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Oct 02, 2022

Hershey Q3 2022 Earnings Report

Net sales and earnings increased due to increased brand investments and improved supply chain.

Key Takeaways

Hershey reported strong Q3 2022 financial results, exceeding expectations with a 15.6% increase in consolidated net sales and a 3.3% increase in adjusted earnings per share. The company raised its full-year financial outlook, driven by higher consumer demand and favorable price elasticities across segments.

Consolidated net sales increased by 15.6% to $2,728.2 million.

Organic, constant currency net sales increased by 11.8%.

Adjusted earnings per share-diluted increased by 3.3% to $2.17.

The company raised its full-year net sales and earnings outlook.

Total Revenue
$2.73B
Previous year: $2.36B
+15.6%
EPS
$2.17
Previous year: $2.1
+3.3%
Total Organic Net Sales Growth
11.8%
Previous year: 4.4%
+168.2%
Gross Profit
$1.11B
Previous year: $1.06B
+4.4%
Cash and Equivalents
$328M
Previous year: $676M
-51.5%
Total Assets
$10.8B
Previous year: $9.44B
+14.8%

Hershey

Hershey

Forward Guidance

The Hershey Company is increasing its net sales growth and earnings-per-share outlook to reflect higher than anticipated consumer demand and favorable price elasticities across segments.

Positive Outlook

  • Net sales growth prior guidance 12% - 14%, current guidance 14% - 15%.
  • Reported earnings per share growth prior guidance 9% - 12%, current guidance 11% - 13%.
  • Adjusted earnings per share growth prior guidance 12% - 14%, current guidance 14% - 15%.
  • A reported and adjusted effective tax rate of approximately 14% to 15%, a slight reduction versus the prior outlook, driven by timing and value of renewable energy tax credits.
  • Capital expenditures of approximately $600 million.

Challenges Ahead

  • Other expense, which primarily reflects the write-down of equity investments that qualify for tax credits, of approximately $205 million, higher than the previous outlook to reflect an increased amount of renewable energy tax credits.
  • Interest expense of approximately $135 million to $140 million, reflecting higher interest rates on commercial paper.