财务数据和关键指标变化 - 公司预计2024年净销售增长2%-3%,但销量将持平或略有下降,意味着价格上涨贡献超过3个百分点 [13][14][15] - 2024年全年毛利率预计下降200个基点,主要集中在上半年,下半年将有所改善 [62][63][91] - 2024年全年EPS预计持平,上半年受到去年基数影响和ERP实施影响较大,下半年将有所改善 [18][19] - 公司预计2024年整体通胀率为高个位数,其中大宗商品如可可豆和糖的通胀率达到低双位数 [35][36] 各条业务线数据和关键指标变化 - 巧克力业务在2023年第四季度和节日季节表现强劲,预计2024年将有连续改善 [49][50][51] - 爆米花业务在2023年下半年受到一些压力,主要是价值属性和竞争力下降,公司已采取措施进行改善 [26][27][28] - 咸味休闲食品业务的毛利率将有所改善,但公司仍将持续加大投入 [91] 各个市场数据和关键指标变化 - 公司预计2024年上半年市场份额受到复活节提前和某大型零售商调整的影响而有所下降,下半年将有所改善 [70][71] - 公司在俱乐部渠道的Dot's品牌仍有数个百分点的分销渠道扩张空间 [109][110] 公司战略和发展方向及行业竞争 - 公司将继续通过定价等手段应对大宗商品价格上涨的压力,并将利用技术提升自动化和效率 [14][41][42][43] - 公司正在加大创新投入,2024年创新产品规模将比2023年增加约三成 [50][51][52] - 公司正在整合旗下咸味休闲食品业务,并将其与ERP系统进行整合,以提升效率和灵活性 [41][42][43] 管理层对经营环境和未来前景的评论 - 管理层认为消费者信心有所提升,但仍有一些价格敏感的消费者群体 [101][102] - 管理层对公司咸味休闲食品业务的长期增长前景保持乐观,预计中长期仍能维持中个位数的增长 [103][104] 问答环节重要的提问和回答 问题1 **Andrew Lazar提问** 公司2024年的定价策略是否会有进一步调整,以应对可可豆价格的上涨 [13][14] **Michele Buck回答** 公司的定价策略没有变化,仍将利用定价来覆盖通胀,但具体的时间节奏和幅度会根据成本压力的变化而调整 [14] 问题2 **Ken Goldman提问** 公司2024年广告投放计划是否会超过销售增速,以应对更高的弹性 [22][23][24] **Michele Buck回答** 公司将广告投放与销售增长保持同步,但会通过优化投放效率来提高广告的影响力 [24][25] 问题3 **Bryan Spillane提问** 公司2024年的成本节约计划是否会给组织带来过大压力 [40][41][42][43] **Michele Buck回答** 公司的成本节约计划是基于之前就已经规划的举措,并且会根据组织能力进行分阶段实施,不会给组织带来过大压力 [41][42][43]

营收情况 - Hershey (HSY)在2023年12月结束的季度报告显示，营收为26.6亿美元，同比增长0.2%[1] - 营收低于Zacks Consensus Estimate的27.2亿美元，出现-2.48%的惊喜[2] - 国际净销售为2.3171亿美元，高于五位分析师的平均估值，同比增长12.7%[5] 每股收益情况 - 每股收益为2.02美元，与去年同期的2.02美元相比[1] - 每股收益超过预期，为1.95美元，出现+3.59%的惊喜[2] 销售部门表现 - 北美净销售为24.3亿美元，低于四位分析师的平均估值，同比下降0.9%[6] - 北美糖果净销售为22.2亿美元，低于五位分析师的平均估值，同比增长2.1%[7] - 北美咸味零食净销售为2.0516亿美元，低于五位分析师的平均估值，同比下降24.6%[8] 利润表现 - 北美糖果部门利润为7.2465亿美元，略低于四位分析师的平均估值[9] - 未分配的公司费用为2.1125亿美元，高于四位分析师的平均估值[10] - 北美咸味零食部门利润为1.04亿美元，低于四位分析师的平均估值[11] 股票表现 - Hershey股票在过去一个月中回报率为+2.4%，略低于Zacks S&P 500综合指数的+6.5%变化[12]

Hershey Corp. HSY, -0.27% reported a fourth-quarter earnings beat before market open Thursday, although shares fell 3% in premarket trades, weighed down by weaker-than-expected sales and guidance. The chocolate and salty snacks company reported net income of $349 million, or earnings of $1.70 a share, compared with net income of $396 million, or earnings of $1.92 a share, in the prior year’s quarter. The company’s adjusted earnings were $2.02 a share, flat from the prior year’s quarter. Analysts surveyed b ...

