J.M. Smucker's (SJM) fiscal Q4 results and fiscal 2027 guidance are expected to be generally in line with expectations, RBC Capital Markets said in a Friday note.

The company is scheduled to publish its fiscal Q4 financial results on June 9.

J.M. Smucker's coffee segment will likely surpass expectations, performing resiliently with 12% growth, RBC analysts said, citing Circana data.

The company's pet segment could miss consensus estimates due to a reduction in promotional activity dragging the category by 1.9%, the analysts said. The frozen handhelds and spreads segment is up 0.8% driven by strength in Uncrustables but partially offset by weakness in nut butters and fruit spreads, according to the note.

The analysts expect low-double-digit growth percentage for fiscal 2027 EPS, slightly above the company's long-term EPS growth algorithm of high-single-digit percentage growth. A "realistic" organic sales growth for the fiscal year is in the flat-to-1% range, the analysts added.

RBC maintained the company's stock rating at outperform and price target at $130.

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