{"filings":[{"id":2475196,"accession_number":"0000091419-26-000079","cik":91419,"company_name":"J M SMUCKER Co","ticker":"SJM","form_type":"8-K","filed_at":"2026-08-26T11:02:27+00:00","items":["2.02","9.01"],"status":"ready","headline":"Smucker beats Q1: adj EPS $3.24 (+71%), raises FY27 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 net sales $2.22B up 5% YoY; adj EPS $3.24 vs $1.90, 71% increase incl $0.84 tariff refund benefit.","Operating cash flow $425.7M vs ($10.6M) prior; free cash flow $337.3M vs ($94.9M).","FY27 guidance raised: adj EPS $10.50-$11.00 (prev $9.75-$10.25); net sales decrease narrowed to 1-2% from 3-4%.","Coffee segment sales up 13% to $807.8M, profit up 124% on tariff refunds; sweet baked snacks down 7%.","FY27 free cash flow outlook raised to ~$1.1B (prev $1.0B); capex unchanged at $325M."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":10982644276.00997,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":2300796,"accession_number":"0000091419-26-000076","cik":91419,"company_name":"J M SMUCKER Co","ticker":"SJM","form_type":"8-K","filed_at":"2026-08-17T20:15:36+00:00","items":["5.07"],"status":"ready","headline":"Smucker shareholders elect 11 directors, ratify EY, approve say-on-pay at annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All 11 director nominees elected; each received >76M votes for, with ~14M broker non-votes.","Ernst & Young ratified as independent auditor for FY2027: 88.3M for, 3.3M against.","Advisory say-on-pay approved: 74.7M for, 2.8M against, 367K abstain.","Meeting held virtually Aug 12, 2026; quorum of 91.9M shares represented."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":10982644276.00997,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":927437,"accession_number":"0000091419-26-000047","cik":91419,"company_name":"J M SMUCKER Co","ticker":"SJM","form_type":"8-K","filed_at":"2026-06-09T11:05:54+00:00","items":["2.02","9.01"],"status":"ready","headline":"Smucker Q4 net sales $2.3B (+6%), adj EPS $2.77 (+20%); FY2027 adj EPS guidance $9.75-$10.25","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net sales $2.27B, up 6% YoY; net price realization +10pp, volume/mix -4pp.","Q4 adjusted EPS $2.77 vs $2.31 (+20%); GAAP EPS $3.64 reflects lapping of prior-year impairments.","FY2027 outlook: net sales decrease 3%-4%, adj EPS $9.75-$10.25 (up 7%-12%), FCF ~$1.0B.","Segment: US Retail Coffee net sales +12%; Frozen Handheld & Spreads profit +37%; Pet Foods profit +18%; Sweet Baked Snacks net sales -5%; Away From Home net sales +15%.","Q4 cash from operations $579M, FCF $484M; FY2026 debt repayment $720M; dividends $464.7M."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":10982644276.00997,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":115884,"accession_number":"0000091419-26-000020","cik":91419,"company_name":"J M SMUCKER Co","ticker":"SJM","form_type":"8-K","filed_at":"2026-03-03T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Smucker enters separation agreement with former President and COO John Brase","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Lump sum payment of $1,185,000 (18 months base salary) payable on April 17, 2026.","Pro rata FY2026 incentive payment of $611,885 payable on April 17, 2026.","Certain unvested restricted stock and option awards will vest; remaining awards forfeited.","Performance units with at least one performance year completed become eligible for prorated vesting.","Relocation expense payment of $150,000 and $36,000 for medical insurance cost assistance."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":10982644276.00997,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":115883,"accession_number":"0000091419-26-000017","cik":91419,"company_name":"J M SMUCKER Co","ticker":"SJM","form_type":"8-K","filed_at":"2026-02-26T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Smucker adds two directors after Elliott engagement; board expands to 11","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Woo-Sung (Bruce) Chung (NRG Energy CFO) and David Singer (ex-Snyder's-Lance CEO) to join board effective April 15, 2026.","Board expands to 11 directors, 10 independent; follows constructive engagement with Elliott Investment Management.","Company enters information-sharing agreement with Elliott to collaborate on shareholder value creation.","Mercedes Abramo moves from Audit to Nominating, Governance, and Corporate Responsibility Committee.","New directors will serve on the Audit Committee."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":10982644276.00997,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":115882,"accession_number":"0000091419-26-000013","cik":91419,"company_name":"J M SMUCKER Co","ticker":"SJM","form_type":"8-K","filed_at":"2026-02-26T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Smucker Q3 adj EPS $2.38 (-9% YoY); net sales up 7% to $2.34B; FY26 EPS outlook reaffirmed","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $2.34B (+7% YoY, +8% comparable); net loss per share $6.79 on $548M noncash impairment charge.","Adjusted EPS $2.38 vs $2.61 YoY (-9%); segment profit down in Coffee (-5%) and Sweet Baked Snacks (-78%).","Full-year guidance: net sales growth narrowed to 3.5-4.0%, adj EPS $8.75-9.25, free cash flow $975M.","February fire at Emporia, KS facility reduced net sales midpoint; Coffee segment profit fell on higher commodity costs and tariffs.","Cash from operations $558.5M vs $239.4M; free cash flow $487M vs $151.3M."],"consensus_eps_estimate":null,"consensus_eps_actual":-4.94,"consensus_revenue_estimate":null,"consensus_revenue_actual":6782800000.0,"consensus_period":"2026-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":10982644276.00997,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":115881,"accession_number":"0000091419-26-000007","cik":91419,"company_name":"J M SMUCKER Co","ticker":"SJM","form_type":"8-K","filed_at":"2026-02-10T23:59:59+00:00","items":["5.02","8.01","9.01"],"status":"ready","headline":"Smucker eliminates COO role; promotes Marshall, Ferguson, Penrose to expanded roles","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["John Brase no longer an executive officer; COO position eliminated, effective Feb 9, 2026.","Mark Smucker assumes President title, now CEO, President and Chair of the Board.","Tucker Marshall named CFO | EVP Frozen Handheld, Spreads and Sweet Baked Snacks; base salary $745k.","Rob Ferguson promoted to Chief Product Supply Officer | EVP Coffee, Pet, Away From Home; base $700k.","Randy Day (Ops) and Bryan Hutson (IT/Supply Chain) retiring; company to hire Chief Technology Officer."