J.M. Smucker

SJM

Market cap $9.83B

SJM's Uncrustables lifts growth with 10% Q3 sales gains and 3.5 million new households nearing $1 billion this year.

The most oversold stocks in the consumer staples sector presents an opportunity to buy into undervalued companies.

SJM's coffee business lifts fiscal Q3 sales as price hikes stuck and Cafe Bustelo surged, but higher costs and softer volumes are testing profit durability.

J. M. Smucker faces another year of asset impairments and underperformance in fiscal 2026. Despite a portfolio of iconic brands, SJM's recent capital allocation missteps have weighed heavily on results. The stock has declined 21% over five years, lagging both the consumer staples sector and the broader equity market.

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The J. M. Smucker Company (SJM) is upgraded to Buy, driven by operational improvements, portfolio rebalancing, and Elliott Management's activist involvement. SJM delivered Q3'FY26 revenue and EPS beats, with pricing actions offsetting volume declines and margin compression amid a tough consumer environment. Management targets >$1 billion FCF, significant debt reduction, and >10% total shareholder returns, supported by a 4.3% dividend yield and disciplined payout policy.

Drugstore stocks, a car company and consumer stocks with low price-to-earnings ratios are all good bets.

The J.M. Smucker Co. NYSE: SJM had a good earnings report on a day when it was good for consumer staples stocks to have a good day. SJM stock soared over 9% after the company delivered a double beat and maintained its outlook for full-year adjusted earnings per share (EPS).

The J. M. Smucker Company (SJM) Q3 2026 Earnings Call Prepared Remarks Transcript

It can seem like a nothing-to-buy market. But there are solid stocks out there.