The J.M. Smucker Company

Q4 2024 Earnings Conference Call

6/6/2024

spk08: Good morning, and welcome to the J.M. Smucker Company's fiscal 2024 fourth quarter earnings question and answer session. This conference call is being recorded, and all participants are in listen-only mode. Please limit yourself to two questions and re-queue if you have additional questions. I'll now turn the conference call over to Aaron Broholm, Vice President, Investor Relations. Please go ahead, sir. Good morning.
spk02: Good morning. And thank you for joining our fiscal 2024 fourth quarter earnings question and answer session. I hope everyone had a chance to review our results as detailed in this morning's press release and management's prepared remarks, which are available on our corporate website at jmsmucker.com. We will also post an audio replay of this call at the conclusion of this morning's Q&A session. During today's call, We may make forward-looking statements that reflect our current expectations about future plans and performance. These statements rely on assumptions and estimates, and actual results may differ materially due to risks and uncertainties. Additionally, we use non-GAAP results to evaluate performance internally. I encourage you to read the full disclosure concerning forward-looking statements and details on our non-GAAP measures in this morning's press release. Participating on this call are Mark Smucker, Chair of the Board, President and Chief Executive Officer, and Tucker Marshall, Chief Financial Officer. We will now open up the call for questions. Operator, please queue up the first question.
spk08: Thank you. The question and answer session will begin at this time. If you're using a speakerphone, please pick up the handset before pressing any numbers. Should you have a question, please press star one on your telephone. If you withdraw your question, please press star two. For operator assistance, please press star zero. As a reminder, please limit yourself to two questions during the Q&A session. Should you have additional questions, you may re-queue and the company will take questions as time allows. Our first question today is coming from Andrew Lazar from Barclays. Your line is now live.
spk01: Thank you. Good morning, everybody. Good morning, Andrew. Hi. Maybe to start off in the slide presentation, you mentioned your expectation for both positive volume and pricing in fiscal 25. And I realize some of the pricing factor is the pass-through nature of coffee. But it's still, you know, the positive volume and price combination is not something that we're obviously seeing or hearing a lot of, at least yet, from a number of others in the packaged food space. So I guess I'm just trying to get a sense of, as you sort of put together your plan for the coming fiscal year, I guess, what gives you that level of visibility that underpins, particularly on the volume side, given that you're also expecting some positive pricing?
spk12: Andrew, good morning. As we noted in our prepared remarks, at the midpoint of our guidance range, we're demonstrating comparable growth of 2%. Inclusive in that 2% comparable growth year-over-year is a one-point pet contract manufacturing headwind. So we really see base business growth around 3%. And within that, we're seeing two points coming from volume X and one point coming from pricing. And when you think about the momentum of our portfolio, we continue to see great growth in the frozen handheld aspect of the portfolio led by Uncrustables. We continue to see momentum in cat food led by Meow Mix and also momentum in dog snacks with Milk Bone. We're also seeing a level of opportunity or growth in our away from home channel as well. And those really begin to be the key contributors to that top line performance.
spk01: Thank you for that. And then just a quick one. You finished the year with EPS around 994. And at the midpoint, you're looking for EPS around $10. So close to flattish year over year. You call out a 35 cent headwind from investment in Uncrustables. 40-cent benefit from the recapture of hostess dilutions, so those largely offset each other. And you mentioned no impact to EPS growth year-over-year from stranded costs. So I guess the net of the one-off items seem relatively neutral to EPS in 25. So I'm trying to get a better sense of, I guess, why the EPS would be flattish despite your, you know, looking for solid comparable sales growth that would include also some volume and price. So I'm just curious if I have that right and sort of what would be driving a more flattish EPS growth outlook in light of that. Thanks so much.
spk12: Yeah, Andrew, the way that you've outlined the formula for year-over-year growth is correct, and it doesn't imply in flattish-based business growth. We are going to see a level of growth out of our pet portfolio and our away-from-home and international portfolio. but that's really being offset by some softness that we're seeing in the coffee and peanut butter aspects of our portfolio. And so that's demonstrating the impact to the flat issue over your base business.
spk08: Thank you. Thank you. Next question today is coming from Ken Goldman from JP Morgan. Your line is now live.
