J M Smucker Co vs Consumer Discretionary Select Sector SPDR Fund — how do they compare? J M Smucker Co trades at $112.69 (market cap $11.97B), while Consumer Discretionary Select Sector SPDR Fund trades at $114.85. The key difference: J M Smucker Co pays a 3.93% dividend while Consumer Discretionary Select Sector SPDR Fund pays none, and J M Smucker Co is trading nearer its 52-week high, Consumer Discretionary Select Sector SPDR Fund nearer its low. Which is the better fit depends on your goals.
| SJM | XLY | |
|---|---|---|
Market Cap | $11.97B | — |
Sector | Consumer Staples | — |
52-Week High | $117.05 | $124.52 |
52-Week Low | $89.53 | $105.64 |
Enterprise Value | $19.00B | — |
Dividend Yield | 3.93% | — |
Signals from Pluang's Aura AI — not financial advice
SJM trades at $115.75, up 3.34% today, showing strong momentum near resistance levels. The company maintains positive cash flow despite recent net losses, with operating cash flow of $1.21 billion in 2025. Recent dividend increases and analyst consensus support a bullish outlook, though profitability metrics remain challenged with negative ROE and net margins. Technical indicators show bullish momentum with the stock trading above key moving averages.
The investment case balances strong cash generation and dividend growth against profitability challenges. Analyst consensus targets $125.50 with 52% buy ratings, suggesting 8.4% upside potential. Key risks include persistent negative margins, high debt levels at 43.7% debt-to-asset ratio, and competitive pressures in the consumer staples sector. The company's Uncrustables division remains a key growth driver with nearly $1 billion in annual sales.
No Aura AI signal available yet.
Trailing returns across standard periods
Latest headlines on both assets
J.M. Smucker is a packaged food company that primarily operates in the U.S. retail channel (87% of fiscal 2022 revenue), but also in U.S. food-service (7%), and international (6%). Its largest segment is pet food and treats (36% of 2022 revenue), with popular brands such as Milk-Bone, Meow Mix, 9Lives, Kibbles 'n Bits, Nature's Recipe, and Rachael Ray Nutrish. Its second-largest category is coffee (35% across channels) with the number-two brand Folgers and number-six Dunkin'. Other large categories are peanut butter (10%), with number-one Jif, fruit spreads (5%) with number-one Smucker's, and frozen hand-held foods (6%) with number-one Uncrustables.
Read more on SJM →In seeking to track the performance of the index, the fund employs a replication strategy. It generally invests substantially all, but at least 95%, of its total assets in the securities comprising the index. The index includes securities of companies from the following industries: retail; hotels, restaurants and leisure; textiles, apparel and luxury goods; household durables; automobiles; auto components; distributors; leisure products; and diversified consumer services. It is non-diversified.
Read more on XLY →