Scott Olson A list of defensive consumer staple names have been getting cheaper over the last 12 months. Among my favorites is The Hershey Company (NYSE:HSY), which may have the smartest combination of operating business undervaluation, future growth prospects, and high to rising dividend yield. If you believe a U.S. recession and bear market are next for Wall Street in 2024, this defensive pick could be a great idea, especially on minor weakness. Now, I don't expect spectacular returns from this leading gl ...

Hershey公司财务表现 - Hershey公司自由现金流保持强劲，尽管客户离散性支出下降，但仍有强劲增长[1] - Hershey公司的ROE超过行业平均水平[12] - Hershey公司的投资回报率保持稳定水平[16] - Hershey公司的毛利率百分比保持相对稳定[17] - Hershey公司的财务稳定性存在一定改善空间，但债务水平仍然可控[23] - Hershey公司的市盈率表明公司被低估[27] - Hershey公司的估值显示公司被低估[28] - Hershey公司的预期年复合增长率为7.55%[44] - Hershey公司过去10年和5年的回报率分别为8%和14%[49] - Hershey公司通过了评级检查表，得分为70+分[51] - Hershey公司的负债-权益比率合理，长期持有并再投资股息可以产生每年10%以上的回报[52] - Hershey公司的估值高于当前股价，详细估值分析显示公司被低估[53] Hershey公司市场竞争 - Hershey公司在竞争激烈的行业中，面临健康趋势和消费者偏好转变的挑战[1] - Hershey公司在低增长商品行业表现出强劲的基本面和销售增长，具有高毛利率、每股收益和投资回报率[54] - Hershey公司的潜在风险在于客户习惯的改变可能导致销售下降，但我对即使更健康的饮食趋势也不会完全消除糖果的消费持怀疑态度[55] - Hershey公司面临的另一个下行风险是潜在竞争，但市场定位较小，而Hershey可以轻松收购竞争对手或创建自己的健康糖果系列[56] Hershey公司发展策略 - Hershey公司利用大额债务来实现其雄心壮志，目前我对此不担心，因为债务是公司债券，易于推动，而公司继续年复一年地增长销售额[57] - 总的来说，我会在Hershey公司股价下跌至170美元左右时入场，目标是利用公司的长期稳定性，并将其作为稳定的股息提供者持有[58]

Eddie Elfenbein started the Crossing Wall Street blog in 2006 by making 25 top stock picks and holding them for 12 straight months with no changes. Then, at the end of the year, he drops five names, adds five more and repeats the process. Elfenbein has done this for 18 years. He’s been so successful that he started an ETF—the AdvisorShares Focused Equity ETF (NYSEARCA:CWS)—based on the “Buy List” in 2016. Since 2018, the ETF has outperformed Warren Buffett’s Berkshire Hathaway (NYSE:BRK.B) and Cathie Wood’s ...

In the latest trading session, Hershey (HSY) closed at $188.26, marking a -1.16% move from the previous day. This move lagged the S&P 500's daily gain of 0.22%. Elsewhere, the Dow gained 0.36%, while the tech-heavy Nasdaq added 0.32%. Shares of the chocolate bar and candy maker witnessed a gain of 4.35% over the previous month, beating the performance of the Consumer Staples sector with its gain of 3.22% and the S&P 500's gain of 1.61%. The upcoming earnings release of Hershey will be of great interest to i ...

The Hershey Company (HSY) appears to be in a tight spot thanks to rising expenses. The leading snacks company’s international presence keeps it exposed to risks of unfavorable currency rates. A soft macroeconomic environment is a threat to the company. Shares of the Zacks Rank #4 (Sell) company have slumped 20.2% in the past six months compared with the industry’s 17.3% decline. The stock has underperformed the Zacks Consumer Staple sector’s 2.8% drop. Let’s discuss this in detail. Cost Concerns Stay Hershe ...

Setting financial goals each year is a smart idea. Many people (myself included) aim to collect more passive income in 2024. The more passive income you generate, the more financially independent you'll become. There are many ways to earn passive income. Investing in dividend stocks is one of the easiest ways. Many companies pay their investors a portion of their profits in dividends each quarter. Food stocks can be a great way to satisfy your income craving because many companies in the sector generate lot ...

