Makes packaged foods, coffee, and pet food sold under brands like Folgers, Jif, Uncrustables, and Meow Mix. Think: the shelf-stable staples aisle.
USD 9.05B revenue (2026); 33.53% gross margin but negative net margin (-1.53%) due to USD 0.36B operating income. Recurring consumer packaged goods with thin profitability.
Owns iconic brands with decades of shelf space and consumer habit (Folgers since 1850, Jif, Smucker's), but moat is eroding: gross margins compressed from 38.79% (2025) to 33.53% (2026) and operating income collapsed from USD 1.31B (2024) to USD 0.36B (2026),
Buy (sector percentile 69) — value C, growth B+, profitability C, momentum A-, revisions B. Updated daily, sector-relative, identical for every user.
Key events, in time order
Multiple independent sources confirm earnings date; market watches results
SEC filing reveals institutional stake reduction, adding new ownership data
Multiple sources note new high and value comparison with Danone, indicating heightened market attention
Company announces 25th consecutive annual dividend increase, citing strong cash flow and focused debt-reduction strategy.
Post-beat, Morgan Stanley among raises; unusual call and put volume noted
Fiscal 2027 net sales guidance down 3% to 4%, with Q1 expected flat and deflation beginning in Q2 onward
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