Ultime notizie per JM Smucker (NYSE:SJM) Azioni

JM Smucker

J.M. Smucker is a packaged food company that primarily sells through the US retail channel (78% of fiscal 2024 revenue came through its retail pet foods, coffee, and frozen handheld/spreads segments), with the remaining share consisting of Hostess and international (primarily Canada). Retail coffee is its largest category (33% of sales) with brands Folgers and Dunkin'. Pet foods (22% of sales) holds leading brands like Milk-Bone and Meow Mix. Of its remaining, approximately 22% comes from consumer foods, primarily peanut butter and jelly, through brands Jif and Smucker's. The company acquired Hostess Brands in fiscal 2024 to boost its snack and convenience store presence.

Earnings

News

Pre-Market Outlook

Markets

Trading Ideas

DELL

NVDA

Mercati in fermento: quali titoli potrebbero sorprendere oggi? Analisi sui movimenti pre-market e previsioni sulle performance.

Nvidia, Dell e altre 3 azioni da tenere d&#39;occhio in vista di giovedì

Dividends

Scopri i 3 titoli con dividendi elevati che gli analisti di Wall Street consigliano per il tuo portafoglio questo mese.

Gli analisti consigliano questi 3 titoli dal dividendo elevato

JM Smucker Co

SJM HOLDINGS LTD ORD by SJM Holdings Ltd.

SJM Holdings Ltd

SJM HLDGS LTD UNSP/ADR by SJM Holdings Ltd.

Analysts' ratings for JM Smucker (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SJM#NYSE">SJM</a>) over the last quarter vary from bullish to bearish, as provided by 5 analysts.
Summarizing their recent assessments, the table below illustrates the evolving sentiments in the past 30 days and compares them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">2</td>
<td align="right">1</td>
<td align="right">2</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">2</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
Analysts have set 12-month price targets for JM Smucker, revealing an average target of $124.8, a high estimate of $134.00, and a low estimate of $119.00. Observing a 0.1% increase, the current average has risen from the previous average price target of $124.67. 
<img src="https://www.benzinga.com/files/images/story/2025/1747692069_0.png" alt="price target chart" />
<h2>Interpreting Analyst Ratings: A Closer Look</h2>
The standing of JM Smucker among financial experts is revealed through an in-depth exploration of recent analyst actions. The summary below outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Thomas Palmer</td>
<td>Citigroup</td>
<td>Lowers</td>
<td>Buy</td>
<td>$128.00</td>
<td>$129.00</td>
</tr>
<tr>
<td>Peter Grom</td>
<td>UBS</td>
<td>Announces</td>
<td>Buy</td>
<td>$134.00</td>
<td>-</td>
</tr>
<tr>
<td>Megan Alexander</td>
<td>Morgan Stanley</td>
<td>Announces</td>
<td>Overweight</td>
<td>$123.00</td>
<td>-</td>
</tr>
<tr>
<td>Brian Holland</td>
<td>DA Davidson</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$120.00</td>
<td>$122.00</td>
</tr>
<tr>
<td>Andrew Lazar</td>
<td>Barclays</td>
<td>Lowers</td>
<td>Equal-Weight</td>
<td>$119.00</td>
<td>$123.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Analysts frequently update their recommendations based on evolving market conditions and company performance. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their reaction to recent developments related to JM Smucker. This information provides a snapshot of how analysts perceive the current state of the company.</li>
<li>Rating: Analyzing trends, analysts offer qualitative evaluations, ranging from 'Outperform' to 'Underperform'. These ratings convey expectations for the relative performance of JM Smucker compared to the broader market.</li>
<li>Price Targets: Analysts set price targets as an estimate of a stock's future value. Comparing the current and prior price targets provides insight into how analysts' expectations have changed over time. This information can be valuable for investors seeking to understand consensus views on the stock's potential future performance.</li>
</ul>
Analyzing these analyst evaluations alongside relevant financial metrics can provide a comprehensive view of JM Smucker's market position. Stay informed and make data-driven decisions with the assistance of our Ratings Table.
<a href="https://www.benzinga.com/quote/SJM/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on JM Smucker analyst ratings.</a>
<h2>Delving into JM Smucker's Background</h2>
J.M. Smucker is a packaged food company that primarily sells through the US retail channel (78% of fiscal 2024 revenue came through its retail pet foods, coffee, and frozen handheld/spreads segments), with the remaining share consisting of Hostess and international (primarily Canada). Retail coffee is its largest category (33% of sales) with brands Folgers and Dunkin'. Pet foods (22% of sales) holds leading brands like Milk-Bone and Meow Mix. Of its remaining, approximately 22% comes from consumer foods, primarily peanut butter and jelly, through brands Jif and Smucker's. The company acquired Hostess Brands in fiscal 2024 to boost its snack and convenience store presence.
<h3>Breaking Down JM Smucker's Financial Performance</h3>
Market Capitalization Analysis: Positioned below industry benchmarks, the company's market capitalization faces constraints in size. This could be influenced by factors such as growth expectations or operational capacity.
Decline in Revenue: Over the 3M period, JM Smucker faced challenges, resulting in a decline of approximately -1.94% in revenue growth as of 31 January, 2025. This signifies a reduction in the company's top-line earnings. In comparison to its industry peers, the company trails behind with a growth rate lower than the average among peers in the Consumer Staples sector.
Net Margin: JM Smucker's net margin is below industry standards, pointing towards difficulties in achieving strong profitability. With a net margin of -30.3%, the company may encounter challenges in effective cost control.
Return on Equity (ROE): JM Smucker's ROE is below industry averages, indicating potential challenges in efficiently utilizing equity capital. With an ROE of -9.11%, the company may face hurdles in achieving optimal financial returns.
Return on Assets (ROA): The company's ROA is below industry benchmarks, signaling potential difficulties in efficiently utilizing assets. With an ROA of -3.45%, the company may need to address challenges in generating satisfactory returns from its assets.
Debt Management: The company faces challenges in debt management with a debt-to-equity ratio higher than the industry average. With a ratio of 1.15, caution is advised due to increased financial risk.
<h2>The Basics of Analyst Ratings</h2>
Experts in banking and financial systems, analysts specialize in reporting for specific stocks or defined sectors. Their comprehensive research involves attending company conference calls and meetings, analyzing financial statements, and engaging with insiders to generate what are known as analyst ratings for stocks. Typically, analysts assess and rate each stock once per quarter.
Some analysts publish their predictions for metrics such as growth estimates, earnings, and revenue to provide additional guidance with their ratings. When using analyst ratings, it is important to keep in mind that stock and sector analysts are also human and are only offering their opinions to investors.
If you want to keep track of which analysts are outperforming others, you can view updated analyst ratings along withanalyst success scores in <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>.
Breaking: Wall Street's Next Big Mover
Benzinga's #1 analyst just identified a stock poised for explosive growth. This under-the-radar company could surge 200%+ as major market shifts unfold. <a href="https://www.benzinga.com/premium/ideas/turning-point-trader-checkout-2/?t=Tu1tu3arja3be22tu36&amp;adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantag">Click here for urgent details</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Analyst Ratings

