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好时Hershey Co.(HSY)2025年第四季度及全年业绩报告「LSE」(英文版)(18页).pdf

上传人: 1****1 编号:1188399 2026-04-13 18页 384.55KB

1、 1 FINANCIAL CONTACT:MEDIA CONTACT:Anoori Naughton Allison Kleinfelter Hershey Reports Fourth-Quarter and Full-Year 2025 Financial Results;Provides 2026 Outlook HERSHEY,Pa.,February 5,2026-The Hershey Company(NYSE:HSY)today announced net sales and earnings for the fourth quarter and full-year ended

2、December 31,2025.“As we enter 2026,we have strong conviction in the momentum of our business,”said Kirk Tanner,The Hershey Company President and Chief Executive Officer.“Im proud of how our teams have navigated a challenging environment,demonstrating operational excellence,impactful innovation,and s

3、killful execution that is driving real results.We are building the capabilities and brand investments that position us for continued success,with a focus on strengthening our foundation,improving profitability,and advancing the next phase of our strategy to deliver long-term growth and value creatio

4、n for our shareholders.”Fourth-Quarter 2025 Financial Results Summary1 Consolidated net sales of$3,091.0 million,an increase of 7.0%.Organic,constant currency net sales increased 5.7%.The impact of acquisitions on net sales was a 1.2 point benefit2 and currency exchange was a 0.1 point benefit.Repor

5、ted net income of$320.0 million,or$1.57 per share-diluted,a decrease of 59.9%.Adjusted earnings per share-diluted of$1.71,a decrease of 36.4%.2 2025 Full-Year Financial Results Summary3 Consolidated net sales of$11,692.6 million,an increase of 4.4%.Organic,constant currency net sales increased 4.2%.

6、The impact of acquisitions on net sales was a 0.5 point benefit2 and currency exchange was a 0.3 point headwind.Reported net income of$883.3 million,or$4.34 per share-diluted,a decrease of 60.3%.Adjusted earnings per share-diluted of$6.31,a decrease of 32.7%.1 All comparisons for the fourth quarter

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1. **2025财年业绩**:净销售额116.93亿美元(+4.4%),调整后每股收益6.31美元(-32.7%);第四季度净销售额30.91亿美元(+7.0%),调整后每股收益1.71美元(-36.4%)。 2. **2026财年展望**:净销售额预计增长4%-5%(收购贡献1.5%),调整后每股收益8.20-8.52美元(+30%-35%),反映销售增长和毛利率复苏。 3. **业务表现**:北美糖果业务受价格弹性影响,北美零食业务(收购LesserEvil)增长强劲(Q4 +28.0%),国际业务下滑(Q4 -1.9%)。 4. **关键挑战**:2025年大宗商品衍生品损失导致GAAP每股收益大幅下降(Q4 -59.9%),2026年预计扭亏。
** Hershey业绩如何?** ** 2026年展望怎样?** ** 净价增长动力何在?**
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