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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產品與營收

產品營收佔比

營收結構 ($8.8B)

靜態數據（加載即時財務…）

US Retail Coffee (32%)

US Retail Frozen & Spreads (28%)

Sweet Baked Snacks (22%)

International & Away From Home (18%)

業務部門構成與主要客戶

產品詳情

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

供應鏈關係

主要客戶

Walmart Inc.

Coffee, snacks, and spreads retail

影響: High — ~30% of US retail sales

Costco Wholesale Corporation

Bulk coffee and snack distribution

影響: Medium — warehouse channel

The Kroger Co.

Grocery distribution

影響: Medium — key grocery partner

宏觀與市場背景

필수소비재行業新聞

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%

近期催化劑

◆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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企業資訊

總部

Orrville, Ohio, USA

成立時間

1897

員工人數

13,000+

官網

jmsmucker.com

行業概況 — 필수소비재

行業新聞