SJM

A comparison of Smucker (SJM) and Celsius Holdings (CELH) in the Food - Miscellaneous sector reveals that Smucker presents a better value opportunity. SJM has a Zacks Rank of #2 (Buy) with improving earnings estimates, a lower forward P/E of 11.90 versus CELH's 19.87, and a Value grade of B. CELH, ranked #4 (Sell), has a higher forward P/E, PEG ratio of 2.00, and a Value grade of D.

The J.M. Smucker Company reported a 7% decline in Sweet Baked Snacks sales in Q1 fiscal 2027, but Donettes brand showed double-digit growth driven by expanded distribution and innovation. Flowers Foods' Wonder cake gained market share despite a 4% overall sales decline, while J&J Snack Foods faced a 6.2% sales drop with bakery weakness, though retail segment grew 1.7%.

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The Zacks Rank #1 stocks have averaged +23.82% annual returns since 1988, outperforming the S&P 500. Style Scores (Value, Growth, Momentum, and VGM) help investors filter top-rated stocks. The J.M. Smucker Company is highlighted as a #2 Buy with an A VGM Score and strong growth prospects.

Zacks Premium offers investment research tools including Style Scores (Value, Growth, Momentum, and VGM) that complement the Zacks Rank system to help investors identify stocks with the best chance of outperforming the market. The Zacks Rank #1 stocks have averaged +23.8% annual returns since 1988, more than double the S&P 500. The article highlights Smucker (SJM) as a stock to watch with a #3 Hold rank and Grade A Growth Score, forecasting 17.1% year-over-year earnings growth.

Post Holdings, J.M. Smucker, and Central Garden & Pet are leveraging e-commerce growth in the pet products market. While e-commerce channels are outperforming brick-and-mortar retail, Post Holdings faces headwinds from underperforming dry dog food sales. Smucker's Milk-Bone brand showed volume growth recovery, and Central Garden reported solid online sales growth, with both companies investing in product innovation and digital capabilities.

B&G Foods (BGS) has divested its B&M baked beans and Joan of Arc canned beans brands to McCall Farms, with proceeds directed toward debt repayment. The sale is part of BGS's portfolio optimization strategy to improve profitability and reduce financial leverage.

Despite a 9.7% decline in net sales in Q2 2026, adjusted EBITDA margin expanded to 15.8%, demonstrating the benefits of portfolio restructuring. However, net interest expenses rose 7.5%, highlighting the company's ongoing debt burden.

J.M. Smucker's Uncrustables brand achieved 12% net sales growth in Q1 fiscal 2027 with record quarterly sales and volume, reaching 27% household penetration. The company is accelerating its Alabama manufacturing facility expansion and launching new fridge-friendly and flavored products to support continued momentum in both retail and away-from-home channels.

The article recommends three consumer staples stocks as long-term holdings: PepsiCo, which is pivoting toward healthier products with improving financials and a low P/E ratio; J.M. Smucker, benefiting from strong coffee brands and rising profitability; and Clorox, a distressed company offering an attractive 6.1% dividend yield despite current challenges. All three stocks feature strong brand portfolios and consistent dividend growth histories.