Hershey Co Files Q2 2024 10-Q

Ticker: HSY · Form: 10-Q · Filed: 2024-08-01T00:00:00.000Z

Sentiment: neutral

Topics: 10-Q, quarterly-report, confectionery, financials

Related Tickers: HSY

TL;DR

**HSY Q2 10-Q FILED: Financials and operational details for the confectionery giant.**

AI Summary

The Hershey Company filed its 10-Q for the quarterly period ended June 30, 2024. The filing details financial performance and operational updates for the company, which operates in the sugar and confectionery products sector. Key financial data and disclosures relevant to investors and stakeholders are provided.

Why It Matters

This filing provides crucial financial insights into Hershey's performance during the second quarter of 2024, impacting investor decisions and market perception of the confectionery giant.

Risk Assessment

Risk Level: low — This is a routine quarterly filing providing standard financial disclosures for a publicly traded company.

Key Numbers

Key Players & Entities

FAQ

What is the primary business of The Hershey Company?

The Hershey Company is primarily involved in the Sugar & Confectionery Products industry, as indicated by its Standard Industrial Classification code [2060].

What is the fiscal year end for The Hershey Company?

The fiscal year end for The Hershey Company is December 31st.

When was the company formerly known as Hershey Foods Corp?

The company was formerly known as Hershey Foods Corp, with a date of name change on July 3, 1992.

What is the SEC file number for The Hershey Company?

The SEC file number for The Hershey Company is 001-00183.

What period does this 10-Q filing cover?

This 10-Q filing covers the quarterly period ended June 30, 2024.

Filing Stats: 4,717 words · 19 min read · ~16 pages · Grade level 15.9 · Accepted 2024-08-01 11:14:06

Filing Documents

FINANCIAL INFORMATION

PART I. FINANCIAL INFORMATION 2

Financial Statements

Item 1. Financial Statements 2 Consolidated Statements of Income for the Three and Six Months Ended June 3 0 , 2024 and July 2 , 2023 2 Consolidated Statements of Comprehensive Income for the Three and Six Months Ended June 3 0 , 2024 and Ju ly 2, 2023 3 Consolidated Balance Sheets as of June 3 0 , 2024 and December 31, 2023 4 Consolidated Statements of Cash Flows for the Six Months Ended June 3 0 , 2024 and Ju ly 2, 2023 5 Consolidated Statements of Stockholders' Equity for the Three and Six Months Ended June 3 0 , 2024 and Ju l y 2, 2023 6 Notes to Unaudited Consolidated Financial Statements 8 Note 1 - Summary of Significant Accounting Policies 8 Note 2 - Business Acquisitions 9 Note 3 - Goodwill and Intangible Assets 9 Note 4 - Short and Long-Term Debt 10 Note 5 - Derivative Instruments 11 Note 6 - Fair Value Measurements 14 Note 7 - Leases 16 Note 8 - Investments in Unconsolidated Affiliates 19 Note 9 - Business Realignment Activities 19 Note 10 - Income Taxes 20 Note 11 - Pension and Other Post-Retirement Benefit Plans 21 Note 12 - Stock Compensation Plans 21 Note 13 - Segment Information 24 Note 14 - Treasury Stock Activity 27 Note 15 - Contingencies 28 Note 16 - Earnings Per Share 29 Note 17 - Other (Income) Expense, Net 31 Note 18 - Supplemental Balance Sheet Information 32

Management's Discussion and Analysis of Financial Condition and Results of Operations

Item 2. Management's Discussion and Analysis of Financial Condition and Results of Operations 34

Quantitative and Qualitative Disclosures About Market Risk

Item 3. Quantitative and Qualitative Disclosures About Market Risk 44

Controls and Procedures

Item 4. Controls and Procedures 46

OTHER INFORMATION

PART II. OTHER INFORMATION 47

Legal Proceedings

Item 1. Legal Proceedings 47

Risk Factors

Item 1A. Risk Factors 47

Unregistered Sales of Equity Securities and Use of Proceeds

Item 2. Unregistered Sales of Equity Securities and Use of Proceeds 47

Defaults Upon Senior Securities

Item 3. Defaults Upon Senior Securities 47

Mine Safety Disclosures

Item 4. Mine Safety Disclosures 47

Other Information

Item 5. Other Information 47

Exhibits

Item 6. Exhibits 49

Signatures

Signatures 50 Table of Contents The Hershey Company | Q2 2024 Form 10-Q | Page 1

— FINANCIAL INFORMATION

PART I — FINANCIAL INFORMATION

Financial Statements

Item 1. Financial Statements. THE HERSHEY COMPANY CONSOLIDATED STATEMENTS OF INCOME (in thousands, except per share amounts) (unaudited) Three Months Ended Six Months Ended June 30, 2024 July 2, 2023 June 30, 2024 July 2, 2023 Net sales $ 2,074,480 $ 2,490,280 $ 5,327,229 $ 5,477,894 Cost of sales 1,240,735 1,358,181 2,817,403 2,963,473 Gross profit 833,745 1,132,099 2,509,826 2,514,421 Selling, marketing and administrative expense 540,987 571,804 1,158,968 1,153,391 Business realignment costs (benefits) 4,937 ( 370 ) 4,937 441 Operating profit 287,821 560,665 1,345,921 1,360,589 Interest expense, net 41,373 36,661 81,195 74,346 Other (income) expense, net 574 84,484 32,594 87,467 Income before income taxes 245,874 439,520 1,232,132 1,198,776 Provision for income taxes 64,980 32,537 253,785 204,608 Net income $ 180,894 $ 406,983 $ 978,347 $ 994,168 Net income per share—basic: Common stock $ 0.92 $ 2.03 $ 4.93 $ 4.96 Class B common stock $ 0.83 $ 1.88 $ 4.48 $ 4.57 Net income per share—diluted: Common stock $ 0.89 $ 1.98 $ 4.80 $ 4.83 Class B common stock $ 0.83 $ 1.88 $ 4.47 $ 4.56 Dividends paid per share: Common stock $ 1.370 $ 1.036 $ 2.740 $ 2.072 Class B common stock $ 1.245 $ 0.942 $ 2.490 $ 1.884 See Notes to Unaudited Consolidated Financial Statements. Table of Contents The Hershey Company | Q2 2024 Form 10-Q | Page 2 THE HERSHEY COMPANY CONSOLIDATED STATEMENTS OF COMPREHENSIVE INCOME (in thousands) (unaudited) For the Three Months Ended For the Six Months Ended June 30, 2024 July 2, 2023 June 30, 2024 July 2, 2023 Pre-Tax Amount Tax (Expense) Benefit After-Tax Amount Pre-Tax Amount Tax (Expense) Benefit After-Tax Amount Pre-Tax Amount Tax (Expense) Benefit After-Tax Amount Pre-Tax Amount Tax (Expense) Benefit After-Tax Amount Net income $ 180,894 $ 406,983 $ 978,347 $ 994,168 Other comprehensive income, net of tax: Foreign currency translation adjustments: Foreign currency translation gains (losses) d

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