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The J.M. Smucker Company SJM U.S.Retail Coffee — Segment selling and distribution expenses

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Other financials

Income statement

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Revenue$2.3B+5.8%
Gross profit$862.1M+4.7%
Operating income$444.5M+174%
Net income-$724.2M-9.3%
EPS (diluted)-$6.79-9.2%

Balance sheet

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Cash & equivalents$58.6M-16.2%
Total debt$7.0B-10.6%
Total equity$5.5B-8.9%
Total assets$16.2B-7.7%

Cash flow

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Operating cash flow$579.2M+47.0%
CapEx$95.3M+0.3%
Free cash flow$483.9M+61.9%

Valuation

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Market cap$12.74B+9.5%
Enterprise value$19.66B-0.3%
P/S1.4×+0.1×

Profitability

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Gross margin33.5%-5.3pp
Operating margin4%+2.4pp
Net margin-14.1%-19.1pp
FCF margin12.8%+3.4pp

Returns & leverage

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Return on equity-20.7%-26.1pp
Debt / equity1.3×0.0×
Current ratio0.8×0.0×

Where this comes from

Reported directly by The J.M. Smucker Company in its filing.

Tagged under the XBRL concept us-gaap:SellingGeneralAndAdministrativeExpense.

The source filing: The J.M. Smucker Company’s 10-Q, filed February 26, 2026.

Filed
Feb 26, 2026, 4:15 PM EST
Fiscal quarter
Q3 FY2026
Calendar quarter
Q1 2026
Accession
0000091419-26-000016
Line itemU.S. Retail CoffeeU.S. Retail Frozen Handheld and SpreadsU.S. Retail Pet FoodsSweet Baked SnacksInternational and Away From HomeTotal
Net sales$908.2$454.0$417.1$224.8$335.3$2,339.4
Segment cost of products sold (A)629.8290.3231.3170.9226.3
Segment selling and distribution expenses (B)79.360.367.242.536.8
Other segment items (C)0.1(0.2)(3.3)(0.8)0.2
Segment profit$199.0$103.6$121.9$12.2$72.0$508.7
Reconciliation of segment profit:
Amortization(50.3)
Goodwill impairment charges(507.5)

Item 1. Financial Statements.

FAQ

What is The J.M. Smucker Company's u.s.retail coffee — segment selling and distribution expenses?
The J.M. Smucker Company (SJM) reported u.s.retail coffee — segment selling and distribution expenses of $79.3M in Q4 2025.
How has The J.M. Smucker Company's u.s.retail coffee — segment selling and distribution expenses changed year-over-year?
The J.M. Smucker Company's u.s.retail coffee — segment selling and distribution expenses increased by 6.2% year-over-year, from $74.7M to $79.3M.
What does u.s.retail coffee — segment selling and distribution expenses mean?
Operating expenses specifically attributable to the marketing, sales force, and distribution logistics of the U.S. Retail Coffee segment. These costs support brand awareness, trade promotions, and the physical movement of goods to retail partners. Monitoring this helps evaluate the efficiency of the segment's go-to-market strategy.

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