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":10982644276.00997,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":132294,"accession_number":"0000091419-25-000104","cik":91419,"company_name":"J M SMUCKER Co","ticker":"SJM","form_type":"8-K","filed_at":"2025-11-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"J.M. Smucker Q2 net sales up 3% to $2.33B; adj. EPS down 24% to $2.10","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $2.33B, +3% total (+5% comparable); coffee drove 21% sales growth.","GAAP diluted EPS $2.26 vs. ($0.23) loss; adjusted EPS $2.10 vs. $2.76 (-24%).","Coffee segment profit fell 24%; Frozen Handheld & Spreads profit down 12%.","FY2026 outlook: adj. EPS $8.75-$9.25 (prev. $8.50-$9.50); net sales growth now 3.5-4.5%.","Free cash flow guided at $975M; capital expenditures $325M."],"consensus_eps_estimate":null,"consensus_eps_actual":1.85,"consensus_revenue_estimate":null,"consensus_revenue_actual":4443400000.0,"consensus_period":"2026-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":10982644276.00997,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":148878,"accession_number":"0000091419-25-000069","cik":91419,"company_name":"J M SMUCKER Co","ticker":"SJM","form_type":"8-K","filed_at":"2025-08-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Smucker posts Q1 net loss $0.41/share; adj. EPS $1.90 (down 22%); raises FY net sales view","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $2.1B, down 1% YoY; excl. divestitures up 2% on coffee pricing gains.","GAAP net loss per diluted share $0.41 vs income $1.74; adjusted EPS $1.90 vs $2.44.","FY2026 net sales growth raised to 3-5% (from 2-4%); adj. EPS unchanged $8.50-$9.50.","US Retail Coffee sales +15% but segment profit -22% on higher commodity costs.","International/Away From Home profit +35% on pricing; Sweet Baked Snacks profit -54%."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.41,"consensus_revenue_estimate":null,"consensus_revenue_actual":2113300000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":10982644276.00997,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":148877,"accession_number":"0000091419-25-000065","cik":91419,"company_name":"J M SMUCKER Co","ticker":"SJM","form_type":"8-K","filed_at":"2025-08-18T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Smucker shareholders re-elect all 9 directors, ratify auditor, back exec pay","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All nine director nominees elected with majority votes; Mark T. Smucker received 72.2M for vs 6.3M against.","Ernst & Young ratified as independent auditor for FY 2026 by 81.7M for vs 7.9M against.","Advisory vote on executive compensation approved with 73.0M for vs 5.2M against.","89.9M shares represented at the virtual annual meeting, constituting a quorum."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":10982644276.00997,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":167775,"accession_number":"0000091419-25-000037","cik":91419,"company_name":"J M SMUCKER Co","ticker":"SJM","form_type":"8-K","filed_at":"2025-06-10T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Smucker Q4 GAAP loss $6.85/shr on $2.1B sales; records $980M impairment; adj. EPS $2.31","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net sales $2,143.8M, down 3%; GAAP net loss per diluted share $6.85 due to $980M noncash impairment of Sweet Baked Snacks goodwill and Hostess trademark.","Adjusted EPS $2.31, down 13% YoY; FY2025 adjusted EPS $10.12, up 2%.","FY2026 outlook: net sales growth 2-4%, adj. EPS $8.50-$9.50, free cash flow $875M, capex $325M.","Segment: Coffee sales +11%; Pet Foods -13%; Sweet Baked Snacks -26% (excl divest -14%); International +3%.","Cash from ops $393.9M; FCF $298.9M in Q4; net debt repaid $177.6M; dividends returned $114.5M."],"consensus_eps_estimate":2.1223,"consensus_eps_actual":-11.57,"consensus_revenue_estimate":null,"consensus_revenue_actual":8726100000.0,"consensus_period":"2025-FY","consensus_source":"xbrl+finnhub","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":10982644276.00997,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":167774,"accession_number":"0001193125-25-105911","cik":91419,"company_name":"J M SMUCKER Co","ticker":"SJM","form_type":"8-K","filed_at":"2025-04-30T23:59:59+00:00","items":["5.02","5.03","8.01","9.01"],"status":"ready","headline":"Smucker promotes John Brase to President and COO; special equity awards for Brase and CFO","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["John Brase promoted to President and COO effective April 30, 2025; previously COO since 2020.","Brase continues to oversee all U.S. Retail segments, International, Away from Home, Sales, Ops, Supply Chain.","Compensation Committee approved 35,000 restricted shares to Brase and 22,000 to CFO Tucker Marshall.","Both special awards vest over 5 years (25% at year 2, then 25% annually); no retirement acceleration.","Bylaws amended to remove requirement that President be a director; updates shareholder meeting procedures."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":10982644276.00997,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":185046,"accession_number":"0001193125-25-049909","cik":91419,"company_name":"J M SMUCKER Co","ticker":"SJM","form_type":"8-K","filed_at":"2025-03-07T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Smucker enters $650M term loan and $2.0B revolver to refinance maturing debt","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Term loan of $650M unsecured, matures March 7, 2027, to partially repay $1.0B 3.50% Senior Notes due March 15, 2025.","$2.0B unsecured revolving credit facility matures March 7, 2030; used to refinance existing debt and for general corporate purposes.","Interest on term loan at base rate or Term SOFR plus applicable margin; interest coverage covenant of 3.50:1 required quarterly.","Remainder of senior note repayment funded from cash on hand and commercial paper borrowings."