J M Smucker Co vs State Street PDR S&P Retail ETF — how do they compare? J M Smucker Co trades at $120.56 (market cap $12.76B), while State Street PDR S&P Retail ETF trades at $86.52 (market cap $389.66M). The key difference: J M Smucker Co is far larger — about 32.7× State Street PDR S&P Retail ETF's market cap, and J M Smucker Co pays a 3.75% dividend while State Street PDR S&P Retail ETF pays none. Which is the better fit depends on your goals — on Pluang, investors hold J M Smucker Co for 74 Days and State Street PDR S&P Retail ETF for 44 Days on average.
| SJM | XRT | |
|---|---|---|
Market Cap | $12.76B | $389.66M |
Volume | 1,300,545 | 4,275,820 |
Sector | Consumer Staples | Broad Market / Factor |
52-Week High | $132.34 | $92.35 |
52-Week Low | $89.53 | $77.28 |
Typical Hold Time | 74 Days | 44 Days |
Enterprise Value | $19.61B | — |
Dividend Yield | 3.75% | — |
Signals from Pluang's Aura AI — not financial advice
SJM trades at $115.93, down 0.74% on the day, with a bearish technical signal. The company reported a net loss of $1.23 billion in 2025 despite revenue growth to $8.73 billion, though recent quarters have beaten EPS estimates. Analyst consensus is a Buy with a $137.29 price target, and a dividend of $1.12 is scheduled for September 2026.
The outlook is mixed: strong recent earnings beats and positive analyst sentiment suggest upside, but high P/E of 54.17 and volatile profitability pose risks. Key opportunities include raised FY2027 guidance and brand strength, while risks involve margin pressure and high debt levels impacting shareholder value.
XRT (SPDR S&P Retail ETF) trades at $82.91, showing minimal daily movement with a slight decline of 0.05%. Technical indicators signal a bearish trend overall, with moving averages particularly negative. The ETF faces headwinds from higher interest rates and inflation impacting consumer spending, though recent retail sales data showed a strong August rebound. Analyst sentiment remains cautious with expectations of continued underperformance against broader market indices.
The retail sector faces macroeconomic pressures including inflation and rising rates that weigh on consumer discretionary spending. While holiday sales projections exceed $1 trillion, selective consumer behavior favors value-oriented retailers. Near-term performance depends on Fed policy direction and consumer resilience during the critical holiday season, with technical resistance at $83-$84 levels limiting upside potential.
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 →XRT is an equal-weighted ETF that tracks the U.S. retail sector. It provides diversified exposure to apparel, automotive, and online retailers, including well-known names like Amazon, Target, and Costco.
Read more on XRT →