The J. M. Smucker Company (SJM) has a relationship map with one line drawn in thick ink: Walmart. The retailer accounted for 34% of Smucker’s net sales in 2026, up from 33% in each of the prior two years. The same filing also names a single-source supplier for Folgers packaging, giving the coffee business its own highly specific tie.
Smucker’s customer disclosure is unusually clear about the scale of the Walmart relationship.
"3 Customers: Sales to Walmart Inc. and subsidiaries, including Sam’s Club, amounted to 34 percent of net sales in 2026 and 33 percent of net sales in both 2025 and 2024."
The J. M. Smucker Company, SEC filing, June 9, 2026
In plain English, more than one-third of reported sales ran through Walmart and its subsidiaries, including Sam’s Club. The filing does not break that figure into brands or product categories, so the map shows the customer concentration without pretending to know which aisle supplied it.
On the supply side, the filing names Graham Packaging as the sole source for Folgers packaging. The relationship data tags Packaging Corporation of America (PKG), while the quoted filing sentence identifies Graham Packaging directly, a useful reminder that corporate relationship maps still need to be read alongside the underlying receipt.
"Further, Graham Packaging Company, L.P. (“Graham Packaging”) is our single-source supplier for the packaging of our Folgers coffee products."
The J. M. Smucker Company, SEC filing, June 18, 2025
That is not a general statement about every Smucker product. It is narrower and more concrete: Folgers coffee packaging, one named supplier.
The coffee web extends beyond grocers and packaging. Smucker’s filing lists Restaurant Brands International (QSR) alongside Canada coffee, Folgers, and Tim Hortons. The sentence arrives in table-like form, so the disclosure supports a named relationship, not a detailed description of contracts or economics.
"Canada coffee Folgers Tim Hortons (A) Restaurant Brands International Inc."
The J. M. Smucker Company, SEC filing, June 18, 2025
The plain-English version is that Restaurant Brands International appears in Smucker’s disclosed Canada coffee relationship map, alongside the Folgers and Tim Hortons brands.
Burlington Stores (BURL) appears in the map as a distributor. Smucker’s filing connects that relationship to a transaction involving Voortman products, a manufacturing facility in Burlington, Ontario, and roughly 300 employees.
"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."
The J. M. Smucker Company, SEC filing, June 18, 2025
So the Burlington tie is attached to a transaction and the Voortman business, rather than presented as a broad statement about Smucker’s entire distribution network.
Finally, Post Holdings (POST) sits on Smucker’s ownership map. Smucker says proceeds from its 2023 pet-food-brand divestiture included Post shares representing an approximately 8% equity interest as of April 30, 2023.
"The net proceeds received from the divestiture of certain pet food brands in 2023 included approximately 5.4 million shares of Post common stock, which represented approximately an 8 percent equity interest in Post as of April 30, 2023."
The J. M. Smucker Company, SEC filing, June 18, 2025
The resulting map is less a neat supply chain than a set of distinct ties: Walmart as the disclosed sales heavyweight, Graham Packaging as the Folgers packaging source, Restaurant Brands International in Canada coffee, Burlington around Voortman, and Post as a disclosed equity holding.