<p><strong>J.M. Smucker Co (NYSE: SJM)</strong> 可能会继续超越中心商店食品同行，因为该公司在同行挣扎的地方 &#34;执行得很好&#34;，并且潜在的 Hostess 剥离可能带来进一步的上行空间，来自 美国银行分析师彼得·加尔博 的观点。</p>
<p><strong>J.M. Smucker 分析师：</strong> 在其 财政第四季度报告 发布后，加尔博维持了对 J.M. Smucker 的买入评级。他还将目标价从 130 美元上调至 132 美元。</p>
<p><strong>J.M. Smucker 的论点：</strong> 尽管面临显著的宏观逆风，该公司在财政 2027 年的每股收益指导中位数为 10 美元，加尔博在报告中表示。</p>
<p><strong>查看 其他分析师股票评级</strong>。</p>
<p>J.M. Smucker 对财政 2027 年第一季度的净销售指导持平，考虑到尼尔森扫描数据表明 5 月份同比增长约 5%，分析师表示这一指导显得保守。</p>
<p>该指导反映出低个位数的价格增长被销量和产品组合所抵消，而咖啡价格的下滑可能在财政第二季度开始产生更强的影响，他补充道。</p>
<p>对于调整后的收益增长，管理层预计：</p>
<ul>
<li>第一季度中位数增长</li>
<li>第二季度加速至中位数以上增长</li>
<li>第三季度减速至低个位数增长</li>
<li>第四季度持平或略有下降</li>
</ul>
<p><strong>强劲的基本面：</strong> 该公司的资产负债表强劲，现金流生成稳定，财政 2027 年自由现金流指导约为 10 亿美元，加尔博指出。</p>
<p>管理层表示，在偿还约 5 亿美元的债务后，可能会重新考虑股票回购，他补充道。</p>
<p>&#34;资本配置仍然专注于通过再投资、适度的股息增长和去杠杆化来维持自由现金流，近期并购被搁置，&#34;分析师写道。他进一步表示，股票回购更可能在财政 2028 年进行。</p>
<p><strong>JM 价格走势：</strong> 截至周三发布时，J.M. Smucker 的股价上涨了 2.89%，达到 115.64 美元。</p>
<p><strong>另请阅读：</strong>
<strong>更高的咖啡价格为 JM Smucker 带来重大胜利</strong></p>
<p><em>图片来源：Shutterstock</em></p>

斯马克

<p>BofA 分析师 Peter Galbo 将 J.M. Smucker 的目标股价上调至 132 美元，并维持买入评级，理由是公司在同行中表现出色，以及 Hostess 剥离带来的潜在上行空间。尽管面临宏观经济压力，公司预计在 2027 财年每股收益为 10 美元，并将产生强劲的自由现金流。分析师指出，第一季度的销售指引较为保守，并预计在 2028 财年债务减少后将恢复股票回购</p>

