SJM

$SJM chatter on StockTwits

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  Jimmy@GemologyBullish22h

  $SJM nice😗

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  Top Stock Alerts@topstockalerts1d

  Jefferies maintained its Hold rating on Keurig Dr Pepper and Buy rating on J.M. Smucker as arabica coffee prices have climbed roughly 30% since June, reversing expectations that lower coffee costs would provide a tailwind for the sector during the second half of 2026. Analyst Scott Marks said coffee prices have accelerated sharply over the past two months, creating a potential cost headwind for coffee companies and potentially putting pressure on margins into the first half of 2027. The move is particularly notable because companies entered the second half of the year expecting a more favorable raw-material environment. Supply risks have also increased after an earthquake in Colombia disrupted a major road used to transport a significant portion of the country’s coffee exports, adding uncertainty to an already tightening market. Jefferies therefore sees higher coffee prices as a growing risk to earnings expectations for both companies. $KDP $SJM

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  Catherine Garcia@CatherineGarcia790Aug 5

  $SF $SJM $HII $SNN $LI Stifel strengthens wealth management, J.M. Smucker benefits from consumer staples demand, Huntington Ingalls leads naval defense, Smith & Nephew advances orthopedic products, and Li Auto expands premium electric vehicle sales.

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  Mort@TaxLossMasterAug 4

  $SJM bought the top of the fakeout breakout above the 200 weekly SMA. don’t call me the tax loss master for nothing!

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  Richard@richardredJul 29

  $JVA Light volume today. $SJM and some other food stocks having a good day. Maybe a rotation out of some overly highly priced high tech stocks into more consumer staples.

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  tryingtomakeabuckinthemarket@contrarianspeculatorJul 28

  @richardred i still think $SJM will make a run at JVA! An easy way to bulk your top line up for mere pcoket change

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  Richard@richardredJul 28

  $JVA $SJM Has been picking up steam in anticipation of good earnings. The results of its coffee unit should send a good signal here.

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  Greg Harmon@harmongregJul 27

  added $SJM Aug 125 calls, and closed out short $ZS Aug 130 puts (work out from earnings)

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  Ray Kass@TheContessaBullishJul 25

  $CAG $DOLE $FDP $GIS $SJM This great stock is so far under the radar ST hasn’t even updated its ticker to DMC!

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  Mark Archibald@markarchibaldJul 22

  $SJM Got an alert on potential B/O. In a starter 1.5% position to test 'er out.

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  Ray Kass@TheContessaBullishJul 21

  $FDP Del Monte Corp. (NYSE: DMC formerly FDP) could be a “sleeper stock” that looks very valuable here. 👁️👁️✅ Take notice: $CAG $GIS $DOLE $SJM

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  tryingtomakeabuckinthemarket@contrarianspeculatorJul 21

  $SJM looking to acquire Cafe Caribe brand from $JVA to compliment their Cafe Bustelo line and solidify their dominance in the Latin espresso market.

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  keydata@keydataJul 20

  @contrarianspeculator $JVA I just bought more bricks from ShopRite for $4.49 each. Cafe Busteo $SJM had the dominant shelf space and was priced $4.99, Pylon was $7.99. Hard to recon $JVA is in the top ten " lowest Market Cap" sort in packaged foods industry on finviz, while it is 12th on the list for p/e (low to high sort). 10 of those stocks are all +$B in market cap. Go figure?

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  QI@QuantInsiderJul 17

  $SJM action today is mostly about a big $400k batch of same-day in-the-money calls Stock's down nearly 2% with no news driving it Looks more like intraday tactics than a solid directional play All 801 contracts are today's 0DTE $110 calls Heavy focus on this single strike and expiry means it's just about today's close, not a long-term bullish signal SJM's down around 1.97% today and only up about 0.87% over 5 days No put flow and no fresh catalysts This divergence suggests more hedging or short-term trading Not much edge here for new positions

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  The Strat@stratslabsBullishJul 14

  $SBUX Getting close to a breakout. Reports earnings Aug 4. Let's talk about their core product: coffee. Coffee futures are telling a compelling story on the monthly chart. A cup-and-handle formation suggests a strong bullish trend into the rest of the year and beyond. Some companies could benefit from this price rise, assuming their fundamentals are robust: $KDP: significant coffee portfolio (pods, Green Mountain, etc.) $SJM: owns major packaged brands like Folgers $BROS: fast-growing drive-through coffee chain $BRCC: specialty/roasted coffee And $SBUX. It has its own enterprise growth story and reports earnings on Aug 4. The stock is forming an ascending triangle. If validated, it could support multi-month growth from here into Q4 2026. As an option seller, this sets up a solid premium-selling opportunity ahead of earnings. I'm planning to open a position and exit for profit just before the report.

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