| HSY |
Report |
Adjusted EPS (Q2'26) |
BEAT |
pred ~$1.55 vs. cons $1.46 |
MEDIUM |
| HSY |
Report |
Net sales (Q2'26) |
IN-LINE |
pred ~$2.62B vs. cons $2.63B |
MEDIUM |
| HSY |
Report |
Adjusted gross margin (Q2'26) |
BEAT |
pred ~41.5% vs. cons ~41.0% (+~300bps y/y off 38.1%) |
MEDIUM |
| HSY |
Guide |
FY26 Adjusted EPS guide |
BETTER |
guide raised to ~$8.55 midpoint vs. cons $8.43 (FY2026) |
MEDIUM |
| HSY |
Guide |
FY26 Organic net sales growth guide |
UNCHANGED |
guide ~2.5%-3.5% (mid ~3.0%) vs. cons ~3.2% (FY2026) |
MEDIUM |
| HSY |
Guide |
H2 gross-margin expansion commentary |
BETTER |
guide >500bps H2 vs. cons ~+450bps (H2 FY2026) |
LOW |
| HSY |
Guide |
North America Confectionery market share (CMG) |
UNKNOWN |
pred share ~flat/-0.5pt vs. cons stabilization expectation ~flat (Q2'26) |
LOW |
| HSY |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.5% |
— |
MEDIUM |
| HSY |
Return |
5-day cumulative residual |
+0.5% (FADE) |
EPS beat plus a modest mid-year guide raise on cocoa deflation drives a day-1 pop, but the stock already rallied ~6% into the print (buy-the-rumor), the reported organic top line is optically soft on Q1 pull-forward, and CMG share softness plus 'reaffirm-heavy' framing limit out-period upside. Beat is largely priced, so much of the initial move gives back and residual stabilizes only modestly above pre-print. |
LOW |