Barclays analyst Andrew Lazar maintains $Hershey (HSY.US)$ with a hold rating, and adjusts the target price from $202 to $180.
According to TipRanks data, the analyst has a success rate of 57.7% and a total average return of 5.0% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Hershey (HSY.US)$'s main analysts recently are as follows:
The willingness of investors to look beyond 2025 for Hershey, a period expected to be significantly affected by rising cocoa costs, and to focus on the potential for above-average growth in 2026 when costs normalize, hinges on the importance of improved underlying core chocolate market share trends.
The company has experienced a challenging quarter, with profitability falling short of expectations, alongside underperformance in organic growth across all three business segments. This has been influenced by a mixture of headwinds from various categories, consumer behaviors, and channels, coupled with executional setbacks.
It was anticipated that Hershey's third-quarter shortfall and the lowering of its 2024 outlook would occur. More unexpectedly, the indication of a significant 2025 EPS challenge, beyond any sell-side forecasts, was noted. This is partly due to market share shifts toward private labels and a slight impact from GLP-1 adoption.
Note:
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巴克萊銀行分析師Andrew Lazar維持$好時 (HSY.US)$持有評級,並將目標價從202美元下調至180美元。
根據TipRanks數據顯示,該分析師近一年總勝率為57.7%,總平均回報率為5.0%。
此外,綜合報道,$好時 (HSY.US)$近期主要分析師觀點如下:
投資者是否願意將目光投向2025年以後Hershey,這段時期預計將受到可可成本上漲的重大影響,並願意關注2026年成本正常化時可能出現高於平均水平的增長,這取決於改善潛在覈心巧克力市場份額趨勢的重要性。
該公司經歷了一個充滿挑戰的季度,盈利能力低於預期,所有三個業務板塊的有機增長表現均不佳。這受到了來自不同類別、消費者行爲和渠道的不利因素,以及執行方面的挫折的影響。
預計好時將出現第三季度的虧損以及2024年展望的下調。更出人意料的是,有跡象表明,2025年每股收益將面臨重大挑戰,超出了任何賣方的預期。部分原因是市場份額向自有品牌轉移,以及 GLP-1 的採用產生的輕微影響。
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