spk03: Hi, good morning and thank you. And Aaron, thanks for all your help over the years. We will miss you for sure. I wanted to ask a little bit about the comment that 2025 will be an investment year. Just trying to dig a little bit deeper into what these investments are. You did mention the 35 cents for Uncrustables. I was curious if we could learn a little bit more about what some of those are and how recurring they are. And then just to broaden it out, it seems that marketing as a percentage of sales will be very similar year and year. I'm just curious why it wouldn't go up a little bit more, given what you're saying about it being an investment year and what you said previously about ramping up hostess ad spending. Thank you.
spk00: Hey Ken, it's Mark. Good morning. Um, so just a couple of things, you know, we have been consistent over the last couple of years talking about our aspiration to continue to invest in our brands. Tucker can speak specifically to, uh, the total marketing, but it will be up slightly, um, as a percent of sales this year. But I would call out that the investment is largely in Uncrustables, right? And the way I would encourage us all to think about that is we are moving from a supply-driven growth to demand-driven growth, which requires brand building. And so we are now fortunate to be able to turn on brand building Those investments in Uncrustables are largely supporting the brand through marketing, which is a national television and digital campaign to really drive household penetration and trial. There is a component that is in promotion and merchandising. This is not price, but it is really to support Uncrustables down the frozen aisle. to drive awareness and trial and ultimately household penetration. And then there's another component that's just related to startup expenses at the McCalla, Alabama facility.
spk12: And Ken, with respect to marketing, our outlook for marketing year-over-year is up $50 million at the total company level. About $20 million of that is base business increase year-over-year, largely led by the Uncrossed Bulls growth or investments. And then the balance of that is just the inclusion of sweet baked snacks on a four-year basis as you think about that year-over-year marketing change.
spk03: That's helpful. I guess my follow-up would be, you know, given that you are raising prices in coffee, given that overall your pricing will be up and we're in somewhat of a challenging consumer environment, I think it's fair to say, Is it enough? Do you feel that you are investing enough in pet food marketing, in coffee marketing, in peanut butter? I'm asking because some of your peers have talked about investment years also. It just feels to me like it's a little more focused where you're putting your advertising in 25 and maybe just curious how you feel about that level given those consumer issues we're facing.
spk00: Yeah, great question, Ken. If focused is a good word, I might use the word balanced. You know, just making sure, as you point out, consumers in certain segments, particularly like coffee and peanut butter, have been seeking a bit of value. And so that has created some competitive environments, which we think will likely normalize over time. But we view it as our responsibility to be prudent and balanced in terms of where we invest, supporting the brands. Obviously, we just had a very significant innovation that's now in market with peanut butter chocolate GIF, and we're supporting that with a national advertising campaign. And so just, again, you know, we want to make sure that we're taking the high road and that our investments in our brands are balanced, and we feel very confident that our marketing plans are solid for the full year.
spk08: Thank you. Next question is coming from Peter Galbo from Bank of America. Your line is now live.
spk07: Hey, guys.
spk08: Good morning. Good morning.
spk07: Maybe to start, I mean, I think if I go – through the guidance, particularly as it relates to Hostess, I think what's embedded in there is that Hostess actually grows sales for the year, at least embedded in the guide. And just kind of given where sales have been trending through the first quarter, that would seem to be maybe a bit of a challenge. So maybe you can help us reconcile that either through phasing or just how you're thinking about specifically the Hostess piece of it within the guide for the year.
spk12: Yes, so Peter, we called out about a 9% contribution from Hostess to our FY25 top line outlook. And when you do the math, it's going to imply that Hostess is going to be around $1.4 billion of top line sales in fiscal 2025. And so as we see that in our first couple of quarters, It'll be sort of around flattish, just slightly up. And then as we get into the third and fourth quarters, you'll see some continued growth year over year or quarter over quarter. As we think about the portfolio, we're still very pleased with the acquisition, not only strategically, but the way that it's contributing to some of the near-term objectives that we have. And as we see the pattern of growth over time, not only as a little bit of stabilization and maybe restoration in the convenience channel, But our ongoing work with our traditional U.S. retail partners to continue to support that portfolio and then continued opportunity and optimism around just revenue synergies in fiscal 25 and beyond, I think will continue to be positive for the overall momentum of Hostess.
spk00: I might add, Peter, it's Mark, just the integration is going very well. Obviously, we still remain really excited about the brand. It's obviously a leading brand in sweet baked snacks. Also, just a comment that Sweet Bake Snacks is still performing a little better than overall snacking. And so, you know, that trend along with obviously brand support, merchandising support, our innovation pipeline, and Tucker's alluded to some joint merchandising with other brands and just expanding the brand into some of our existing channels all bode well. for that brand over time. So just still feeling very positive about that and the cultural fit between our two businesses has been great. And again, the integration is going very well.
