Feed / SJM

The J. M. Smucker Company

SJM

Consumer Defensive · 124.32 +1.0% today

Partial group confirmationMarket checked 21 Aug, 15:55 GMT-4

Jodie situation report

The J. M. Smucker Company's move is being confirmed by its market group.

SJM accounts for 2.3% of the group's measured movement across 4.6 effective names. raw member direction is mixed; 0 of 8 SPY-adjusted paths align to the mixed. Capital-flow agreement is 10%, so confirmation is not yet clean. No verified headline preceded the measured group move.

MOVE ANATOMY

Is this move genuinely shared?

SPY-adjusted 5m paths
Role in the moveFlat / inactive path#8 of 8 by movement share
Group movement share2.3%Absolute path energy—not portfolio weight
Relative path-0.09%flat
Effective breadth4.6 / 8balanced
Relative alignment0/8mixed path · 0 counter-moving
Capital-flow agreement10%not yet clean
SEQUENCE READ

INGR, CMCSA, KHC moved materially before SJM. SJM crossed its material path threshold at 13:00 ET. CPB, CAG followed.

Customer1
Distributor1
Partner1
EVIDENCE COVERAGE

5 of 8 members in Packaged Foods & Beverages are active. 0 of 5 disclosed connections are confirming.

What would change this read
  • At least 6 of 8 durable members become active together.
  • Capital-flow agreement rises above 55%.
  • A filing-linked outsider such as MDLZ begins moving with the group.

Invalidation: The live read weakens if participation falls to 2 of 8 members or fewer.

Watch this read

Who this business touches

The relationships behind SJM

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

WMT34.0% of SJMcustomerJun 9, 2026 ▾

“3 Customers: Sales to Walmart Inc.”

BURLBurlington Stores, Inc.distributorJun 18, 2025 ▾

“The transaction included products sold under the Voortman brand, inclusive of certain trademarks, a leased manufacturing facility in Burlington, Ontario, and approximately 300 employees who supported the business.”

QSRRestaurant Brands InternationalpartnerJun 18, 2025 ▾

“Canada coffee Folgers Tim Hortons (A) Restaurant Brands International Inc.”

Filing peers

KDPUSFDJJSF

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 9 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

SJM is currently a Leader in the organic co-movement group Packaged Foods & Beverages. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.