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Compared to Estimates, Smucker (SJM) Q4 Earnings: A Look at Key Metrics

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Smucker (SJM - Free Report) reported $2.27 billion in revenue for the quarter ended April 2026, representing a year-over-year increase of 5.8%. EPS of $2.77 for the same period compares to $2.31 a year ago.

The reported revenue represents a surprise of -0.12% over the Zacks Consensus Estimate of $2.27 billion. With the consensus EPS estimate being $2.65, the EPS surprise was +4.6%.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Smucker performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Net Sales- Sweet Baked Snacks: $237.2 million compared to the $220.34 million average estimate based on four analysts. The reported number represents a change of -5.5% year over year.
  • Net Sales- U.S. Retail Frozen Handheld and Spreads: $454.1 million versus the four-analyst average estimate of $462.06 million.
  • Net Sales- U.S. Retail Pet Foods: $401.7 million versus $394.41 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +1.6% change.
  • Net Sales- International and Away From Home: $344.5 million versus $344.46 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +11.5% change.
  • Net Sales- U.S. Retail Coffee: $830.6 million versus the four-analyst average estimate of $848.73 million. The reported number represents a year-over-year change of +12.5%.
  • Segment Profit- Sweet Baked Snacks: $29 million versus the three-analyst average estimate of $30.11 million.
  • Segment Profit- U.S. Retail Frozen Handheld and Spreads: $124.7 million versus $99.03 million estimated by three analysts on average.
  • Corporate administrative expenses: $-87.1 million compared to the $-78.67 million average estimate based on three analysts.
  • Segment Profit- U.S. Retail Pet Foods: $125.7 million versus $115.04 million estimated by three analysts on average.
  • Segment Profit- International and Away From Home: $75.8 million compared to the $77.92 million average estimate based on three analysts.
  • Segment Profit- U.S. Retail Coffee: $214 million versus the three-analyst average estimate of $211.29 million.

View all Key Company Metrics for Smucker here>>>

Shares of Smucker have returned +2.6% over the past month versus the Zacks S&P 500 composite's +0.2% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.

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