BofA Securities analyst Peter Galbo maintains $JM Smucker (SJM.US)$ with a hold rating, and maintains the target price at $124.
According to TipRanks data, the analyst has a success rate of 45.0% and a total average return of 0.0% over the past year.
Furthermore, according to the comprehensive report, the opinions of $JM Smucker (SJM.US)$'s main analysts recently are as follows:
The firm adjusted its forecast for FY25 adjusted EPS to $9.90 following the Q2 results surpassing expectations. It is noted that the stock's valuation multiple is currently discounted compared to the average of the packaged food peer group, yet aligns with counterparts in the center store segment. This alignment is considered appropriate as Smucker moves forward with its FY25 objectives, albeit with some execution risks associated with Hostess.
Amid concerns about potential earnings per share adjustments due to weak inflation figures in Hostess and Coffee segments, the relief came from the company's second quarter sales and profit outperformance alongside an uplift in its full-year earnings projection. It appears that despite remaining challenges, there has been noteworthy progress.
The company delivered a strong performance in its second quarter, with organic volumes impressive against the food sector backdrop. Margin improvements in Coffee, fueled by pricing strategies, were noted, though as coffee costs increase, expectations are for elasticity to rise, potentially pressuring margins. Moreover, a robust margin in the Pet segment leads to questions about the extent of embedded stranded overheads.
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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美银证券分析师Peter Galbo维持$斯马克 (SJM.US)$持有评级，维持目标价124美元。
根据TipRanks数据显示，该分析师近一年总胜率为45.0%，总平均回报率为0.0%。
此外，综合报道，$斯马克 (SJM.US)$近期主要分析师观点如下：
公司在Q2业绩超出预期后，将FY25调整后的每股收益预测调整至9.90美元。值得注意的是，该股票的估值倍数目前相较于包装食品同行的平均水平处于折扣状态，但与中心商店板块的同行保持一致。这一对齐被认为是合适的，因为斯穆克正在推进其FY25目标，尽管与Hostess相关的一些执行风险依然存在。
在对Hostess和咖啡板块因疲软的通胀数据可能导致每股收益调整的担忧中，公司的第二季度销售和利润超出预期，以及其全年收益预测的提升，带来了缓解。尽管仍面临挑战，但显然取得了显著进展。
公司在第二季度表现强劲，原始销量在食品板块背景下令人印象深刻。咖啡板块的毛利率改善得益于定价策略，尽管随着咖啡成本的上升，预计弹性将上升，可能会对毛利率造成压力。此外，宠物板块的强劲毛利率引发了关于内嵌的冗余费用程度的质疑。
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