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":10982644276.00997,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":185045,"accession_number":"0000091419-25-000008","cik":91419,"company_name":"J M SMUCKER Co","ticker":"SJM","form_type":"8-K","filed_at":"2025-02-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"J.M. Smucker Q3 net loss $6.22/sh on $1B impairment; adj EPS $2.61 beats, guidance updated","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss per diluted share $6.22 due to $1B in noncash impairment charges for Sweet Baked Snacks goodwill and Hostess trademark.","Adjusted EPS $2.61, up 5% YoY; net sales $2.2B, down 2% YoY, comparable net sales down 1%.","Full-year FY25 guidance: adj EPS $9.85-$10.15, net sales +7.25%, FCF ~$925M, capex $400M.","Supply chain disruptions hurt Q3 but cost management drove adj EPS above expectations.","Agreement to divest certain Sweet Baked Snacks value brands; close expected Q4, proceeds to debt paydown."],"consensus_eps_estimate":null,"consensus_eps_actual":-4.72,"consensus_revenue_estimate":null,"consensus_revenue_actual":6582300000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":10982644276.00997,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":201640,"accession_number":"0000091419-24-000114","cik":91419,"company_name":"J M SMUCKER Co","ticker":"SJM","form_type":"8-K","filed_at":"2024-12-17T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Smucker to purchase $300M senior notes; prorates 2.125% notes at 69.9%","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Accepted $122.5M of 2.750% notes due 2041 (Priority 1) and $138.8M of 3.550% notes due 2050 (Priority 2).","Accepted $194.1M tendered of 2.125% notes due 2032 (Priority 3) prorated at ~69.9% to stay within $300M cap.","Did not accept any of the 4.375% notes due 2045 or 5.900% notes due 2028.","Total consideration per $1,000: $700.18 (2041), $730.52 (2050), $833.04 (2032), includes $30 early tender premium.","Early settlement on Dec 19, 2024; no final settlement date as early tenders exceeded the Offer Cap."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":10982644276.00997,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":201639,"accession_number":"0000091419-24-000105","cik":91419,"company_name":"J M SMUCKER Co","ticker":"SJM","form_type":"8-K","filed_at":"2024-12-03T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Smucker launches $300M cash tender offers for five series of senior notes","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Commences cash tender offers to purchase up to $300M aggregate purchase price of five series of senior notes due 2028-2050.","Early tender premium of $30 per $1,000 principal; early tender deadline Dec 16, 2024, expiration Jan 2, 2025.","Acceptance priority levels: 2.750% 2041 notes highest, 5.900% 2028 notes lowest.","Funding from cash on hand and commercial paper; Goldman Sachs and J.P. Morgan acting as dealer managers.","Maximum aggregate purchase price capped at $300M; offers not conditioned on minimum tenders."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":10982644276.00997,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":201638,"accession_number":"0000091419-24-000101","cik":91419,"company_name":"J M SMUCKER Co","ticker":"SJM","form_type":"8-K","filed_at":"2024-11-26T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Smucker Q2 net sales +17% to $2.27B; adjusted EPS $2.76 vs $2.59; guidance raised","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $2.271B, +17% YoY; organic (ex-acq/div) +2%.","GAAP net loss per share ($0.23) on $260.8M impairment; adj. EPS $2.76 vs $2.59 (+7%).","Coffee segment profit +19% to $202.7M; Pet Food profit +25% to $121.4M.","FY25 adjusted EPS guidance raised to $9.70-$10.10 (prev. $9.60-$10.00); free cash flow still $875M.","Voortman divestiture announced; expected Q3 close; ~$65M revenue, $0.10 EPS impact; proceeds to reduce debt."],"consensus_eps_estimate":null,"consensus_eps_actual":1.51,"consensus_revenue_estimate":null,"consensus_revenue_actual":4396300000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":10982644276.00997,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":217630,"accession_number":"0000091419-24-000075","cik":91419,"company_name":"J M SMUCKER Co","ticker":"SJM","form_type":"8-K","filed_at":"2024-08-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Smucker Q1 adj EPS $2.44 (+10%), net sales $2.1B (+18%); cuts FY2025 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 adj EPS $2.44, up 10% YoY; GAAP EPS $1.74, down 3% due to amortization and higher interest.","Net sales $2.1B, up 18% (1% comparable growth); Hostess acquisition added $333.7M.","Lowers FY2025 guidance: net sales growth 8.5-9.5% (prev 9.5-10.5%), adj EPS $9.60-$10.00 (prev $9.80-$10.20).","Segment: Frozen Handheld/Spreads +7%, Pet Foods -9%, Coffee flat; Sweet Baked Snacks (Hostess) $333.7M.","Q1 free cash flow $49.2M vs $67.6M; FY free cash flow guided $875M, capex $450M."],"consensus_eps_estimate":null,"consensus_eps_actual":1.74,"consensus_revenue_estimate":null,"consensus_revenue_actual":2125100000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":10982644276.00997,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":217629,"accession_number":"0000091419-24-000072","cik":91419,"company_name":"J M SMUCKER Co","ticker":"SJM","form_type":"8-K","filed_at":"2024-08-15T23:59:59+00:00","items":["5.02","5.07"],"status":"ready","headline":"Smucker shareholders re-elect directors, ratify auditor, approve say-on-pay; LTIP metric changed to net sales growth","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Ten directors elected at Aug 14 annual meeting; Mark Smucker received 70.1M for, 6.7M against.","Ratification of Ernst & Young as FY2025 auditor: 82.0M for, 7.8M against.","Advisory vote on executive compensation approved: 72.5M for, 4.4M against.","Compensation Committee replaced ROIC target with three-year average net sales growth for FY2025 performance units.","Performance units now 75% based on adjusted EPS and 25% on net sales growth."