Hershey: The Bear Case Just Melted, I'm Upgrading To Bullish While Yielding 3.32%

I am upgrading The Hershey Company to bullish, citing cocoa deflation, improved logistics, and strong execution. HSY delivered a Q2 double beat, raised full-year guidance, and now trades at 17.7x 2027 EPS with a 3.32% yield. Management demonstrated resilience through commodity headwinds, expanding margins and maintaining dividend growth even during EPS declines.

Seeking Alpha • Sep 5, 2026

Hershey (HSY) Falls More Steeply Than Broader Market: What Investors Need to Know

Hershey (HSY) closed the most recent trading day at $173.15, moving 1.09% from the previous trading session.

Zacks Investment Research • Sep 4, 2026

Cocoa Crashed This Year. So Why Is Your Halloween Candy Still This Pricey?

Cocoa has taken one of the wildest round trips in the commodity market over the past two years. The bean that flavors most of the candy in a trick-or-treat bag climbed to a record above $10,000 a metric ton in late 2024, collapsed to a cycle low near $2,850 by April 2026, then rallied back toward $5,700 by the middle of August.

Benzinga • Sep 4, 2026

Hershey names insider Dave Hulays as CFO

Hershey on Wednesday named insider and industry veteran Dave Hulays as its finance ​chief, as the Reese's chocolates maker ‌navigates a tough macroeconomic environment while benefiting from robust demand and higher prices.

Reuters • Sep 2, 2026

THE HERSHEY COMPANY NAMES DAVE HULAYS CHIEF FINANCIAL OFFICER

Hulays Succeeds Steve Voskuil, Who Will Support Strategic Priorities and the Leadership Transition Through Early 2027 HERSHEY, Pa., Sept. 2, 2026 /PRNewswire/ -- The Hershey Company (NYSE: HSY) today announced that Dave Hulays has been named Chief Financial Officer, effective September 2, 2026, succeeding Steve Voskuil.

PRNewsWire • Sep 2, 2026

Hershey's Pricing Holds Firm: Can Volume Pressure Ease From Here?

Hershey's pricing drives organic sales growth, but steep volume declines and elasticity remain key tests as the company enters the second half.

Zacks Investment Research • Sep 2, 2026

Hershey's Puts its Pinky Up for New Creme Bars with KATSEYE

The new chocolate bar launches with Salted Caramel and Affogato flavors HERSHEY, Pa., September 1, 2026 /PRNewswire/ -- Hershey's announces the launch of Hershey's Creme Bars, a new chocolate bar available in two flavor-forward varieties: Salted Caramel and Affogato.

PRNewsWire • Sep 1, 2026

Cocoa Prices are Falling: Should You Buy Hershey's Stock?

The commodity is critically important to its operations.

The Motley Fool • Sep 1, 2026

1 Stat That Makes Hershey Stock Hard to Ignore Heading Into Fall

The confectionery giant has been expanding its Halloween season and offerings this year. The stock offers a solid 3.2% dividend yield, making it attractive for income investors.

The Motley Fool • Aug 30, 2026

Is Hershey Stock a Buy as Earnings Rebound but Valuation Stays High?

Hershey's earnings and margins rebounded on pricing, lower commodity costs and productivity, but weak volumes and a premium valuation temper the case.

Zacks Investment Research • Aug 26, 2026