Analyst Expectations For JM Smucker's Future

Citigroup analyst Thomas Palmer maintains JM Smucker (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SJM#NYSE">SJM</a>) with a Buy and lowers the price target from $129 to $128.

Price Target

Citigroup Maintains Buy on JM Smucker, Lowers Price Target to $128

The market rally continued into May as companies like Microsoft (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) and Meta Platforms (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) reported blowout <a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/05/45137383/microsoft-rallies-after-crushing-q3-earnings-goldman-sachs-lifts-target-to-480">Q1 earnings</a>. But while stocks reclaimed their pre-Liberation Day highs, sour sentiment and uncertainty continue to bleed into <a href="https://www.benzinga.com/economics/macro-economic-events/25/05/45139383/us-manufacturing-activity-contracts-in-april-as-tariffs-push-input-prices-toward-3-year-highs">survey data</a>.
Investors caught between the market rebound and declining sentiment may prefer to park their cash in sectors where product demand and market sentiment are less volatile, such as consumer staples.
Consumer staples stocks are resilient during downturns due to their focus on essential goods that people need regardless of economic conditions. This protects these firms from drastic revenue declines. Many also possess pricing power, allowing them to pass tariff costs to consumers without significant pushback.
Today, we'll look at five companies in the consumer staples space that offer strong dividends and high growth potential.
<h2 class="wp-block-heading">Interparfums Inc.&nbsp;</h2>
If your significant other has a favorite scent, there's a good chance Interparfums (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IPAR#NYSE">IPAR</a>) had a hand in making it. The France-based fragrance firm makes colognes and perfumes for brands like Donna Karan, Kate Spade, Coach, Guess, Montblanc, Ferragamo, and more. Interparfums reported $1.45 billion in sales over the past 12 months and currently has a market capitalization of over $3.5 billion.
<figure class="wp-block-image"><img decoding="async" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfOkma81-NTsApMIrtB1h37fir3zuZonotn9P4VHmyeGtE9VkFeAKehONFUln4YuZ3eEFsDWEkpsK-glcgCjLmhdKCSYWwewM3Xgs2btvofHcoxyD_gn_NDoNkxFinGPg0vfidy?key=T5If8DzUP6CFypYMGIowJsn4" alt="" /></figure>
IPAR currently yields 2.93% with a dividend payout ratio (DPR) of 63%, meaning that 63% of profits are allocated to dividend payments. Over 60% of profits going to a dividend may sound high, but consumer staples aren't growth-oriented firms and often return substantial chunks of earnings to shareholders. IPAR recently raised its quarterly dividend payout from $0.75 per share to $0.80 and reported 64% gross margins in the most recent earnings report. These figures indicate a strong dividend and the ability to absorb short-term tariff pressures. Additionally, the daily stock chart shows evidence of a trend reversal after a 22% decline in the preceding three months. IPAR has a high Benzinga Edge Quality score of 91.01 and reports its 2025 Q1 earnings on May 5.
<h2 class="wp-block-heading">J.M. Smucker Co.&nbsp;</h2>
If you have young children, you've likely familiarized yourself with Uncrustables, the prepackaged sandwich treats sweeping elementary school cafeterias and Little League baseball diamonds. Uncrustables come from food giant J.M. Smucker Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SJM#NYSE">SJM</a>), famous for its peanut butter and jelly. It also owns popular brands like Hostess, Folgers, Cafe Bustelo, Meow Mix, and Milk-Bone.
<figure class="wp-block-image"><img decoding="async" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcfrFUcx03Ik9f-jz_NciLyClXb1QDzsyELB_8T3zP7J9oXcuZ_tqnL_xfxZiMvvPC_ZsbwE6YusYAxvg3Wbnjppa2-fgAPYGMifVnETbjn_JRNMOqGLfkunUwWFAocf55mDd3NJQ?key=T5If8DzUP6CFypYMGIowJsn4" alt="" /></figure>
SJM's dividend payout rate is beyond 100% this quarter due to a one-time impairment charge that affected earnings, but this charge blurs an otherwise sturdy dividend. SJM currently yields 3.72%, and the forward DPR based on 2026 estimates is just 41%. The company is also a Dividend Aristocrat, meaning it has increased its annual payout for at least 25 consecutive years (SJM has been raising its payout for 27 years now). SJM reported 36% gross margins in its most recent conference call, and the chart shows a potential Golden Cross forming as the 50-day moving average converges with the 200-day moving average.
<h2 class="wp-block-heading">United Breweries Co.&nbsp;</h2>
