Bingqing Zhu

Consumer Defensive

Limited coverage. Only 4 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.

Companies

Questions

50%

Challenge RatePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.

Challenge Trend

Q1 '25Q4 '25

Focus Areas5 topics

Pricing3Demand1Guidance Reliability1Competitive Dynamics1Trade Tariffs1

Trends2 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History4 questions

HSYHershey Company (The)50% challenging2 quarters

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

ChallengingPricingDemandView in transcript →

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

ChallengingPricingGuidance ReliabilityView in transcript →

2025 Q1

you mentioned the intensified competition from smaller player. Can you comment and provide more color on what you're seeing

Competitive DynamicsView in transcript →

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

PricingTrade TariffsView in transcript →