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The J M Smucker Company  (NYSE: SJM)
 

The J M Smucker's Customers Performance

SJM



 
SJM's Source of Revenues In the Q1, The J M Smucker Company's corporate clients experienced a decline by -11.9 % in their costs of revenue, compared to a year ago, sequentially costs of revenue were trimmed by -14.72 %. During the corresponding time, The J M Smucker Company recorded a revenue increase by 5.05 % year on year, sequentially revenue fell by -2.19 %. While revenue at the The J M Smucker Company's corporate clients recorded rose by 8.09 % year on year, sequentially revenue grew by 5.88 %.

List of SJM Customers




Customers of The J M Smucker Company saw their costs of revenue decline by -11.9 % in Q1 compare to a year ago, sequentially costs of revenue were trimmed by -14.72 %, for the same period The J M Smucker Company recorded revenue increase by 5.05 % year on year, sequentially revenue fell by -2.19 %.

List of SJM Customers

The J M Smucker's Business Units
U.S. Retail Coffee    41.31 % of total Revenue
U S Retail Frozen Handheld and Spreads Toppings and syrups    1.15 % of total Revenue
U.S. Retail Pet Foods    8.44 % of total Revenue
Sweet Baked Snacks    10.66 % of total Revenue
Away From Home    2.41 % of total Revenue
Other Operating    0.92 % of total Revenue
United States    95.02 % of total Revenue
Canada    3.15 % of total Revenue
All other international    1.83 % of total Revenue
International    4.98 % of total Revenue




   
Customers Net Income grew in Q1 by Customers Net margin grew to
54.12 % 10.27 %
Customers Net Income grew in Q1 by 54.12 %


Customers Net margin grew to 10.27 %



The J M Smucker's Customers, Q1 2026 Revenue Growth By Industry
Customers in Chemical Manufacturing Industry      7.11 %
Customers in Property & Casualty Insurance Industry      10.04 %
Customers in Hotels, Tourism & Amusement Industry -1.41 %   
Customers in Movies and Entertainment Industry -7.04 %   
Customers in Wholesale Industry      7.42 %
     
• Customers Valuation • Customers Mgmt. Effect.


The J M Smucker's Comment on Sales, Marketing and Customers



The company’s customers include Walmart Inc. and its subsidiary Sam’s Club, which accounted for 34% of net sales in 2026 and 33% in both 2025 and 2024, primarily within the U.S. Retail segments. No other customer represented more than 10% of net sales in any year. The top 10 customers collectively accounted for approximately 60% of consolidated net sales in 2026. The company serves market segments such as supermarkets, warehouse clubs, and food distributors. It operates in a highly competitive environment, facing competition from both branded and private label products. In 2026, private label products held an average market share of 14.0 dollars in the U.S. Retail and Sweet Baked Snacks segments and 22.2 dollars in the Away From Home segment. The company competes based on brand recognition, product quality, price, packaging, and innovation to meet changing consumer trends.





The J M Smucker’s Comment on Sales, Marketing and Customers


The company’s customers include Walmart Inc. and its subsidiary Sam’s Club, which accounted for 34% of net sales in 2026 and 33% in both 2025 and 2024, primarily within the U.S. Retail segments. No other customer represented more than 10% of net sales in any year. The top 10 customers collectively accounted for approximately 60% of consolidated net sales in 2026. The company serves market segments such as supermarkets, warehouse clubs, and food distributors. It operates in a highly competitive environment, facing competition from both branded and private label products. In 2026, private label products held an average market share of 14.0 dollars in the U.S. Retail and Sweet Baked Snacks segments and 22.2 dollars in the Away From Home segment. The company competes based on brand recognition, product quality, price, packaging, and innovation to meet changing consumer trends.








SJM's vs. Customers, Data

(Revenue and Income for Trailing 12 Months, in Millions of $, except Employees)



COMPANY NAME MARKET CAP REVENUES INCOME EMPLOYEES
The J M Smucker Company 13,243.94 9,050.50 -138.70 7,000
Choice Hotels International Inc 4,631.84 1,604.51 345.72 1,754
Walmart Inc 847,343.38 693,127.00 21,008.00 2,100,000
Six Flags Entertainment Corporation 1,619.56 3,123.86 -1,598.35 96,225
Gevo inc 391.35 174.42 -32.21 151
Hyatt Hotels Corporation 15,966.96 7,131.00 -32.00 242,000
SUBTOTAL 2,789,227.55 3,254,472.42 235,200.88 8,112,964
8 more clients available

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Sources: The J M Smucker Company’s official press releases and regulatory filings; CSIMarket.com’s market research; and the financial filings and press releases of other companies cited in this report.
Updated on:
Focus of this report: The J M Smucker Company’s corporate clients.
For your research, we’ve provided 9 tables on The J M Smucker Company corporate clients.
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