United Breweries Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CCU#NYSE">CCU</a>) is a Chilean-based wine and spirits manufacturer known as Compañía Cervecerias Unidas in South America (hence the CCU stock ticker). The company operates primarily in South America, producing alcoholic and non-alcoholic beverages under its own name and through popular brands such as Heineken, Guinness, Pepsi, and Keurig. CCU doesn't need to worry about tariffs, as the company doesn't export to the United States. However, U.S. investors can still earn income from its durable dividend.
<figure class="wp-block-image"><img decoding="async" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXc6QuCfT64RbCmD6Za-lXtzz7EKsSt2aKYpZnAV8nXs3c5AlZkMZoVImhyJcZ6-kR-qmTpyf1Sl47cf5xxFniaipnXDTLKQDXR29mHNDQRZqteElswwRxjn0HtXy8c5BXPvXq0CFQ?key=T5If8DzUP6CFypYMGIowJsn4" alt="" /></figure>
CCU's stock has a dividend yield of 3% with an amenable 28% DPR, indicating a resilient payout. The company also has strong margins for a food and beverage maker, with 45% gross margins in its most recent earnings report. Benzinga Edge rates the stock 99.42 in Quality and 92.45 in Value, the highest figures for any company on our list today. The daily chart is also a thing of beauty, with the price firmly above the 50-day and 200-day simple moving averages (SMAs) and the Relative Strength Index (RSI) still well below the overbought threshold of 70.
<h2 class="wp-block-heading">Diageo plc ADR&nbsp;</h2>
It's been a rough road lately for the English alcohol behemoth Diageo (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DEO#NYSE">DEO</a>), which counts Johnny Walker, Crown Royal, Don Julio, Ketel One, Bailey's, and Smirnoff among its most popular brands. DEO stock was a top performer following the COVID crash in 2020, going from a March 2020 low of $102 to $222 by the first week of 2022.
<figure class="wp-block-image"><img decoding="async" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXd6xmvco1-VofOa0YmRHYSHbswarzBdZ6C7-zRP77odB6DOHn-bGM41tVQSH23appZSVfPpFGkmmN49Mwom0xyO9bgfeb5Bs9Bv_xHhX18j5k87Hmup6xU717y4lBW4CJbxQojL?key=T5If8DzUP6CFypYMGIowJsn4" alt="" /></figure>
The stock has returned to that 2020 low, but this could finally be a turning point for the beleaguered beverage maker. The chart above shows a distinct long-term double bottom; the stock bounced off that level almost immediately. DEO shares have returned 7% over the last month, and fundamentals indicate that more gains could be ahead. The company posted gross margins of 60% in its most recent earnings release, and the stock yields 3.7% with a DPR of just 46%. Analysts rate the stock as a consensus Buy with an average price target of $180, indicating tremendous upside potential from current levels. Optimism could finally be sinking in at Diageo after a 50% haircut over the last two-plus years.
<h2 class="wp-block-heading">Strategic Education Inc.&nbsp;</h2>
Strategic Education (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/STRA#NASDAQ">STRA</a>) operates private colleges and universities, such as Strayer, Capella, and Torrens, and offers online post-secondary educational programs. STRA shares saw a massive uptick during the pandemic as online education gained market share, but they dropped to multi-year lows in 2022 amidst declining revenue and shrinking margins.
<figure class="wp-block-image"><img decoding="async" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdu1he7ZzwaHdzCJgxkVgpZ5vx4ZBR0A3ldQSCehzjbjpGoqoRz2WUqt3oKhnFAteEO5EUyF-lP5VXj9Pt7XrIIfGMoodp6NkBUVWNjL3gI-FikEWm-X7dNS-m80xpep1CP5C9D3g?key=T5If8DzUP6CFypYMGIowJsn4" alt="" /></figure>
STRA shares could be approaching a multi-year support level, as shown in the chart above. This fact, along with a safe dividend, makes this an attractive stock for income investors. The dividend yield is 2.94% with a 51% DPR, and the company has grown revenue for four consecutive quarters. Additionally, profit margins are back above 9% for the first time since the pandemic, with 47% gross margins, and the stock trades at just 17 times earnings.
<h2 class="wp-block-heading">Markets Are Whipsawing—Here's How to Find Trades Inside It</h2>
Massive Dow swings. Tech whiplash. Every CPI print is rattling the market. Chris Capre is going live Sunday, May 4 at 1 PM ET to break down how to time high-probability trades with his proven 0–5 day momentum system. Register <a href="https://events2.benzinga.com/chris-capre-webinar-sun-may4-2025-registration/?">HERE</a> to join the session.
Editorial content from our Expert contributors is intended to be information for the general public and not individualized investment advice. Editors/contributors are presenting their individual opinions and strategies, which are neither expressly nor impliedly approved or endorsed by Benzinga.
Photo: Shutterstock

