NYSE$SJM

JM Smucker Co · Q3 2020 earnings

Q3 2020 earnings · · Investor relations

Briefing

Smucker's third quarter results were in line with expectations, benefiting from strategic investments and decisive actions to improve business areas.

Smucker Company announced its Q3 2020 results with net sales decreasing by 2 percent, primarily due to declines in the U.S. Retail Pet Foods segment. Adjusted earnings per share increased by 4 percent, and free cash flow was strong at $465.1 million. The company reaffirmed its full-year fiscal 2020 outlook for net sales, adjusted earnings per share, and free cash flow.

  • Net sales decreased by 2 percent, mainly due to anticipated declines in the U.S. Retail Pet Foods segment.
  • Net income per diluted share was $1.64, while adjusted earnings per share increased by 4 percent to $2.35.
  • Cash from operations increased by 24 percent to $521.6 million.
  • Free cash flow for the quarter was $465.1 million, compared to $333.0 million in the prior year.

Headline financials

Total Revenue

$1.97B

Previous: $2.01B-2.0%
EPS (adj)

$2.35

Previous: $2.26+4.0%
U.S. Retail Pet Foods Margin

20.2%

Previous: 19.5%+3.6%
Sweet Baked Snacks Margin

19.9%

Previous: 22.7%-12.3%
Gross Margin

38.5%

Previous: 38.5%+0.0%
U.S. Retail Coffee Margin

33.9%

Previous: 32.7%+3.7%
Capital Expenditures

-$193M

Previous: $88.1M-319.0%
Free Cash Flow

$774M

Previous: $333M+132.5%
Net Income

$187M

Previous: $121M+54.4%
Operating Income

$289M

Previous: $218M+32.8%
Gross Profit

$760M

Previous: $774M-1.8%
Cash & Equivalents

$74.4M

Previous: $207M-64.0%
Total Assets

$16.6B

Previous: $16.9B-1.7%
Stock-Based Comp

$6.1M

Previous: $6M+1.7%

Revenue & EPS history

Smucker · Revenue · Quarterly

$1.97B

Q3 2020-2%vs Q3 2019
Beat estimate in 12 of 16 quarters(75%)
ActualEstimate

Revenue by segment

Smucker · $1.55B total across 3 segments · Q3 2020

  • U.S. Retail Pet Foods
    $722M-4.9%
  • U.S. Retail Coffee
    $559M-0.5%
  • Away From Home
    $269M+0.0%

Forward guidance

The Company reaffirmed its full-year fiscal 2020 net sales, adjusted earnings per share, and free cash flow guidance.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q3 2020

Historical avgQ3 2020

+0.0%

Avg return

Earnings day

+0.3%

Avg return

5 days after

+0.1%

Avg return

30 days after

49%

34 / 69 earnings

Positive

+10.6%

Q4 2026

Best reaction

-11.5%

Q1 2018

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026+10.6%+14.8%
Q3 2026+9.8%+5.4%-10.7%
Q2 2026-4.7%-0.1%-4.8%
Q1 2026-4.2%-0.1%-1.2%
Q4 2025+0.0%+0.3%+9.4%
Q3 2025-0.0%+0.6%+6.6%
Q2 2025+3.9%+3.7%-2.4%
Q1 2025-5.7%-5.0%+0.4%
Q4 2024+4.2%+2.4%-0.4%
Q3 2024-2.7%-2.2%+0.5%
Q2 2024+4.7%+6.1%+14.4%
Q1 2024+0.7%-0.3%-12.8%
Q4 2023-0.4%+3.1%-0.3%
Q3 2023-1.9%+1.9%+6.4%
Q2 2023+2.1%+3.5%+8.1%
Q1 2023+4.6%+2.8%+3.1%
Q4 2022+3.4%+4.2%+7.8%
Q3 2022-3.0%-0.7%+0.5%
Q2 2022+4.6%+3.6%+5.2%
Q1 2022-2.9%-2.8%-6.4%
Q4 2021+2.9%+0.7%-4.6%
Q3 2021-1.1%-0.2%+13.5%
Q2 2021+1.7%+0.4%+0.0%
Q1 2021+7.7%+5.9%-1.9%
Q4 2020-6.2%-5.4%-8.4%
Q3 2020-1.5%-0.9%-4.4%
Q2 2020+1.6%+1.9%-0.4%
Q1 2020-7.6%-6.9%-3.3%
Q4 2019-0.6%-1.7%-4.6%
Q3 2019+6.4%+4.3%+14.8%
Q2 2019-5.3%-5.4%-14.0%
Q1 2019-9.0%-9.3%-5.4%
Q4 2018-3.8%-0.6%+4.9%
Q3 2018+1.0%-1.5%+2.6%
Q2 2018+7.2%+6.6%+12.1%
Q1 2018-11.5%-11.9%-12.0%
Q4 2017-2.8%-2.0%-11.8%
Q3 2017+3.0%+2.1%+0.5%
Q2 2017-3.9%-2.3%-0.6%
Q1 2017-8.9%-11.0%-11.8%
Q4 2016+8.7%+8.6%+16.1%
Q3 2016+0.7%
Q2 2016+7.9%
Q1 2016+7.7%
Q4 2015-5.8%
Q3 2015+0.7%
Q2 2015-0.8%
Q1 2015-1.7%
Q4 2014+2.8%
Q3 2014+0.2%
Q2 2014-5.1%
Q1 2014-1.5%
Q4 2013-1.0%
Q3 2013-0.4%
Q2 2013-1.0%
Q1 2013+6.7%
Q4 2012-0.4%
Q3 2012-6.5%
Q2 2012+1.5%
Q1 2012-10.2%
Q4 2009+1.1%
Q4 2011+1.1%
Q3 2011-0.0%
Q3 2010-0.0%
Q2 2011+0.4%
Q2 2010+1.1%
Q1 2010+1.1%
Q4 2010+1.1%
Q1 2011+1.1%

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