J.M. Smucker's Fiscal Q1 to Benefit From 'Better Coffee Fundamentals,' Says BofA Securities

MT Newswires Live

08/19

J.M. Smucker (SJM) saw "better coffee fundamentals" during its fiscal Q1 period, potentially leading to improved coffee sales and profits, BofA Securities said in a Tuesday note focused on packaged food companies.

The investment firm raised its fiscal Q1 and 2026 guidance for J.M. Smucker's adjusted earnings per share to $1.95 and $9.10 respectively, but flagged tariff headwinds related to Brazilian imports. BofA Securities also raised its price target on the company's stock to $120 from $105, while reiterating a neutral rating.

In the same note, BofA Securities lowered its fiscal 2026 EPS estimate for Campbell's (CPB) to $2.35 from $2.65, citing updated inflation assumptions, while its fiscal Q4 and 2025 estimates were unchanged. The investment firm also cut its price target on Campbell's stock to $29 from $33 and reaffirmed its underperform rating.

J.M. Smucker is set to release its fiscal Q1 results on Aug. 27 and Campbell's is expected to report fiscal Q4 results on Sept. 4.

Price: 111.92, Change: +0.45, Percent Change: +0.40

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Smucker's Fiscal Q1 to Benefit From 'Better Coffee Fundamentals,' Says BofA Securities\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time smaller\">2025-08-19 23:23</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<html><body><p> J.M. Smucker (SJM) saw \"better coffee fundamentals\" during its fiscal Q1 period, potentially leading to improved coffee sales and profits, BofA Securities said in a Tuesday note focused on packaged food companies.</p><p>The investment firm raised its fiscal Q1 and 2026 guidance for J.M. Smucker's adjusted earnings per share to $1.95 and $9.10 respectively, but flagged tariff headwinds related to Brazilian imports. BofA Securities also raised its price target on the company's stock to $120 from $105, while reiterating a neutral rating.</p><p>In the same note, BofA Securities lowered its fiscal 2026 EPS estimate for Campbell's (CPB) to $2.35 from $2.65, citing updated inflation assumptions, while its fiscal Q4 and 2025 estimates were unchanged. The investment firm also cut its price target on Campbell's stock to $29 from $33 and reaffirmed its underperform rating.</p><p>J.M. Smucker is set to release its fiscal Q1 results on Aug. 27 and Campbell's is expected to report fiscal Q4 results on Sept. 4.</p><p>Price: 111.92, Change: +0.45, Percent Change: +0.40</p></body></html>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4212","symbol_name":"包裝食品與肉類","start_time":0,"source_url":"https://www.mtnewswires.com/","article_id":"2560180571","we_media_id":"1092851196","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2560180571","pubTimestamp":1755616996,"columns":[],"sourceInfo":{"source_id":"mtnewswires_news","name":"MT Newswires"},"weMediaInfo":{"media_name":"MT Newswires Live","introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. 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The investment firm also cut its price target on Campbell's stock to $29 from $33 and reaffirmed its underperform rating.J.M. Smucker is set to release its fiscal Q1 results on Aug. 27 and Campbell's is expected to report fiscal Q4 results on Sept. 4.Price: 111.92, Chang","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4212":"包装食品与肉类","JVA":"Coffee Holding Co","CPB":"金宝汤","SJM":"斯马克","BK4588":"碎股","BK4585":"ETF&股票定投概念"},"translate_title":"J.M.美国银行证券表示，Smucker的第一财季将受益于“更好的咖啡基本面”","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"CPB":0.9,"SJM":0.9,"JVA":1},"content_text":"J.M. Smucker (SJM) saw \"better coffee fundamentals\" during its fiscal Q1 period, potentially leading to improved coffee sales and profits, BofA Securities said in a Tuesday note focused on packaged food companies.The investment firm raised its fiscal Q1 and 2026 guidance for J.M. Smucker's adjusted earnings per share to $1.95 and $9.10 respectively, but flagged tariff headwinds related to Brazilian imports. BofA Securities also raised its price target on the company's stock to $120 from $105, while reiterating a neutral rating.In the same note, BofA Securities lowered its fiscal 2026 EPS estimate for Campbell's (CPB) to $2.35 from $2.65, citing updated inflation assumptions, while its fiscal Q4 and 2025 estimates were unchanged. The investment firm also cut its price target on Campbell's stock to $29 from $33 and reaffirmed its underperform rating.J.M. Smucker is set to release its fiscal Q1 results on Aug. 27 and Campbell's is expected to report fiscal Q4 results on Sept. 4.Price: 111.92, Change: +0.45, Percent Change: +0.40","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}