TD Cowen analyst Robert Moskow maintains $JM Smucker (SJM.US)$ with a buy rating, and maintains the target price at $132.
According to TipRanks data, the analyst has a success rate of 52.1% and a total average return of 4.7% over the past year.
Furthermore, according to the comprehensive report, the opinions of $JM Smucker (SJM.US)$'s main analysts recently are as follows:
Amid concerns of a potential reduction in the EPS range due to weak Hostess and Coffee inflation, the company's Q2 sales/profit surpassing expectations and the raise in the full-year EPS forecast provided a sense of relief. It's acknowledged that while further efforts are necessary, this development was perceived as progress.
The company demonstrated solid performance in its second quarter, particularly with impressive organic volumes amid the general food sector context. Notably, margins in the Coffee segment were enhanced through pricing strategies without overall portfolio elasticity. However, as coffee costs increase, it's anticipated that elasticity will rise, potentially pressuring margins further. Additionally, the robust margin performance in the Pet segment prompts inquiries about the extent of stranded overheads.
Note:
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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TD Cowen分析师Robert Moskow维持$斯马克 (SJM.US)$买入评级，维持目标价132美元。
根据TipRanks数据显示，该分析师近一年总胜率为52.1%，总平均回报率为4.7%。
此外，综合报道，$斯马克 (SJM.US)$近期主要分析师观点如下：
由于对Hostess和咖啡通货膨胀可能导致每股收益区间减少的担忧，公司第二季度的销售/利润超出预期，以及全年每股收益预测的上调，带来了缓解。虽然认识到仍需进一步努力，但此发展被视为进展。
公司在第二季度表现强劲，尤其是在整体食品板块背景下，有着令人印象深刻的有机销量。值得注意的是，咖啡板块的利润率通过定价策略得到提升，而整体产品组合的弹性没有变化。然而，随着咖啡成本的增加，预计弹性将会上升，可能会进一步压缩利润率。此外，宠物板块强劲的利润率表现引发了对被困间接费用规模的询问。
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