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":10982644276.00997,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":237530,"accession_number":"0000091419-24-000029","cik":91419,"company_name":"J M SMUCKER Co","ticker":"SJM","form_type":"8-K","filed_at":"2024-06-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Smucker Q4 adjusted EPS $2.66, +1%; FY2025 guidance $9.80-$10.20","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $2.2B, down 1% (up 3% excluding acquisition/divestitures); adjusted EPS $2.66 vs $2.64 prior year.","Segment: U.S. Retail Coffee net sales -4% but segment profit +5%; Sweet Baked Snacks (Hostess) contributed $337M in sales.","FY2025 guidance: net sales growth 9.5-10.5%, adjusted EPS $9.80-$10.20, free cash flow ~$900M.","Cash from operations $428.1M; free cash flow $297.5M for quarter; dividends $112M returned.","Hostess Brands acquisition completed Nov 2023; Canada condiment and Sahale Snacks divested in FY2024."],"consensus_eps_estimate":null,"consensus_eps_actual":7.13,"consensus_revenue_estimate":null,"consensus_revenue_actual":8178700000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":10982644276.00997,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":255071,"accession_number":"0000091419-24-000008","cik":91419,"company_name":"J M SMUCKER Co","ticker":"SJM","form_type":"8-K","filed_at":"2024-02-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Smucker Q3 adj EPS $2.48 (+12% YoY); raises comparable sales growth outlook to ~8.75%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Diluted GAAP EPS $1.13; adjusted EPS $2.48, up 12% YoY. Net sales $2.23B (+1% reported, +6% comparable).","Hostess Brands acquisition contributed $300M in net sales; integration costs impacted GAAP operating income.","U.S. Retail Pet Foods comparable sales up 20% ex-divestitures, led by Meow Mix cat food and Milk-Bone snacks.","Full-year adjusted EPS guidance narrowed to $9.45-$9.65; comparable net sales growth raised to ~8.75% from 8.5-9.0%.","Full-year free cash flow outlook lowered to ~$500M from $530M; capex unchanged at $610M."],"consensus_eps_estimate":null,"consensus_eps_actual":4.81,"consensus_revenue_estimate":null,"consensus_revenue_actual":5973000000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":10982644276.00997,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":255070,"accession_number":"0001193125-24-013563","cik":91419,"company_name":"J M SMUCKER Co","ticker":"SJM","form_type":"8-K/A","filed_at":"2024-01-24T23:59:59+00:00","items":["9.01"],"status":"ready","headline":"Smucker provides pro forma financials for Hostess Brands acquisition; pro forma net loss of $166.4M for FY2023","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Purchase price of $5,496.7M: $3,987.8M cash, $450.2M in Smucker shares, $991.0M debt assumed.","Pro forma net loss of $166.4M for year ended April 30, 2023; pro forma net income of $157.3M for Q1 FY2024.","Expected $210M one-time integration costs; anticipates $100M cost savings by fiscal 2026.","Hostess Brands contributed $1,371.5M net sales (12 months ended March 31, 2023); combined pro forma net sales $9,898.3M.","Goodwill recorded at $7,782.3M; intangible assets adjusted to $7,431.4M."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":10982644276.00997,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":272536,"accession_number":"0000091419-23-000140","cik":91419,"company_name":"J M SMUCKER Co","ticker":"SJM","form_type":"8-K","filed_at":"2023-12-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Smucker Q2 adj EPS $2.59 (+8% YoY); FY24 guidance lowered on Hostess Brands acquisition costs","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $1.94B, down 12% (comparable +7%); net income $1.90 diluted EPS, adj EPS $2.59.","Full-year adj EPS guidance cut to $9.25-$9.65 from $9.45-$9.85; free cash flow forecast reduced to $530M from $650M.","Hostess Brands acquisition adds ~$0.40 unfavorable EPS impact; capex guidance raised to $610M.","U.S. Retail Coffee segment profit fell 9% on $39.1M supplier agreement termination charge.","U.S. Retail Consumer Foods profit +28%, U.S. Retail Pet Foods comparable sales +20%, International profit +45%."],"consensus_eps_estimate":null,"consensus_eps_actual":3.69,"consensus_revenue_estimate":null,"consensus_revenue_actual":3743800000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":10982644276.00997,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":272535,"accession_number":"0001193125-23-272302","cik":91419,"company_name":"J M SMUCKER Co","ticker":"SJM","form_type":"8-K","filed_at":"2023-11-07T23:59:59+00:00","items":["2.01","8.01","9.01"],"status":"ready","headline":"J.M. Smucker completes Hostess Brands acquisition, expanding sweet baked snacks","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Deal closed Nov 7, 2023; Hostess Brands becomes wholly owned subsidiary of J.M. Smucker.","Consideration per Hostess share: $30.00 cash + 0.03002 SJM shares, plus cash for fractional shares.","52.1% of Hostess shares tendered by expiration; additional 16.64% via guaranteed delivery procedures.","Acquired brands include Hostess (Twinkies, Donettes, etc.) and Voortman; six manufacturing facilities and ~3,000 employees.","Financial impact to be detailed when Smucker reports Q2 fiscal 2024 results on Dec 5, 2023."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":10982644276.00997,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":272534,"accession_number":"0001193125-23-263098","cik":91419,"company_name":"J M SMUCKER Co","ticker":"SJM","form_type":"8-K","filed_at":"2023-10-25T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Smucker issues $3.5B in notes to finance Hostess Brands merger and refinance debt","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $750M 5.900% 2028 Notes, $1B 6.200% 2033 Notes (each matures Nov 15, 2028/2033).","Also issued $750M 6.500% 2043 Notes and $1B 6.500% 2053 Notes (maturities Nov 15, 2043/2053).","Net proceeds, plus cash and other debt, will fund Hostess Brands acquisition cash consideration and repayment of Hostess debt.","Interest on all notes accrues from Oct 25, 2023, payable semiannually on May 15 and Nov 15.","Indenture contains customary restrictions on liens, asset sales, mergers, and change-of-control repurchase obligations."