Loading
Sentiment · FY2026 Q4
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“The JM Smucker Company selected Fusion ERP and EPM.”
J.M. Smucker is cited as a new Oracle Fusion applications customer win in the quarter.
“The engagement with Elliott is recent and has actually been very constructive. We've had a number of meetings with the folks there.”
Activist investor Elliott has engaged with Smucker; management characterizes the conversations as constructive and aligned around operating improvement, portfolio management, capital allocation, and governance (including two new board additions).
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Max Gumport | BNP Paribas | 10 (10%) |
| Tom Palmer | JPMorgan | 10 (10%) |
| Andy Lazar | Barclays | 10 (30%) |
| Megan Alexander | Morgan Stanley | 8 (13%) |
| Scott Marks | Jefferies | 8 (0%) |
| Peter Galbo | Bank of America | 8 (25%) |
| Alexia Howard | Bernstein | 8 (0%) |
| Rob Moskow | TD Cowen | 7 (29%) |
| Chris Carey | Wells Fargo | 6 (33%) |
| Peter Grom | UBS | 6 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| JPMorgan | 2 | 12 (8%) |
| Bank of America | 2 | 10 (20%) |
| Barclays | 1 | 10 (30%) |
| BNP Paribas | 1 |
| 10 (10%) |
| Jefferies | 1 | 8 (0%) |
| Bernstein | 1 | 8 (0%) |
| Morgan Stanley | 1 | 8 (13%) |
| TD Cowen | 1 | 7 (29%) |
Revenue grew 7% as the coffee portfolio drove strong growth and Uncrustables contributed 10% to total company growth, approaching its $1 billion milestone. Management expressed confidence in achieving the $9.00 EPS midpoint while Milk-Bone returned to growth and the pet segment recovered. Elliott engagement was characterized as constructive with board refreshment underway, though sweet baked snacks profit and top line continued running below expectations. Hostess trademark amortization beginning in Q4 added a new headwind as the company positioned next fiscal year as on-algorithm with multiple tailwinds.
Demand | Margin | Pricing | Competitive Dynamics | Revenue Growth | Guidance Reliability | Cost Pressure | Trade Tariffs | |
|---|---|---|---|---|---|---|---|---|
| 2025Q2 | 7 | 4 | 4 | 4 | 4 | 2 | 3 | |
| 2026Q1 | 7 | 2 | 5 | 3 | 2 | 3 | 1 | 4 |
| 2026Q2 | 5 | 4 | 4 | 6 | 4 | 2 | 1 | 5 |
| 2026Q3 | 7 | 6 | 2 | 4 | 2 | 1 | 3 | 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 |
| Guidance Reliability | 2 | 3 | 2 | 1 | 3 |
| Cost Pressure | 3 | 1 | 1 | 3 | 3 |
| Trade Tariffs | 4 | 5 | 1 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
SJM J.M. Smucker Company (The) | 8 | +5.8% | |
| CAG Conagra Brands | 5 | -1.9% | |
| CPB Campbell Soup Company | 1 | -4.4% | |
| GIS General Mills | 6 | +1.2% | |
| HRL Hormel Foods | 6 | +2.5% | |
| KHC Kraft Heinz | 4 | +0.8% | |
| MKC McCormick & Company | 6 | +16.7% |