Wednesday's ETF Movers: PTF, IYK
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 15 2025
0mins
Should l Buy HSY?
Source: NASDAQ.COM
iShares U.S. Consumer Staples ETF Performance: The iShares U.S. Consumer Staples ETF is underperforming, down approximately 0.6% during Wednesday afternoon trading.
Weak Performers in the ETF: Key components such as Church & Dwight and Hershey are contributing to this decline, with their shares falling by about 2.7% and 2.1%, respectively.
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Analyst Views on HSY
Wall Street analysts forecast HSY stock price to rise
17 Analyst Rating
3 Buy
14 Hold
0 Sell
Hold
Current: 186.410
Low
181.00
Averages
196.27
High
222.00
Current: 186.410
Low
181.00
Averages
196.27
High
222.00
About HSY
The Hershey Company is a snacks company. The Company's segments include North America Confectionery, North America Salty Snacks and International. The North America Confectionery segment is responsible for its traditional chocolate and non-chocolate confectionery market position in the United States and Canada. This includes its business in chocolate and non-chocolate confectionery, gum and refreshment products, protein bars, spreads, snack bites and mixes, as well as pantry and food service lines. This segment also includes its retail operations. The North America Salty Snacks segment is responsible for its salty snacking products in the United States. This includes ready-to-eat popcorn, baked and trans fat free snacks, pretzels and other snacks. The Company's portfolio includes chocolate and confectionery brands such as Hershey's, Reese's, Kisses, Kit Kat, Jolly Rancher, Ice Breakers, LesserEvil, Shaq-a-licious alongside salty snacks, including SkinnyPop and Dot's Homestyle Pretzels.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Coca-Cola and Hershey Present Dividend Investment Opportunities
- Coca-Cola's Steady Income: Coca-Cola has maintained 64 consecutive years of dividend increases, generating $12.5 billion in free cash flow last year while paying nearly $11 billion in dividends, showcasing its robust capital-light business model and expected continued income for investors.
- Market Adaptability: Despite challenges from changing tastes, Coca-Cola's low/no-calorie beverages accounted for nearly one-third of global volume in 2024, with 32 brands each generating over $1 billion in annual sales, demonstrating its adaptability to diverse consumer demands.
- Hershey's Growth Potential: Despite being impacted by soaring cocoa prices, Hershey has maintained 96 years of consecutive dividend payments, generating $1.85 billion in free cash flow and paying $1.1 billion in dividends last year, with projected adjusted sales growth of 2.5% to 3.5% in 2026, indicating resilience in adversity.
- Brand Diversification Strategy: Hershey achieved a 7.9% organic sales increase in Q1, driven by strong demand for its candy and snack brands, with management focusing on meeting diverse consumer preferences across occasions, ensuring sustained growth in the future.
See More
Consumer Goods Giants Poised for Transformation Opportunities
- Hershey's Recovery: Hershey (HSY) has shown a strong recovery with Q1 2026 net revenue reaching $3.10 billion, a 10.6% year-over-year increase, and gross margin expanding from 33.7% to 39.4%, indicating robust earnings recovery potential after a painful cost crunch.
- General Mills Transformation: General Mills (GIS) is undergoing a transformation post-yogurt divestiture, focusing on its pet food segment, and despite facing organic sales declines, its dividend yield has risen to approximately 7%, providing a stable income opportunity for investors.
- Kimberly-Clark's Kenvue Acquisition: Kimberly-Clark (KMB) is acquiring Kenvue for $48.7 billion, expected to close in H2 2026, which will create a global personal care and health platform with enhanced pricing power across well-known brands, marking a significant strategic shift.
- Consistent Dividend Growth: Kimberly-Clark raised its quarterly dividend to $1.28 per share in January 2026, marking 54 consecutive years of increases, demonstrating its commitment to shareholder returns even amid significant corporate transformation.
See More
Hershey Shifts to Earnings Expansion Amid Falling Cocoa Prices
- Hershey's Earnings Recovery: With cocoa prices plummeting 74% from their December 2024 peak, Hershey reported Q1 2026 net revenue of $3.10 billion, a 10.6% year-over-year increase, and gross margins expanded from 33.7% to 39.4%, indicating significant profitability improvement, with further enhancements expected in Q2.
- General Mills' Transformation Opportunity: Despite challenges from declining organic sales and rising costs, General Mills' dividend yield has risen to approximately 7%, and its pet food segment remains a stable growth engine within a mature product mix, with management reaffirming its commitment to a $0.61 per share quarterly dividend.