spk07: Okay. Thanks for that. And then maybe, Mark, I think in your prepared comments, there was a line about kind of being above algorithm from a growth perspective on EPS and fiscal 26. Just maybe if you can kind of unpack what gives you the confidence that you know, after an investment year here that you're going to be able to be kind of above a longer term algorithm as you get into fiscal 26.
spk12: Yeah, Peter, as we think about fiscal 26, what gives us confidence in that outlook is just ongoing base business momentum. We think about the opportunity to advance cost and productivity savings to get another year or full realization of synergies from the hostess acquisition. to get beyond or relieving stranded overhead and also see the ability to pay down debt as a way to continue to give us growth and EPS confidence for fiscal 26. Thank you.
spk08: Next question is coming from Chris Carey from Wells Fargo Securities. Your line is now live.
spk06: Hi, thank you for the question. So just first, and then I'll have a follow-up. On the outlook for gross margin, you should see some tailwinds for the removal of the contract manufacturing and yet 38% gross margin outlook for the full year. Can you just unpack your expectations there?
spk12: Yes. So our outlook for fiscal 25 gross margin is 38% on average for the full year. We are seeing the benefits of our cost and productivity savings. We're seeing the benefits of some early synergies. We have begun to relieve and address stranded overhead. Obviously, the divestitures have been supportive to gross margin. But I want to acknowledge that the gross margin is a little bit muted this year because of the implications of price and cost in our coffee portfolio as we've been recovering inflation through green. And secondly, we're also seeing a bit of an impact come through the Uncrustables portion within frozen handheld and spreads, largely due to bringing on the McCalla facilities. And so we exited with a 28 margin, which was better than anticipated in fiscal 24. And we're carrying that into fiscal 25. Excuse me, just as a clarification, 38%.
spk06: Yeah. Okay. Very clear. And then just to follow up on the coffee pricing, can you expand on what's embedded for coffee pricing, the size of the pricing, and perhaps the scope of the pricing within your portfolio? For example, is this only on roasting ground or is it across your entire coffee business and including single serve and the rest? Thanks.
spk12: Yep. Just staying at the highest level, we have seen inflation in green coffee both within the Robusta bean and also the Arabica bean. We've largely taken pricing on more of the mainstream aspect of our portfolio. It doesn't necessarily include the premium or single serve side of the portfolio. And again, it's a recognition of the increase in our cost basket and the way that we pass along pricing in both inflationary and deflationary environments.
spk06: Okay, thank you.
spk08: Thank you. Next question today is coming from Robert Moscow from TD Cowen. Your line is now live.
spk10: Hi. A question about coffee. I think you're guiding coffee to a down year for profits, and you also called out some competitive intensity in Folgers. You know, typically you manage your profit pool pretty stable. You know, prices go up in line with the underlying commodity costs. Is it fair to say that profits have to be down in fiscal 25 because the competitive environment has become tougher? You know, why would profits be down this year? You know, typically you've managed coffee profits flat.
spk12: So, Rob, from a year-over-year perspective within the coffee segment, we are going to see top-line growth largely driven by the pricing actions. Volume will be sort of softer year-over-year. As we think about just overall profitability in the portfolio, we are seeing it sort of around flattish. That's largely just driven due to the dynamics of increased cost and the price recovery and then the impact of elasticity. And then we continue to support the portfolio through marketing over time as well. And that kind of frames in a little bit of sort of the year-over-year change. I'll just pause and let Mark talk to some of the category dynamics.
spk00: Yeah, sure, Rob. Just a couple things. Number one, just acknowledging that the consumer is behaving a bit more cautiously. There's been some trade around, if you will, up and down in the category. The cautiousness of the consumer seems to have activated a bit more competitive intensity in the category. But again, as my earlier comments, we're going to continue to do what we think is right for the category, feel that that type of activity will normalize over time as it usually does. and we will continue to do what we need to do, which is invest in the business, support our brands, raise prices in a cautious and prudent way when we need to, and continue to shift our portfolio to growth, just like we did with moving into K-Cups and the partnership with Keurig, and now focusing a bit more on some of our liquid and cold offerings. We're going to continue to do those things and and again, allow our portfolio to provide consumers with what they need across the entire spectrum of value.
spk10: And regarding the comparison in second quarter to the $39 million penalty that you absorbed, supplier penalty, is that an easy comparison in second quarter coming up or is it kind of like a cost of doing business?
