SJMJ.M. Smucker
The Company: The J. M. Smucker Company (“Company,” “registrant,” “we,” “us,” or “our”), often referred to as Smucker’s (a registered trademark), was established in 1897 and incorporated in Ohio in 1921. 10-K, Item 1
- Headquarters
- Orrville, OH
- CEO
- Mark T. Smucker
- Next results
- around Nov 24, 2026
What changed
10-K filed Jun 9, 2026 against Jun 18, 2025| Area | What changed | Source |
|---|---|---|
| Risk factors | 6 new paragraphs, nothing like them in the previous 10-K | 10-K Item 1A |
| Critical audit matters changed | New this year: Hostess brand trademark and Sweet Baked Snacks reporting unit interim impairment test (“As discussed in Note 1 and Note 7 of the consolidated financial statements, the Company’s goodwill and indefinite-lived trademarks are quantitatively tested for impairment at least annually on February 1, or when events or circumstances occur that would more likely than not reduce the fair value of ”); Quantitative impairment assessment of goodwill and indefinite-lived trademarks (“At April 30, 2026, the Company’s total goodwill and indefinite-lived trademarks were $5.2 billion and $2.6 billion, respectively. Goodwill is assigned to the Company’s reporting units as of the acquisition date. As discussed in Note 1 and Note 7 of the consolidated financial statements, the Company’”). No longer listed: Hostess brand indefinite-lived intangible trademark impairment evaluation; To test the estimated fair value of the Hostess brand indefinite-lived intangible trademark, we; Sweet Baked Snacks goodwill impairment evaluation; Auditing the Company’s quantitative impairment tests of the Sweet Baked Snacks reporting; Baked Snacks reporting unit, including controls over the significant assumptions mentioned; To test the estimated fair value of the Sweet Baked Snacks reporting unit, we performed; Company in its quantitative test. As it pertains to revenue growth, we compared the; We assessed the historical accuracy of management’s estimates. In addition, we involved; Specifically, we evaluated the components of the weighted average cost of capital | 10-K · XBRL |
| Accounting checks | 10 other checks clear, 1 worth a look | 10-K · XBRL |
| Insiders | No open-market buys in the last 90 days | Form 4 |
| Filings | 0 in the last 30 days | EDGAR |
Each row opens the detail with the quote and the filing. A row is a change worth reading, not a verdict.
What's new, in their words
10-K filed Jun 9, 2026Paragraphs in Risk Factors that were not in the 10-K filed 2025-06-18. Quoted as filed.
In particular, the anticipated benefits of our acquisition of Hostess Brands depend in part on our ability to maintain operational stability and continue executing ongoing optimization initiatives. The Hostess Brands business has been substantially integrated into our operations; however, managing a larger and more complex organization…
10-K, Item 1A
Accounting checks
latest 10-K10 of 11 clear 1 worth a look. Checks, not verdicts.
- !Critical audit matters changedNew this year: Hostess brand trademark and Sweet Baked Snacks reporting unit interim impairment test (“As discussed in Note 1 and Note 7 of the consolidated financial statements, the Company’s goodwill and indefinite-lived trademarks are quantitatively tested for impairment at least annually on February 1, or when events or circumstances occur that would more likely than not reduce the fair value of ”); Quantitative impairment assessment of goodwill and indefinite-lived trademarks (“At April 30, 2026, the Company’s total goodwill and indefinite-lived trademarks were $5.2 billion and $2.6 billion, respectively. Goodwill is assigned to the Company’s reporting units as of the acquisition date. As discussed in Note 1 and Note 7 of the consolidated financial statements, the Company’”). No longer listed: Hostess brand indefinite-lived intangible trademark impairment evaluation; To test the estimated fair value of the Hostess brand indefinite-lived intangible trademark, we; Sweet Baked Snacks goodwill impairment evaluation; Auditing the Company’s quantitative impairment tests of the Sweet Baked Snacks reporting; Baked Snacks reporting unit, including controls over the significant assumptions mentioned; To test the estimated fair value of the Sweet Baked Snacks reporting unit, we performed; Company in its quantitative test. As it pertains to revenue growth, we compared the; We assessed the historical accuracy of management’s estimates. In addition, we involved; Specifically, we evaluated the components of the weighted average cost of capital
- ✓Receivables +6.0% vs revenue +3.7% (+2.3 pts)
- ✓Cash from operations $1.5B vs net income −$138.7M (FY ending 2026-04-30)
- ✓Inventory -6.9% vs revenue +3.7% (-10.6 pts)
- ✓Same auditor in both 10-Ks: Ernst & Young LLP
- ✓No statement of substantial doubt about going concern
- ✓No 8-K item 4.02 in the last 2 years
- ✓No NT 10-K or NT 10-Q in the last 2 years
- ✓No sentence in the 10-K concludes that controls were not effective because of a material weakness
- ✓No 8-K item 2.06 in the last 2 years
- ✓No 8-K item 1.03 in the last 2 years
In the last 30 days
All filings →Nothing new. The most recent filings:
- Sep 23, 2026Offering Shelf registration: shares and other securities, amount not fixed S-3ASR · We, or any selling security holder, may offer and sell from time to time, in one or more offerings, debt securities, common shares, serial preferred shares and warrants, as well as units that include any of these securities.
- Aug 26, 20268-K Quarterly results 8-K item 2.02
- Aug 26, 202610-Q Quarterly report (10-Q) period ended Jul 31, 2026
- Aug 17, 20268-K Shareholder vote results 8-K item 5.07
Work on SJM in a spreadsheet:
Excel workbook (a sheet per section, ten years by column, charts, links to the filings) ·
CSV.
For a Google Sheet that stays up to date, paste =IMPORTDATA("https://tickdelta.com/company/SJM/export.csv") into a cell.