Kai Risdahl

Actually, we will have the details when we do the numbers.

You were promised strawberry jam, so strawberry jam shall there be.

Smuckers, home to Folgers Coffee, Hostess Twinkies, of course, and the aforementioned preserves.

Reported results today, net sales up 4%.

Uncrustables, it turns out.

Those frozen PB&Js were a standout.

But the company said the year ahead is not going to be as good because of, and this is a quote, I'm doing a lot of quoting today, "...a dynamic and evolving external environment."

And as Marketplace's Stephanie Hughes reports, that's an affliction common to a whole lot of packaged goods companies.

One big challenge for packaged food companies, Americans are kind of leaning away from eating packaged food.

Craig Raleigh is a partner at the consulting firm Corn Fairy.

Also, a growing chunk of the population is now taking GLP-1 drugs, which means they're eating less food generally.

And Raleigh points out people who are feeling stretched financially are more likely to trade down when they're buying a jar of jelly.

Rowley also points out the war in Iran and the high price of oil has pushed up companies' shipping costs.

Meanwhile, climate change has thrown a wrench into growing some of the foods that go in these packages.

Phil Lempert is a food industry analyst.

Bananas are susceptible to higher-than-usual temperatures, and coffee crops in Brazil have been hurt by drought.

Meanwhile, on-again, off-again tariffs mean company leaders have to make decisions in an ever-changing environment.

Ed Johnson is with Deloitte Consulting.

Johnson says to plan for the future, companies are doing lots of scenario planning.

For example, envisioning alternate supply chains.