24/7 Wall Street
25 Oct 2026, 14:53 UTC · 1h ago
Why Hershey's Sneaky Volume Problem Could Spoil Its Q3 on Oct. 29?
Impact · against what's priced in
The article confirms the market's skepticism regarding Hershey's fundamentals, as the current price already rejects a volume recovery. While the expected Q3 EPS growth is high, it is driven by the cocoa cost deflation that the market has already priced in as a one-time fix rather than structural growth.
- HSY+0.00
Already priced in
- The price assumes
A recovery in organic volumes, which fell 8% in the second quarter
The article highlights a 'sneaky volume problem' where volumes fell 8 points last quarter, confirming the market's current refusal to pay for a volume recovery.
What HSY's price assumes · Sep 24
