

Hershey Rises, Hims & Hers Drops, Warner Bros. Discovery Falls
Sep 16, 2025
Hershey's stock surged after analyst upgrades highlighted improving market trends and strong pricing power, paving the way for potential growth. Hims & Hers faced a setback as the FDA issued a warning over misleading health claims, causing shares to drop. Meanwhile, Warner Bros. Discovery plummeted following a downgrade amid shaky merger rumors with Paramount, raising concerns about media consolidation and regulatory scrutiny. The episode digs into the complexities of stock market fluctuations and investment strategies.
AI Snips
Chapters
Transcript
Episode notes
Hershey Market Share And Pricing Strength
- Goldman Sachs upgraded Hershey citing improving U.S. market-share trends and pricing power tied to iconic brands.
- Analysts say cost pressures from tariffs and cocoa are now reflected in expectations, reducing downside risk.
Price Hikes Haven't Hurt Demand
- Hershey's recent price hikes have not deterred consumers and support upside to analyst targets near $200+.
- The stock has responded, trading notably higher and showing investor confidence in brand resilience.
FDA Scrutiny Hits Telehealth Ads
- Hims & Hers shares fell after an FDA warning about misleading marketing of compounded semaglutide products.
- The FDA crackdown targets many telehealth advertisers, raising regulatory risk across the sector.