← Research LibraryThe BriefFY2026 10-K (fiscal year ended April 30, 2026) · headline figures audited against SEC data
Smucker's coffee price increases lifted net sales 3.7% to $9.05B, but higher costs cut gross margin 526 bps and another $961.7 million of Hostess write-downs left a $138.7M net loss, even as free cash flow rose 41.6% to $1.16B
The read at a glance✓ Audited against SEC data
- Growth — Net sales up 3.7% to $9.05B; price up 9 points, volume/mix down 4Note
- Profitability — Gross margin down 526 bps to 33.53%; net loss $138.7MWatch
- Balance sheet — Debt down 9.3% to $6.96B; cash $58.6 millionWatch
- Accounting quality — Earnings quality 94.26, safe; Altman Z-score 0.81 on a manufacturer basisNote
- Capital allocation — Dividends up 2.0% to $464.7M; $500.0 million of long-term debt repaidNote
- Brand portfolio — Coffee net sales up 18%; Sweet Baked Snacks down 18% with no goodwill leftWatch
Business
J. M. Smucker sells branded coffee, spreads, frozen sandwiches, pet food and snack cakes, mostly in the U.S.: Folgers, Dunkin' and Café Bustelo coffee, Jif, Smucker's and Uncrustables, Milk-Bone and Meow Mix, and Hostess, bought for $5.4 billion in November 2023. Coffee is the largest business by far, and Walmart and Sam's Club took 34% of fiscal 2026 net sales. The family-led company, founded in 1897, has had six chief executives in more than 125 years.
Where the revenue comes from
Fiscal 2026, as J M SMUCKER Co reports it. History and quarterly detail are in the app.
- Coffee$3.8B
- Frozen Handheld$995.7M
- Sweet baked goods$971.3M
- Pet snacks$886.0M
- Peanut Butter$786.1M
Leadership changes
From J M SMUCKER Co's own filings, the day they're filed.
- John Brase · Chief Operating Officer · departureeff. 2026-02-26
- John Brase · Chief Operating Officer · departureeff. 2026-02-09
- Jill Penrose · Chief People and Company Services Officer · appointment
Latest filings
- 10-Q · Quarterly report2026-08-26
- 8-K · Company announcement2026-08-26
- 8-K · Company announcement2026-08-17
- DEF 14A · Annual proxy (pay & governance)2026-06-26
- 8-K · Company announcement2026-06-09
In the full recordFree for 14 days
- What changed🔒
- Insider signal🔒
- Growth quality🔒
- Margins & accounting🔒
- Capital allocation🔒
- Real risks🔒
- The long arc🔒
- Company history🔒
- The filings, readable — with what changed vs the prior year highlighted🔒
- Full financial statements, industry-aware, sources cited throughout🔒
- Forensic score history & components — the trend, not one year🔒
- Ownership: insider buys/sells, clusters, activist stakes🔒
- Ana — ask about J M SMUCKER Co, every answer cited to the official filings🔒
Every figure comes from the company's filings, and analysis whose figures don't match SEC data is rejected before publication.
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