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Analyst
Bingqing Zhu
Period: Reporting periods mapped to calendar 2025 Q1 – 2025 Q4 (4 quarters; questions recorded in 2).
- Questions
- 4on tracked calls
- Challenge rate
- 50%2 of 4 questionsLimited sample
- Companies
- 1questioned at least once
- Reporting periods
- 2with questions
These figures cover the whole profile: every tracked question, all reporting periods.
How to read these numbers
Challenge rate is the share of questions that pushed back, pressed for specifics or questioned management’s assumptions. It describes how questions were asked on the calls tracked here; it does not measure whether any view turned out to be right.
Rounding. Rates are rounded to whole percentages, so a small share can show as 0% even when some questions were challenging. The count beside each rate is exact; “none of N questions” means no question was challenging.
No questions recorded. “—” means there is nothing to calculate: no questions were recorded for that period on the calls tracked here. It does not mean there was no activity.
Fewer than 3 questions. A company-level rate is withheld when fewer than 3 questions were recorded for that company; the questions are still counted everywhere else.
Small samples. Profiles with fewer than 10 questions are marked Limited sample.
Reporting periods. Questions are grouped by the calendar quarter each company’s fiscal reporting period maps to, not by the date of the call. Periods without a calendar mapping are listed separately under their fiscal label.
Questions asked
Grouped by company, most questions first. Open a company to read its questions, newest reporting period first.
Showing 4 of 4 questions from 1 company
HSYHershey Company (The)4 questions · 2 reporting periods · 2 of 4 challenging
Calendar 2025 Q4
how much volume decline are you comp for those? Absorbing before you would reconsider pricing and maybe lean more towards promotion and price adjustment
Show response
Steve confirmed volume impact embedded in guide. Has agility within plan to deploy marketing, promotion, and investments to protect sensitive areas. Market rational, competitive environment stable, elasticities at or better than expected.
in the prepared remarks, you mentioned pricing to be 10% in 2026. If I recall, correctly, I think a few quarters back in Q2 when you announced the price increase that you expect to be mid-teens
Show response
Steve clarified no pricing rollback. Difference is segment vs total company framing. All announced pricing in market and on track. In execution mode.
Calendar 2025 Q1
you mentioned the intensified competition from smaller player. Can you comment and provide more color on what you're seeing
Show response
Michele noted no significant change in competitive landscape. Smaller players and private label softening. Feastables and Tony's more stable but sourcing among smaller brand set.
do you see the possibility of having further pricing increase in the rest of the year to not only mitigate Cocoa inflation, but potentially some tariff impact
Show response
Michele confirmed Q2/Q3 pricing increases from announced actions. Could not discuss future pricing intentions. More color on holistic plans coming in summer.
Challenge rate by company
Every company this analyst questioned, most questions first. A company-level rate is shown from 3 questions; below that it is withheld.
| Company | Questions | Challenge rate |
|---|---|---|
| HSY Hershey Company (The) | 4 | 50%2 of 4 questions |
- HSYHershey Company (The) · 4 questions50%2 of 4 questions
Activity by reporting period
Questions recorded for each calendar quarter that companies’ reporting periods map to (not the call date), with the challenge rate for that period. Periods inside the range with no questions are shown as “No questions recorded”.
| Calendar period | Questions | Challenge rate | Companies |
|---|---|---|---|
| 2025 Q1 | 2 | 0%none of 2 questions | 1 |
| 2025 Q2 | No questions recorded | — | — |
| 2025 Q3 | No questions recorded | — | — |
| 2025 Q4 | 2 | 100%2 of 2 questions | 1 |
- 2025 Q12 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q2No questions recorded
- 2025 Q3No questions recorded
- 2025 Q42 questions · challenge rate 100% (2 of 2 questions) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Pricing3
- Demand1
- Guidance Reliability1
- Competitive Dynamics1
- Trade Tariffs1