Stock Movers Kohl's Optimistic; JM Smucker Earnings; MongoDB Soars
Aug 27, 2025
Kohl’s shares surge 21% after a promising outlook boosts investor confidence. Meanwhile, JM Smucker faces challenges, with a 3% drop in stock as sales lag in key product categories. In a stark contrast, MongoDB skyrockets 31% on impressive quarterly results and an optimistic full-year forecast. The talk brings on some nostalgia with food-related stocks, comparing the market fates of familiar brands like Krispy Kreme and Kohl’s. A lively discussion highlights major market movements and performance insights.
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JM Smucker Sales Pressure Drivers
- JM Smucker's first-quarter sales fell across several categories including coffee, dog snacks, sweet baked goods and fruit spreads.
- Higher coffee costs from a new tariff on Brazil contributed materially to the weakness.
Hostess Acquisition And Tariff Anecdote
- Lisa Mateo links higher coffee costs to a 50 percent tariff on Brazil that recently took effect.
- She also mentions JM Smucker's Hostess acquisition as weighing on sweet baked goods sales and quips about being a Twinkie fan.
Hosts' Food Banter And Sales Context
- Tom Keene and Lisa Mateo trade playful food references while discussing JM Smucker, mentioning Uncrustables and Twinkies.
- Tom notes Uncrustables represent roughly one-tenth of JM Smucker's sales while joking about food groups.