Opinion

IPAR

MSFT

STRA

5 Great Income Buys For The Coming Downturn

Management

The J.M. Smucker Co APPOINTS John Brase President And COO, Effective April 30, 2025

Government health agencies are pushing forward an <a target="_blank" href="https://www.fda.gov/news-events/press-announcements/hhs-fda-phase-out-petroleum-based-synthetic-dyes-nations-food-supply" rel="noreferrer noopener">overhaul of food additive rules</a> to remove petroleum-based artificial dyes from products sold in the U.S.
The effort, revealed on Wednesday, falls under health secretary&nbsp;Robert F. Kennedy Jr's larger "Make America Healthy Again" plan, which seeks to boost national health by tightening dietary guidelines.
The U.S. Food and Drug Administration (FDA) and the Department of Health and Human Services introduced a roadmap outlining the shift toward plant-based food colorings across the industry.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/04/44909706/tariff-pressures-could-reshape-restaurant-buildout-economics-says-analyst" rel="noreferrer noopener">Tariff Pressures Could Reshape Restaurant Buildout Economics, Says Analyst</a>
"For too long, some food producers have been feeding Americans petroleum-based chemicals without their knowledge or consent," said HHS Secretary Robert F. Kennedy, Jr.
"These poisonous compounds offer no nutritional benefit and pose real, measurable dangers to our children's health and development. That era is coming to an end.
As part of the plan, approvals for two synthetic dyes, Citrus Red No. 2 and Orange B, will be rescinded in the coming months.
Regulators are coordinating with manufacturers to eliminate six commonly used food colorings: FD&amp;C Red No. 40, FD&amp;C Yellow Nos. 5 and 6, FD&amp;C Green No. 3, and FD&amp;C Blue Nos. 1 and 2 by the end of next year.
The FDA also encouraged companies to retire FD&amp;C Red No. 3 ahead of the current 2027-2028 target. To support a seamless shift, the agency intends to authorize four new naturally derived color additives in the near future.
It is also speeding up the evaluation process for substitutes such as butterfly pea flower extract, Galdieria blue, gardenia blue, and calcium phosphate. In addition, updated regulatory guidelines are being developed to assist manufacturers in meeting the new requirements.
In collaboration with the National Institutes of Health (NIH), the FDA will undertake a broad research effort to assess how food dyes influence children's development and well-being.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/general/health-care/25/04/44952308/boston-scientific-raises-annual-outlook-after-strong-heart-devices-sales-in-q1-announces-cfo-transition" target="_blank" rel="noreferrer noopener">Boston Scientific Raises Annual Outlook After Strong Heart Devices Sales In Q1, Announces CFO Transition</a></li>
</ul>
Photo by Tada Images via Shutterstock

General

MDLZ

MNST

FDA Targets Synthetic Food Dyes In Sweeping Nutrition Overhaul

UBS analyst Cody Ross initiates coverage on JM Smucker (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SJM#NYSE">SJM</a>) with a Buy rating and announces Price Target of $134.