HERSHEY, Pa., Feb. 8, 2024 /PRNewswire/ -- The Board of Directors of The Hershey Company (NYSE: HSY) today announced quarterly dividends of $1.370 on the Common Stock and $1.245 on the Class B Common Stock, an increase of 15% or $0.178 and $0.162 per share, respectively.  The dividends were declared February 7, 2024, and are payable March 15, 2024, to stockholders of record as of February 20, 2024. It is the 376th consecutive regular dividend on the Common Stock and the 157th consecutive regular dividend on ...

gsheldon/iStock Editorial via Getty Images I recently saw the new Willy Wonka movie and I wished that as I was watching it I could enjoy a delicious bar of chocolate, and then it hit me...what if I could not only enjoy a great piece of chocolate but also enjoy the wonders of owning one of the most recognizable chocolate brands in the world? In the LTM, Hershey's (NYSE:HSY) stock has fallen approximately -14.60% while the consumer staples sector (XLP) has risen almost by 3.70% in the same time frame. Data by ...

Mondelez International - Mondelez International将在超级碗58中播出奥利奥广告，由Kris Jenner主演[5] - Mondelez International在全球饼干市场中占据着重要地位，市场份额超过康宝食品4倍[7] - Mondelez International的核心产品包括巧克力、饼干和烘焙小吃，占据了80%的营收[8] - Mondelez International自2018年以来进行了9次收购，总金额约30亿美元，通过这些收购计划超过同行，实现高于平均水平的股东回报率[9] Nestlé - Nestlé的Drumstick品牌将在超级碗58中亮相，由喜剧演员Eric André主演[11] - Nestlé在2016年将其欧洲冰淇淋业务与R&R Ice Cream合并，2020年将其美国冰淇淋业务出售给Froneri，但仍在加拿大、拉丁美洲和亚洲拥有和管理其剩余的冰淇淋业务[12] Hershey - Hershey的Reese's品牌将在超级碗广告中回归，广告将带来“大变化”[14] - Hershey的Reese's品牌在2020年推出了Reese's Take 5巧克力棒，今年的广告将带来更多惊喜[15] - Hershey的Reese's品牌因其产品包装上的细节问题而被一名佛罗里达女性起诉[16]

The Hershey Company (HSY) is likely to register top-line growth when it reports fourth-quarter 2023 earnings on Feb 8. The Zacks Consensus Estimate for revenues is pegged at $2.7 billion, suggesting an increase of 2.8% from the prior-year quarter’s reported figure.The consensus mark for quarterly earnings has decreased around 1% in the past 30 days to $1.95 per share, which indicates a decline of 3.5% from the year-ago quarter’s reported figure. HSY has a trailing four-quarter earnings surprise of 9%, on av ...

Wall Street analysts forecast that Hershey (HSY) will report quarterly earnings of $1.95 per share in its upcoming release, pointing to a year-over-year decline of 3.5%. It is anticipated that revenues will amount to $2.73 billion, exhibiting an increase of 2.8% compared to the year-ago quarter.Over the last 30 days, there has been an upward revision of 0.5% in the consensus EPS estimate for the quarter, leading to its current level. This signifies the covering analysts' collective reconsideration of their ...

The market expects Hershey (HSY) to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended December 2023. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on February 8, 2024, might help the stock move higher if these key numbers are be ...

Retail stocks did particularly well during the COVID-19 pandemic as fiscal stimulus contributed to higher consumer savings rates. Increased spending artificially boosted demand as stay-at-home orders persisted. Fast forward a few years later and the economic landscape looks much different. The economy is now recovering from a prolonged period of inflation and higher interest rates. This has affected consumer spending patterns, with a majority going toward food, shelter and transportation. However, the Feder ...