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":10982644276.00997,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":272533,"accession_number":"0001193125-23-256165","cik":91419,"company_name":"J M SMUCKER Co","ticker":"SJM","form_type":"8-K","filed_at":"2023-10-13T23:59:59+00:00","items":["1.01","8.01","9.01"],"status":"ready","headline":"Smucker prices $3.5B multi-tranche notes offering to fund Hostess Brands acquisition","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$750M 5.9% Notes due 2028, $1B 6.2% Notes due 2033, $750M 6.5% Notes due 2043, $1B 6.5% Notes due 2053.","Offering priced at 99.956%, 99.935%, 99.077%, 99.288% of par; closing expected Oct 25, 2023.","Net proceeds ~$3.46B after underwriting discount; to fund Hostess Brands cash consideration, refinancing, and fees.","Underwriting agreement with BofA Securities and J.P. Morgan; customary representations and indemnification."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":10982644276.00997,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":272532,"accession_number":"0001193125-23-253111","cik":91419,"company_name":"J M SMUCKER Co","ticker":"SJM","form_type":"8-K","filed_at":"2023-10-10T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Smucker commences exchange offer for Hostess Brands; files historical financials & pro forma","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Exchange offer for all Hostess Brands Class A shares commenced October 10, 2023, with merger to follow.","Hostess Brands 2022 net revenue $1.358B, net income $164.2M, basic EPS $1.20.","Hostess Brands total assets $3.492B, goodwill $706.6M as of Dec 31, 2022.","Pro forma combined financials filed for year ended April 30, 2023, and quarter ended July 31, 2023.","Transaction subject to regulatory approvals and tender conditions; closing timeline not specified."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":10982644276.00997,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":289366,"accession_number":"0001193125-23-244125","cik":91419,"company_name":"J M SMUCKER Co","ticker":"SJM","form_type":"8-K","filed_at":"2023-09-28T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Smucker enters $800M term loan facility to finance Hostess Brands acquisition","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Unsecured $800M term facility; matures 3 years after Hostess Brands acquisition closing.","Proceeds to finance Hostess Brands acquisition, refinance existing Hostess debt, and pay fees.","Interest at Base Rate or Term SOFR plus margins (0-0.625% Base Rate; 1-1.625% Term SOFR) based on debt rating.","Covenant: interest coverage ratio (EBITDA/cash interest expense) at least 3.75:1.00 quarterly after closing.","Several lenders include Bank of America, RBC, JPMorgan, PNC; administrative agent is Bank of America."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":10982644276.00997,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":289365,"accession_number":"0001193125-23-233050","cik":91419,"company_name":"J M SMUCKER Co","ticker":"SJM","form_type":"8-K","filed_at":"2023-09-12T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Smucker to acquire Hostess Brands for $34.25/share in cash and stock; $5.2B bridge loan","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Per share consideration: $30 cash plus 0.03002 SJM shares (valued at $4.25 based on SJM close of $141.58 on 9/8/23).","Hostess Brands board unanimously approved and recommends stockholders tender shares.","Transaction subject to HSR, Canadian Competition Act clearance, and tender of at least a majority of Hostess shares.","Smucker secured $5.2B 364-day bridge loan from Bank of America and RBC for the cash portion.","Termination fee of $175M payable by Hostess if it accepts a superior proposal."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":10982644276.00997,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":289364,"accession_number":"0001193125-23-232051","cik":91419,"company_name":"J M SMUCKER Co","ticker":"SJM","form_type":"8-K","filed_at":"2023-09-11T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"J.M. Smucker to acquire Hostess Brands for $5.6B enterprise value, $34.25/share","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Acquires Hostess Brands for $34.25/share ($30 cash + 0.03002 SJM shares); total enterprise value ~$5.6B incl. $900M net debt.","Estimated adj. EBITDA multiple ~17.2x; ~13.2x with anticipated $100M run-rate cost synergies within 2 years.","Deal adds ~$1.5B net sales with mid-single-digit growth; expected accretive to adjusted EPS in first fiscal year.","Transaction financed with $5.2B fully committed bridge loan from Bank of America and RBC Capital Markets.","Expected close in Q3 of fiscal year ending Apr 2024; unanimously approved by both boards."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.95,"calibrated_materiality_score":0.95,"market_cap_usd":10982644276.00997,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":289363,"accession_number":"0000091419-23-000111","cik":91419,"company_name":"J M SMUCKER Co","ticker":"SJM","form_type":"8-K","filed_at":"2023-08-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Smucker Q1 adj EPS $2.21 beats prior year $1.67; raises FY EPS guidance to $9.45-$9.85","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $1,805.2M, down 4% (up 21% excl. divestiture and FX); adjusted EPS $2.21, up 32% YoY.","U.S. Retail Consumer Foods net sales up 49% ($464M) driven by Jif recall lapping and Uncrustables growth.","U.S. Retail Pet Foods comparable net sales up 22% despite divestiture; segment profit down $39M due to prior year divested brands.","Full-year FY24 adj EPS guidance raised to $9.45-$9.85 from $9.20-$9.60; free cash flow reaffirmed at $650M.","Repurchased 2.4M shares