J. M. Smucker Co. (SJM) – Portfolio reshaping should improve margins

J. M. Smucker Co. (SJM) (Q4FY23)

Introduction

The J. M. Smucker Company manufactures and markets branded food and beverage products worldwide. It operates in three segments: U.S. Retail Pet Foods, U.S. Retail Coffee, and U.S. Retail Consumer Foods.

The company offers mainstream roast, ground, single serve, and premium coffee; peanut butter and specialty spreads; fruit spreads, toppings, and syrups; jelly products; nut mix products; shortening and oils; frozen sandwiches and snacks; pet food and pet snacks; and foodservice hot beverage, foodservice portion control, and flour products, as well as dog and cat food, frozen handheld products, juices and beverages, and baking mixes and ingredients.

It provides its products under the Meow Mix, Milk-Bone, Pup-Peroni, Canine Carry Outs, Folgers, Café Bustelo, Dunkin’, Folgers, Café Bustelo, 1850, Jif, Smucker’s, Smucker’s Uncrustables, Robin Hood, and Five Roses.

The company sells its products through direct sales and brokers to food retailers, club stores, discount and dollar stores, online retailers, pet specialty stores, natural foods stores and distributors, drug stores, military commissaries, and mass merchandisers.

Highlights

SJM is actively working on enhancing its profitability and controlling expenses through the establishment of a Transformation Office. This initiative involves implementing a series of prioritized projects aimed at yielding benefits starting in FY24.

Stock performance

J. M. Smucker stock gave returns of -6.8% and 8.4% in the period of three months and one year. The stock has a 52-week high of $163.07 and a 52-week low of $132.42. The stock gave returns of 30.6% and CAGR of 9.3% over a period of three years. The stock had a 200-Day Moving Average of $151.65 and a 50-Day Moving Average of $149.66.

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Highlights

Valuation

– Enterprise Value
– CrispIdea Forecast
– CrispIdea Segment Forecast
– Economic Value Added Analysis
– P/E Analysis
– Peer Valuation
– CrispIdea Forecast Relative to Consensus
– Consensus History and Surprise
– Consensus Momentum

Actual & Historical Performance

– Income Statement
– Balance Sheet
– Cash Flow
– 10 Year Historical Performance
– Ratio Analysis
– Du Pont Analysis
– ROIC & ROCE Analysis
– Segment Performance
– M&A Deals

Peer Performance

– Summary
– Profitability
– Growth
– Price Performance

Ownership

Stock Price Performance

Crispidea Coverage

No of Pages: 37

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