The J. M. Smucker Company (SJM) Q1 2026 Earnings Call Transcript


The J. M. Smucker Company (NYSE:SJM) Q1 2026 Earnings Conference Call August 27, 2025 7:00 AM ET

Company Participants

Crystal Beiting – Vice President of Investor Relations and FP&A
Mark T. Smucker – CEO & Chairman
Tucker H. Marshall – Chief Financial Officer

Conference Call Participants

Alexia Jane Burland Howard – Sanford C. Bernstein & Co., LLC., Research Division
Andrew Lazar – Barclays Bank PLC, Research Division
Max Andrew Stephen Gumport – BNP Paribas Exane, Research Division
Megan Christine Alexander – Morgan Stanley, Research Division
Peter K. Grom – UBS Investment Bank, Research Division
Peter Thomas Galbo – BofA Securities, Research Division
Robert Bain Moskow – TD Cowen, Research Division
Scott Michael Marks – Jefferies LLC, Research Division

Operator

Good morning, and welcome to The J.M. Smucker Company’s Fiscal 2026 First Quarter Earnings Question-and-Answer session. This conference call is being recorded. [Operator Instructions]. I’d like to turn the conference over to Crystal Beiting, Vice President, Investor Relations and Financial Planning and Analysis. Thank you. You may begin.

Crystal Beiting

Good morning, and thank you for joining our fiscal 2026 first quarter earnings question-and-answer session. I hope everyone had a chance to review our results as detailed in this morning’s press release and management’s prepared remarks, which are available on our corporate website at jmsmucker.com. We will also post an audio replay of this call at the conclusion of this morning’s Q&A session.

During today’s call, we may make forward-looking statements that reflect our current expectations about future plans and performance. These statements rely on assumptions and estimates, and actual results may differ materially due to risks and uncertainties. Additionally, we use non-GAAP results to evaluate performance internally. I encourage you to read the full disclosure concerning forward-looking statements and details on our non-GAAP measures in this morning’s press release. Participating on this call are Mark Smucker, Chief Executive



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