J.M. Smucker vs Albertsons

This page compares J.M. Smucker and Albertsons to explore their business models, financial performance, and market context. The comparison is neutral and accessible, outlining how each company operates and competes within the sector. Educational content, not financial advice.

This page compares J.M. Smucker and Albertsons to explore their business models, financial performance, and market context. The comparison is neutral and accessible, outlining how each company operate...

Comparison Snapshot

Key Financial Metrics

SJM

Metric

ACI

$11.01B

Market Cap

$8.81B

13.70%

Potential Profit

N/A

Hold

Analyst Rating

N/A

Investment Analysis

J.M. Smucker

SJM

Pros

The J.M. Smucker Company shows resilience with a five-year return of 6.5%, indicating stability despite recent market volatility.
It offers a relatively high dividend yield of over 4%, supported by robust free cash flow and sustainable dividend payouts.
Strong brand portfolio across multiple food segments, including retail coffee, pet foods, and packaged snacks, supporting diversified revenue streams.

Considerations

The company reported a net loss of $1.46 billion for the trailing twelve months, reflecting profitability challenges.
Recent acquisition of Hostess Brands added complexity and increased debt, making value creation more difficult.
Share price has declined over the past year by approximately 11-15%, indicating market concerns and headwinds in packaged foods.

Albertsons

ACI

Pros

Albertsons maintains a strong retail presence with a vast supermarket footprint offering stable cash flow generation.
The company continues to innovate with enhanced digital and delivery capabilities to adapt to changing consumer buying behaviours.
Recent strategic initiatives focus on cost optimisation and product mix improvements to support margin expansion.

Considerations

Albertsons faces significant competition from larger grocery chains and e-commerce platforms, pressuring pricing power.
The company’s profitability is sensitive to commodity price fluctuations that can impact margins.
High leverage remains a concern, limiting financial flexibility and increasing execution risk around growth investments.

About The Companies

J.M. Smucker (SJM)

The J. M. Smucker Company (SJM) is a US-based consumer foods group known for a portfolio of pantry and pet-food brands spanning coffee, spreads, peanut butter, baking and pet nutrition. With a market capitalisation around $11.17bn, it operates in the defensive consumer staples sector where demand tends to be steadier through economic cycles. Investors often notice Smucker for predictable cash flows, scale advantages in manufacturing and distribution, and a history of returning capital to shareholders via dividends. Key considerations include exposure to commodity and ingredient price swings, competition from private-label and value brands, and sensitivity to changes in consumer preferences and retail channels such as e-commerce. Strategic moves—brand extensions, pricing and cost management—can support margins, but acquisitions and integration add execution risk. This is general educational information and not personalised investment advice; investors should assess how SJM fits their risk profile and perform further research or consult a financial adviser before deciding.

Albertsons (ACI)

Albertsons Companies, Inc. is one of the largest food and drug retailers in the United States. With a vast network of around 2,257 stores, it operates under well-known banners including Safeway, Vons, and Jewel-Osco. The company offers a wide range of products, from everyday groceries and pharmacy services to fuel and own-brand goods like Signature SELECT and Open Nature. For investors, its scale is a key feature, providing significant reach across 35 states. Its financial health is generally considered solid, with indicators like Earnings Before Interest, Taxes, Depreciation, and Amortization (EBITDA) suggesting healthy operational profitability. However, like any investment, its value can go down as well as up, and past performance is not a reliable indicator of future results. It's a key player in the defensive consumer non-cyclicals sector, which can be of interest to those looking at less volatile industries.

Which Baskets Do They Appear In?

Starbucks Restructuring: Coffee Competition Trade-Offs

Starbucks is closing over 500 stores and cutting jobs in a major $1 billion restructuring, creating potential openings for rival coffee shops. This theme invests in competitor coffee chains and commercial real estate firms that could benefit from the market disruption.

Published: September 28, 2025

J.M. Smucker vs Albertsons

Comparison Snapshot

Investment Analysis

J.M. Smucker

Pros

Considerations

Albertsons

Pros

Considerations

About The Companies

Which Baskets Do They Appear In?

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Buy SJM or ACI in Nemo

Zero Commission

Trusted & Regulated

6% Interest on Cash

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Comparison Snapshot

About The Companies