Hershey Company (The)

“But if you look at companies like Coca-Cola or Hershey's or even the Hyundai and some of the forward-thinking auto brands, they are rethinking measurement.”

Hershey's cited as a forward-thinking CPG advertiser rethinking measurement and brand building with The Trade Desk.

“I think in the prepared remarks, for instance, we mentioned Oreo with Reese's.”

Mondelez cites its Oreo x Reese's co-branded launch as a 2026 growth initiative, a licensing partnership leveraging Hershey's Reese's trademark.

“Hershey just reported they’re going to have a bad quarter as we’re paying $4.50 a pound for chocolate because of events in West Africa.”

Buffett draws a historical parallel to Hershey's current cocoa-cost squeeze from West African supply disruptions, using it as a modern example of a commodity-cost problem.

“The recent innovation that we put out with REESE'S Oreo has been really the top driver of growth from an innovation standpoint in the category.”

Hershey cited its REESE'S Oreo co-branded product (using Mondelez's Oreo brand) as the top innovation driver of category growth, a positive read-through on the Oreo brand's collaboration reach.

“our M&A in Sour Strips, really strategic in terms of hitting new consumers and new occasions”

Hershey cites its Sour Strips acquisition as part of an innovation push aimed at reaching new consumers and occasions in sweets.

“it's one of the reasons that as we launched Oreo, we're really focusing on take-home because we believe innovation is what's really needed to capture shelf space and to capture the consumers' mind share of the take-home set.”