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The J.M. Smucker Company

SJMintermediary

J.M. Smucker is a leading US packaged food and beverage company anchored by Folgers coffee, Jif peanut butter, Smucker's jams, and the recently acquired Hostess Brands.

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Products & Revenue

Product Revenue Share

Revenue Breakdown ($8.8B)

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US Retail Coffee (32%)
US Retail Frozen & Spreads (28%)
Sweet Baked Snacks (22%)
International & Away From Home (18%)

Segment Breakdown & Key Customers

Product Details

Folgers & Café Bustelo30%

Leading US retail coffee brands

Jif & Smucker's25%

Iconic peanut butter, jams, and preserves

Hostess Brands25%

Twinkies, Ding Dongs, and other sweet baked goods acquired in 2023

Uncrustables & Other20%

Frozen handheld sandwiches and pet snacks

Supply Chain Relationships

Key Customers

Walmart Inc.

Coffee, snacks, and spreads retail

Impact: High — ~30% of US retail sales

Costco Wholesale Corporation

Bulk coffee and snack distribution

Impact: Medium — warehouse channel

The Kroger Co.

Grocery distribution

Impact: Medium — key grocery partner

Macro & Market Context

필수소비재Sector News

인플레 완화 + 사재기 소멸 — 정상 수요로 복귀, 마진 회복 국면

미국 식료품 물가 YoY

+2.1%

P&G 유기적 매출 성장

+3% YoY

코스트코 회원 갱신율

93%

사모라벨 침투율

21%

Upcoming Catalysts

◆P&G·KO·PEP·WMT Q1 실적 (2026.04)◆미국 3월 PCE 물가 발표◆Nielsen 소비 트렌드 Q1 리포트

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AI Analysis

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Company Info

Headquarters

Orrville, Ohio, USA

Founded

1897

Employees

13,000+

Sector Overview — 필수소비재

Sector News

인플레 완화 + 사재기 소멸 — 정상 수요로 복귀, 마진 회복 국면

미국 식료품 물가 YoY

+2.1%

P&G 유기적 매출 성장

+3% YoY

코스트코 회원 갱신율

93%

사모라벨 침투율

21%

Key Themes

  • •원재료비 안정 → 대형 FMCG 마진 회복 (PG·MDLZ·KMB)
  • •사모라벨 강세 — 월마트·코스트코 자체브랜드 점유율 확대
  • •신흥국 프리미엄화 — Nestlé·Unilever 아시아 고마진 제품 확대

Upcoming Catalysts

  • ◆P&G·KO·PEP·WMT Q1 실적 (2026.04)
  • ◆미국 3월 PCE 물가 발표