Charged Alpha logo
CHARGED ALPHA
Stock Analysis
HSY Consumer Defensive Latest YouTube: Q1 2026 Published 2026-05-01

The Hershey Company

Live stock metrics, chart context, a quarter-by-quarter episode archive, and a deeper competitor comparison so this page behaves more like an investor workspace than a flat episode link page.

Latest earnings video

HSY Stock: Q1 2026 Earnings Analysis

Published 2026-05-01

Library coverage

Episodes tracked
1
Episodes linked
1
Latest video
Q1 2026
2026-05-01
Podcast available
Yes
Current price
$186.46
-1.85 (-0.98%)
Trailing / Forward P/E
25.44x
Forward: 18.89x
Market cap / Volume
Volume:
Revenue / Earnings Growth
6.6%
Earnings: 631.0%
Margins
23.1% op
Gross: 38.4% · Net: 12.2%
Balance sheet
1.18x current
Debt / Equity: 129.8
52-week range / Beta
$161.43 - $239.48
Beta: 0.10
Analyst target
$205.52
Upside: 10.2%
Cash / shareholder return
4.65% FCF yield
Dividend yield: 3.00%

Company context

Industry: Confectioners
Country: United States
Employees:
Price to book: 8.21x
Return on equity: 32.8%
The Hershey Company, together with its subsidiaries, engages in the manufacture and sale of confectionery products and pantry items in the United States and internationally. It operates through three segments: North America Confectionery, North America Salty Snacks, and International. The company offers chocolate and non-chocolate confectionery products; gum and mint refreshment products, including mints, chewing gums, and bubble gums; protein bars; pantry items, such as baking ingredients, toppings, beverages, and sundae syrups; and snack items comprising spreads, bars, snack bites, mixes, popcorn, and pretzels. It provides its products primarily under the Hershey's, Reese's, Kisses, Jolly Rancher, Almond Joy, Brookside, barkTHINS, Cadbury, Good & Plenty, Heath, Kit Kat, Payday, Rolo, Twizzlers, Sour Strips, Whoppers, York, Ice Breakers, Breath Savers, Bubble Yum, Lily's, SkinnyPop, Pirates Booty, Dot's Homestyle Pretzels, and ONE Bar brands, as well as under the Pelon Pelo Rico, IO-IO, and Sofit brands. The company markets and sells its products to wholesale distributors, chain grocery stores, mass merchandisers, chain drug stores, vending companies, wholesale clubs, convenience stores, dollar stores, concessionaires, and department stores. It exports its products in approximately 65 countries worldwide. The Hershey Company was founded in 1894 and is based in Hershey, Pennsylvania.

Price chart

Market context for HSY

Competitive view

HSY vs. two close competitors

This section compares the current company against two nearby peers on valuation, growth, margins, balance-sheet strength, and investment setup. Green generally marks the strongest relative figure for that row, while red marks the weakest.