for $372M in Q1; free cash flow $67.6M vs -$127.3M prior year."],"consensus_eps_estimate":null,"consensus_eps_actual":1.79,"consensus_revenue_estimate":null,"consensus_revenue_actual":1805200000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":10982644276.00997,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":289362,"accession_number":"0000091419-23-000106","cik":91419,"company_name":"J M SMUCKER Co","ticker":"SJM","form_type":"8-K","filed_at":"2023-08-21T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Smucker shareholders elect all 10 directors, ratify auditor, approve say-on-pay at annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All ten director nominees elected; Mark T. Smucker received 72.0M for vs 5.9M against.","Ernst & Young ratified as independent auditor for FY2024 with 84.8M for and 4.8M against.","Advisory vote on executive compensation approved with 74.3M for, 3.9M against.","Shareholders selected one-year frequency for future say-on-pay votes, as board recommended."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.15,"market_cap_usd":10982644276.00997,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":310170,"accession_number":"0000091419-23-000052","cik":91419,"company_name":"J M SMUCKER Co","ticker":"SJM","form_type":"8-K","filed_at":"2023-06-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Smucker Q4 adj EPS $2.64 (+18%), revenue $2.23B (+10%); FY24 adj EPS guide $9.20-$9.60","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $2.23B, +10% YoY; comparable net sales +11%.","GAAP net loss per share $5.69 on $1.0B pre-tax loss from pet food divestiture.","Adjusted EPS $2.64, +18% YoY; full year adj EPS $8.92.","FY24 guidance: comparable net sales +8.5-9.5%, adj EPS $9.20-$9.60, FCF $650M.","Returned $467.9M to shareholders in Q4 via dividends and buybacks."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.86,"consensus_revenue_estimate":null,"consensus_revenue_actual":8529200000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":10982644276.00997,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":310169,"accession_number":"0000091419-23-000050","cik":91419,"company_name":"J M SMUCKER Co","ticker":"SJM","form_type":"8-K","filed_at":"2023-04-28T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Smucker closes sale of five pet food brands & private label business to Post Holdings for ~$1.2B","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Total consideration ~$1.2B: $700M cash (subject to working capital adj.) + ~5.39M shares of Post Holdings.","Brands sold: Rachael Ray Nutrish, 9Lives, Kibbles 'n Bits, Nature's Recipe, Gravy Train and private label pet food.","Facilities transferred: Bloomsburg PA (mfg & distribution), Meadville PA and Lawrence KS (manufacturing).","Divestiture expected to dilute adjusted EPS by ~$0.45 on full-year basis; company plans to offset via buybacks, debt reduction, Transformation Office.","Further financial impact details for fiscal 2024 to be provided with Q4 FY2023 results in June."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":10982644276.00997,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":328830,"accession_number":"0000091419-23-000023","cik":91419,"company_name":"J M SMUCKER Co","ticker":"SJM","form_type":"8-K","filed_at":"2023-03-02T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Smucker announces share repurchase plan for up to 2.35M shares tied to pet food sale to Post","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Plans to repurchase 2,350,000 common shares between March 2 and March 31, 2023 under existing authorization.","Entered into a Rule 10b5-1 plan for up to 2,350,000 shares, commencing upon closing of pet food sale to Post Holdings.","Pet food sale to Post expected to close in Q4 FY2023 (by April 30, 2023), subject to regulatory approvals.","Repurchases under 10b5-1 plan subject to price and volume restraints; no guarantee of exact number or timing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":10982644276.00997,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":328829,"accession_number":"0000091419-23-000019","cik":91419,"company_name":"J M SMUCKER Co","ticker":"SJM","form_type":"8-K","filed_at":"2023-02-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Smucker Q3 adj EPS $2.21 (-5% YoY); narrows FY23 sales guidance, reaffirms free cash flow","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $2,216M (+8% YoY); comparable sales +11% on price increases; GAAP EPS $1.95, adj EPS $2.21 (-5%).","Updated FY23 outlook: net sales growth ~6% (prev 5.5%-6.5%); adj EPS $8.55-$8.75 (prev $8.35-$8.75); FCF $550M.","Jif peanut butter recall estimated to reduce FY23 adj EPS by $0.80 and net sales by ~2%.","U.S. Retail Coffee segment profit -4% on volume/mix decline; Pet Foods profit +14% on pricing.","Cash from ops $584.6M (+33%); free cash flow $442.7M; net debt repayments $303.4M in quarter."],"consensus_eps_estimate":null,"consensus_eps_actual":4.77,"consensus_revenue_estimate":null,"consensus_revenue_actual":6294400000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":10982644276.00997,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":328828,"accession_number":"0000091419-23-000015","cik":91419,"company_name":"J M SMUCKER Co","ticker":"SJM","form_type":"8-K","filed_at":"2023-02-08T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Smucker to sell pet brands (Rachael Ray Nutrish, 9Lives, etc.) to Post for ~$1.2B","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Transaction valued at ~$1.2B: $700M cash + ~5.39M shares of Post Holdings common stock.","Brands sold: Rachael Ray Nutrish, 9Lives, Kibbles 'n Bits, Nature's Recipe, Gravy Train, plus private label pet food.","Divested brands expected to generate ~$1.5B net sales for fiscal year ending April 30, 2023.","Deal expected to close in Q4 FY2023, subject to regulatory approvals; dilutive to adjusted EPS by ~$0.45 full-year.","Smucker to focus on dog snacks (Milk-Bone) and cat food (Meow Mix) in remaining pet business."