J M Smucker (SJM) Change in Receivables (2009 - 2026)
J M Smucker's (SJM) quarterly Change in Receivables came in at -$40.1 million in Q3 2026, down 265.02% on a YoY basis from $24.3 million in Q3 2025, and down 478.3% quarter-over-quarter from $10.6 million in Q2 2026.
Analysis
J M Smucker (SJM) Change in Receivables (2009 - 2026) Analysis & Trends
J M Smucker (SJM) has reported Change in Receivables for 18 consecutive years, with -$40.1 million the latest figure, recorded in Q3 2026.
- For the quarter ending Q3 2026, Change in Receivables fell 265.02% year-over-year to -$40.1 million; the trailing twelve-month figure through Jul 2026 stood at -$27.5 million (up 69.88% YoY), and the FY2026 full-year result was $36.9 million, up 131.48% from the prior year.
- Change in Receivables declined to -$40.1 million in Q3 2026 per SJM's latest filing, from $10.6 million in the prior quarter.
- Across five years, Change in Receivables topped out at $80.2 million in Q3 2022 and bottomed at -$149.0 million in Q1 2025.
- Historically, Change in Receivables has averaged -$11.6 million across 5 years, with a median of -$2.6 million in 2023.
- The sharpest annual moves came in 2024 and 2025: Change in Receivables jumped 2796.15% in 2024, then slumped 864.1% in 2025.
- Over 5 years, Change in Receivables stood at $6.9 million in 2022, then plunged by 137.68% to -$2.6 million in 2023, then surged by 2796.15% to $70.1 million in 2024, then sank by 53.92% to $32.3 million in 2025, then slumped by 224.15% to -$40.1 million in 2026.
- According to Business Quant data, Change in Receivables over the past three periods registered -$40.1 million, $10.6 million, and -$30.3 million for Q3 2026, Q2 2026, and Q1 2026 respectively.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Change in Receivables (Qtr) |
|---|---|---|---|---|---|
| 1 | Kraft Heinz | 28.91 Bn | 26.23 Bn | 2.03 Bn | -12.00 Mn |
| 2 | General Mills | 19.20 Bn | 18.75 Bn | 1.60 Bn | -56.20 Mn |
| 3 | Mccormick | 13.83 Bn | 13.50 Bn | 778.20 Mn | -110.70 Mn |
| 4 | J M Smucker | 12.89 Bn | 12.84 Bn | 979.60 Mn | -40.10 Mn |
| 5 | Hormel Foods | 11.29 Bn | 10.42 Bn | 471.52 Mn | -22.14 Mn |
| 6 | Chewy | 8.45 Bn | 7.93 Bn | 1.01 Bn | 8.40 Mn |
| 7 | Conagra Brands | 6.98 Bn | 6.77 Bn | 704.10 Mn | - |
| 8 | Lamb Weston Holdings | 6.60 Bn | 6.53 Bn | 361.40 Mn | 33.30 Mn |
| 9 | Campbell'S | 6.25 Bn | 5.85 Bn | 650.00 Mn | -115.00 Mn |
| 10 | Post Holdings | 3.62 Bn | 3.35 Bn | 566.30 Mn | -32.70 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jul 31, 2026 | -40.10 Mn |
| Apr 30, 2026 | 10.60 Mn |
| Jan 31, 2026 | -30.30 Mn |
| Oct 31, 2025 | 32.30 Mn |
| Jul 31, 2025 | 24.30 Mn |
| Apr 30, 2025 | -36.70 Mn |
| Jan 31, 2025 | -149.00 Mn |
| Oct 31, 2024 | 70.10 Mn |
| Jul 31, 2024 | -1.60 Mn |
| Apr 30, 2024 | -52.30 Mn |
| Jan 31, 2024 | 19.50 Mn |
| Oct 31, 2023 | -2.60 Mn |
| Jul 31, 2023 | -6.10 Mn |
| Apr 30, 2023 | 64.10 Mn |
| Jan 31, 2023 | -76.40 Mn |
| Oct 31, 2022 | 6.90 Mn |
| Jul 31, 2022 | 80.20 Mn |
| Apr 30, 2022 | -38.20 Mn |
| Jan 31, 2022 | -94.90 Mn |
| Oct 31, 2021 | 92.70 Mn |