The Hershey Company latest YouTube video thumbnail YouTube
The Hershey Company
HSY
Latest video
Q1 2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Cash generation stands out versus market value, which helps the stock absorb valuation pressure better than weaker cash converters.
Valuation sits in a middle zone where future upside likely depends more on quarterly execution than on multiple re-rating alone.
Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.
Philip Morris International Inc latest YouTube video thumbnail YouTube
Philip Morris International Inc
PM
Latest video
Q2 2026
Growth is positive but not explosive, which usually supports a steadier compounding case than a hyper-growth story.
Profitability is a real strength here, with healthy operating margins helping support resilience through weaker cycles.
Valuation sits in a middle zone where future upside likely depends more on quarterly execution than on multiple re-rating alone.
Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.
Clorox Company (The) latest YouTube video thumbnail YouTube
Clorox Company (The)
CLX
Latest video
Q4 FY2026
Growth profile looks mature or currently muted, which can cap multiple expansion unless execution improves.
Profitability is serviceable, but it does not obviously dominate peers on margin or cash conversion alone.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.
Market Cap
More scale can mean deeper resources and resilience, although bigger does not automatically mean better upside.
HSY
$37.46B
The Hershey Company
PM
$293.38B
Philip Morris International Inc
CLX
$12.90B
Clorox Company (The)
Trailing P/E
Lower trailing P/E can indicate a cheaper valuation relative to trailing earnings, but it may also reflect slower growth or higher perceived risk.
HSY
25.4x
The Hershey Company
PM
25.9x
Philip Morris International Inc
CLX
22.2x
Clorox Company (The)
Forward P/E
Forward P/E is often a better read on what investors are paying for the next year of earnings power.
HSY
18.9x
The Hershey Company
PM
20.5x
Philip Morris International Inc
CLX
17.0x
Clorox Company (The)
Revenue Growth
Higher revenue growth usually signals stronger demand, market share gains, or a business still in expansion mode.
HSY
6.6%
The Hershey Company
PM
10.4%
Philip Morris International Inc
CLX
-2.0%
Clorox Company (The)
Earnings Growth
Faster earnings growth matters because it shows management is converting sales momentum into shareholder value.
HSY
631.0%
The Hershey Company
PM
-7.5%
Philip Morris International Inc
CLX
-50.1%
Clorox Company (The)
Operating Margin
Higher operating margin suggests better operating discipline, pricing power, or a structurally stronger business model.
HSY
23.1%
The Hershey Company
PM
40.0%
Philip Morris International Inc
CLX
12.9%
Clorox Company (The)
Gross Margin
Gross margin helps show how much product-level pricing power and unit economics a company has before overhead.
HSY
38.4%
The Hershey Company
PM
67.5%
Philip Morris International Inc
CLX
42.3%
Clorox Company (The)
Net Margin
Higher net margin means more of each dollar of revenue reaches the bottom line after all costs.
HSY
12.2%
The Hershey Company
PM
25.6%
Philip Morris International Inc
CLX
8.7%
Clorox Company (The)
Return on Equity
ROE shows how efficiently management turns shareholder capital into profits, though leverage can inflate it.
HSY
32.8%
The Hershey Company
PM
Philip Morris International Inc
CLX
163.8%
Clorox Company (The)
Free Cash Flow Yield
Higher free cash flow yield can indicate a stronger cash return relative to the stock's market value.
HSY
4.7%
The Hershey Company
PM
3.3%
Philip Morris International Inc
CLX
0.9%
Clorox Company (The)
Debt to Equity
Lower leverage usually means less balance-sheet risk, though capital-intensive sectors naturally run higher debt loads.
HSY
129.82x
The Hershey Company
PM
Philip Morris International Inc
CLX
2221.43x
Clorox Company (The)
Current Ratio
A stronger current ratio usually signals better short-term liquidity and more room to absorb shocks.
HSY
1.18x
The Hershey Company
PM
0.98x
Philip Morris International Inc
CLX
0.66x
Clorox Company (The)
Beta
Lower beta often means lower volatility versus the market, while higher beta usually brings a rougher ride.
HSY
0.10
The Hershey Company
PM
0.40
Philip Morris International Inc
CLX
0.54
Clorox Company (The)
Dividend Yield
Dividend yield matters for income-focused investors, but a high yield can also reflect a stressed stock price.
HSY
3.0%
The Hershey Company
PM
3.1%
Philip Morris International Inc
CLX
4.7%
Clorox Company (The)
Analyst Upside
Higher analyst upside suggests the Street still sees room between current price and consensus fair value.
HSY
10.2%
The Hershey Company
PM
8.3%
Philip Morris International Inc
CLX
-4.7%
Clorox Company (The)

Episode timeline

Episode archive for HSY

Each row is one earnings episode with every verified platform link available.

Q1 2026
Episode live
2026-05-01
Published youtube podcast complete
HSY Stock: Q1 2026 Earnings Analysis
Quarterly earnings-analysis entry for The Hershey Company. Use the links on the right to open the video or podcast episode.