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":10982644276.00997,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":328827,"accession_number":"0000091419-23-000013","cik":91419,"company_name":"J M SMUCKER Co","ticker":"SJM","form_type":"8-K","filed_at":"2023-01-30T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Chief Commercial and Marketing Officer Geoff E. Tanner resigns, effective Feb 24, 2023","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Geoff E. Tanner notified his resignation on January 25, 2023.","Resignation effective February 24, 2023.","Tanner is leaving to accept a position with another company.","No replacement has been announced."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":10982644276.00997,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":328826,"accession_number":"0000091419-23-000011","cik":91419,"company_name":"J M SMUCKER Co","ticker":"SJM","form_type":"8-K","filed_at":"2023-01-23T23:59:59+00:00","items":["5.03","9.01"],"status":"ready","headline":"Smucker amends bylaws to adopt universal proxy card rules, cements board size","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Amended Regulations update director nomination procedures to comply with SEC universal proxy card rules.","Requires nominating shareholders to comply with Rule 14a-19; failure allows the company to disregard nominee.","Board size fixed at not less than nine nor more than eleven directors.","Includes conforming, clarifying, technical, and non-substantive changes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":10982644276.00997,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":346489,"accession_number":"0000091419-22-000138","cik":91419,"company_name":"J M SMUCKER Co","ticker":"SJM","form_type":"8-K","filed_at":"2022-11-21T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Smucker Q2 net sales +8% to $2.205B; raises FY23 adj EPS and sales guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $2.205B, +8% YoY; organic sales +11%; GAAP EPS $1.79, adj EPS $2.40 (-1%).","Raises FY23 adj EPS outlook to $8.35-$8.75 (prior $8.20-$8.60), net sales growth to 5.5-6.5%.","Jif peanut butter recall estimated to reduce FY23 net sales by ~2% and EPS by ~$0.80.","U.S. Retail Coffee revenue +10% but segment profit -10%; Pet Foods revenue +9%, profit +21%.","Free cash flow guidance unchanged at ~$550M; capex $550M."],"consensus_eps_estimate":null,"consensus_eps_actual":2.82,"consensus_revenue_estimate":null,"consensus_revenue_actual":4078100000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":10982644276.00997,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":362871,"accession_number":"0000091419-22-000094","cik":91419,"company_name":"J M SMUCKER Co","ticker":"SJM","form_type":"8-K","filed_at":"2022-08-23T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Smucker Q1 adj EPS $1.67 (-12% YoY); raises FY23 guidance despite Jif recall","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $1.873B (+1% YoY); ex-divestitures & FX +4%. Jif recall reduced sales by 9%.","GAAP EPS $1.03 (-27%); adj EPS $1.67 (-12%). Jif recall estimated $0.80 hit to FY EPS.","U.S. Retail Pet Foods sales +13%, profit +51%; U.S. Retail Coffee sales +10%, profit -4%.","U.S. Retail Consumer Foods sales -29% (Jif recall); profit -54%. Intl & Away from Home sales +2%, profit -50%.","FY23 guidance raised: net sales growth 4-5% (prev 3.5-4.5%), adj EPS $8.20-$8.60 (prev $7.85-$8.25)."],"consensus_eps_estimate":null,"consensus_eps_actual":1.03,"consensus_revenue_estimate":null,"consensus_revenue_actual":1873000000.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":10982644276.00997,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":362870,"accession_number":"0000091419-22-000092","cik":91419,"company_name":"J M SMUCKER Co","ticker":"SJM","form_type":"8-K","filed_at":"2022-08-22T23:59:59+00:00","items":["5.07","9.01"],"status":"ready","headline":"Smucker shareholders elect all 11 directors, approve exec comp and charter amendment","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All 11 director nominees elected; Mark T. Smucker received 74.9M for, 5.9M against.","Ratification of Ernst & Young as auditor for FY2023 approved with 84.7M for, 8.0M against.","Advisory approval of executive compensation passed with 76.5M for, 4.4M against.","Charter amendment to eliminate time-phased voting provisions approved (155.9M for, 3.0M against).","Quorum of 92.9M shares represented at virtual August 17, 2022 meeting."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.15,"market_cap_usd":10982644276.00997,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":382544,"accession_number":"0000091419-22-000077","cik":91419,"company_name":"J M SMUCKER Co","ticker":"SJM","form_type":"8-K","filed_at":"2022-06-23T23:59:59+00:00","items":["5.02","5.03","8.01","9.01"],"status":"ready","headline":"J.M. Smucker Co. announces board changes: Mark Smucker becomes Chair; Richard and Tim Smucker to retire","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Mark T. Smucker, currently President and CEO, will become Chair of the Board effective Aug 17, 2022, succeeding Richard K. Smucker.","Richard K. Smucker to retire as Executive Chairman on Aug 17, 2022, remain employee until Oct 9, 2022, then continue as Board director if re-elected.","Timothy P. Smucker to retire from Board on Aug 17, 2022; will become Chairman Emeritus for one-year term with $100,000 annual retainer.","Board size reduced from 12 to 11 directors after the annual meeting on Aug 17, 2022, due to Tim Smucker's departure.","Mark Smucker's base salary and incentive plan targets adjusted for increased responsibilities."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":10982644276.00997,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":382543,"accession_number":"0000091419-22-000037","cik":91419,"company_name":"J M SMUCKER Co","ticker":"SJM","form_type":"8-K","filed_at":"2022-06-10T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Smucker to resume Jif production at Lexington facility; reaffirms FY2023 guidance","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Voluntary recall of select Jif peanut butter products on May 20 due to potential salmonella contamination.","Lexington facility manufacturing had been suspended; plans to resume immediately on June 10.","Memphis facility continued production but paused shipments; both facilities now reshipping.","Company reaffirms full-year fiscal 2023 guidance issued on June 7, 2022."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":10982644276.00997,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":382542,"accession_number":"0000091419-22-000034","cik":91419,"company_name":"J M SMUCKER Co","ticker":"SJM","form_type":"8-K","filed_at":"2022-06-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Smucker Q4 adj EPS $2.23 (+18%); FY23 guidance $7.85-$8.25 reflecting Jif recall","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net sales $2.03B (+6%); adj EPS $2.23 beats prior year $1.89.","Jif peanut butter recall reserves $52.3M; FY23 impact estimated $0.90/share.","FY23 guidance: net sales +3.5-4.5%, adj EPS $7.85-$8.25, free cash flow $500M.","U.S. Retail Coffee sales +11% but segment profit -5% on volume/mix decline.","Repurchased 2.0M shares for $262.7M in Q4; reduced debt."],"consensus_eps_estimate":null,"consensus_eps_actual":5.83,"consensus_revenue_estimate":null,"consensus_revenue_actual":7998900000.0,"consensus_period":"2022-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":10982644276.00997,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":400439,"accession_number":"0000091419-22-000019","cik":91419,"company_name":"J M SMUCKER Co","ticker":"SJM","form_type":"8-K","filed_at":"2022-03-03T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"J.M. Smucker announces plan to repurchase 2M shares by March 31, 2022","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["As of Jan 31, 2022, 7,811,472 shares remained under existing repurchase authorization.","Plans to repurchase 2,000,000 common shares between March 3 and March 31, 2022 under Rule 10b-18.","All repurchased shares will be held in treasury; no guarantee on exact number or timing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":10982644276.00997,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":400438,"accession_number":"0000091419-22-000015","cik":91419,"company_name":"J M SMUCKER Co","ticker":"SJM","form_type":"8-K","filed_at":"2022-03-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Smucker Q3: $150M impairment drives GAAP EPS to $0.64; adjusted EPS $2.33, comparable sales +4%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP EPS $0.64 (down 72%) on $150.4M noncash impairment of Rachael Ray Nutrish brand intangible.","Adjusted EPS $2.33 (down 5%); net sales $2,057M (-1%); comparable sales ex-divestitures/FX +4%.","U.S. Retail Pet Foods segment profit fell 29% to $95.7M; Coffee +1% to $213.4M; Consumer Foods -10%.","Full-year adjusted EPS guidance narrowed to $8.35-$8.65 (from $8.35-$8.75); free cash flow outlook $700M reaffirmed.","Net debt repayments $226.1M in quarter; completed divestitures of private label dry pet food and natural beverage/grains."],"consensus_eps_estimate":null,"consensus_eps_actual":3.96,"consensus_revenue_estimate":null,"consensus_revenue_actual":5965100000.0,"consensus_period":"2022-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":10982644276.00997,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":400437,"accession_number":"0000091419-22-000010","cik":91419,"company_name":"J M SMUCKER Co","ticker":"SJM","form_type":"8-K","filed_at":"2022-02-07T23:59:59+00:00","items":["5.02","5.03","9.01"],"status":"ready","headline":"J.M. Smucker appoints Jonathan E. Johnson III (Overstock CEO) to Board, expanding to 12 members","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Jonathan E. Johnson III elected to Board effective February 4, 2022, increasing Board to 12 members.","Johnson is CEO of Overstock.com; will serve on Nominating, Governance, and Corporate Responsibility Committee.","Amendment to Regulations fixes the number of directors at 12, effective the same date.","Director compensation for Johnson will align with non-employee director pay disclosed in 2021 proxy."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":10982644276.00997,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":419396,"accession_number":"0000091419-21-000105","cik":91419,"company_name":"J M SMUCKER Co","ticker":"SJM","form_type":"8-K","filed_at":"2021-11-23T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"J.M. Smucker beats Q2 expectations, raises FY2022 guidance; adjusted EPS $2.43, comparable sales +8%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $2.05B (+1% reported, +8% excl. divestitures and FX); adjusted EPS $2.43 (+2%) vs $2.39 prior year.","Full-year adjusted EPS guidance raised to $8.35-$8.75 from $8.25-$8.65; net sales outlook improved to (0.5%)-0.5%.","Cash from ops $165.1M (-56%); free cash flow $105.9M vs $326.3M prior year due to working capital timing.","U.S. Retail Coffee net sales +8% to $645.1M; segment profit +3% led by Dunkin' and Café Bustelo brands.","U.S. Retail Consumer Foods net sales -8% reported but +9% excl. Crisco; Uncrustables and Jif drove volume growth."],"consensus_eps_estimate":null,"consensus_eps_actual":3.32,"consensus_revenue_estimate":null,"consensus_revenue_actual":3908000000.0,"consensus_period":"2022-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":10982644276.00997,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":436952,"accession_number":"0001193125-21-284182","cik":91419,"company_name":"J M SMUCKER Co","ticker":"SJM","form_type":"8-K","filed_at":"2021-09-27T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Smucker issues $800M in two tranches: $500M 2.125% notes due 2032 and $300M 2.75% notes due 2041","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$500M 2.125% notes due 2032; interest payable semiannually starting March 15, 2022.","$300M 2.750% notes due 2041; interest payable semiannually starting March 15, 2022.","Underwriters: BofA Securities and J.P. Morgan; offering closed Sept 24, 2021.","Indenture includes restrictions on liens, asset sales, and change of control repurchase."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":10982644276.00997,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":"2021-09-27T23:59:59+00:00|436952"}