J.M. Smucker Q4 earnings beat, fiscal 2027 profit forecast raised
Key takeaways
- Quarterly net sales rose 6% to $2.27 billion, the company said.
- Coffee was the standout performer for the quarter, with the U.S. retail segment — home to the Folgers, Dunkin , and Café Bustelo brands — generating $830.6 million in net sales, a 12% year-over-year increase.
- Company-wide, pricing gains of 10 percentage points more than compensated for a 4 percentage point drag from volume and mix, according to the company.
J.M. Smucker Q4 earnings beat, fiscal 2027 profit forecast raised Quartz · Cheng Xin / Getty Images Colleen Cabili Tue, June 9, 2026 at 8:48 PM GMT+7 2 min read SJM KC=F J.M. Smucker reported fourth-quarter adjusted earnings of $2.77 per share, up 20% from the prior year, and issued a full-year profit forecast whose midpoint exceeded analyst expectations, as surging coffee prices and a consumer shift toward eating at home drove sales growth.
Quarterly net sales rose 6% to $2.27 billion, the company said. Adjusted earnings topped analyst expectations of $2.64 per share, and the revenue figure beat analyst expectations of $2.26 billion, according to Reuters.
Coffee was the standout performer for the quarter, with the U.S. retail segment — home to the Folgers, Dunkin , and Café Bustelo brands — generating $830.6 million in net sales, a 12% year-over-year increase. That growth was largely pricing-driven, with a 21 percentage point improvement in net price realization, partially counterbalanced by an 8 percentage point volume decline; Dunkin and Folgers both slipped while Café Bustelo posted gains.