SJ
The J.M. Smucker Company
SJM · The J.M. Smucker Company · Consumer Staples
Up next day
6/12
50%
Fell despite growth
2/12
Good earnings ignored
Avg earnings move
±1.6%
typical swing on earnings
Price when beating
+0.1%
avg over 10 beats
Biggest single move
+4.2%
'26.4 · largest reaction
How this stock reacts to earnings
Traits seen across its recent earnings reactions
Even strong results barely move the stock
Up the next day 4 of 10 beats (40%)
Reaction is erratic and hard to predict
Avg +0.1% on a beat, +1.9% on a miss
Tends to keep drifting the same way for days
Day-one direction continued · 67% of last 12
vs Consumer Staples sector avg (46 peers)
This
+0.4%
Sector
+0.2%
Avg next-day reaction
Earnings number vs guidance — which drives it?
How often the beat/miss matched the actual price move
This stock reacts more to guidance & expectations than the reported number
Moved opposite to results 8 of last 12 times (67%)
6xBeat but fell
Even a beat sells off if guidance disappoints
2xMissed but rose
Even a miss rebounds if guidance reassures
Earnings timeline · tap a bar for that quarter
Aug 26Before open
'26.7 expectedEst. EPS $2.22
Quarter ended 4/2026
Reported 2026-06-09
Next-day move
+4.2%
After 5 days +3.2%
vs Consensus$2.64→$2.77+5.0% beat
EPS
$2.77
YoY +20%
Revenue
$2.3B
YoY +6%
Next-Q guidance
—
N/A
Price around earnings
vs market +5.7%p2.2x normal — unusual surge
Earnings trend · last 12 quarters
EPS$2.77YoY +20%
'23.7'26.4
Revenue$2.3BYoY +6%
'23.7'26.4
Price vs earnings · last 12 quarters
↑Up↓Down
Bad news out
weak · up ↑
3x25%
Met expectations
good · up ↑
3x25%
Disappointment
weak · down ↓
1x8%
Good earnings ignored
good · down ↓
5x42%
← ← Weak earningsStrong earnings → →
Even on good earnings, the price often fell — earnings poorly reflected · 5 of 12q (42%)
Community · SJM
What do you think of this stock's earnings pattern?
···