divestment of several pet food brands<\/a>. These brands had accounted for $16.2\u202fmillion (\u20ac14.1M) in contract manufacturing sales the year before, compared to only $6.5\u202fmillion (\u20ac5.7\u202fmillion) in the current quarter.<\/p>\nProfit margin gain<\/h2>\n
Despite the sales decline, the pet segment maintained a substantial profit margin of 26.8%, a 160\u2011basis\u2011point improvement over the previous year, while its profit totaled $106.1\u202fmillion (\u20ac92.5M), a 7% decline, reflecting pressures from lower sales volumes and pricing, partially offset by cost reductions and decreased marketing expenses.<\/p>\n
On an annual basis, the US retail pet food business generated $1.7 billion (\u20ac1.5B) in revenue, accounting for 19% of the company\u2019s total net sales of $8.7 billion (\u20ac7.6B). A year earlier, this segment accounted for 21% of revenue.<\/p>\n
The product mix within the segment remained heavily weighted toward dog snacks (54%) and cat food and snacks (44%), with contract manufacturing of the divested brands making up just 2%.<\/p>\n
New launches<\/h2>\n
Among the highlights, though, was the expansion of the company\u2019s Milk-Bone and Meow Mix brands.<\/p>\n
\u201cIn dog snacks, we launched the first dog treat featuring a human food brand, Milk-Bone Peanut Buttery Bites made with Jif peanut butter, which outpaced all competitor innovations launched in 2024,\u201d says CEO Mark Smucker.<\/p>\n
\u201cThe launch continues to exceed our expectations and contributed to the strong double-digit net sales growth for our Milk-Bone soft and chewy dog snacks this past fiscal year.\u201d<\/p>\n
Expenditure slowdown<\/h2>\n
The manufacturer did not shy away from the realities of a slowdown in discretionary spending by US consumers facing inflation pressures but remains confident in the company\u2019s offerings.<\/p>\n
As CEO, Smucker notes that the firm\u2019s dog snack remains \u201cwell-positioned\u201d as they continue to focus on driving growth for the Milk-Bone brand.<\/p>\n
\u201cIn cat food, we continue to see tailwinds as the cat population is projected to grow, and we anticipate further share growth for the Meow Mix brand. Dog snacks and cat food are attractive categories, and e-commerce trends will remain a tailwind for our portfolio,\u201d he adds.<\/p>\n
Looking ahead to FY2026<\/h2>\n
Several major portfolio changes, including the conclusion of contract manufacturing agreements for divested pet food brands by year-end, shaped J.M. Smucker\u2019s FY2025 performance. This strategic exit, although it reduced revenue, was part of a broader realignment following the acquisition of Hostess Brands and other portfolio reshaping efforts.<\/p>\n
Looking ahead, Smucker\u2019s guidance for FY2026 reflects a continued transition for the pet food segment.<\/p>\n
The company expects a $38 million (\u20ac33M) decline in contract manufacturing sales from the divested brands, which had previously contributed to buoyed results. However, this is not expected to derail broader company growth, with overall comparable net sales forecasted to rise 3.5% to 5.5%.<\/p>\n
\u201cWe remain focused on delivering the business through the strength of our key growth platforms and advancing our strategic priorities,\u201d concludes Smucker.<\/p>\n
The company aims to stabilize and return to growth across its segments, including pet food, through portfolio optimization and targeted investment.<\/p>\n","protected":false},"excerpt":{"rendered":"
J.M.\u202fSmucker reported its fourth\u2011quarter (Q4) and full\u2011year 2025 (FY2025) fiscal results, with notable headwinds in its US retail pet foods segment. While the company\u2019s overall net sales from 30 January to 30 April 2025 fell 3% year\u2011over\u2011year (YoY) to $2.14\u202fbillion (\u20ac1.9B), the pet food category faced a more significant decline, reflecting broader strategic and operational […]<\/p>\n","protected":false},"author":75616,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"categories":[743],"class_list":["post-107417","post","type-post","status-publish","format-standard","hentry","category-pet-food","topic-global-pet-industry","topic-industry-insights","topic-news","topic-north-america","topic-pet-food","topic-production","topic-snacks-and-treats","topic-united-states"],"yoast_head":"\n
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