← The J. M. Smucker overview

The J. M. Smucker vs Mondelez International: why the prices moved differently

Weekly · monthly · quarterly news summaries, side by side in time

The J. M. Smucker Company (SJM)

Q3 2026
▲3▼1

Smucker's earnings beat and raised outlook lift shares to a 52-week high

  • Earnings beat and raised guidance Smucker reported quarterly adjusted earnings of $3.24 per share, far above the $2.22 expected, and raised its full-year profit forecast to $10.50–$11.00. The company also said sales would fall less than previously feared. This directly boosts investor confidence and pushes the stock up.

    This is the main new event that moved the stock sharply higher this period.

  • Coffee strength and tariff refunds U.S. retail coffee revenue jumped 13% and segment profit more than doubled, helped by price increases and strong demand for brands like Café Bustelo. Smucker also received $115 million in tariff refunds, which boosted earnings. These factors drove the earnings surprise and support the stock.

    These are the specific business drivers behind the earnings beat that lifted the stock.

  • Volume growth in key brands Overall volumes rose 1%, with strong performance from Uncrustables and Café Bustelo. This is a positive sign because many food companies are losing volume as shoppers trade down. Smucker's ability to grow volumes shows its brands remain resilient, which supports the stock.

    It shows Smucker is bucking the industry trend of weak volumes, a key concern for investors.

  • Industry-wide volume pressure persists A report noted that big food companies, including Smucker, are seeing flat or falling volumes as shoppers switch to cheaper store brands. This is a real headwind that could limit future growth. However, Smucker's latest results showed some volume growth, so the impact is mixed.

    It provides the counterweight: the broader industry challenge that could cap gains.

August 2026
▲3▼1

Smucker's earnings beat and raised outlook lift shares to a 52-week high

  • Earnings beat and raised guidance Smucker reported quarterly adjusted earnings of $3.24 per share, far above the $2.22 expected, and raised its full-year profit forecast to $10.50–$11.00. The company also said sales would fall less than previously feared. This directly boosts investor confidence and pushes the stock up.

    This is the main new event that moved the stock sharply higher this period.

  • Coffee strength and tariff refunds U.S. retail coffee revenue jumped 13% and segment profit more than doubled, helped by price increases and strong demand for brands like Café Bustelo. Smucker also received $115 million in tariff refunds, which boosted earnings. These factors drove the earnings surprise and support the stock.

    These are the specific business drivers behind the earnings beat that lifted the stock.

  • Volume growth in key brands Overall volumes rose 1%, with strong performance from Uncrustables and Café Bustelo. This is a positive sign because many food companies are losing volume as shoppers trade down. Smucker's ability to grow volumes shows its brands remain resilient, which supports the stock.

    It shows Smucker is bucking the industry trend of weak volumes, a key concern for investors.

  • Industry-wide volume pressure persists A report noted that big food companies, including Smucker, are seeing flat or falling volumes as shoppers switch to cheaper store brands. This is a real headwind that could limit future growth. However, Smucker's latest results showed some volume growth, so the impact is mixed.

    It provides the counterweight: the broader industry challenge that could cap gains.

Latest
▲3▼1

Smucker's earnings beat and raised outlook lift shares to a 52-week high

  • Earnings beat and raised guidance Smucker reported quarterly adjusted earnings of $3.24 per share, far above the $2.22 expected, and raised its full-year profit forecast to $10.50–$11.00. The company also said sales would fall less than previously feared. This directly boosts investor confidence and pushes the stock up.

    This is the main new event that moved the stock sharply higher this period.

  • Coffee strength and tariff refunds U.S. retail coffee revenue jumped 13% and segment profit more than doubled, helped by price increases and strong demand for brands like Café Bustelo. Smucker also received $115 million in tariff refunds, which boosted earnings. These factors drove the earnings surprise and support the stock.

    These are the specific business drivers behind the earnings beat that lifted the stock.

  • Volume growth in key brands Overall volumes rose 1%, with strong performance from Uncrustables and Café Bustelo. This is a positive sign because many food companies are losing volume as shoppers trade down. Smucker's ability to grow volumes shows its brands remain resilient, which supports the stock.

    It shows Smucker is bucking the industry trend of weak volumes, a key concern for investors.

  • Industry-wide volume pressure persists A report noted that big food companies, including Smucker, are seeing flat or falling volumes as shoppers switch to cheaper store brands. This is a real headwind that could limit future growth. However, Smucker's latest results showed some volume growth, so the impact is mixed.

    It provides the counterweight: the broader industry challenge that could cap gains.

Mondelez International Inc (MDLZ)

Q3 2026
▲2▼2

Mondelez Q2 Beat and Raised Outlook Offset by Fed Rate Fears

  • Q2 Beat and Raised Full-Year Outlook Mondelez reported Q2 revenue of $9.36 billion and adjusted EPS that beat estimates, driven by solid demand for biscuits and chocolate plus price increases. Management raised full-year organic revenue growth guidance to at least 2%, up from flat to up 2%. This directly boosts investor confidence and supports a higher stock price.

    This is the most recent and most impactful positive catalyst for MDLZ, showing stronger-than-expected financial performance and improved future guidance.

