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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Mike Lavery | Piper Sandler | 12 | 0% |
| Andy Lazar | Barclays | 12 | 17% |
| Peter Galbo | Bank of America | 12 | 17% |
| Jim Salera | Stephens | 12 | 8% |
| Chris Carey | Wells Fargo | 12 | 0% |
| Max Gumport | BNP Paribas | 12 | 25% |
| Alexia Howard | Bernstein | 11 | 9% |
| Dave Palmer | Evercore ISI | 11 | 0% |
| Leah Jordan | Goldman Sachs | 11 | 0% |
| Scott Marks | Jefferies | 10 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| JPMorgan | 2 | 14 | 0% |
| Wells Fargo | 1 | 12 | 0% |
| Piper Sandler | 1 | 12 | 0% |
| Barclays | 1 |
| 12 |
| 17% |
| Bank of America | 1 | 12 | 17% |
| Stephens | 1 | 12 | 8% |
| BNP Paribas | 1 | 12 | 25% |
| Evercore ISI | 1 | 11 | 0% |
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.
Demand | Pricing | Competitive Dynamics | Revenue Growth | Cost Pressure | Guidance Reliability | Margin | Innovation & R&D | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 10 | 8 | 7 | 6 | 7 | 3 | 4 | 3 |
| 2025Q1 | 3 | 4 | 8 | 6 | 4 | 4 | 2 | 4 |
| 2025Q2 | 4 | 7 | 4 | 6 | 2 | 4 | 4 | 1 |
| 2025Q3 | 8 | 10 | 7 | 4 | 6 | 3 | 2 | 3 |
| 2025Q4 | 7 | 8 | 5 | 3 | 5 | 6 | 5 | 4 |
| 2026Q1 | 15 | 3 | 8 | 10 | 6 | 4 | 4 | 3 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 10 | 3 | 4 | 8 | 7 | 15 |
| Pricing | 8 | 4 | 7 | 10 | 8 | 3 |
| Competitive Dynamics | 7 | 8 | 4 | 7 | 5 | 8 |
| Revenue Growth | 6 | 6 | 6 | 4 | 3 | 10 |
| Cost Pressure | 7 | 4 | 2 | 6 | 5 | 6 |
| Guidance Reliability | 3 | 4 | 4 | 3 | 6 | 4 |
| Margin | 4 | 2 | 4 | 2 | 5 | 4 |
| Innovation & R&D | 3 | 4 | 1 | 3 | 4 | 3 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
HSY Hershey Company (The) | 8 | +10.7% | |
| MDLZ Mondelez International | 8 | +8.2% |