spk12: Yeah. When we experienced the one-time supplier payment in the second quarter of last fiscal year, we really offset that with other levers in the portfolio in support of delivering the full fiscal year. And so it really doesn't have a material benefit to this fiscal year as we move forward. It just enables us to restore some of that spend that we pulled back against in order to absorb that impact in FY24. Thanks for the clarity.
spk00: Thanks, Rob.
spk08: Thank you. As a reminder, that's star one to be placed in the question queue. Our next question is coming from Matt Smith from Stiefel. Your line is now live.
spk05: Hi, good morning. Mark, you talked about shifting the Encrustimals brand into a demand-driven growth environment versus supply constraint. We've seen a fairly linear growth pattern as supply came on supporting the growth. And as you look to add, call it $200 million in revenue over the next two years. Should we think about that being fairly steady, or is there some growth phasing as you build up the investments around creating that demand-driven environment?
spk00: Yeah, Max, we have our view is that it will be relatively steady. You know, we have brought on capacity and will continue to do so, which will support largely in line with our demand growth. And then our investments in the brand are really aimed at, again, increasing awareness and household penetration. There still is runway there. You know, it's always surprising to us to hear that some consumers still don't know what an Uncrustable is. And so there is opportunity to continue to reach customers.
spk05: New consumers through some of the traditional brand brand building and merchandising tactics, and that's that's really what we're aiming to do Thanks Mark and and Tucker you talked about a Follow-up question on lower contract manufacturing sales for pet you talk about a one-point drag for the year That's about 75 million dollars or so if 35 million in the first quarter Can you talk about the phasing of the remaining 40 million as we move through fiscal 25?
spk12: It's a little more indexed in the first six months or the first half of the year, and then it sort of levels off in the back half of the year. So I would say your predominance is going to come in the first half, and then the balance will come in the second half.
spk05: Thanks, Decker. I'll pass it on.
spk08: Thank you. Next question today is coming from Tom Palmer from City of Atlanta is now live.
spk11: Good morning and thanks for the question. I wanted to actually follow up on kind of your two answers to Ken earlier. I think if we look at the Uncrustables investments, the 35 cents works out to roughly $50 million. And then you indicated that the base business marketing would be around $20 million. So can we just bridge what kind of the difference is between the 50 million in Uncrustables versus, you know, total marketing being up 20 and then, You've noted $40 million in incrustable investments around startup in fiscal 24. Is there a point where some of these costs start to unwind, perhaps in fiscal 26? Thanks.
spk12: So, Tom, as you think about that $0.35 investment, directionally you're correct that it would equate to about $50 million. There's really sort of three areas that we continue to support. One is the manufacturing aspect, which is Two components, it's the startup or pre-production costs along with the unabsorbed overhead. And so that's one component. The second component is the increase in marketing to support the brand development of Uncrustables that Mark spoke to. And then the third is, is all around this merchandising promotion and trial that Mark also shared as well. And that's really what's driving the $50 million or 35 cent investment. We will continue to invest behind this brand in fiscal 26 and beyond, but what happens is we begin to get favorable manufacturing absorption or contribution margin coming from the McCalla plant as we get more saleable sandwiches, as we bring production online, and it helps us absorb those costs.
spk11: Okay, thank you for that. And then just wanted to ask on kind of COGS and pricing outside of coffee, anything notable to call out in terms of COGS and then any kind of pricing actions to consider elsewhere in the portfolio or maybe not?
spk00: Tom, it's Mark. No, actually it's really, you know, where we're seeing the activity and the volatility has been in the green coffee space. And at this point, you know, you never say never, but what we're seeing is generally our costs holding relatively steady over the coming months. All right. Thank you.
spk08: Thank you. Our next question today is coming from Rob Dickerson from Jeffries. Your line is now live.
spk09: Great. Thanks so much. Good morning. Hello. Tucker, maybe just to kind of quick clarification question on the stranded overhead costs for the year. I feel like previously, right, there was like a discussion around, you know, let's say the potential for those costs to ease maybe as you get through the year, right? I mean, there are certain areas you can control before you exit the co-manufacturing agreement. And then there are areas that you really can't, I guess, address or attack until after you exit it. So I'm just curious, as we think about the full year, could there be less of those costs as we get through the year? That's one. And then two is just, could there be areas such that maybe the cost you're speaking to today could potentially be a little bit better than you think now? That's all. Thanks.