Initiation

UBS Initiates Coverage On JM Smucker with Buy Rating, Announces Price Target of $134

WIIM

BRBR

CART

CASY

Coca-Cola European Partners plc Ordinary Shares

CCEP

CELH

CHEF

COKE

FIZZ

FRPT

HNST

LFVN

LOCL

MGRX

PFGC

SISI

SMPL

USFD

Shares of companies within the broader consumer staples sector are trading lower amid overall market weakness.

Stock market expert Jon Erlichman recently shared a review of stock returns during the last six U.S. recessions, highlighting those that have performed well in difficult times.
In a video <a href="https://www.youtube.com/watch?v=27Lm9FH-c70">post</a> and also on X, Erlichman shared his analysis of stock returns during the past six recessions in the U.S.
&#8220;The Great Recession, which was longer from 2007 to 2009. We added in the dot-com recession, the recession in the early 90s, and the recessions in the early 80s. So you look at that, you start to get a better sample size,&#8221; he said. 
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">We reviewed stock returns in the past 6 U.S. recessions. Here's a list of stocks that have navigated well during tough times. <a href="https://t.co/vPPsxp9UUE">https://t.co/vPPsxp9UUE</a>
&mdash; Jon Erlichman (@JonErlichman) <a href="https://twitter.com/JonErlichman/status/1913326228255232100?ref_src=twsrc%5Etfw">April 18, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
In alphabetical order, he mentioned about stock number one, AutoZone (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AZO#NYSE">AZO</a>). He said that AutoZone is a great example of a stock that has done well during past recessions. Stock number two was Clorox (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CLX#NYSE">CLX</a>). He said that Clorox is a great example of a stock that did well during the last recession.
Also Read: <a href="https://www.benzinga.com/markets/25/03/44550770/study-investor-fears-of-crash-could-actually-fuel-stock-market-performance">Study: Investor Fears of Crash Could Actually Fuel Stock Market Performance</a>
The other recession proof stocks he suggested were, General Mills (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GIS#NYSE">GIS</a>), IBM (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>), Johnson &amp; Johnson (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JNJ#NYSE">JNJ</a>), J.M. Smucker (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SJM#NYSE">SJM</a>), McDonald&#8217;s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MCD#NYSE">MCD</a>), Newmont (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NEM#NYSE">NEM</a>), Netflix (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>), O&#8217;Reilly Automotive (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ORLY#NASDAQ">ORLY</a>), Sherwin-Williams (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SHW#NYSE">SHW</a>), and Walmart (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WMT#NYSE">WMT</a>). 
&#8220;And if you go back through all these six recessions, this is the stock that really stands out as a recession-proof stock. Now, of course, we&#8217;ve got the tariff uncertainty right now. That&#8217;s not great for retailers, but Walmart executives have already come out,&#8221; he said in the post. 
The analysis shared by Erlichman is particularly relevant in the current economic climate. With ongoing market volatility and uncertainty, investors are constantly on the lookout for stocks that can weather economic downturns. 
Erlichman&#8217;s review offers a historical perspective on stocks that have demonstrated resilience in the face of recessions, potentially guiding investors towards more stable investment options during turbulent times.
Read Next
<a href="https://www.benzinga.com/news/earnings/25/03/44448912/bear-market-in-diversification-eases-as-investors-seek-alternative-assets" target="_blank" rel="noreferrer noopener">Bear Market in Diversification Eases as Investors Seek Alternative Assets</a>
Image: Shutterstock/iQoncept

NFLX

ORLY

Stocks That Weathered Past Recessions: Expert Shares Picks That Withstood Every Downturn

JM Smucker's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SJM#NYSE">SJM</a>) short percent of float has risen 17.09% since its last report. The company recently reported that it has 4.99 million shares sold short, which is 5.55% of all regular shares that are available for trading. Based on its trading volume, it would take traders 3.64 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">List of the most shorted stocks</a>
<h3>JM Smucker Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1744646421_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for JM Smucker has grown since its last report. This does not mean that the stock is going to fall in the near-term but traders should be aware that more shares are being shorted.
<h3>Comparing JM Smucker's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>, JM Smucker's peer group average for short interest as a percentage of float is 6.05%, which means the company has less short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

Short Sellers

Short Ideas

Is JM Smucker Gaining or Losing Market Support?

DLTR

Shares of consumer staples companies are trading higher following President Trump's decision to implement a 90-day pause on reciprocal tariffs for all countries except China.

