Smucker Q4 GAAP loss $6.85/shr on $2.1B sales; records $980M impairment; adj. EPS $2.31

J M SMUCKER Co

2025-FY EPS reported -$11.57 vs consensus $2.12 ▼ miss (-645.2%)

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.

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