spk12: So Rob, we outlined today in our prepared remarks that we have a net neutral impact to stranded overhead year over year. So the 60 cent impact from last year is the same 60 cent impact in this fiscal year. About halfway through this fiscal year, we'll kind of move on from the transition services agreement with Post Holdings. And the area that we'll begin to address post that timeframe is really around our distribution or network environment that enables us really to pull those levers to address stranded overhead for fiscal year 26. At this stage of the game, I don't see any sort of benefits to stranded overhead based on our outlook. That 60 cent impact this year, meaning a no impact year over year, is really the best outlook. And it really aligns to how the teams will address stranded overhead for the benefit of fiscal year 26.
spk09: Okay, got it. And then just the follow-up is, you know, as you spoke to 26, which seems a long way away, but not that far, you know, being potentially above the long-term algo, which I think is high school digit, you know, is kind of the fair assumption there is that, you know, part of that, or let's just say the conviction to provide that comment would be driven partially by some benefit of the shared overhead relative to year plus outlook on the basis. Thanks. That's it.
spk12: Rob, that's correct. As we think about fiscal year 26, a benefit or tailwind should be relieving stranded overhead.
spk09: Super. Thank you.
spk08: Thank you. Next question today is coming from Max Comfort from BNP Parabyte. Your line is now live.
spk04: Hey, thanks for the question. With retail commentary over the last several weeks about pricing rollbacks, I was just curious if you could talk about what you're seeing on this front and how you'd characterize the pricing environment.
spk00: Matt, sure. It's Mark, and I was expecting that question. So remember, we know we've got Really great partnerships with our retail customers and almost a dozen category adviserships across our category so Generally speaking we're seeing our relationships and our partnerships with with our retailers sort of as business as usual and continuing to manage and use the levers that we have in front of us whether that's you know different types of trade or merchandising or promotions and making sure that we're being transparent with those customers. Obviously, you heard us talk a little bit about the price increase on coffee, and then largely seeing our cost basket hold steady, at least for what we can see over the next several months. So from our perspective, it's really been business as usual, and we have not seen undue pressure to – take additional pricing down because, quite frankly, the cost basket just simply doesn't justify that.
spk04: Great. And then my follow-up is trying to tie together a few of the last questions we've heard on the call, which is around the coffee lap in 2Q in terms of that $39 million impact and $0.29 impact to EPS. So it sounds like it's not an easy lap because you also can restore some marketing this year. But if that's the case, why is the base business marketing of, I think it was $20 million, not going up by even more? Is there anything I'm missing there in terms of the restoration of copy marketing? Is that also in that base business marketing number you discussed? Thanks. I'll leave it there.
spk12: Yeah, so Max, I think the framework that you have is correct. We're definitely lapping the one-time supplier payment. We pulled levers in fiscal 26 to offset that for the benefit of delivering the fiscal year. Some of those activities or items are coming back in this fiscal year, largely in support of the business. Coffee marketing will be sort of maybe flat to slightly up year over year. I wouldn't necessarily read into that. We always are sharpening the pencil on our marketing spend and making sure that it's the most efficient. We have other investments that we do make within the portfolio as well. And then lastly is we continue to support the entire portfolio of the JM Smarter Company in terms of reinvesting in our brands. And we're doing that throughout the portfolio. You'll not only see that in coffee, you'll see it in frozen hand-held spreads, within PET. And then you'll also see that in the sweet bake snack segment as well.
spk04: Thanks very much.
spk08: Thank you. We've reached the end of our question and answer session. I'd like to turn the floor back over for any further closing comments.
spk00: Well, thank you, and just appreciate everyone joining us this morning. And I just wanted to acknowledge we had a great year, and that has energized our teams. Our people continue to do just amazing work. And we continue to remain in a very strong financial position to deliver profitable growth and increase shareholder value all the way through this year. And then obviously feeling good about the following year, 26. I did want to just take a moment to thank Aaron Broholm. He has just been a fantastic partner. over these many years, and so he will definitely be missed, and we want to support Aaron in his future endeavors. So I just want to take a moment to thank Aaron and welcome Crystal, who is in the room today. Crystal is going to do a great job, and I'm just very pleased with this team, not just the team in the room, but every one of our employees and the work that they do every day. Thank you and have a great day and hope everyone enjoys their summer.
spk08: Thank you. That does conclude today's teleconference and webcast. You may disconnect your line at this time and have a wonderful day. We thank you for your participation.
Disclaimer

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