodic Review: Moody's announces completion of a periodic review of ratings of J.M. Global Credit Research- 03 Mar 2021. New York, March 03, 2021-- Moody's Investors Service has completed a periodic review of the ratings of J.M.

Dave Nicoski ...
  • Ross LaDuke

Vital Signs: Actionable charts

Key Points: • Communication and Media names continue to act well (ex. CHTR, CABO, CMCSA, and T) • The Consumer Discretionary Sector still has a number of leadership names (ex. PHM, JACK, CMG, AN, LAD, POOL, OLLI, LOW, and COST) • Low interest rates continue to aid the Staples and Utility Sectors (ex. SJM, TR, FLO, GIS, CPB, ETR, NEE, ES, and WEC)

Dave Nicoski ...
  • Ross LaDuke

Vital Signs: Actionable charts

Key Points: • The decline in interest rates has investors seeking dividend related equities (ex. VZ, POST, VTS, WELL, ESS, O, NNN, EPR, FE, AEP, PNW, and NI) • A few Restaurants acted well despite the plunge in Friday's market (ex. DRI, MCD, YUM, and SBUX) • A few Staples Sector names are attractive. (ex. SJM, POST, SAFM, COKE, and KMB)

Dave Nicoski ...
  • Ross LaDuke

Vital Signs: Actionable charts

Key Points: • The Staples Sector is leadership and many names are staging price and RS reversals. • REIT's are breaking above bases and are showing RS leadership. • Paper & Forest products are strengthening and many are reversing price and RS downtrend or breaking above bases. • Large-Cap Pharma stocks are showing leadership. Many have broken topside of multi-year consolidations or have reversed multi-year price and RS downtrends.

Smucker J M Co: 1 director sold

A director at Smucker J M Co sold 3,000 shares at 119.980USD and the significance rating of the trade was 52/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The names of board...

Valens Research

Valens Equity Insights and Inflections - 2021 04 20

Current market expectations for GTII are for profitability to reverse impressive gains, and growth to remain high but slow significantly. Markets expect UAFRS-based ROA (Uniform ROA or ROA') to drop from a forecasted 30% in 2021 to 17% going forward, with growth falling by more than half. However, the company is primed to ride the tailwinds of cannabis legalization, which may lead to the market opportunity for Green Thumb to more than triple in the coming years. On top of that, the company has positioned itself well with a sound strategy for growing high returns thanks to its branded produc...

Valens Research

SJM - Embedded Expectations Analysis - 2021 04 16

The J. M. Smucker Company (SJM:USA) currently trades below recent averages relative to UAFRS-based (Uniform) earnings, with a 15.9x Uniform P/E. At these levels, the market is pricing in bearish expectations for the firm, and management may be concerned about sales growth, gross profit margins, and incremental cost and pricing headwinds Specifically, management may lack confidence in their ability to sustain overall sales growth, particularly for the Nutrish brand, Uncrustables, and their e-commerce business, and mitigate gross profit declines, especially in their pet foods business. Moreover...

Dave Nicoski ...
  • Ross LaDuke

Vermilion Short Shots: Technically Vulnerable Stocks

Short Shots is a collection of technically vulnerable charts culled from the Negative Inflecting and Toppy columns within our Weekly Compass report or from various technical screening processes. The charts contained in this report have developed concerning technical patterns that suggest further price deterioration is likely. For these reasons Short Shots can also be a great source of ideas for investors interested in short-selling candidates.

Valens Research

Valens Equity Insights and Inflections - 2020 08 25

DOCU currently trades at a historical high relative to Uniform earnings, with a 347.5x Uniform P/E. At these levels, the market is pricing in expectations for Uniform ROA to jump from 7% in 2020 to 78% in 2025, accompanied by 24% Uniform asset growth going forward. Meanwhile, analysts have less bullish expectations, projecting Uniform ROA to only rise to 11% by 2022, accompanied by 23% Uniform asset growth. Furthermore, management may be concerned about adoption, costs, and DocuSign Gen. Current valuations appear to be pricing in overly bullish expectations for DOCU, and if the company is not ...

Valens Research

SJM - Embedded Expectations Analysis - 2020 08 18

The J.M. Smucker Company (SJM:USA) currently trades below recent averages relative to UAFRS-based (Uniform) earnings, with a 16.4x Uniform P/E. At these levels, the market is pricing in bearish expectations for the firm, and management may have concerns about sales growth, Pet food business projections, and their business focus Specifically, management may lack confidence in their ability to grow overall net sales and sustain coffee sales and Consumer Foods segment profit growth. In addition, they may have concerns about continued sales declines in their Natural Balance and Rachael Ray Nutris...

The J.M. Smucker Company - January 2021 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Moody's announces completion of a periodic review of ratings of J.M. Smucker Company (The)

Announcement of Periodic Review: Moody's announces completion of a periodic review of ratings of J.M. Global Credit Research- 03 Mar 2021. New York, March 03, 2021-- Moody's Investors Service has completed a periodic review of the ratings of J.M.

The J.M. Smucker Company - October 2020 (LTM): Peer Snapshot

Compares key performance metrics against industry peers

The J.M. Smucker Company - July 2020 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

The J.M. Smucker Company - April 2020 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

With a more favourable environment, J M SMUCKER improves to Positive

J M SMUCKER (US), a company active in the Food Products industry, is favoured by a more supportive environment. The independent financial analyst theScreener has confirmed the fundamental rating of the title, which shows 4 out of 4 stars, as well as its unchanged, defensive market behaviour. The title leverages a more favourable environment and raises its general evaluation to Positive. As of the analysis date March 16, 2021, the closing price was USD 123.31 and its potential was estimated at USD 132.84.

Ford Equity US Rating and Forecast Report

Ford Equity Research covers more than 4,000 stocks using a proprietary quantitative model that evaluates a company’s earnings strength, its relative valuation and recent price movement. Ford’s five recommendation ratings include strong buy, buy, hold, sell, strong sell. For all stocks in our coverage universe, ratings are generated each week and reflect the fundamental and price data as of the last trading day of the week.

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