<p><strong>J.M. Smucker Co (NYSE: SJM)</strong> is likely to continue outperforming center store food peers as the company is &#34;executing where peers struggle,&#34; with further upside from potential Hostess divestiture, according to Bank of America analyst Peter Galbo</p>
<div class="lb-trans"><p><strong>J.M. Smucker Co (NYSE: SJM)</strong> 可能会继续超越中心商店食品同行，因为该公司在同行挣扎的地方 &#34;执行得很好&#34;，并且潜在的 Hostess 剥离可能带来进一步的上行空间，来自 美国银行分析师彼得·加尔博 的观点。</p>
</div><p><strong>The J.M. Smucker Analyst:</strong> On the heels of its fiscal fourth-quarter report, Galbo maintained his Buy rating for J.M. Smucker. He also raised the price target from $130 to $132.</p>
<div class="lb-trans"><p><strong>J.M. Smucker 分析师：</strong> 在其 财政第四季度报告 发布后，加尔博维持了对 J.M. Smucker 的买入评级。他还将目标价从 130 美元上调至 132 美元。</p>
</div><p><strong>The J.M. Smucker</strong> <strong>Thesis:</strong> Despite significant macro headwinds, the company guided fiscal 2027 earnings at $10 per share at the midpoint, Galbo said in the note.</p>
<div class="lb-trans"><p><strong>J.M. Smucker 的论点：</strong> 尽管面临显著的宏观逆风，该公司在财政 2027 年的每股收益指导中位数为 10 美元，加尔博在报告中表示。</p>
</div><p><strong>Check out other analyst stock ratings</strong>.</p>
<div class="lb-trans"><p><strong>查看 其他分析师股票评级</strong>。</p>
</div><p>J.M. Smucker's flat net sales guidance for the first quarter of fiscal 2027 appears conservative, given that the Nielsen scanner data for May suggests around 5% year-on-year growth, the analyst stated.</p>
<div class="lb-trans"><p>J.M. Smucker 对财政 2027 年第一季度的净销售指导持平，考虑到尼尔森扫描数据表明 5 月份同比增长约 5%，分析师表示这一指导显得保守。</p>
</div><p>The guidance reflects that low-single-digit pricing growth is offset by volume and mix, while coffee deflation could have a stronger impact starting in the fiscal second quarter, he added.</p>
<div class="lb-trans"><p>该指导反映出低个位数的价格增长被销量和产品组合所抵消，而咖啡价格的下滑可能在财政第二季度开始产生更强的影响，他补充道。</p>
</div><p>For adjusted earnings growth, management expects:</p>
<div class="lb-trans"><p>对于调整后的收益增长，管理层预计：</p>
</div><ul>
<li>Mid-teens growth in the first quarter</li>
<li>Accelerate above mid-teens in the second quarter</li>
<li>Decelerating to low-single-digit growth in the third quarter</li>
<li>Flat to slightly down in the fourth quarter</li>
</ul>
<div class="lb-trans"><ul>
<li>第一季度中位数增长</li>
<li>第二季度加速至中位数以上增长</li>
<li>第三季度减速至低个位数增长</li>
<li>第四季度持平或略有下降</li>
</ul>
</div><p><strong>Strong Fundamentals:</strong> The company's balance sheet is strong and cash flow generation consistent, with fiscal 2027 guidance of around $1 billion in free cash flows, Galbo noted.</p>
<div class="lb-trans"><p><strong>强劲的基本面：</strong> 该公司的资产负债表强劲，现金流生成稳定，财政 2027 年自由现金流指导约为 10 亿美元，加尔博指出。</p>
</div><p>Management indicated that share buybacks may be reconsidered after the debt paydown of around $500 million, he added.</p>
<div class="lb-trans"><p>管理层表示，在偿还约 5 亿美元的债务后，可能会重新考虑股票回购，他补充道。</p>
</div><p>&#34;Capital allocation remains focused on sustaining FCF through reinvestment, modest dividend growth, and deleveraging, with M&amp;A sidelined near term,&#34; the analyst wrote. Buybacks are more likely in fiscal 2028, he further stated.</p>
<div class="lb-trans"><p>&#34;资本配置仍然专注于通过再投资、适度的股息增长和去杠杆化来维持自由现金流，近期并购被搁置，&#34;分析师写道。他进一步表示，股票回购更可能在财政 2028 年进行。</p>
</div><p><strong>JM Price Action:</strong> Shares of J.M. Smucker had risen by 2.89% to $115.64 at the time of publication on Wednesday.</p>
<div class="lb-trans"><p><strong>JM 价格走势：</strong> 截至周三发布时，J.M. Smucker 的股价上涨了 2.89%，达到 115.64 美元。</p>
</div><p><strong>Read Also:</strong>
<strong>Higher Coffee Prices Brew Big Win For JM Smucker</strong></p>
<div class="lb-trans"><p><strong>另请阅读：</strong>
<strong>更高的咖啡价格为 JM Smucker 带来重大胜利</strong></p>
</div><p><em>Image: Shutterstock</em></p>
<div class="lb-trans"><p><em>图片来源：Shutterstock</em></p>
</div>

This JM Smucker Analyst Raises Price Target After Q4 Print, Is 'Executing Where Peers Struggle'

benzinga_article

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Bank of America Corp

斯马克的分析师在第四季度财报发布后上调了目标价，称其在同行面临困难的领域表现出色