  • Fed Signals Potential Rate Hike, Pressuring Dividend Stocks The Federal Reserve held rates steady but hinted at a possible hike, pushing the 2-year Treasury yield up. Higher rate expectations make Mondelez's acquisition-related debt more expensive to refinance and reduce the appeal of its dividend compared to bonds. This weighed on MDLZ shares, which fell 2.1% on the day.

    This monetary policy shift directly affects MDLZ's cost of capital and relative attractiveness to income investors, explaining downward price pressure.

  • UK Junk Food Regulations Threaten Investment Mondelez's CEO warned that tightening UK junk food rules create uncertainty and could deter future factory investment in Britain, its second-biggest market. While no immediate financial impact, this regulatory risk could raise costs and limit growth opportunities in a key region, weighing on long-term sentiment.

    This highlights a real regulatory headwind that could affect Mondelez's operations and investment decisions in a major market.

  • Sustainable Packaging Partnership for Marabou Mondelez partnered with LyondellBasell and others to launch flexible packaging with 75% recycled content for Marabou chocolate bars. This supports sustainability goals, aligns with EU recycled-content rules, and may enhance brand appeal and demand, though the near-term financial impact is modest.

    This innovation supports Mondelez's environmental credentials and regulatory compliance, potentially aiding long-term demand and brand strength.

July 2026
▲2▼2

Mondelez Q2 Beat and Raised Outlook Offset by Fed Rate Fears

  • Q2 Beat and Raised Full-Year Outlook Mondelez reported Q2 revenue of $9.36 billion and adjusted EPS that beat estimates, driven by solid demand for biscuits and chocolate plus price increases. Management raised full-year organic revenue growth guidance to at least 2%, up from flat to up 2%. This directly boosts investor confidence and supports a higher stock price.

    This is the most recent and most impactful positive catalyst for MDLZ, showing stronger-than-expected financial performance and improved future guidance.

  • Fed Signals Potential Rate Hike, Pressuring Dividend Stocks The Federal Reserve held rates steady but hinted at a possible hike, pushing the 2-year Treasury yield up. Higher rate expectations make Mondelez's acquisition-related debt more expensive to refinance and reduce the appeal of its dividend compared to bonds. This weighed on MDLZ shares, which fell 2.1% on the day.

    This monetary policy shift directly affects MDLZ's cost of capital and relative attractiveness to income investors, explaining downward price pressure.

  • UK Junk Food Regulations Threaten Investment Mondelez's CEO warned that tightening UK junk food rules create uncertainty and could deter future factory investment in Britain, its second-biggest market. While no immediate financial impact, this regulatory risk could raise costs and limit growth opportunities in a key region, weighing on long-term sentiment.

    This highlights a real regulatory headwind that could affect Mondelez's operations and investment decisions in a major market.

  • Sustainable Packaging Partnership for Marabou Mondelez partnered with LyondellBasell and others to launch flexible packaging with 75% recycled content for Marabou chocolate bars. This supports sustainability goals, aligns with EU recycled-content rules, and may enhance brand appeal and demand, though the near-term financial impact is modest.

    This innovation supports Mondelez's environmental credentials and regulatory compliance, potentially aiding long-term demand and brand strength.

Latest
▲2▼2

Mondelez Q2 Beat and Raised Outlook Offset by Fed Rate Fears

  • Q2 Beat and Raised Full-Year Outlook Mondelez reported Q2 revenue of $9.36 billion and adjusted EPS that beat estimates, driven by solid demand for biscuits and chocolate plus price increases. Management raised full-year organic revenue growth guidance to at least 2%, up from flat to up 2%. This directly boosts investor confidence and supports a higher stock price.

    This is the most recent and most impactful positive catalyst for MDLZ, showing stronger-than-expected financial performance and improved future guidance.

  • Fed Signals Potential Rate Hike, Pressuring Dividend Stocks The Federal Reserve held rates steady but hinted at a possible hike, pushing the 2-year Treasury yield up. Higher rate expectations make Mondelez's acquisition-related debt more expensive to refinance and reduce the appeal of its dividend compared to bonds. This weighed on MDLZ shares, which fell 2.1% on the day.

    This monetary policy shift directly affects MDLZ's cost of capital and relative attractiveness to income investors, explaining downward price pressure.

  • UK Junk Food Regulations Threaten Investment Mondelez's CEO warned that tightening UK junk food rules create uncertainty and could deter future factory investment in Britain, its second-biggest market. While no immediate financial impact, this regulatory risk could raise costs and limit growth opportunities in a key region, weighing on long-term sentiment.

    This highlights a real regulatory headwind that could affect Mondelez's operations and investment decisions in a major market.

  • Sustainable Packaging Partnership for Marabou Mondelez partnered with LyondellBasell and others to launch flexible packaging with 75% recycled content for Marabou chocolate bars. This supports sustainability goals, aligns with EU recycled-content rules, and may enhance brand appeal and demand, though the near-term financial impact is modest.

    This innovation supports Mondelez's environmental credentials and regulatory compliance, potentially aiding long-term demand and brand strength.

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