The J. M. Smucker Company SJM continues to build momentum in its Uncrustables business, driven by growing consumer demand, expanding distribution and product innovation. The frozen handheld sandwich brand remains a key growth platform, with investments in brand development and manufacturing capacity supporting the company's efforts to broaden its consumer reach.
In the first quarter of fiscal 2027, Uncrustables delivered 12% net sales growth at the total-company level, driven by a double-digit increase in volume/mix. The brand achieved record quarterly sales, volume and household penetration, reflecting the benefits of brand-building initiatives, distribution gains and consumer-focused innovation.
Product innovation continues to support this growth trajectory. The recently launched fridge-friendly Uncrustables sandwiches are resonating with consumers, supported by marketing efforts across social, influencer and digital channels. The company has also introduced Beamin' Berry Blend and Burstin' Blueberry flavors under its morning protein platform. These additions are generating incremental growth and expanding the brand's presence in morning consumption occasions.
Uncrustables' household penetration reached 27%, indicating expansion opportunities. To support the brand's growth, Smucker is accelerating plans to bring the second phase of its McCalla, Alabama, manufacturing facility online toward the end of fiscal 2027. Uncrustables also delivered double-digit growth in Away From Home, benefiting from expanding distribution across convenience stores and other channels.
Uncrustables' growth trajectory remains supported by innovation, distribution expansion and additional manufacturing capacity. With volume growth expected in fiscal 2027, these initiatives are central to sustaining the brand's momentum. The pace of further expansion will depend on continued consumer demand, successful product launches and the execution of planned capacity additions.
SJM Stock Price Performance, Valuation & Estimates
Shares of the Zacks Rank #3 (Hold) company have rallied 19% over the past year against the industry’s decline of 20.5%.
SJM Price Performance Versus Industry
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From a valuation standpoint, SJM trades at a forward price-to-earnings ratio of 11.10, below the industry’s average of 13.79.
SJM’s Valuation Compared to Industry
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The Zacks Consensus Estimate for SJM’s current and next fiscal-year earnings per share implies year-over-year growth of 17.1% and 1.9%, respectively.
Stocks to Consider
Lamb Weston Holdings, Inc. LW, a leading global producer of frozen potato products, currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for Lamb Weston’s current fiscal-year sales and earnings per share (EPS) implies a decline of 0.8% and growth of 6.3%, respectively, from the year-ago figures. LW delivered a trailing four-quarter earnings surprise of 22.1%, on average.
Mama's Creations, Inc. MAMA, a prepared-foods company focused on fresh, ready-to-eat and deli products, currently carries a Zacks Rank of 2. MAMA delivered a trailing four-quarter surprise of 121.7%, on average.
The Zacks Consensus Estimate for Mama's Creations’ current fiscal-year sales and EPS indicates respective increases of 30.3% and 66.7% from the year-ago period.
Laird Superfood, Inc. LSF, a consumer product company that develops, manufactures and markets plant-based, natural and functional food and beverage products, currently carries a Zacks Rank #2. LSF delivered an earnings surprise of 100% in the last reported quarter.
The Zacks Consensus Estimate for Laird Superfood’s current fiscal-year sales and EPS implies growth of 188.2% and 104%, respectively, from the year-ago figures.
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The J. M. Smucker Company (SJM): Free Stock Analysis Report
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Laird Superfood, Inc. (LSF): Free Stock Analysis Report
Mama's Creations, Inc. (MAMA): Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).