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The Hershey Company

NYSE•HSY
CEO: Ms. Michele Gross Buck
セクター: Consumer Defensive
業種: Food Confectioners
上場日: 1980-03-17
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. The company operates through three segments: North America Confectionery, North America Salty Snacks, and International. It 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. The company 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, 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. It 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. The company exports its products in approximately 80 countries worldwide. The Hershey Company was founded in 1894 and is headquartered in Hershey, Pennsylvania.
連絡先情報
19 East Chocolate Avenue, Hershey, PA, 17033, United States
717-534-4200
www.thehersheycompany.com
時価総額
$43.70B
PER (TTM)
49.6
0
配当利回り
2.6%
52週高値
$239.48
52週安値
$150.04
52週レンジ
73%
順位8
7.3
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
強い • 7.3 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025

財務ダッシュボード

Q4 2025 データ

売上高

$3.09B+0.00%
直近4四半期の推移

EPS

$1.62+0.00%
直近4四半期の推移

フリーCF

$714.87M+0.00%
直近4四半期の推移

2025 Annual 決算ハイライト

主なハイライト

Net Sales Growth Achieved Net sales reached $11,692.6M USD, up 4.4% driven by 6% price realization across all three operating segments.
LesserEvil Acquisition Completed Completed LesserEvil acquisition for $756.1M USD, complementing portfolio and increasing Salty Snacks manufacturing capacity.
Salty Snacks Segment Surge Segment sales increased 11.9% to $1,271.3M USD, primarily due to strong 8% volume growth in key brands.
Dividend Rate Maintained Maintained Common Stock dividend rate at $5.480 USD per share for 2025, continuing consistent payout history.

リスク要因

Gross Margin Severe Compression Gross margin fell sharply to 33.5% in 2025 from 47.3% in 2024 due to significant input cost inflation pressures.
Commodity Cost Headwinds Cost of sales rose 31.7% driven by $736.6M higher commodity costs and $491.0M unfavorable mark-to-market activity.
International Profit Plunge International segment income dropped 97.0% to $3.3M USD due to higher commodity and manufacturing cost impacts.
Cyber Infrastructure Vulnerability IT infrastructure remains vulnerable to evolving cyber threats, ransomware, and potential amplification risks from AI technologies.

見通し

AAA Initiative Savings Target Advancing Agility & Automation Initiative targets ongoing annual savings approaching $400.0M USD after program completion in 2026.
Snacking Portfolio Expansion Strategy focuses on driving core confection business while expanding snacking breadth via innovation and strategic acquisitions.
Strong Liquidity Position Cash and equivalents totaled $925.9M USD; $1.875B unsecured revolving credit facility remains available for funding needs.
Talent Retention Focus Continued investment in hiring, developing, and retaining global talent is material to achieving long-term growth strategies.

同業比較

売上高 (TTM)

KR stock ticker logoKR
$147.64B
+0.4%
TGT stock ticker logoTGT
$105.64B
-1.4%
SYY stock ticker logoSYY
$82.65B
+2.6%

粗利益率 (最新四半期)

EL stock ticker logoEL
76.5%
+1.0pp
KDP stock ticker logoKDP
53.8%
-0.7pp
ABEV stock ticker logoABEV
52.6%
+1.1pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
TGT$52.39B13.226.1%9.4%
KR$47.44B46.413.0%49.4%
CCEP$45.47B20.424.4%37.6%

長期トレンド

直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
3.3%
緩やかな成長
4四半期純利益CAGR
12.6%
収益性の着実な向上
キャッシュフロー安定性
100%
優れたキャッシュフローの実績

深度リサーチ

次回決算:2026年4月23日
|
EPS:$2.04
|
売上高:$3.02B
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ニュース
損益計算書
バランスシート
キャッシュフロー計算書
財務比率
変化率
損益計算書
直近12ヶ月
データなし