The J. M. Smucker Company (SJM) released Q4 and FY2019 results and FY2020 guidance on June 6, 2019. Although SJM is slowly transforming its product portfolio to better match consumer preferences it does not possess any major competitive advantages and faces significant competition. I currently view shares as richly valued and intend to once [...]
The J.M. Smucker Company (SJM) released its Q2 2019 results before the market opened on November 28, 2018. EPS guidance was lowered and shares dropped in value by $7.90/share (~7.24%) by market close. I recognize SJM is a company undergoing a transformation and in exchange for my patience while it undergoes this transformation I want [...]
Summary SJM is a company undergoing a transformation. Short-term results can, therefore, occasionally fall short of projections. Other well known names in the Consumer Goods, Processed and Packaged Goods space have performed poorly over the past year. SJM is attractively valued. Its forward adjusted PE has not been this low since the Financial Crisis. I [...]
This is a follow up to my August 21st J.M. Smucker Company article in which I explained how I am employing the use of a conservative call option strategy to generate additional income while I patiently wait for this company's restructuring efforts to pan out. My objective, albeit ambitious, is to generate ~$7,390 in dividend [...]
The J.M. Smucker Company is currently transforming its business and the investment community has not reacted kindly to the speed at which this transformation is occurring and level of progress made to date. As a result, shares have come under pressure. While investors wait for this transformation to generate the desired results, there is a [...]
The J.M. Smucker Company is facing headwinds. Revenue growth and profit margins are expected to remain under pressure amid a competitive environment and challenging retailer dynamics. The stock price has dropped ~18.5% from recent highs and in this article I look at whether SJM currently presents an attractive buying opportunity. Summary SJM is facing headwinds [...]
Summary SJM is facing headwinds and revenue growth and profit margins are expected to remain under pressure amid a competitive environment and challenging retailer dynamics. SJM is currently exploring the divestiture of its US baking business and a sale of this business will likely impact FY2019 projections. Shareholders have been aptly rewarded over the long-term [...]
Summary SJM recently reported Q2 results reflecting a marginal deterioration in adjusted gross profit margin and adjusted operating income margin relative to Q2 2017. Adjusted EPS revised downward for the second time subsequent to the release of FY adjusted EPS in June 2017 but FCF forecast remains consistent at $0.775B. SJM has a 4 pronged [...]
Summary This The J.M. Smucker stock analysis is based on Q4 and FY2017 results released June 8, 2017 and its 2018 forecast. I have been looking to increase my exposure in the Consumer sector and view the Non-Cyclical Consumer Goods space as one likely to experience a lower level of volatility. SJM has been on [...]
