{"schema_version":"secwatch.filing_event.v1","accession":"0000091419-26-000047","form_type":"8-K","ticker":"SJM","cik":"0000091419","company_name":"J M SMUCKER Co","filed_at":"2026-06-09T11:05:54+00:00","discovered_at":"2026-06-09T11:10:00.297312+00:00","generated_at":"2026-06-09T11:11:05.745900+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Smucker Q4 net sales $2.3B (+6%), adj EPS $2.77 (+20%); FY2027 adj EPS guidance $9.75-$10.25","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."],"urls":{"canonical":"https://secwatch.observer/filing/0000091419-26-000047","json":"https://secwatch.observer/filing/0000091419-26-000047.json","markdown":"https://secwatch.observer/filing/0000091419-26-000047.md","text":"https://secwatch.observer/filing/0000091419-26-000047.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/91419/000009141926000047/0000091419-26-000047-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/91419/000009141926000047/sjm-20260609.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-09T11:11:05.745900+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"2b24c5bb5cd5cd70490cd38d1d7c73767f129aff","claim":"J M SMUCKER Co reported fourth quarter results: revenue $2,268.1, EPS $2.77.","evidence_excerpt":"value.\" FOURTH QUARTER CONSOLIDATED RESULTS Three Months Ended April 30, 2026 2025 % Increase (Decrease) (Dollars and shares in millions, except per share data) Net sales $2,268.1 $2,143.8 6 % Operating income (loss) $444.5 ($599.1) n/m Adjusted operating income 482.1 422.4 14 % Net income (loss) per common share – assuming dilution $3.64 ($6.85) n/m","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/91419/000009141926000047/0000091419-26-000047-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"fourth quarter"},{"label":"Revenue","value":"$2,268.1"},{"label":"EPS","value":"$2.77"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"30e765cbee7bc2a0acb1b2fb561337ed024fca75","claim":"J M SMUCKER Co reported fourth quarter of its fiscal year ending April 30, 2026 results: revenue $2.3 billion, EPS $3.64.","evidence_excerpt":"2, 2024. All comparisons are to the fourth quarter of the prior fiscal year, unless otherwise noted. EXECUTIVE SUMMARY Fourth Quarter Highlights • Net sales for the quarter was $2.3 billion, an increase of $124.3 million, or 6 percent. Net sales excluding the divestiture and foreign currency exchange increased 6 percent. • Net income per diluted share was $3.64 in","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/91419/000009141926000047/0000091419-26-000047-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"fourth quarter of its fiscal year ending April 30, 2026"},{"label":"Revenue","value":"$2.3 billion"},{"label":"EPS","value":"$3.64"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"57b63b09b715ea3ea05422ff7b194996b1a93526","claim":"J M SMUCKER Co reported fiscal year 2027 results: EPS $9.75 to $10.25. Guidance initiated.","evidence_excerpt":"adjusted earnings per share to range from $9.75 to $10.25","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/91419/000009141926000047/0000091419-26-000047-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"fiscal year 2027"},{"label":"EPS","value":"$9.75 to $10.25"},{"label":"Guidance","value":"initiated"},{"label":"Result","value":"guidance update"}],"fact_type":"earnings_release"},{"claim_id":"a613b06f04e53816d33f3a8c5d0dbcf4500be089","claim":"J M SMUCKER Co reported fourth quarter ended April 30, 2026 results: revenue $2,268.1.","evidence_excerpt":"shed gives us confidence in our ability to drive long-term growth and create shareholder value.\" FOURTH QUARTER CONSOLIDATED RESULTS Three Months Ended April 30, 2026 2025 % Increase (Decrease) (Dollars and shares in millions, except per share data) Net sales $2,268.1 $2,143.8 6 % Operating income (loss) $444.5 ($599.1) n/m Adjusted operating income 482.1 422.4 14 % Net income (loss) per common share – assuming dilution $3.64 ($6.85) n/m Adjusted earnings per share – assuming dilution 2.77 2.31 20 % Weighted-average shares outstanding – assuming dilution 106.9 106.4 — % Net Sales Net sales increased $124.3 million, or 6 percent.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/91419/000009141926000047/0000091419-26-000047-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"fourth quarter ended April 30, 2026"},{"label":"Revenue","value":"$2,268.1"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"e1f51dc633e652839c9d1f01e880717aaac364a7","claim":"J M SMUCKER Co reported fiscal year 2026 results: revenue $9.1 billion, EPS $9.15.","evidence_excerpt":"the prior year. • Free cash flow was $483.9 million for the quarter compared to $298.9 million in the prior year. Fiscal Year 2026 Highlights • Net sales for the fiscal year was $9.1 billion, an increase of 4 percent. Fiscal year 2026 net sales excluding the divestitures and foreign currency exchange increased 5 percent. • Net loss per diluted share for the fiscal","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/91419/000009141926000047/0000091419-26-000047-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"fiscal year 2026"},{"label":"Revenue","value":"$9.1 billion"},{"label":"EPS","value":"$9.15"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}