The Intrinsic Value Podcast - The Investor’s Podcast Network
TIVP012: Hershey (HSY): A Deliciously Beaten Down Stock? w/ Shawn O'Malley & Daniel Mahncke
Mar 23, 2025
Shawn O'Malley and Daniel Mahnke dive into Hershey, revealing its rich history and the iconic brands that go beyond just chocolate. They discuss the company's strategic shift towards salty snacks and how it navigates the global cocoa shortage. Insights into Hershey's unique ownership and challenges in international markets offer a deeper understanding of its business landscape. The hosts also evaluate Hershey's investment potential, underscoring the psychological factors behind brand loyalty and the importance of aligning values with investment choices.
01:30:45
AI Summary
AI Chapters
Episode notes
Podcast summary created with Snipd AI
Quick takeaways
- Hershey's is diversifying its product range into salty snacks to stay competitive amidst shifting consumer preferences towards healthier options.
- The company is facing challenges from rising cocoa prices due to global supply issues, forcing a reassessment of its financial outlook.
Deep dives
Hershey's Iconic Brand Portfolio
Hershey's is renowned for its diverse range of well-loved candy products, including favorites like Reese's, Twizzlers, Kit Kats, and Hershey's Kisses. The brand's broad appeal spans across various confectionery types, from sweet chocolates to salty snacks like Dot's Pretzels. This brand recognition contributes significantly to the company's enduring success, positioning Hershey's as a leader in the confectionery market. Despite facing market challenges, its strong portfolio allows Hershey's to maintain a competitive edge in the crowded snack industry.
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
