J.M. Smucker Q1 FY26: where the revenue came from and where it went
The whole income statement of J.M. Smucker for this quarter, as one diagram: what earned the revenue, and what it went on.
- Period
- May 1 – Jul 31, 2025
- Reported
- Aug 27, 2025
Revenue$2.11B
−1% year over year
Gross profit$0.48B
22% margin
Operating profit$0.05B
2% margin
Net profit−$0.04B
−2% margin
The numbers
| Item | Value | Share of revenue | Year over year |
|---|---|---|---|
| Revenue | 2.11 | 100% | −1% |
| U.S.Retail coffee | 0.72 | 34% | +15% |
| Frozen handheld & spreads | 0.49 | 23% | −2% |
| U.S.Retail pet foods | 0.37 | 17% | −8% |
| All other | 0.29 | 14% | +7% |
| Sweet baked snacks | 0.25 | 12% | −24% |
| Cost of revenue | −1.64 | 78% | |
| Gross profit | 0.48 | 22% margin | −15pp |
| SG&A | −0.38 | 18% | +0pp |
| Other | −0.05 | 2% | +0pp |
| Operating profit | 0.05 | 2% margin | −14pp |
| Interest & other costs | −0.09 | ||
| Net profit | −0.04 | −2% margin | −11pp |
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