Q2 2025 Hershey Co Earnings Call(Pre-Recorded) Transcript

Jul 30, 2025 / 10:45 AM GMT

Release Date Price: $188.83 (+1.40%)

Transcript 10-Q8-K

Key Points

Positve

The Hershey Co (HSY) reported strong net sales growth of 26% in Q2 2025, driven by robust performance in North America confectionery and salty snacks.
The company achieved a significant share gain of approximately 90 basis points in the US retail market for candy, mint, and gum.
Hershey's innovative product launches, such as the Pokemon Kiss and Reese's Oreo cup, are driving strong consumer engagement and repeat purchases.
The company's strategic pricing actions and productivity initiatives are expected to restore adjusted gross margins by over 500 basis points in 2026.
Hershey's international segment saw double-digit constant currency net sales growth in Brazil and mid-single digits in Europe, indicating strong performance in these regions.

Negative

The Hershey Co (HSY) reported a decline in adjusted earnings per share by 4.7% year over year, impacted by higher commodity costs and increased tax rates.
Net sales trends within the international segment were below expectations due to unfavorable currency translation and softer category growth in Mexico.
The company anticipates a decline in adjusted earnings per share by 36% to 38% for the full year, primarily due to higher cocoa costs and tariffs.
Adjusted gross margin decreased by 510 basis points in Q2 2025, affected by commodity inflation and incremental tariff expenses.
The company faces ongoing challenges with cocoa price volatility and tariffs, which are expected to create additional earnings pressure through the remainder of 2025.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

HSY.N - Hershey Co
Q2 2025 Hershey Co Earnings Call(Pre-Recorded)
Jul 30, 2025 / 10:45AM GMT

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Presentation
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Unidentified_1 [1]
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Good morning and welcome to the pre-recorded discussion of the Hershey Company's 2nd quarter 2025 earnings results. I'm Honori Naughton, Vice President of Investor relations. Joining me today are Hershey's Chairman and CEO Michelle Bach and Hershey's senior Vice President and CFO Steve Voskull.

In addition to these remarks, we will host an analyst Q&A only session at 8:15 a.m. Eastern on the morning of July 30th.

A replay of this webcast and our subsequent Q&A session will be available on the industrial relations section of our website along with their corresponding transcripts.

During the course of today's discussion, management will make forward-looking statements that are subject to various risks and

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