J.M. Smucker Likely to Meet Q3 Estimates Despite Pressure From Coffee, Hostess, RBC Says

MT Newswires Live02-25

J.M. Smucker (SJM) is likely to meet fiscal Q3 estimates and keep its full-year 2026 guidance despite pressure from category fundamentals, coffee pricing and Hostess execution, RBC Capital Markets said in a note Tuesday.

Circana data showed consumption rose about 8% from a year earlier in the quarter, helped by strong coffee, frozen handhelds and spreads and pet products. The consumer and operating environment is still tough for the next few quarters but coffee remains a stronger area because demand has held up better than expected.

Uncrustables could get support from its new fridge-friendly product but J.M. Smucker may need to increase promotions in some markets later to slow private label share gains.

Hostess should see better profit from lower trade promotions but shelf space could be at risk if sales volumes do not stabilize or grow, according to the note.

RBC has a outperform rating on the company's stock, with a $130 price target.

Shares of J.M. Smucker were down 1.7% in recent trading.

Price: 109.14, Change: -1.86, Percent Change: -1.68

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