| HSY |
Report |
Adjusted EPS |
BEAT |
pred ~$1.58 vs. cons $1.46 |
MEDIUM |
| HSY |
Report |
Total Net Sales |
IN-LINE |
pred ~$2.62B vs. cons $2.63B |
MEDIUM |
| HSY |
Report |
Adjusted Gross Margin Expansion (bps YoY) |
BEAT |
pred ~+350bps vs. cons/guide ~+300bps |
MEDIUM |
| HSY |
Guide |
FY2026 Adjusted EPS Growth Guidance |
BETTER |
guide ~+35-38% (~$8.60) vs. cons ~+30-35% (~$8.36 midpoint) (FY2026) |
MEDIUM |
| HSY |
Guide |
FY2026 Organic Net Sales Growth Guidance |
UNCHANGED |
guide ~3.0% (reaffirmed 2.5-3.5% range) vs. cons ~3.0% (FY2026) |
MEDIUM |
| HSY |
Guide |
2027 Cocoa Cost Relief / EPS Recovery Commentary |
BETTER |
guide ~increasingly confident 'outsized' EPS recovery aided by cocoa downside vs. cons cautious moderate 2027 growth view (FY2027) |
LOW |
| HSY |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.0% |
— |
MEDIUM |
| HSY |
Return |
5-day cumulative residual |
+4.5% (FOLLOW-THROUGH) |
A likely EPS beat plus a guidance raise (implicit via mid-year 'better read' comment and explicit cocoa tailwind commentary) should trigger upward FY26/FY27 estimate revisions from sell-side models, especially since gross-margin inflection (300bps+ Q2, 500bps+ H2) is the core re-rating catalyst investors have been waiting on since the March Investor Day; out-period math (2027 'outsized' EPS recovery year getting de-risked by falling cocoa) supports continued analyst upgrades rather than a fade, though the stock's already-strong pre-print run (+8% in the week prior) caps the magnitude of follow-through. |
MEDIUM |