| HSY |
Report |
Adjusted EPS |
BEAT |
pred ~$1.53 vs. cons $1.47 |
MEDIUM |
| HSY |
Report |
Net sales |
MISS |
pred ~$2.09B vs. cons $2.12B |
MEDIUM |
| HSY |
Report |
Adjusted gross margin |
BEAT |
pred ~43.8% vs. cons 43.1% |
MEDIUM |
| HSY |
Guide |
FY26 organic constant-currency net sales growth |
UNCHANGED |
guide ~3.0% midpoint vs. cons 3.1% (FY2026) |
HIGH |
| HSY |
Guide |
FY26 adjusted EPS |
UNCHANGED |
guide ~$8.36 midpoint vs. cons $8.37 (FY2026) |
HIGH |
| HSY |
Guide |
Second-half adjusted gross-margin expansion |
UNCHANGED |
guide ~525 bps vs. cons 520 bps (2H2026) |
MEDIUM |
| HSY |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.1% |
— |
MEDIUM |
| HSY |
Return |
5-day cumulative residual |
-3.4% (FOLLOW-THROUGH) |
A ~$1.53 vs. $1.47 quarterly EPS beat is likely viewed as mix/cost-timing driven against a ~$2.09B vs. $2.12B sales miss. Retaining ~$8.36 versus $8.37 FY26 EPS and ~3.0% versus 3.1% organic-sales expectations leaves a larger second-half sales and activation burden; out-period revenue/EPS estimates should drift lower despite gross-margin delivery. |
MEDIUM |