secwatch.observer — SEC 8-K summary
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Issuer:     J M SMUCKER Co (SJM)
CIK:        0000091419
Form:       8-K
Filed at:   2026-08-26T11:02:27+00:00
Accession:  0000091419-26-000079
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Smucker beats Q1: adj EPS $3.24 (+71%), raises FY27 guidance
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/91419/000009141926000079/0000091419-26-000079-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/91419/000009141926000079/sjm-20260826.htm
  HTML page:      https://secwatch.observer/filing/0000091419-26-000079

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer