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Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Andrew Lazar | Barclays | 11 questions · 27% challenging |
| Tom Palmer | JPMorgan | 11 questions · 9% challenging |
| Max Gumport | BNP Paribas | 11 questions · 9% challenging |
| Alexia Howard | Bernstein | 9 questions · 0% challenging |
| Peter Galbo | Bank of America | 9 questions · 22% challenging |
| Scott Marks | Jefferies | 9 questions · 0% challenging |
| Rob Moskow | TD Cowen | 8 questions · 38% challenging |
| Megan Alexander | Morgan Stanley | 8 questions · 13% challenging |
| Peter Grom | UBS | 7 questions · 0% challenging |
| Chris Carey | Wells Fargo | 7 questions · 29% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| JPMorgan | 2 analysts | 13 questions · 8% challenging |
| Bank of America | 2 analysts | 11 questions · 18% challenging |
| Barclays | 1 analyst | 11 questions · 27% challenging |
| BNP Paribas | 1 analyst | 11 questions · 9% challenging |
| Jefferies | 1 analyst | 9 questions · 0% challenging |
| Bernstein | 1 analyst | 9 questions · 0% challenging |
| TD Cowen | 1 analyst | 8 questions · 38% challenging |
| Morgan Stanley | 1 analyst | 8 questions · 13% challenging |
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J.M. Smucker closed fiscal 2026 with GAAP net sales up 5.80% to $2.27 billion and a strong fourth quarter that management called a great quarter, with adjusted EPS of $2.77 up 20% (GAAP EPS swung to a positive $3.64 as the prior year's roughly $980 million Hostess impairment rolled off). The beat was driven by coffee profit recovery as green coffee deflation begins to flow, Uncrustables reaching billion-dollar scale, and over-delivery in frozen handheld and pet. For fiscal 2027 the company introduced guidance for the first time, calling for about $0.85 of adjusted EPS growth year over year even as net sales are guided down 3% to 4% on giving back coffee pricing through trade. Capital allocation was a bright spot, with almost $1.2 billion of free cash flow (a company high), continued debt paydown, and a path toward 3x leverage from 3.8 times. Sweet Baked Snacks and spreads remain works in progress, with Hostess profitability improving but top-line growth still out, and management modeling deflation elasticities prudently given a cautious consumer.
Demand | Margin | Pricing | Competitive Dynamics | Revenue Growth | Cost Pressure | Guidance Reliability | Trade Tariffs | |
|---|---|---|---|---|---|---|---|---|
| 2025Q2 | 7 | 4 | 4 | 4 | 4 | 3 | 2 | |
| 2026Q1 | 7 | 2 | 5 | 3 | 2 | 1 | 3 | 4 |
| 2026Q2 | 5 | 4 | 4 | 6 | 4 | 1 | 2 | 5 |
| 2026Q3 | 7 | 6 | 2 | 4 | 2 | 3 | 1 | 1 |
| 2026Q4 | 3 | 7 | 5 | 1 | 2 | 3 | 3 | 1 |
| '25Q2 | '26Q1 | '26Q2 | '26Q3 | '26Q4 | |
|---|---|---|---|---|---|
| Demand | 7 | 7 | 5 | 7 | 3 |
| Margin | 4 | 2 | 4 | 6 | 7 |
| Pricing | 4 | 5 | 4 | 2 | 5 |
| Competitive Dynamics | 4 | 3 | 6 | 4 | 1 |
| Revenue Growth | 4 | 2 | 4 | 2 | 2 |
| Cost Pressure | 3 | 1 | 1 | 3 | 3 |
| Guidance Reliability | 2 | 3 | 2 | 1 | 3 |
| Trade Tariffs | 4 | 5 | 1 | 1 |
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2025 Q2 | $2.27B | +17.2% | $-0.23 | -112.1% | 39.0% | 7.5% | -1.1% | $317M |
| FY2025 Q3 | $2.19B | -1.9% | $-6.21 | -644.7% | 40.2% | -27.2% | -30.3% | $151M |
| FY2025 Q4 | $2.14B | -2.8% | $-6.85 | -397.8% | 38.4% | -27.9% | -34.0% | $299M |
| FY2026 Q1 | $2.11B | -0.6% | $-0.41 | -123.6% | 22.5% | 2.2% | -2.1% | $-95M |
| FY2026 Q2 | $2.33B | +2.6% | $2.26 | +1082.6% | 33.6% | 16.5% | 10.4% | $280M |
| FY2026 Q3 | $2.34B | +7.0% | $-6.79 | -9.3% | 35.8% | 20.2% | -31.0% | $487M |
| FY2026 Q4Selected | $2.27B | +5.8% | $3.64 | +153.1% | 41.5% | -23.9% | 17.1% | $484M |
| FY2027 Q1 | $2.22B | +5.0% | $3.03 | +839.0% | 44.1% | 23.1% | 14.6% | $337M |
| Year | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin |
|---|
Calendar quarter Q2 2026Earnings call Jun 9, 2026
FY2026 Q4 in brief
J.M. Smucker closed fiscal 2026 with GAAP net sales up 5.80% to $2.27 billion and a strong fourth quarter that management called a great quarter, with adjusted EPS of $2.77 up 20% (GAAP EPS swung to a positive $3.64 as the prior year's roughly $980 million…
Newest quarter FY2027 Q1 is part of Pro · see what Pro adds →
GAAP revenue YoY +5.80% → base 6. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
Sources. Tellvest earnings-call sentiment score for J.M. Smucker Company (The) (SJM), FY2026 Q4: 8/10. Scores: J.M. Smucker Company (The)’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: SJM daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
| Net margin |
|---|
| FCF |
|---|
| FY2023 | $8.53B | +6.6% | $-0.92 | -115.8% | 32.8% | 1.8% | -1.1% | $717M |
| FY2024 | $8.18B | -4.1% | $7.13 | +875.0% | 38.1% | 16.0% | 9.1% | $643M |
| FY2025 | $8.73B | +6.7% | $-11.55 | -262.0% | 38.8% | -7.7% | -14.1% | $817M |
| FY2026Selected | $9.05B | +3.7% | $-1.30 | +88.7% | 33.5% | 4.0% | -1.5% | $1.16B |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
SJM J.M. Smucker Company (The) | 8 | +5.8% | |
| CAG Conagra Brands | 6 | +3.6% | |
| CPB Campbell Soup Company | 1 | -4.4% | |
| GIS General Mills | 6 | +1.2% | |
| HRL Hormel Foods | 6 | +2.5% | |
| KHC Kraft Heinz | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| MKC McCormick & Company | 6 | +16.7% |
Newest-quarter details for 1 peer (score, revenue, headline, themes and macro signals) are available with Pro.