Hershey vs General Mills
This page compares Hershey and General Mills, examining each company’s business models, financial performance, and market context in clear, neutral terms. It explains how their strategies shape outcomes and how different markets influence their position. Educational content, not financial advice.
This page compares Hershey and General Mills, examining each company’s business models, financial performance, and market context in clear, neutral terms. It explains how their strategies shape outcom...
Why It's Moving
Hershey Stock Climbs Amid Valuation Debates as Cocoa Woes Spark Innovation Push.
- Stock advanced 6.44% over the past month and 30.10% yearly, outpacing the food products industry's average P/E of 19.26 with Hershey's at 29.31, hinting at expected outperformance.
- Company ramps up innovation amid cocoa market turmoil, launching new items like HERSHEY'S Milk Chocolate with Caramel and Reese's Filled Pretzels to sustain demand.
- Strategic moves include intent to acquire LesserEvil and executive hires like Chief Growth Officer Stacy Taffet, signaling focus on growth amid commodity pressures.
General Mills Earnings Beat Sparks Valuation Debate Amid Revenue Pressures
- EPS hit $1.10, topping expectations of $1.03 by $0.07, highlighting strong cost controls and operational efficiency.
- Revenue came in at $4.86B versus $4.78B forecast but dropped 7.2% year-over-year, reflecting cautious consumer spending on staples.
- Stock seen as 15.2% undervalued at fair value of $52.47 versus recent $44.49 close, fueling optimism for core brand rebounds.
Hershey Stock Climbs Amid Valuation Debates as Cocoa Woes Spark Innovation Push.
- Stock advanced 6.44% over the past month and 30.10% yearly, outpacing the food products industry's average P/E of 19.26 with Hershey's at 29.31, hinting at expected outperformance.
- Company ramps up innovation amid cocoa market turmoil, launching new items like HERSHEY'S Milk Chocolate with Caramel and Reese's Filled Pretzels to sustain demand.
- Strategic moves include intent to acquire LesserEvil and executive hires like Chief Growth Officer Stacy Taffet, signaling focus on growth amid commodity pressures.
General Mills Earnings Beat Sparks Valuation Debate Amid Revenue Pressures
- EPS hit $1.10, topping expectations of $1.03 by $0.07, highlighting strong cost controls and operational efficiency.
- Revenue came in at $4.86B versus $4.78B forecast but dropped 7.2% year-over-year, reflecting cautious consumer spending on staples.
- Stock seen as 15.2% undervalued at fair value of $52.47 versus recent $44.49 close, fueling optimism for core brand rebounds.
Investment Analysis
Hershey
HSY
Pros
- Hershey reported 6.2% organic sales growth under CEO Kirk Tanner’s leadership, indicating solid top-line expansion.
- The company has a diversified product portfolio including confectionery, pantry items, and snacks across multiple global markets.
- Hershey maintains a strong dividend yield of over 3%, reflecting consistent shareholder returns.
Considerations
- The adjusted gross margin deteriorated significantly by 850 basis points to 31.8%, signaling margin pressure.
- Stock sentiment is currently bearish with moderate price volatility, and analyst consensus leans toward hold or reduce ratings.
- Shares trade at a relatively high forward P/E ratio exceeding 26, suggesting valuation risk amidst slowing growth.
Pros
- General Mills has a broad consumer foods portfolio with stable revenues around $4.5 billion from recent data.
- The company shows a higher dividend yield of approximately 4.8%, appealing for income-focused investors.
- General Mills holds substantial equity capital and reserves, supporting financial stability and debt management.
Considerations
- General Mills carries a high debt load nearing $14.4 billion, which may constrain financial flexibility and increase interest costs.
- The company’s earnings per share are modest at about $0.33, reflecting lower profitability compared to peers.
- Operating expenses are significant, and EBIT margins remain limited, indicating operational efficiency challenges.
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Hershey (HSY) Next Earnings Date
Hershey (HSY)'s next earnings date is estimated for February 5, 2026, prior to market open. This report will cover the fourth quarter of fiscal 2025 (Q4 2025), aligning with the company's historical pattern of early February releases for year-end results. Confirmation from Hershey is pending, as is standard until official announcement.
General Mills (GIS) Next Earnings Date
General Mills' next earnings date is estimated for Wednesday, March 18, 2026, following the recent release of Q2 fiscal 2026 results on December 17, 2025. This report will cover Q3 fiscal 2026, ending around February 2026. The date aligns with the company's historical quarterly reporting pattern, though it remains unconfirmed by management.
Hershey (HSY) Next Earnings Date
Hershey (HSY)'s next earnings date is estimated for February 5, 2026, prior to market open. This report will cover the fourth quarter of fiscal 2025 (Q4 2025), aligning with the company's historical pattern of early February releases for year-end results. Confirmation from Hershey is pending, as is standard until official announcement.
General Mills (GIS) Next Earnings Date
General Mills' next earnings date is estimated for Wednesday, March 18, 2026, following the recent release of Q2 fiscal 2026 results on December 17, 2025. This report will cover Q3 fiscal 2026, ending around February 2026. The date aligns with the company's historical quarterly reporting pattern, though it remains unconfirmed by management.
Which Baskets Do They Appear In?
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Explore BasketWhich Baskets Do They Appear In?
Winning Confectionery
This carefully curated collection features the market leaders in candy, chocolate, and sweet treats. Handpicked by our analysts, these companies deliver the small indulgences consumers consistently buy, even during economic downturns.
Published: June 17, 2025
Explore BasketFood & Drink
Hungry for an investment? These carefully selected food and beverage stocks offer a menu of growth opportunities. Our analysts have handpicked industry leaders that feed and refresh millions of customers every day.
Published: May 1, 2025
Explore BasketBuy HSY or GIS in Nemo
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