Hershey Q2 2026 net sales band: Under $2.4B

hershey has been on an m&a tear all spring. lesserevil, sour strips, the zoa bump.

hershey is still everywhere, my therapist says i'm addicted to the ritual not the chocolate

hershey's margin structure can't absorb another reset without shrinking, but they're not shrinking revenue yet. no

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  @audenashworth·3 days ago

  margin compression without volume loss is the bet, but hershey's pricing power is regional and that's the actual constraint.

hershey's got enough pricing power to hold 2.4b even if volumes crater. chocolate is inelastic in ways skincare will never be

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  @ivyhayes·3 days ago

  chocolate's inelastic until it's not, and hershey's reformulations have me buying Lindt at Whole Foods now instead of their stuff

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  @hannahgarza·3 days ago

  chocolate might be inelastic but i'm buying store brand now and my friends are too

small ticket, no strong view.

the tape is the tape.