SJM — Stock Film
STOCK FILMSCENE 1/11SJM · $124
Stock Expert AI presents
SJM
The J. M. Smucker Company
~4 min film100% real numbers0 jargon
WHAT DOES THIS COMPANY DO?
The J. M. Smucker Company. A quick introduction.

On the stock market since 1994, it operates in the everyday-essentials business. It has 8,000 employees. Now — the numbers.

on the stock market since 1994
8,000 employees
$13B market value
Revenue last year:
$0
The loss that same year:
$0
Sales don’t cover the costs; the gap drains from the cash pile every year.

The company closed last year at a loss: costs ran above sales. The picture changes only if spending is reined in.

WHERE DOES THE MONEY COME FROM?
46%U.S. Retail Coffee
U.S. Retail Coffee 46%U.S. Retail Consumer Foods 23%U.S. Retail Pet Foods 20%Other 12%
46% of revenue comes from one region: U.S. Retail Coffee.

The biggest line carries real weight, but it doesn’t decide everything on its own.

In the vault right now:
$0
DEBT: $7.1B
At this pace, that money lasts less than a year.

Before the clock runs out, either sales must climb sharply or new money must come in. This is the most critical line in the whole picture.

What executives did with their own stock over the last 12 months:
35 buy21 sell

Executives buying with their own money is usually read as confidence in the company’s future.

INSIDE THE REPORT CARD

We compared this company with its own sector across five subjects.

A score of 50 means class average.

BUSINESS QUALITY
44
weak

Clearly below the class average.

FINANCIAL STRENGTH
17
very weak

Clearly below the class average.

VALUATION
46
weak

Clearly below the class average.

GROWTH
67
strong

This grade is a blend: the profit side is strong, the sales tempo slow.

PRICE MOMENTUM
82
very strong

The stock has been running stronger than the market lately.

WORTH WATCHING

Financial Strength: The cash-and-debt balance is thin; the buffer for hard times is slim.

Business Quality: Profit power and business quality trail similar companies in the sector.

THE FIVE-YEAR JOURNEY
Below the peak, but no collapse.

The stock trades 24% below its peak. The market has trimmed its expectations for the company.

1
THE BRIGHT SIDE · 1/3
Sales are holding up

The company sells $9.1B a year; the problem isn’t sales — it’s costs running above that number.

2
THE BRIGHT SIDE · 2/3
Delivers on expectations

It met or beat analyst expectations in 7 of the last 8 quarters — consistency is a promise kept.

3
THE BRIGHT SIDE · 3/3
Executives are buying their own stock

Over the last 12 months, company executives reported 35 buys and 21 sells. Management buying with its own money is usually read as a good sign.

1
THE RISKS · 1/2
The losses continue

A loss of $138.7M against $9.1B in annual sales.

2
THE RISKS · 2/2
The cash has a countdown

At the current pace of spending, the cash lasts less than a year. After that, the company needs to find new money.

FINALE · THE GRADE
F
0 / 100 · MoonshotScore

On our five-subject report card, SJM sits behind the class. A low grade doesn’t mean “doomed” — it means “big claim, small proof.”

The takeaway: SJM has solid sales but closed last year at a loss. The road back to profit runs through spending discipline.

The total grade weighs these five subjects against the sector — it isn’t a simple average of the five.

What would you like to do next?
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This was a film — not investment advice.
Data: FMP & company filings
Aug 21, 2026 · stockexpertai.com · Stock Film