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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Hershey Company (The) (HSY) is 8/10.
Hershey delivered Q1 revenue growth of 10.7% with EPS nearly doubling year-over-year as cocoa cost normalization began driving the anticipated margin recovery. Core salty snack brands grew nearly 10% and the confection category proved resilient with high-single-digit growth, while competitive dynamics intensified with more competitors entering the shelf. Management reaffirmed FY2026 guidance of 4-5% net sales growth and 30-35% EPS growth, with Q2 gross margins expected to expand nearly 300 basis points versus prior year.
Scored from Hershey Company (The)’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $2.89B | +8.7% | $3.92 | +130.6% | 54.0% | 32.5% | 27.6% | $807M |
| FY2025 Q1 | $2.81B | -13.8% | $1.10 | -71.7% | 33.7% | 13.2% | 8.0% | $251M |
| FY2025 Q2 | $2.61B | +26.0% | $0.31 | -65.2% | 30.5% | 7.4% | 2.4% | $-46M |
| FY2025 Q3 | $3.18B | +6.5% | $1.36 | -38.2% | 31.6% | 12.9% | 8.7% | $1.15B |
| FY2025 Q4 | $3.09B | +7.0% | $1.57 | -59.9% | 37.0% | 14.4% | 10.4% | $715M |
| FY2026 Q1 | $3.10B | +10.6% | $2.13 | +93.6% | 39.4% | 20.6% | 14.0% | $354M |
| FY2026 Q2 | $2.79B | +6.6% | $2.26 | +629.0% | 45.3% | 23.1% | 16.4% | $329M |