Shares of consumer staples stocks are trading higher as tariffs uncertainty may be driving a shift towards defensive stocks.

Morgan Stanley analyst Megan Alexander initiates coverage on JM Smucker (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SJM#NYSE">SJM</a>) with a Overweight rating and announces Price Target of $123.

Morgan Stanley Initiates Coverage On JM Smucker with Overweight Rating, Announces Price Target of $123

<a href="https://www.reuters.com/business/retail-consumer/us-food-giants-pepsico-conagra-seek-exempt-some-imports-tariffs-trade-group-says-2025-03-12/" title="https://www.reuters.com/business/retail-consumer/us-food-giants-pepsico-conagra-seek-exempt-some-imports-tariffs-trade-group-says-2025-03-12/">https://www.reuters.com/business/retail-consumer/us-food-giants-pepsico-conagra-seek-exempt-some-imports-tariffs-trade-group-says-2025-03-12/</a>

Reuters Reported Wednesday, PepsiCo, Conagra, J M Smucker Requested President Trump Exempt Ingredients Not Available From U.S. Sources, From Tariffs

CALM

Shares of consumer staples stocks are trading higher. Strength in the sector may be due to defensive rotation as investors assess tariff uncertainty and recent economic data.

Barclays analyst Andrew Lazar maintains JM Smucker (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SJM#NYSE">SJM</a>) with a Equal-Weight and lowers the price target from $123 to $119.

Barclays Maintains Equal-Weight on JM Smucker, Lowers Price Target to $119

J M Smucker Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SJM#NYSE">SJM</a>) reported <a href="https://www.benzinga.com/pressreleases/25/02/n44002388/the-j-m-smucker-co-announces-fiscal-2025-third-quarter-results">third-quarter FY25 sales decline</a> of 2% year-on-year to $2.19 billion, missing the analyst consensus estimate of $2.22 billion.
Gross profit for the quarter increased 7% to $878.1 million and the gross margin expanded 330 basis points to 40.2%.
The company reported an operating loss of $594 million compared to an operating income of $297.4 million.
Adjusted EPS of $2.61 <a href="https://www.benzinga.com/earnings">beat the analyst consensus</a> estimate of $2.37. Operating cash flow totaled&nbsp;$239.4 million with a free cash flow was&nbsp;$151.3 million.
Also Read: <a href="https://www.benzinga.com/news/25/02/43980853/why-is-mullen-automotive-stock-skyrocketing-today">Mullen EVs Receives Approval For Government And Educational Purchases</a>
The company held $47.2 million in cash and equivalents as of January 31, 2025.
&#8220;Net sales for the quarter would have been above our expectations, however, we experienced certain supply chain disruptions that negatively impacted results. Disciplined cost management and execution enabled us to deliver adjusted earnings per share that exceeded our expectations,&#8221; said Chair of the Board, President, and CEO Mark Smucker.
Outlook: J M Smucker lowered the FY25 sales growth outlook from 7.50% &#8211; 8.50% to 7.25%.
However, the company raised the FY25 adjusted EPS guidance from $9.70 &#8211; $10.10 to $9.85 &#8211; $10.15.
Capital expenditure for the year is expected to be $400 million &#8211; $450 million.
Price Action: SJM shares are trading higher by 0.59% at $109.81 at last check Thursday.
Read Next: <a href="https://www.benzinga.com/news/earnings/25/02/43973849/budweiser-parent-anheuser-busch-says-beer-is-a-passion-point-for-consumers-on-strong-q4-performance">Budweiser Parent Anheuser-Busch Says &#8216;Beer Is A Passion Point For Consumers&#8217; On Strong Q4 Performance</a>
Image via Shutterstock

J M Smucker's Q3: Sales Decline, Operating Loss And More

Guidance

J.M. Smucker Raises FY25 Adj EPS Guidance From $9.70 - $10.10 To $9.85 - $10.15 Vs. $10.47 Est.

J.M. Smucker Cuts FY25 Sales Growth Guidance From 7.50% - 8.50% To 7.25%

JM Smucker (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SJM#NYSE">SJM</a>) reported quarterly earnings of $2.61 per share which beat the analyst consensus estimate of $2.37 by 10.13 percent. This is a 5.24 percent increase over earnings of $2.48 per share from the same period last year. The company reported quarterly sales of $2.19 billion which missed the analyst consensus estimate of $2.22 billion by 1.53 percent. This is a 1.93 percent decrease over sales of $2.23 billion the same period last year.

