J M Smucker Co
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Last report3 of 8 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
J M Smucker Co
129.90
+4.34%
vs ±6.4% implied · ×0.68
shaded = implied · ▲▼ = realized
Largest filed tie
34.00%
of SJM revenue · Walmart Inc. and subsidiaries, including Sam's Club
J M Smucker has 5 disclosed suppliers and 3 disclosed customers in SEC filings.
SentenceSales to Walmart Inc. and subsidiaries, including Sam's Club, amounted to 34 percent of net sales in 2026 and 33 percent of net sales in both 2025 and 2024.
basisSJM FY2025 revenue $8.7BWMT FY2026 revenue $713BFY mismatch
SentenceThe terms of the Dunkin' Licenses include the payment of royalties to an affiliate of DD IP Holder LLC and other financial commitments by the Company.
SJM 10-Kaccession 0000091419-25-000056
SentenceFurther, Graham Packaging Company, L.P. ("Graham Packaging") is our single-source supplier for the packaging of our Folgers coffee products.
SJM 10-Kaccession 0000091419-25-000056
SentenceIn addition, JDE Peet's N.V. ("JDE Peet's") is our single-source supplier for liquid coffee for our Away From Home business, and there are a limited number of manufacturers other than JDE Peet's that are able to manufacture liquid coffee.
SJM 10-Kaccession 0000091419-25-000056
SentenceKDP is our primary supplier of single-serve pods and the single-source supplier of liquid coffee for our Away From Home business.
SJM 10-Kaccession 0000091419-26-000050
SentenceVolume/mix decreased net sales by 7 percentage points, primarily reflecting lower contract manufacturing sales related to the divested pet food brands, as the contract manufacturing agreement with Post concluded at the end of 2025, and a decrease for dog snacks, partially offset by an increase for cat food.
SentenceOn March 3, 2025, we sold certain Sweet Baked Snacks value brands to JTM.
SJM 10-Kaccession 0000091419-25-000056
Expected move
Inputs8Q avg ±6.6%·×0.25·cheap
straddle ±7.7%
spot 129.90exp Dec 18ATM strike 130ATM straddle 11.75IV 31%