The J.M. Smucker Company

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J.M. Smucker is a leading US packaged food and beverage company anchored by Folgers coffee, Jif peanut butter, Smucker's jams, and the recently acquired Hostess Brands.

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产品与营收

产品营收占比

营收构成 ($8.8B)

静态数据（加载实时财务…）

US Retail Coffee (32%)

US Retail Frozen & Spreads (28%)

Sweet Baked Snacks (22%)

International & Away From Home (18%)

业务板块构成与主要客户

产品详情

Folgers & Café Bustelo30%

Leading US retail coffee brands

Jif & Smucker's25%

Iconic peanut butter, jams, and preserves

Hostess Brands25%

Twinkies, Ding Dongs, and other sweet baked goods acquired in 2023

Uncrustables & Other20%

Frozen handheld sandwiches and pet snacks

供应链关系

主要客户

Walmart Inc.

Coffee, snacks, and spreads retail

影响: High — ~30% of US retail sales

Costco Wholesale Corporation

Bulk coffee and snack distribution

影响: Medium — warehouse channel

The Kroger Co.

Grocery distribution

影响: Medium — key grocery partner

宏观与市场背景

필수소비재行业新闻

인플레 완화 + 사재기 소멸 — 정상 수요로 복귀, 마진 회복 국면

미국 식료품 물가 YoY

+2.1%

P&G 유기적 매출 성장

+3% YoY

코스트코 회원 갱신율

93%

사모라벨 침투율

21%

近期催化剂

◆P&G·KO·PEP·WMT Q1 실적 (2026.04)◆미국 3월 PCE 물가 발표◆Nielsen 소비 트렌드 Q1 리포트

AI 分析

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企业信息

总部

Orrville, Ohio, USA

成立时间

1897

员工人数

13,000+

官网

jmsmucker.com

行业概况 — 필수소비재

行业新闻