J.P. Morgan analyst Kenneth Goldman maintains $Hershey (HSY.US)$ with a hold rating.
According to TipRanks data, the analyst has a success rate of 58.2% and a total average return of 10.8% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Hershey (HSY.US)$'s main analysts recently are as follows:
The firm reduced estimates for Hershey and Mondelez, primarily due to rising cocoa prices. The sharp increase in cocoa futures over the recent months suggests potential pressures on earnings, especially in the latter half of 2025 due to extended cocoa hedges, often spanning nine months or more.
The year 2025 is expected to be challenging for the food and beverage industry due to a projected stability in the regulatory environment, slow growth and high dropout rates in GLP-1 usage, and a return to normal in value-seeking consumer behavior as they adapt to higher prices coupled with the effects of wage inflation. Many brands in this sector may have to reconsider their pricing and margin strategies to enhance their value proposition to consumers.
Historic levels of underperformance have set a low bar for the U.S. Food group. However, signs of stabilizing volume and improved earnings delivery will be key factors to watch as we head into 2025.
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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摩根大通分析師Kenneth Goldman維持$好時 (HSY.US)$持有評級。
根據TipRanks數據顯示，該分析師近一年總勝率為58.2%，總平均回報率為10.8%。
此外，綜合報道，$好時 (HSY.US)$近期主要分析師觀點如下：
該公司下調了對Hershey和Mondelez的估計，這主要是由於可可價格上漲。最近幾個月可可期貨的急劇上漲表明潛在的收益壓力，尤其是在2025年下半年，這是由於可可套期保值的延長，通常持續九個月或更長時間。
預計2025年食品和飲料行業將面臨挑戰，因爲預計監管環境將保持穩定，GLP-1 使用量增長緩慢且輟學率高，以及隨着價格上漲和工資通脹的影響，追求價值的消費者行爲將恢復正常。該領域的許多品牌可能必須重新考慮其定價和利潤策略，以增強其對消費者的價值主張。
表現不佳的歷史水平爲美國食品集團設定了較低的門檻。但是，在我們進入2025年之際，銷量穩定和收益交付改善的跡象將是值得關注的關鍵因素。
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