SJM Earnings Prediction
The chart below shows how SJM performed 10 days before and after its earnings report, based on data from the past quarters. Typically, SJM sees a -0.94% change in stock price 10 days leading up to the earnings, and a -0.41% change 10 days following the report. On the earnings day itself, the stock moves by +1.14%. This data can give you a slight idea of what to expect for the next quarter's release.
SJM Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
2.27B
17.16%
6.87%
Gross Margin
36.79%
4.19%
4.73%
Operating Margin
19.66%
14.30%
15.44%
Net Margin
-1.08%
-110.75%
-112.40%
EPS
-0.23
-112.04%
-113.22%
No Data Available
SJM Earnings Analysis
The J.M. Smucker Company Corporation (SJM.N) Earnings Conference Call
Positive
Strong Gross Margin Performance: The company delivered strong gross margin in the second quarter better than our expectations.
EPS Guidance and Profit Margin: We are able to lock in that over-delivery into our EPS guidance range and also align to a thirty-seven and a half to thirty-eight percent gross profit margin outlook for the fully year.
Revenue Expectations Exceeded: We expect to hit $900 million this year, which is ahead of our expectations.
Uncrustables Brand Success: The Uncrustables brand continues to be a bright spot and a highlight of the overall pet portfolio within the company.
Innovation and Product Development: We continue to drive innovation across the portfolio as we also bring out new products and new variety.
Negative
Sales Guidance Decline: Sales guidance for fiscal year 2025 implies a slowing single-digit year-over-year decline in the second half.
Flat Sales Growth Outlook: The company anticipates flat year-over-year sales growth in the fiscal third quarter despite solid momentum in the first half.
Pet Sales Decline: The pet portfolio is experiencing a decline in sales, particularly in the discretionary nature of overall pet treating.
Top-Line Outlook Reduction: The company has acknowledged a reduction in top-line outlook due to ongoing green coffee inflation and the need for a second round of pricing.
Coffee Segment Margin Decline: The overall coffee segment is expected to see a decline in margins as the company moves into the higher-cost components of its cost structure.
SJM FAQs
How does SJM typically perform around its earnings report dates?
Is The J. M. Smucker Company (SJM) Q2 2025 Earnings Call Summary positive or negative?
How can historical earnings data help predict future stock performance?
SJM Earning Call Sentiment
The J. M. Smucker Company (SJM) Q2 2025 Earnings Call Transcript
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SJM.N
-0.27%Positive
The company demonstrated strong financial performance, with a notable 17% increase in net sales and improved operating income. Despite challenges like competitive pressures and supply chain issues, the guidance for adjusted EPS was raised, indicating optimism. The debt reduction plan and stable margins further support positive sentiment. The Q&A section did not reveal significant concerns. Overall, the positive financial metrics and proactive strategies suggest a likely positive stock price reaction in the short term.
