In June, the S&P 500 index rose 5%, but the two worst-performing stocks in the index were consumer stocks, with Lululemon Athletica plummeting over 20% in one trading day and ending the month down 25%. Lululemon cut its earnings outlook for the year by nearly 25% due to tariff-driven costs.

J.M. Smucker stock dropped 12.8% to a 52-week low after reporting declines in sales and adjusted earnings for its fourth quarter. Smucker’s Uncrustables brand showed growth, but the company expects total sales to increase only 2% to 4% in fiscal 2026, with adjusted EPS to fall by 11%.

Lululemon is trading at a P/E of 16 after the June fall, and the company is raising prices and diversifying sourcing channels to counter tariff impacts. Meanwhile, Smucker continues to generate strong cash flows and is working to revive its sweet baked goods segment. Both companies face challenges, but have strategies in place to address them.

Read more at Yahoo Finance: These Were the 2 Worst-Performing Stocks in the S&P 500 in June 2025