J M Smucker Co (NYSE:SJM) stock rose 0.15% (As on June 11, 11:23:39 AM UTC-4, Source: Google Finance) after the company forecast annual profit below estimates, as tariff uncertainty and consecutive price hikes squeeze demand for its dog snacks and sweet baked goods. Packaged food makers have been raising prices to counter higher costs from commodities such as green coffee, which have hurt their sales. J.M. Smucker is also among companies affected by the Trump administration’s ever-shifting tariff policy, which has disrupted businesses and rattled shoppers worldwide. The current U.S. tariff impact on green coffee is the largest exposure that the company will manage on top of navigating record-high costs for the commodity. The company purchases about 500 million pounds of green coffee annually, the majority of which is imported from countries such as Brazil and Vietnam.

SJM in the fourth quarter of FY25 has reported the adjusted earnings per share of $2.31, beating the analysts’ estimates for the adjusted earnings per share of $2.24. The company had reported the adjusted revenue decline of 3 percent to $2.14 billion in the fourth quarter of FY25, missing the analysts’ estimates for revenue of $2.19 billion. The sales are hurt by declines in its pet foods, baked snacks as well as frozen handheld and spreads businesses in the U.S. Net sales in its pet foods segment, which accounts for about 19% of its total revenue. Sales rose 11% to $738.6 million in the company’s U.S. Retail Coffee segment and 3% to $308.9 million in the International and Away From Home division; were flat at $449.8 million in the U.S. Retail Frozen Handheld and Spreads segment; and declined 26% to $251.0 million in Sweet Baked Snacks and 13% to $395.5 in U.S. Retail Pet Food. Analysts had expected a sales decline in Smucker’s Sweet Baked Snacks and U.S. Retail Pet Foods segments, with gains projected in the U.S. Retail Coffee, U.S. Retail Frozen Handheld and Spreads, and International and Away From Home divisions.

SJM expects annual earnings per share between $8.50 and $9.50, compared with analysts’ average estimate of $10.26, according to data compiled by LSEG. The Uncrustables sandwich maker said its fiscal 2026 forecast accounts for the impact of tariffs, changes in consumer behavior and ongoing input inflation. J.M. Smucker said it will increase prices across its coffee portfolio in the early first and second quarters to cover green coffee commodity inflation as well as tariffs.