SJM J.M. Smucker Company (The)

Q1 2026 10-Q

Filed: Feb 26, 2026Period ending Jan 31, 2026

Consumer Staples

Canned, Fruits, Veg, Preserves, Jams & JelliesSEC EDGAR

J.M. Smucker Company (The) (SJM) 10-Q quarterly report for Q1 2026, filed with SEC EDGAR on Feb 26, 2026 for the fiscal period ending Jan 31, 2026. This page provides AI-powered analysis including management discussion & analysis (MD&A), risk factor updates, and key quarterly financial data such as revenue and net income extracted from XBRL.

AI Filing Analysis
Q1 2026 10-Q

Management Discussion & Analysis

• Q3 FY2026 net sales $2,339.4M, up 7% YoY ($153.4M); excluding divestitures and FX, up 8% driven by +10pp coffee price realization
• Gross margin 35.4% vs 40.2% YoY; adjusted operating margin 18.4% vs 21.2% YoY; both pressured by higher commodity costs and tariffs

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Risk Factors

• Goodwill/intangible impairment $961.7M recorded Q3 2026: $507.5M Sweet Baked Snacks goodwill (fully written off) + $454.2M Hostess trademark
• Hostess brand reclassified from indefinite- to finite-lived intangible, triggering annual amortization expense of $38.8M going forward

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Quarterly Financial Summary
XBRL

Revenue

$2.1B

Net Income

-$44M

Gross Margin

22.5%

Operating Margin

2.2%

Net Margin

-2.1%

Source: XBRL data from J.M. Smucker Company (The) Q1 2026 10-Q filing on SEC EDGAR. All figures in USD.

Other J.M. Smucker Company (The) Quarterly Reports

Q4 2025 10-Q

Q3 2025 10-Q

Q1 2025 10-Q

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