SJM · Q1 FY26 · May 1 – Jul 31, 2025
J.M. Smucker Q1 FY26: where the revenue came from and where it went
J.M. Smucker Q1 FY26: revenue $2.1B (−1% year over year). Net profit $0B. Largest cohort U.S.Retail Coffee $0.7B. The whole income statement as a sankey diagram from the SEC filing.
- Period
- May 1 – Jul 31, 2025
- Reported
- Aug 27, 2025
Tap the diagram to enlarge · figures in billions of dollars
Revenue$2.1B
−1% year over year
Gross profit$0.5B
22% margin
Operating profit$0B
2% margin
Net profit$0B
-2% margin
The numbers
| Item | Value | Share of revenue | Year over year |
|---|---|---|---|
| Revenue | 2.1 | 100% | −1% |
| U.S.Retail Coffee | 0.7 | 33% | +15% |
| U.S.Retail Frozen Handheld and… | 0.5 | 24% | −2% |
| U.S.Retail Pet Foods | 0.4 | 19% | −8% |
| All Other Segments | 0.3 | 14% | +7% |
| Sweet Baked Snacks | 0.3 | 14% | −24% |
| Cost of revenue | −1.6 | 76% | |
| Gross profit | 0.5 | 22% margin | −15pp |
| SG&A | −0.4 | 18% | +0pp |
| G&A | −0.1 | 4% | +0pp |
| Operating profit | 0 | 2% margin | −14pp |
| Net profit | 0 | -2% | −11pp |
Older quarters
-
Q4 FY26 4/2026Revenue $2.3B Net margin 17%
-
Q3 FY26 1/2026Revenue $2.3B Net margin -31%
-
Q2 FY26 10/2025Revenue $2.3B Net margin 10%
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