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J.M. Smucker is a packaged food company that primarily sells through the US retail channel (73% of fiscal 2025 revenue came through its retail pet foods, coffee, and frozen handheld/spreads segments), with the remaining share consisting of sweet baked snacks (through the Hostess acquisition) and international (primarily Canada). Retail coffee is its largest category (32% of sales) with brands Folgers and Dunkin’. Pet foods (19% of sales) holds leading brands like Milk-Bone and Meow Mix. Of its remaining, approximately 22% comes from frozen handhelds and spreads, through brands Jif, Smucker’s, and Uncrustables. The company acquired Hostess Brands in fiscal 2024 to boost its snack and convenience store presence.

The SPDR Gold Shares ETF (GLD) has stabilized after retracing 61.8% of the parabolic run that started in mid-November. GLD was close to testing its 50-day exponential moving average (EMA), which it hadn't been near for almost six months. Price and was supported by both the 10-week EMA and the trendline off the top of the bullish channel that has been in place since April 2024. GLD now has retraced 50% of its two-day crash; a 61.8% retracement comes in at $476. Initial support from the 21-day EMA lies at $451, with the 50-day EMA at $429. Chart support from the recent low is down at $423. Below there, the next area would be down near $400. Based on the prior history of parabolic moves and major breaks, we lean heavily toward the idea that a major top is in and we will see additional downside in the months to come. The one strong argument that this advance has further to go is that the bases for both GLD and SLV (SPDR Silver Shares ETF) leading up to the current run were huge, at 12 and 14 years, respectively. The bigger the base, the higher in space. WTI is at $65.50/barrel, flat on Thursday and trading back near its highest level since early August 2025. Crude remains in a bullish channel off the lows from early this year. There is minor chart resistance at current levels from the peak in late September, with more-important resistance up at $70. That is the peak from July 2025 as well as a 61.8% retracement of the decline from June until December. Chart support is at $62, while the barely rising 200-day average is at $62.60. The COT data is slightly bearish after being bullish for months. Seasonality is bullish until September. (Mark Arbeter, CMT)

Monster Beverage is a leader in the energy drink category within the nonalcoholic ready-to-drink beverage market, generating two thirds of revenue in the US and Canada. The well-known Monster trademark includes brands such as Monster Energy, Monster Ultra, Java Monster, and Juice Monster. The firm also owns other energy drink brands, such as Reign, NOS, Burn, Bang and Mother, and brews and distributes beers and flavored malt beverages following the acquisition of a craft brewer in 2022. Monster controls branding and innovation but outsources beverage manufacturing and packaging to copackers and finished goods distribution to bottlers in the global Coca-Cola system (pursuant to a 20-year agreement inked in 2015). Coke is the largest shareholder of Monster with a 19.5% stake.

Historically meat-focused, Hormel Foods broadened its lineup to include other protein offerings and became a branded food company. The firm sells its wares through multiple channels, including US retail (61.6% of fiscal 2025 sales), US foodservice (32.6%), and international (5.9%). By product, 73% of fiscal 2025 sales were from perishable food and 27% from shelf-stable. Major brands include Hormel, Spam, Jennie-O, Columbus, Applegate, Planters, and Skippy. Many of these hold the number one or two market share in their respective categories.