She was tricked by this treat. A Florida woman is taking on The Hershey Company, claiming it has “tricked” customers through “misleading” packaging on Reese’s seasonal-shaped chocolates. Cynthia Kelly, of Tampa, is suing the chocolate giant for $5 million because she claims the packaging and the actual contents don’t match. For example, the pumpkin-shaped chocolate does not have eyes and nose cutouts like the packaging suggests, and the football shape is like an egg, according to the lawsuit, filed in Flori ...

Chocolate giant Hershey is being sued by a disgruntled customer who said its Halloween-themed peanut butter treats didn't match the packaging. Cynthia Kelly, from Florida, argues she bought them because she liked the "artistic designs" of the holiday sweeties. She was especially fond of the "cute looking" eyes and mouth shown on the packets of the peanut butter pumpkins, prompting her to spend $4.49 (£3.52) on them at an Aldi supermarket. When she opened the bag, she found not only were the facial features ...

财务数据和关键指标变化 - 公司第三季度收入增长8%,主要得益于季节性销售的提前 [14][15][72][73] - 第四季度收入增长预计将放缓,主要由于季节性销售的时间影响 [73][74] - 第四季度毛利率预计将有所下降,主要是由于固定成本吸收的影响以及定价和生产效率的变化 [74][75] 各条业务线数据和关键指标变化 - 巧克力业务在万圣节期间市占率有所提升,但日常销售仍受到一些压力 [129][130][131] - 咸味休闲食品业务增长放缓,主要受到一些零售商调整陈列政策的影响 [65][66][67] - 公司正在通过创新产品、提高生产效率等措施来应对这些挑战 [63][64][140][141] 各个市场数据和关键指标变化 - 国际市场销售增长放缓,主要是由于公司在墨西哥的饮料业务被精简,以及一些节假日时间调整的影响 [121][122][123] - 公司正在密切关注消费者需求的变化,调整营销策略以应对通胀和经济环境的影响 [57][58][59][60] 公司战略和发展方向及行业竞争 - 公司将继续专注于提升产品创新、生产效率和渠道分销,以应对行业竞争和消费者需求变化 [63][64][140][141] - 公司正在密切关注GLP-1药物对消费者行为的潜在影响,并调整产品组合以满足消费者需求 [108][109][110] 管理层对经营环境和未来前景的评论 - 管理层认为,尽管当前经济环境存在一些不确定性,但公司有信心通过各种措施来应对,并在2024年实现良好的业绩表现 [14][15][26][27][28] - 公司将继续密切关注原材料价格、通胀和消费者需求变化,并根据情况调整定价和营销策略 [46][47][48][49] 问答环节重要的提问和回答 问题1 **Andrew Lazar 提问** 询问公司2024年业绩目标实现的可能性,以及相关的利弊因素 [13][14][15][16][17][18] **Michele Buck 和 Steve Voskuil 回答** 公司有信心通过产能扩张、创新产品、定价和生产效率等措施来实现2024年的业绩目标,但也需要密切关注原材料价格、通胀和消费者需求变化等因素 [14][15][26][27][28][46][47][48][49] 问题2 **Ken Goldman 提问** 询问公司主要零售客户调整陈列政策对公司业务的影响 [29][30][31][32] **Michele Buck 回答** 这一调整主要是该零售商为了改善消费者购物体验和提高线上订单拣货效率而做出的,对公司的季节性业务影响较小,但会对日常业务产生一定的短期压力 [30][31][32] 问题3 **Michael Lavery 提问** 询问公司在原料成本上涨情况下的定价策略 [45][46][47][48][49] **Steve Voskuil 回答** 公司会密切关注原料价格变化,并根据情况评估定价、生产效率等多种措施来应对成本压力,未来会在2024年业绩指引中提供更多细节 [46][47][48][49]

The Hershey Company (NYSE:HSY) Q2 2023 Earnings Conference Call July 27, 2023 8:30 AM ET Company Participants Melissa Poole - Vice President, Investor Relations Michele Buck - Chairman and CEO Steve Voskuil - Senior Vice President and CFO Conference Call Participants Andrew Lazar - Barclays Ken Goldman - JPMorgan Max Gumport - BNP Paribas Michael Lavery - Piper Sandler Pamela Kaufman - Morgan Stanley Nik Modi - RBC Capital Markets Alexia Howard - Bernstein Matt Smith - Stifel Cody Ross - UBS Jason English - ...