- Kimberly-Clark's Strategic Acquisition: Kimberly-Clark's $48.7 billion acquisition of Kenvue, expected to close in the second half of 2026, will consolidate brands like Kleenex and Huggies under one umbrella, marking a shift from a traditional tissue and diaper company to a global personal care and health brand platform.
- Stability in Consumer Goods Sector: These three companies continue to pay dividends amid market fluctuations, showcasing the long-term value of the consumer goods sector as wealth builders, particularly as investor demand for stable dividend yields increases in the face of economic uncertainty.
See More
Latest Wall Street Rating Updates
- Apple's Positive Outlook: Bank of America reiterates a buy rating on Apple, forecasting that iPhone revenues will exceed expectations in 2026 due to record upgraders and strong gross margins despite commodity pressures, indicating sustained competitiveness in the smartphone market.
- Roblox Demand Slowdown: Bank of America downgrades Roblox to neutral, citing a significant decline in platform demand; while acknowledging its ability to compress development costs, the uncertainty around the timeline for demand recovery may impact its market performance.
- CoreWeave Growth Potential: Citi reiterates CoreWeave as a buy, raising its price target from $126 to $155, estimating a quarterly growth of 35-40% in AI infrastructure, showcasing strong performance across a diversified customer base.
- Hershey's Positive Outlook: TD Cowen upgrades Hershey to buy, expressing confidence that the company will raise its 2026 guidance and return to volume growth in 2027, reflecting strong recovery potential in the confectionery market.
See More
Apple Surpasses Earnings Expectations, Boosts Stock Price
- Apple's Earnings Beat: Apple exceeded analysts' expectations for both earnings and revenue in Q2, resulting in a stock price increase of over 3%, despite iPhone sales falling short, as phone revenue rose 22% from the same period in 2025, indicating strong market demand.
- Supply Chain Challenges: While overall revenue surpassed estimates, CEO Tim Cook warned that the global memory shortage will increasingly impact the business, highlighting the need for the company to remain agile in response to cost pressures.
- Positive Market Reaction: Following the strong earnings report, Apple's stock performed well at market open, reflecting investor confidence in the company's future growth potential, particularly against the backdrop of upcoming product launches.
- Industry Trend Impact: Apple's success also mirrors the recovery of the broader tech sector, with both the Nasdaq Composite and S&P 500 indices reaching all-time highs, showcasing strong demand for tech stocks and investor optimism.
See More
Apple's Earnings Beat Boosts Stock Market Rally
- Market Rally: The S&P 500 and Nasdaq Composite both reached record highs yesterday, marking their largest monthly gains since 2020, reflecting increased investor confidence in the economic outlook despite geopolitical tensions.
- Apple's Earnings Beat: Apple exceeded analysts' expectations for second-quarter earnings and revenue, with overall revenue rising 22% from the same period in 2025, despite iPhone sales falling short, indicating strong market demand.
- Surging Energy Prices: California's average gas price topped $6 per gallon for the first time since 2023, marking a 30% increase since the onset of the Iran war, which could significantly pressure consumers and impact spending.
- Booming Functional Snacks: Demand for Hershey's gum and mint products is surging as GLP-1 drug users seek
See More
Coca-Cola and Hershey Present Dividend Investment Opportunities
- Coca-Cola's Steady Income: Coca-Cola has maintained 64 consecutive years of dividend increases, generating $12.5 billion in free cash flow last year while paying nearly $11 billion in dividends, showcasing its robust capital-light business model and expected continued income for investors.
- Market Adaptability: Despite challenges from changing tastes, Coca-Cola's low/no-calorie beverages accounted for nearly one-third of global volume in 2024, with 32 brands each generating over $1 billion in annual sales, demonstrating its adaptability to diverse consumer demands.
- Hershey's Growth Potential: Despite being impacted by soaring cocoa prices, Hershey has maintained 96 years of consecutive dividend payments, generating $1.85 billion in free cash flow and paying $1.1 billion in dividends last year, with projected adjusted sales growth of 2.5% to 3.5% in 2026, indicating resilience in adversity.
- Brand Diversification Strategy: Hershey achieved a 7.9% organic sales increase in Q1, driven by strong demand for its candy and snack brands, with management focusing on meeting diverse consumer preferences across occasions, ensuring sustained growth in the future.
See More
Consumer Goods Giants Poised for Transformation Opportunities
- Hershey's Recovery: Hershey (HSY) has shown a strong recovery with Q1 2026 net revenue reaching $3.10 billion, a 10.6% year-over-year increase, and gross margin expanding from 33.7% to 39.4%, indicating robust earnings recovery potential after a painful cost crunch.
