SJMJ.M. Smucker

Consumer staples · Packaged Foods · NYSE

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

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What the 10-K filed 2026-06-09 says about risks that are not on the face of the balance sheet, from the notes to the financial statements, Legal Proceedings and the MD&A (and, for big customers and key suppliers, Business and Risk Factors). Tickdelta picks sentences with specifics (amounts, accruals, covenant ratios) and quotes them as filed. New marks a sentence with nothing like it in the 10-K filed 2025-06-18.

Big customers

Customers the company names as a large share of revenue or receivables (it must name any worth 10% of revenue).

No specific sentence about this in the 10-K.

Key suppliers

3 new

Parts or manufacturing that depend on one or a few suppliers.

“We have elected to source certain raw materials, such as packaging for our Folgers coffee and Jif peanut butter brands, certain finished goods, such as K-Cup® pods, our Pup-Peroni dog snacks, and liquid coffee, from primary or single sources of supply.”
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New “KDP is our primary supplier of single-serve pods and the single-source supplier of liquid coffee for our Away From Home business.”
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New “There are a limited number of manufacturers, other than KDP, capable of producing liquid coffee for use in our systems.”
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New “(“Graham Packaging”) is the single-source supplier for packaging used in our Folgers coffee products and primary supplier for packaging used in our Jif peanut butter products.”
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Lawsuits and legal claims

Pending cases, settlements and what the company has set aside for them.

“We are currently a defendant in a variety of such legal proceedings, and while we cannot predict with certainty the ultimate results of these proceedings or potential settlements associated with these or other matters, we have accrued losses for certain contingent liabilities that we have determined are probable and reasonably estimable at April 30, 2026.”
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“We are seeking damages of $109.0 CAD representing the amount of the aggregate liability of the Sellers for indemnification under the Purchase Agreement, $5.0 CAD in punitive or aggravated damages, interest, proceedings fees, and any other relief the presiding court deems appropriate.”
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Guarantees and indemnities

Promises to pay someone else's debts or losses if they cannot.

No specific sentence about this in the 10-K.

Debt covenants

Conditions in loan agreements that, if broken, can make debt due early.

“We are in compliance with all our debt covenants as of April 30, 2026, and expect to be for the next 12 months.”
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“Our debt instruments contain certain covenant restrictions, including an interest coverage ratio.”
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“As of April 30, 2026, we are in compliance with all covenants.”
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Commitments off the balance sheet

Contracts the company must pay for later: purchase obligations, take-or-pay deals.

No specific sentence about this in the 10-K.

Sentences are chosen by their words, not read by AI, so some can be off topic. Always check the filing. Open the 10-K ↗

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