Cramer’s Mad Dash: J.M. Smucker
Speakers
Jim Cramer
— Host, Mad Money
Summary
Jim Cramer reviews J.M. Smucker's quarter, noting the Hostess acquisition is paying off with strong segment sales and a billion-dollar Uncrustables franchise, but warns that the food group remains under pressure. He then highlights falling coffee prices as a positive for Starbucks, reiterating his bullish stance. He also advises caution on Campbell's after a disappointing report.
- Smucker's Hostess segment net sales grew 13%.
- Uncrustables is a billion-dollar annual sales franchise for Smucker.
- Coffee prices have declined, and green coffee deflation is expected next year.
- Cramer remains bullish on Starbucks, which should benefit from lower coffee costs.
- Campbell's recent report was disappointing, prompting a warning to be careful with the stock.
- Food group overall faces challenges, including GLP-1 weight-loss drug impacts.
Ideas
Be careful with Campbell's.
Campbell's latest report was disappointing, causing Cramer to remain cautious. He warns investors to be careful with the stock, noting confusing marketing between sauce and soup.
Coffee deflation helps Starbucks.
Coffee prices have fallen a lot and green coffee deflation is expected next year, which will benefit Starbucks. The stock has been stuck in the mid-90s, and Cramer still likes it as a beneficiary of lower input costs.
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