- General Mills Transformation: General Mills (GIS) is undergoing a transformation post-yogurt divestiture, focusing on its pet food segment, and despite facing organic sales declines, its dividend yield has risen to approximately 7%, providing a stable income opportunity for investors.
- Kimberly-Clark's Kenvue Acquisition: Kimberly-Clark (KMB) is acquiring Kenvue for $48.7 billion, expected to close in H2 2026, which will create a global personal care and health platform with enhanced pricing power across well-known brands, marking a significant strategic shift.
- Consistent Dividend Growth: Kimberly-Clark raised its quarterly dividend to $1.28 per share in January 2026, marking 54 consecutive years of increases, demonstrating its commitment to shareholder returns even amid significant corporate transformation.
See More
Hershey Shifts to Earnings Expansion Amid Falling Cocoa Prices
- Hershey's Earnings Recovery: With cocoa prices plummeting 74% from their December 2024 peak, Hershey reported Q1 2026 net revenue of $3.10 billion, a 10.6% year-over-year increase, and gross margins expanded from 33.7% to 39.4%, indicating significant profitability improvement, with further enhancements expected in Q2.
- General Mills' Transformation Opportunity: Despite challenges from declining organic sales and rising costs, General Mills' dividend yield has risen to approximately 7%, and its pet food segment remains a stable growth engine within a mature product mix, with management reaffirming its commitment to a $0.61 per share quarterly dividend.
- Kimberly-Clark's Strategic Acquisition: Kimberly-Clark's $48.7 billion acquisition of Kenvue, expected to close in the second half of 2026, will consolidate brands like Kleenex and Huggies under one umbrella, marking a shift from a traditional tissue and diaper company to a global personal care and health brand platform.
- Stability in Consumer Goods Sector: These three companies continue to pay dividends amid market fluctuations, showcasing the long-term value of the consumer goods sector as wealth builders, particularly as investor demand for stable dividend yields increases in the face of economic uncertainty.
See More
Latest Wall Street Rating Updates
- Apple's Positive Outlook: Bank of America reiterates a buy rating on Apple, forecasting that iPhone revenues will exceed expectations in 2026 due to record upgraders and strong gross margins despite commodity pressures, indicating sustained competitiveness in the smartphone market.
- Roblox Demand Slowdown: Bank of America downgrades Roblox to neutral, citing a significant decline in platform demand; while acknowledging its ability to compress development costs, the uncertainty around the timeline for demand recovery may impact its market performance.
- CoreWeave Growth Potential: Citi reiterates CoreWeave as a buy, raising its price target from $126 to $155, estimating a quarterly growth of 35-40% in AI infrastructure, showcasing strong performance across a diversified customer base.
- Hershey's Positive Outlook: TD Cowen upgrades Hershey to buy, expressing confidence that the company will raise its 2026 guidance and return to volume growth in 2027, reflecting strong recovery potential in the confectionery market.
See More
Apple Surpasses Earnings Expectations, Boosts Stock Price
- Apple's Earnings Beat: Apple exceeded analysts' expectations for both earnings and revenue in Q2, resulting in a stock price increase of over 3%, despite iPhone sales falling short, as phone revenue rose 22% from the same period in 2025, indicating strong market demand.
- Supply Chain Challenges: While overall revenue surpassed estimates, CEO Tim Cook warned that the global memory shortage will increasingly impact the business, highlighting the need for the company to remain agile in response to cost pressures.
- Positive Market Reaction: Following the strong earnings report, Apple's stock performed well at market open, reflecting investor confidence in the company's future growth potential, particularly against the backdrop of upcoming product launches.
- Industry Trend Impact: Apple's success also mirrors the recovery of the broader tech sector, with both the Nasdaq Composite and S&P 500 indices reaching all-time highs, showcasing strong demand for tech stocks and investor optimism.
See More
Apple's Earnings Beat Boosts Stock Market Rally
- Market Rally: The S&P 500 and Nasdaq Composite both reached record highs yesterday, marking their largest monthly gains since 2020, reflecting increased investor confidence in the economic outlook despite geopolitical tensions.
- Apple's Earnings Beat: Apple exceeded analysts' expectations for second-quarter earnings and revenue, with overall revenue rising 22% from the same period in 2025, despite iPhone sales falling short, indicating strong market demand.
- Surging Energy Prices: California's average gas price topped $6 per gallon for the first time since 2023, marking a 30% increase since the onset of the Iran war, which could significantly pressure consumers and impact spending.
- Booming Functional Snacks: Demand for Hershey's gum and mint products is surging as GLP-1 drug users seek
See More
