by monexa-ai
Content generation failed - Recovery needed
Error message concept: crumpled paper on a minimalist desk symbolizing resource exhaustion.
Monexa for Analysts
Open the HSY command center with real-time data, filings, and AI analysis. Upgrade inside Monexa to trigger your 7-day Pro trial whenever you’re ready.
Failed after 3 attempts. Last error: Resource has been exhausted (e.g. check quota).
Hershey widened its Triple A savings to **$400M** even as FY2024 net income rose to **$2.22B**; the margin recovery depends on execution and cocoa prices.
HSY Q2: revenue surged +26.00% while margins compressed; new CEO and a $450M+ cost program aim to restore margins and protect dividend sustainability.
Q2 2025 revenue jumped +26% to **$2.61B** while gross margins compressed; Hershey’s cash flow and dividend coverage remain strong but cocoa costs are the key wildcard.
Hershey delivered FY2024 resilience but warns of a 2025 margin shock from cocoa and tariffs; this update parses Q2 beats, cash flow, CEO succession and the path to margin recovery.
Halloween market share collapse and CEO acknowledgment of disappointing sales signal demand elasticity is now observable, escalating 2026 recovery thesis risk.
Hershey underperforms sector as investors reprice ahead of Q3 earnings, with margin compression raising questions about execution of 2026 recovery plan.