NYSE$HSY

Hershey Co · Q4 2019 earnings

Q4 2019 earnings · · Investor relations

Briefing

Hershey's financial performance accelerated with differentiated results, driven by core U.S. confection portfolio momentum, international growth, and snacking portfolio expansion.

Hershey reported a 4.0% increase in consolidated net sales for Q4 2019, with organic, constant currency net sales up 1.9%. Reported net income decreased by 38.8% to $207.2 million, while adjusted earnings per share increased by 1.6% to $1.28. The company provided a 2020 full-year outlook, expecting net sales to increase by 2% to 4%.

  • Consolidated net sales increased by 4.0% to $2,068.1 million.
  • Organic, constant currency net sales increased by 1.9%.
  • Reported net income decreased by 38.8% to $207.2 million, or $0.98 per share-diluted.
  • Adjusted earnings per share-diluted increased by 1.6% to $1.28.

Headline financials

Total Revenue

$2.07B

Previous: $1.99B+4.0%
EPS (adj)

$1.28

Previous: $1.26+1.6%
Organic Net Sales Growth

1.9%

No prior period
Net Income

$207M

No prior period
Operating Income

$286M

No prior period
Gross Profit

$912M

No prior period
Cash & Equivalents

$493M

No prior period
Total Assets

$8.14B

No prior period

Revenue & EPS history

Hershey · Revenue · Quarterly

$2.07B

Q4 2019+4%vs Q4 2018
Beat estimate in 13 of 16 quarters(81%)
ActualEstimate

Revenue by segment

Hershey · $2.07B total across 2 segments · Q4 2019

  • North America
    $1.81B
  • International
    $255M

Forward guidance

Full-year reported net sales are expected to increase 2% to 4%. Full-year reported earnings per share-diluted are expected to be in the range of $6.04 to $6.20, an increase of 11% to 14% versus 2019. Full-year adjusted earnings per share-diluted are expected to be in the range of $6.13 to $6.24, an increase 6% to 8% versus 2019.

Tailwinds

  • Full-year reported net sales are expected to increase 2% to 4%.
  • Acquisitions are expected to be a 1.0 point benefit to net sales growth.
  • Full-year reported earnings per share-diluted are expected to be in the range of $6.04 to $6.20, an increase of 11% to 14% versus 2019.
  • Full-year adjusted earnings per share-diluted are expected to be in the range of $6.13 to $6.24, an increase 6% to 8% versus 2019.

Headwinds

  • The impact of foreign currency exchange is expected to be slightly negative based on current exchange rates.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2019

Historical avgQ4 2019

+0.3%

Avg return

Earnings day

+1.4%

Avg return

5 days after

+2.0%

Avg return

30 days after

54%

37 / 68 earnings

Positive

+9.0%

Q4 2025

Best reaction

-6.7%

Q4 2017

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-2.6%-2.2%+2.8%
Q4 2025+9.0%+11.3%+9.3%
Q3 2025-2.4%-5.3%+7.3%
Q2 2025+1.4%+2.2%-1.3%
Q1 2025-0.0%+1.7%-3.9%
Q4 2024+4.4%+8.5%+26.8%
Q3 2024-0.7%+2.6%-1.2%
Q1 2024+0.3%+2.1%+1.0%
Q3 2023-5.3%-3.7%-1.4%
Q2 2023-2.0%-4.1%-9.6%
Q1 2023+4.3%+4.8%-1.5%
Q4 2022+4.9%+5.2%+5.8%
Q3 2022-1.2%-0.6%+1.1%
Q2 2022+4.5%+5.0%+4.8%
Q1 2022+1.6%-1.0%-4.3%
Q4 2021+2.1%+4.3%+7.2%
Q3 2021-2.3%-2.2%-0.9%
Q2 2021+1.3%+1.9%-0.5%
Q1 2021+3.4%+5.1%+8.9%
Q4 2020+0.0%+2.1%+2.6%
Q3 2020+3.5%+6.3%+4.3%
Q2 2020+5.2%+5.3%+6.5%
Q1 2020-5.3%-6.3%-9.1%
Q4 2019+2.7%+0.9%-4.7%
Q3 2019-4.3%-4.0%-1.9%
Q2 2019+4.2%+3.7%+7.0%
Q1 2019+6.9%+6.6%+11.2%
Q4 2018-0.8%+0.5%+6.3%
Q3 2018-5.2%-0.1%-1.8%
Q2 2018+4.5%+5.8%+7.5%
Q1 2018-0.2%-2.4%-1.6%
Q4 2017-6.7%-8.2%-10.4%
Q3 2017-4.2%-2.2%-1.1%
Q2 2017-0.9%-2.0%-2.1%
Q1 2017-1.0%-1.3%+6.9%
Q4 2016+1.7%+1.3%+2.9%
Q3 2016+7.3%+6.6%+2.3%
Q2 2016+2.4%+3.7%+2.5%
Q1 2016-0.5%
Q4 2015+4.4%
Q3 2015-5.7%
Q2 2015-0.4%
Q1 2015-3.8%
Q4 2014-5.1%
Q3 2014-0.7%
Q2 2014-1.6%
Q1 2014-3.8%
Q4 2013+2.8%
Q3 2013+0.3%
Q2 2013+1.7%
Q1 2013-2.0%
Q4 2012+0.4%
Q3 2012+0.6%
Q2 2012+0.2%
Q1 2012+1.4%
Q4 2011+0.3%
Q3 2011-1.5%
Q2 2011-0.8%
Q1 2011+1.6%
Q4 2010+2.7%
Q3 2010-0.4%
Q2 2010-0.6%
Q1 2009-0.6%
Q1 2010+0.4%
Q2 2008+0.3%
Q3 2009+0.3%
Q3 2008+0.3%
Q2 2009+1.5%

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