Highest-materiality recent filing
Smucker Q4 net sales $2.3B (+6%), adj EPS $2.77 (+20%); FY2027 adj EPS guidance $9.75-$10.25
Q4 net sales $2.27B, up 6% YoY; net price realization +10pp, volume/mix -4pp.
Smucker enters separation agreement with former President and COO John Brase
Lump sum payment of $1,185,000 (18 months base salary) payable on April 17, 2026.
Smucker Q3 adj EPS $2.38 (-9% YoY); net sales up 7% to $2.34B; FY26 EPS outlook reaffirmed
Net sales $2.34B (+7% YoY, +8% comparable); net loss per share $6.79 on $548M noncash impairment charge.
Smucker adds two directors after Elliott engagement; board expands to 11
Woo-Sung (Bruce) Chung (NRG Energy CFO) and David Singer (ex-Snyder's-Lance CEO) to join board effective April 15, 2026.
Smucker eliminates COO role; promotes Marshall, Ferguson, Penrose to expanded roles
John Brase no longer an executive officer; COO position eliminated, effective Feb 9, 2026.
J.M. Smucker Q2 net sales up 3% to $2.33B; adj. EPS down 24% to $2.10
Net sales $2.33B, +3% total (+5% comparable); coffee drove 21% sales growth.
Smucker posts Q1 net loss $0.41/share; adj. EPS $1.90 (down 22%); raises FY net sales view
Net sales $2.1B, down 1% YoY; excl. divestitures up 2% on coffee pricing gains.
Smucker shareholders re-elect all 9 directors, ratify auditor, back exec pay
All nine director nominees elected with majority votes; Mark T. Smucker received 72.2M for vs 6.3M against.
Smucker Q4 GAAP loss $6.85/shr on $2.1B sales; records $980M impairment; adj. EPS $2.31
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.
Smucker promotes John Brase to President and COO; special equity awards for Brase and CFO
John Brase promoted to President and COO effective April 30, 2025; previously COO since 2020.
Smucker enters $650M term loan and $2.0B revolver to refinance maturing debt
Term loan of $650M unsecured, matures March 7, 2027, to partially repay $1.0B 3.50% Senior Notes due March 15, 2025.
J.M. Smucker Q3 net loss $6.22/sh on $1B impairment; adj EPS $2.61 beats, guidance updated
Net loss per diluted share $6.22 due to $1B in noncash impairment charges for Sweet Baked Snacks goodwill and Hostess trademark.
Smucker to purchase $300M senior notes; prorates 2.125% notes at 69.9%
Accepted $122.5M of 2.750% notes due 2041 (Priority 1) and $138.8M of 3.550% notes due 2050 (Priority 2).
Smucker launches $300M cash tender offers for five series of senior notes
Commences cash tender offers to purchase up to $300M aggregate purchase price of five series of senior notes due 2028-2050.
Smucker Q2 net sales +17% to $2.27B; adjusted EPS $2.76 vs $2.59; guidance raised
Net sales $2.271B, +17% YoY; organic (ex-acq/div) +2%.
Smucker Q1 adj EPS $2.44 (+10%), net sales $2.1B (+18%); cuts FY2025 guidance
Q1 adj EPS $2.44, up 10% YoY; GAAP EPS $1.74, down 3% due to amortization and higher interest.
Ten directors elected at Aug 14 annual meeting; Mark Smucker received 70.1M for, 6.7M against.
Smucker Q4 adjusted EPS $2.66, +1%; FY2025 guidance $9.80-$10.20
Net sales $2.2B, down 1% (up 3% excluding acquisition/divestitures); adjusted EPS $2.66 vs $2.64 prior year.
Smucker Q3 adj EPS $2.48 (+12% YoY); raises comparable sales growth outlook to ~8.75%
Diluted GAAP EPS $1.13; adjusted EPS $2.48, up 12% YoY. Net sales $2.23B (+1% reported, +6% comparable).
Purchase price of $5,496.7M: $3,987.8M cash, $450.2M in Smucker shares, $991.0M debt assumed.
Smucker Q2 adj EPS $2.59 (+8% YoY); FY24 guidance lowered on Hostess Brands acquisition costs
Net sales $1.94B, down 12% (comparable +7%); net income $1.90 diluted EPS, adj EPS $2.59.
J.M. Smucker completes Hostess Brands acquisition, expanding sweet baked snacks
Deal closed Nov 7, 2023; Hostess Brands becomes wholly owned subsidiary of J.M. Smucker.
Smucker issues $3.5B in notes to finance Hostess Brands merger and refinance debt
Issued $750M 5.900% 2028 Notes, $1B 6.200% 2033 Notes (each matures Nov 15, 2028/2033).
promotion of John Brase to the role of President and Chief Operating Officer, effective immediately.
Max materiality 0.85 · Median 0.70 · Most common event earnings