Earnings Beats

Earnings Misses

JM Smucker Q3 Adj $2.61 Beats $2.37 Estimate, Sales $2.19B Miss $2.22B Estimate

U.S. stock futures rose on Thursday following yet another mixed close on Wednesday. Futures all four benchmark indices advanced in premarket trading.
Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) beat earnings expectations and Jensen Huang said that the chipmaker was successfully ramping up the massive-scale production of Blackwell AI supercomputers. Data center revenue hit a record level again in the fourth quarter.
Meanwhile, President Donald Trump stated that tariffs, including a 25% levy on automobiles, would be imposed on goods from the EU. Additionally, tariffs on goods from Mexico and Canada will commence on April 2nd.
The 10-year Treasury yield stood at 4.31%, while the two-year yield was at 4.11%. According to the CME Group's FedWatch <a href="https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html">tool</a>, there is a 97.5% chance that the Federal Reserve will keep interest rates unchanged for the March meeting. 
<figure class="wp-block-table is-style-stripes"> 
<table>
<tbody>
<tr>
<td>Futures</td>
<td>Change (+/-)</td>
</tr>
<tr>
<td>Nasdaq 100</td>
<td>0.64%</td>
</tr>
<tr>
<td>S&amp;P 500</td>
<td>0.56%</td>
</tr>
<tr>
<td>Dow Jones</td>
<td>0.27%</td>
</tr>
<tr>
<td>Russell 2000</td>
<td>0.74%</td>
</tr>
</tbody>
</table>
</figure>
The SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) and Invesco QQQ Trust ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>), which track the S&amp;P 500 index and Nasdaq 100 index, respectively, rose in premarket on Thursday. SPY was up 0.55% to $597.80, and QQQ advanced 0.60% to $517.63, according to<a href="https://pro.benzinga.com/dashboard"> Benzinga Pro</a> data.
Cues From The Last Session
Information technology, utilities, communication services, and industrials were the only sectors that closed higher in trade on Wednesday, whereas consumer staples, health care, and real estate fell the most.
The stocks settled on a mixed note despite the S&amp;P 500 breaking its three-day losing streak as Dow Jones fell on Wednesday.
On the economic front, new home sales plummeted 10.5% in January to 657,000, according to the U.S. Census Bureau, signaling continued weakness in the 2025 housing market. This represents a 1.1% year-over-year decline.
Salesforce Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>) reported a mixed quarter, whereas Snowflake Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SNOW#NYSE">SNOW</a>) exceeded analyst expectations.
<figure class="wp-block-table is-style-stripes"> 
<table>
<tbody>
<tr>
<td>Index</td>
<td>Performance (+/-)</td>
<td>Value</td>
</tr>
<tr>
<td>Nasdaq Composite</td>
<td>0.26%</td>
<td>19,075.26</td>
</tr>
<tr>
<td>S&amp;P 500</td>
<td>0.014%</td>
<td>5,956.06</td>
</tr>
<tr>
<td>Dow Jones</td>
<td>-0.43%</td>
<td>43,433.12</td>
</tr>
<tr>
<td>Russell 2000</td>
<td>0.19%</td>
<td>2,174.17</td>
</tr>
</tbody>
</table>
</figure>
Insights From Analysts
&#8220;This is still a bull market and this seasonal weakness doesn't have us overly concerned yet,&#8221; said Ryan Detrick, the chief market strategist at Carson Group in his note titled &#8216;That Escalated Quickly&#8217;.
He also highlighted a list of reasons substantiating the reasons for stocks to be back at new highs.
<ul>
<li>Strong earnings, revenue, and profit margins.</li>
<li>Market resilience amidst widespread concerns.</li>
<li>A relatively young bull market with potential for further growth. A robust labor market with healthy wages.</li>
<li>Anticipated inflation improvement and potential Fed rate cuts.</li>
<li>Strong U.S. productivity driving economic growth.</li>
<li>Broadening market participation beyond just tech stocks.</li>
</ul>
Similarly, the analysts at BlackRock said, &#8220;We still think U.S. equities can outperform in 2025, led by tech, even as Europe's start the year strong.&#8221;
However, they said that they would broaden the risk-on view, upgrading Europe stocks.
BlackRock&#8217;s note highlighted that the U.S. could still reclaim leadership this year and that is why they were overweight U.S. stocks. The corporate earnings strength and the artificial intelligence theme aided their belief. But the note stated, &#8220;We turn more underweight long-term U.S. Treasuries&#8221;
As Nvidia was trading 0.82% higher in premarket on Thursday after good earnings on Wednesday, CNBC&#8217;s Jim Cramer said that this was &#8220;a sign that no one knows how to value amazing earnings&#8221;.
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">The tight trading in Nvidia is more of a sign that no one knows how to value amazing earnings than it is that there is something wrong.
&mdash; Jim Cramer (@jimcramer) <a href="https://twitter.com/jimcramer/status/1895049690330136868?ref_src=twsrc%5Etfw">February 27, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
See Also: <a href="https://www.benzinga.com/money/how-to-trade-futures">How to Trade Futures </a>
Upcoming Economic Data
Here&#8217;s what investors will keep on Thursday:
<ul>
<li>Initial jobless claims data till the week ended Feb. 22, January's durable-goods orders data, and GDP's second reading will be announced at 8:30 a.m., ET.</li>
</ul>
<ul>
<li>Kansas City Fed President Jeff Schmid speaks will speak at 9:15 a.m., ET.</li>
</ul>
<ul>
<li>Pending home sales data for January will be out by 10:00 a.m., ET.</li>
</ul>
<ul>
<li>Fed Governor Michelle Bowman will speak at 11:45 a.m., ET.</li>
</ul>
<ul>
<li>Philadelphia Fed President Patrick Harker will speak at 3:15 p.m., ET.</li>
</ul>
Stocks In Focus:
<ul>
<li>JM Smucker Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SJM#NYSE">SJM</a>) rose 2.09% in the premarket on Thursday ahead of its earnings, which will be released before the opening bell. Analysts expect it to report earnings of $2.37 per share, with a revenue of $2.23 billion.</li>
</ul>
<ul>
<li>Hormel Foods Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HRL#NYSE">HRL</a>) was up 1.29% as Wall Street expects it to report quarterly earnings of 38 cents per share on revenue of $2.94 billion before the opening bell.</li>
</ul>
<ul>
<li>Bath &amp; Body Works Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BBWI#NYSE">BBWI</a>) jumped 2.48% as it was expected to release its fourth-quarter financial results before the opening bell. Analysts projected earnings at $2.04 per share on the revenue of $2.78 billion.</li>
</ul>
<ul>
<li>Dell Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DELL#NYSE">DELL</a>) advanced 1.95% ahead of its earnings, which will be released after the closing bell. Analysts expect it to report earnings of $2.52 per share on revenue of $24.57 billion</li>
</ul>
<ul>
<li>HP Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HPQ#NYSE">HPQ</a>) was 1.24% higher as Wall Street expects it to report quarterly earnings of 74 cents per share on revenue of $13.36 billion after the closing bell.</li>
</ul>
<ul>
<li>Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) gained 0.82% after it reported better-than-expected fourth-quarter and full-year results.</li>
</ul>
<ul>
<li>Salesforce Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>) declined 4.67% after a mixed quarter and weak outlook for fiscal year 2026.</li>
</ul>
<ul>
<li>Snowflake Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SNOW#NYSE">SNOW</a>) climbed 10.85% after a strong quarter beating analyst expectations.</li>
</ul>
Commodities, Gold And Global Equity Markets:
Crude oil futures were trading higher in the early New York session by 1.01% to hover around $69.31 per barrel.
The gold spot index was down by 0.95% to $2,888.58 per ounce. Its last record high was at $2,956.37. The Dollar Index was up 0.20% at 106.631 level.
Asian markets were mixed on Thursday as Japan's Nikkei 225, China's CSI 300, and Australia's ASX 200 index advanced. Whereas, South Korea's Kospi and Hong Kong's Hang Seng index declined. European markets were mostly lower in trade.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/general/market-summary/25/02/43998226/jensen-huangs-nvidia-fuels-ai-factory-boom-revenue-growth-in-data-center-business-dominates-peers-with-a-staggering-3460-growth-over-5-years">Jensen Huang&#8217;s Nvidia Fuels &#8216;AI Factory&#8217; Boom: Revenue Growth In Data Center Business Dominates Peers With A Staggering 3460% Growth Over 5 Years</a></li>
</ul>
Photo courtesy: Shutterstock

Analyst Color

Equities

Government

Futures

Economics

ETFs

BBWI

SNOW

US Stocks Likely To Open Higher After Nvidia's Blowout Earnings: 'This Is Still A Bull Market,' Says Expert

Press Releases

The J.M. Smucker Co. Declares Dividend

The J.M. Smucker Co. Announces Agreement to Divest Certain Value Brands in Continued Portfolio Optimization of Sweet Baked Snacks Segment

The J.M. Smucker Co. to Present at the 2025 Consumer Analyst Group of New York (CAGNY) Conference and Sets Date to Report Third Quarter Earnings

The J.M. Smucker Co. Announces Change to U.S. Retail Pet Foods and Sweet Baked Snacks Leadership, and Supply Chain and Manufacturing Oversight

The J.M. Smucker Co. Announces Fiscal 2025 Third Quarter Results

The J.M. Smucker Co. Completes the Divestiture of Certain Value Brands to JTM Foods, LLC

The J.M. Smucker Co. to Participate in the BofA Securities 2025 Consumer and Retail Conference

The J.M. Smucker Co. Declares Dividend and Announces Annual Shareholder Meeting Date

Comments

JM Smucker

Notizie

Ultime notizie per JM Smucker (NYSE:SJM) Azioni

Le persone guardano anche

Notizie

PARTNER/COLLABORATORE

BENZINGA NEL MONDO