Bernstein analyst Alexia Burland Howard maintains $Hershey (HSY.US)$ with a hold rating, and adjusts the target price from $205 to $177.
According to TipRanks data, the analyst has a success rate of 49.5% and a total average return of 0.8% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Hershey (HSY.US)$'s main analysts recently are as follows:
Estimates for Hershey and Mondelez have been lowered mainly due to the escalation in cocoa prices. The upward movement in the cocoa futures curve over recent months could impact earnings in the latter half of 2025 more significantly than the first, considering cocoa hedges typically extend nine months or longer.
The coming year is expected to pose challenges for the food and beverage sector, given the low likelihood of significant regulatory changes. Incremental adoption and high dropout rates in GLP-1 usage, alongside a return to normal value-seeking shopping habits, are anticipated as consumers adjust to elevated prices and experience the effects of wage inflation. It is suggested that numerous food and beverage brands may need to reconsider their pricing and margin strategies to enhance their perceived value among consumers.
Historic levels of underperformance have established a low threshold for the U.S. Food group. As 2025 approaches, signs of stabilizing volume and improved earnings delivery will be key focal points.
Note:
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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聯博集團分析師Alexia Burland Howard維持$好時 (HSY.US)$持有評級，並將目標價從205美元下調至177美元。
根據TipRanks數據顯示，該分析師近一年總勝率為49.5%，總平均回報率為0.8%。
此外，綜合報道，$好時 (HSY.US)$近期主要分析師觀點如下：
Hershey和Mondelez的估計值有所下調，這主要是由於可可價格的上漲。考慮到可可套期保值通常持續九個月或更長時間，最近幾個月可可期貨曲線的上行對2025年下半年的收益的影響可能比上半年更大。
鑑於重大監管變化的可能性很小，預計來年將給食品和飲料行業帶來挑戰。隨着消費者適應價格上漲並體驗工資通脹的影響，預計 GLP-1 的使用率將逐漸增加，輟學率將很高，同時恢復正常的追求價值的購物習慣。有人建議，許多食品和飲料品牌可能需要重新考慮其定價和利潤策略，以提高其在消費者中的感知價值。
歷史上表現不佳的水平爲美國食品集團設定了較低的門檻。隨着2025年的臨近，交易量穩定和收益交付改善的跡象將成爲關鍵焦點。
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