SJM · Analysis updated Nov 10, 2026, 6:00 PM ET
Why is The J.M. Smucker Company (SJM) stock moving?
Only one news item is available: the company's announcement that Q2 fiscal 2027 results will be released on November 24, 2026, about two weeks after the current date. The announcement carries no results, guidance, or deal details, so the fundamental picture is unknown ahead of that release. Price action over the last 30 days shows a range of roughly $125 to $136. The stock fell to a low of $125.46 on Oct 28, then rose to a close of $133.60 on Nov 10, about 6.5% above that low, and it is close to where it started the window at $133.39 on Oct 22. The Nov 5 session reached a high of $136.22 on 1.76M shares, above the average daily volume of roughly 1.3M in this window, and the Nov 3 selloff to $127.98 came on 1.99M shares before the stock recovered. Recent sessions have been steady, with volume near or below average. The recovery from the low is a constructive price signal, but it rests on thin news flow and a single session-level volume spike, and it is not yet confirmed by any earnings result.
News behind the analysis
- The J.M. Smucker Co. Announces Date for Second Quarter Fiscal 2027 Earnings ReleaseSmucker scheduled its second quarter fiscal 2027 results release for November 24, 2026. The announcement contains no results or guidance.
About The J.M. Smucker Company
The J.M. Smucker Company is an Ohio-based maker of branded foods and drinks, founded in 1897, that sells mostly in the US through grocery stores and other retailers. Its brands include Folgers and Café Bustelo coffee, Jif peanut butter, Smucker's jams and Uncrustables sandwiches, Milk-Bone and Meow Mix pet foods, and Hostess snack cakes, which it bought in 2023.
How it makes money
It makes money by selling packaged food to retailers, plus some to restaurants and other foodservice customers. It reports five segments: US Retail Coffee (the biggest, at roughly 40% of sales), US Retail Frozen Handheld and Spreads (Uncrustables, Jif, Smucker's), US Retail Pet Foods, Sweet Baked Snacks (Hostess) and Away From Home (foodservice). Only about 4% of sales come from outside the US, mainly Canada. Yearly net sales are roughly $9 billion.
What usually moves SJM
- Green coffee bean prices and how much of them it passes on to shoppers
- Tariffs on imported coffee, including tariff refunds
- Results and write-downs in the Hostess snack business
- US grocery demand and competition from store brands
- Paying down debt from the Hostess purchase