{"podcast":{"title":"Charged Alpha Stock Encyclopedia","slug":"charged-alpha-stock-encyclopedia-7819792","podcast_index_feed_id":7819792,"rss_url":"https://feed.podbean.com/chargedalpha/feed.xml","website_url":"https://chargedalpha.podbean.com","image_url":"https://pbcdn1.podbean.com/imglogo/image-logo/22241603/charged_alpha_logo_2048.png","author":"Colton Thomas","episode_count":1034,"summary":"Charged Alpha reviews earnings for each stock in the Russel 1000 every quarter. Each podcast gives thorough analysis, along with an in-depth profile in the beginning of the episode of the company, what they do, how they earn money and what to look for.","last_synced_at":"2026-07-18T10:20:29.083898+00:00","page_url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792"},"episode":{"title":"SJM Stock: The +20% Beat That Came With a Shrinking Year Q4 FY2026","slug":"sjm-stock-the-20-beat-that-came-with-a-shrinking-year-q4-fy2026","published_at":"2026-06-09T16:22:05+00:00","page_url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792/sjm-stock-the-20-beat-that-came-with-a-shrinking-year-q4-fy2026","show_page_url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792","url":"https://chargedalpha.podbean.com/e/sjm-stock-the-20-beat-that-came-with-a-shrinking-year-q4-fy2026/","audio_url":"https://mcdn.podbean.com/mf/web/dwt17o89nxw4wy0m/SJM-Q4-FY2026-PipelineX-Smucker_FULL.mp3","summary":"SJM (J.M. Smucker) reported Q4 FY2026 earnings on 2026-06-09. Stock jumped 12.9% on the print. Here's the breakdown: Is SJM a buy, hold, or sell after this quarter? In this J.M. Smucker (SJM) Q4 FY2026 earnings breakdown we cover the revenue and EPS print, the 8-quarter trend, segment detail, the free-cash-flow bridge, forward guidance, peer valuation, and management & earnings quality - ending with a clear price-aware Buy / Hold / Avoid Call and a Wall Street consensus comparison. If you follow Consumer stocks or SJM earnings, this is the Q4 FY2026 deep dive. 🎧 Listen on Podbean: https://chargedalpha.podbean.com (also on Apple Podcasts & Spotify) 🔔 Subscribe for daily earnings deep-dives → @ChargedAlpha | Call tracker: chargedalpha.com THE CALL: HOLD (3/5 conviction, MODERATE) - CURRENT @ $114.90 - HOLD - BUY below $100.00 with $90.00 stop - AVOID above $130.00 TRIGGER: Two quarters confirming the FY2027 EPS-growth guide with stable coffee margin, OR a pullback below $100 WINDOW: Through Q2 FY2027 earnings (November 2026) TRACKER: chargedalpha.com WALL STREET CONSENSUS - Ratings: 1 Strong Buy / 4 Buy / 12 Hold / 3 Sell / 0 Strong Sell - HOLD - Median 12-month price target: $115.00 (range $95 - $135) - Charged Alpha vs consensus: IN LINE THESIS Smucker is a deleveraging packaged-food cash machine whose earnings now hinge on coffee pricing and cost discipline rather than volume growth - a profitable but fragile algorithm. Bull lever: Coffee pricing drove 20% adjusted EPS growth, free cash flow hit $1.16B for the year, the Hostess impairment overhang has lapped, and FY2027 guides earnings up 7% to 12% while the dividend yields 3.8%. Key risk: FY2027 net sales are guided to fall 3% to 4%, so the entire earnings-growth story rests on margin holding while ~$7B of de…","meta_description":"SJM (J.M. Smucker) reported Q4 FY2026 earnings on 2026-06-09. Stock jumped 12.9% on the print. Here's the breakdown: Is SJM a buy, hold, or sell after thi…","key_points":[],"chapters":[],"topics":[],"duration_seconds":685,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/charged-alpha-stock-encyclopedia-7819792/episodes/sjm-stock-the-20-beat-that-came-with-a-shrinking-year-q4-fy2026/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792/sjm-stock-the-20-beat-that-came-with-a-shrinking-year-q4-fy2026.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}