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Tyson Foods (TSN) and JM Smucker (SJM) both sell grocery brands that shoppers buy every week, from Hillshire Farm and Jimmy Dean to Uncrustables and Milk-Bone. Beyond those familiar labels, the two companies part ways. Tyson runs chicken, beef and pork businesses, while Smucker sells coffee and peanut butter. Over the past year, investors have favored Smucker, whose stock returned 28.0% against 6.2% for Tyson. So is Smucker's outlook improving while Tyson's slips.
Barclays analyst Andrew Lazar maintains JM Smucker (NYSE:SJM) with a Equal-Weight and lowers the price target from $145 to $137.
CO, MO, LW, SJM and ELF have delivered over 20% YTD returns, backed by growth strategies and favorable earnings trends.
Bernstein analyst Alexia Howard maintains JM Smucker (NYSE:SJM) with a Outperform and raises the price target from $157 to $160.
Two beloved pantry brands sit on opposite ends of the stock chart right now, and that gap creates a surprising tension between which one looks better on paper and which one actually puts more cash in a retiree's pocket.
BGS sells its B&M and Joan of Arc brands to cut debt, building on portfolio restructuring that lifted adjusted EBITDA and margins despite declining sales.
J. M. Smucker has gained 26.7% year to date, which puts a fresh spotlight on whether the current share price lines up with what its earnings can support. With the business also pushing further into higher value coffee products, the central question is how much of that potential is already reflected in the valuation. The 26.7% year to date return means anyone buying J. M. Smucker stock today is paying a meaningfully higher earnings multiple than at the start of the year, so the case now rests...

With inflation running at 3.4% and everyday costs from gas to groceries squeezing paychecks, investors are being forced to rethink how they treat consumer staples. The pressure on household budgets can reshape which businesses hold up and which struggle, creating openings for those watching closely. This article walks through three US Consumer Staples stocks exposed to the latest macro shock and explains why each one could matter for your portfolio decisions. The three stocks highlighted next...
Despite J. M. Smucker’s outperformance relative to the S&P 500 Index on a YTD basis, analysts are cautiously optimistic about the stock’s prospects.
SJM's raised fiscal 2027 earnings, sales and cash flow outlooks strengthen momentum, but broader volume growth remains key to sustaining gains.

SJM's double-digit Uncrustables and Cafe Bustelo growth and improving margins support earnings, even as weak snacks and soft sales test the broader portfolio.
Why J. M. Smucker Filed A New Shelf Registration The J. M. Smucker Company (SJM) recently filed an omnibus shelf registration covering debt, common and preferred shares, warrants and units. This filing gives the food manufacturer fresh flexibility to raise capital following its stronger than expected Q2 report. While J. M. Smucker’s Q2 beat has been a key catalyst, the share price tells the broader story. The 90 day share price return is 8.81% and the year to date share price gain is 26.68%,...

Let’s dig into the relative performance of J. M. Smucker (NYSE:SJM) and its peers as we unravel the now-completed Q2 shelf-stable food earnings season.
This year’s surge in gasoline prices might be adding a new strain on snack sales. It’s bad news for J.M Smucker PepsiCo and other companies that benefit from so-called “impulse snack sales.” As a result, many consumers have less money—and less appetite—for the chips, snack cakes, meat sticks, and frozen drinks that are often bought impulsively after filling up the tank.
J. M. Smucker (SJM) stock is back in focus after the company reported first quarter 2026 results on August 26, with higher sales, a swing to profit, and updated full year guidance. Over the past year J. M. Smucker has seen the share price recover, with a 90 day share price return of 24.12% and a year-to-date share price return of 32.99%, while the 1 year total shareholder return of 19.10% indicates improving but still moderate longer-term momentum. Compare J. M. Smucker's rebound with a...

Mark T. Smucker exercised options at $108.90 and immediately sold at $131.39, retaining 224,422 total shares worth $29.4 million.
Many investors pay attention to mid-cap stocks because they have established business models and expansive market opportunities. However, their paths to becoming $100 billion corporations are ripe with competition, ranging from giants with vast resources to agile upstarts eager to disrupt the status quo.
A federal judge has ruled that J.M. Smucker can proceed with a lawsuit against Trader Joe’s over frozen sandwiches that Smucker claims are too similar to its Uncrustables. Smucker sued Trader Joe’s in federal court in Ohio last fall, claiming Trader Joe’s committed a trademark violation when it introduced frozen peanut butter and jelly sandwiches with the same round shape and crimped edges as Uncrustables.
Accelerant, Shopify and Carpenter Technology delivered strong gains, while Zacks upgrades and model portfolios spotlight key performers.

The J. M. Smucker Company (NYSE:SJM) reported a stronger fiscal first quarter and raised its full-year outlook. Net sales increased 5% to $2.22 billion, while company-defined non-GAAP adjusted diluted earnings per share—which excludes amortization, derivative-timing effects, and certain special-project costs—rose 71% to $3.24. Higher net pricing, primarily for coffee, contributed four percentage points of sales […]

Check out the companies making headlines this week:
A debate over where class actions filed by customers seeking tariff refunds from large retailers should be heard comes as the money has begun to flow back into company coffers.
In August 2026, The J.M. Smucker Co. elevated Jeff Varcoe, PhD, to Senior Vice President, Science and Technical Excellence, and rolled out a modernized Jif brand identity, including refreshed packaging and updated product formats such as squeezable peanut butter and Jif Dippers. Together with industry recognition for its Hostess Cakes packaging redesign, these steps highlight Smucker’s emphasis on product quality, compliance, and consumer-centric innovation across its legacy brands. Next, we...

SJM heads into Q1 with flat sales expected, but mid-teens EPS growth and lower coffee, tariff and interest costs may support results.
J. M. Smucker has underperformed the broader market over the past year, but analysts are moderately optimistic about the stock’s prospects.
J. M. Smucker (SJM) stock is drawing attention as analysts grow more optimistic about its upcoming August 26 earnings report, expecting higher earnings even though revenue is projected to be lower year over year. See our latest analysis for J. M. Smucker. Over the past year, J. M. Smucker’s share price return has been strongest in recent months, with a 30 day gain of 6.31% and a 90 day move of 19.05%. The 1 year total shareholder return of 13.42% contrasts with a modest decline over three...

J. M. Smucker (NYSE:SJM) announces the first major brand update for Jif in more than 30 years, refreshing the peanut butter label and packaging. The company introduces new Jif product formats and flavors alongside the redesign, targeting changing snacking habits. Management positions the Jif refresh as part of a broader push to keep the brand relevant with younger and health conscious consumers. For investors watching how brands like J. M. Smucker reposition for changing consumer tastes, it...

The J.M. Smucker Co. today announced the election of Jeff Varcoe, PhD, to the role of Senior Vice President, Science and Technical Excellence, effective August 24, 2026, reporting to Rob Ferguson, Chief Product Supply Officer | Executive Vice President, Coffee, Pet, and Away From Home.


SJM: 8/10 technical, 9/10 setup. Breakout entry $123.07 above resistance $123.06, stop $115.80. Positive trends, accumulation signal.
