The Hershey Company

HSYleader

Hershey is the largest chocolate manufacturer in North America, with iconic brands like Hershey's, Reese's, and Kit Kat (US) while expanding into the salty snack category.

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产品与营收

产品营收占比

营收构成 ($11.2B)

静态数据（加载实时财务…）

North America Confectionery (72%)

North America Salty Snacks (15%)

International (13%)

业务板块构成与主要客户

产品详情

Hershey's Chocolate40%

Flagship chocolate bars, kisses, and syrup — America's #1 chocolate brand

Reese's30%

Peanut butter cups and related items — top-selling US confection

Salty Snacks15%

SkinnyPop, Pirate's Booty, Dot's Pretzels

Other Confections15%

Kit Kat (US), Jolly Rancher, Twizzlers, Ice Breakers

供应链关系

主要客户

Walmart Inc.

Chocolate and snack distribution

影响: High — largest retail customer ~25%

Costco Wholesale Corporation

Bulk confectionery sales

影响: Medium — warehouse channel

竞争对手

Mondelez International

US chocolate and snacking market

影响: High — key competitor in confections

宏观与市场背景

필수소비재行业新闻

인플레 완화 + 사재기 소멸 — 정상 수요로 복귀, 마진 회복 국면

미국 식료품 물가 YoY

+2.1%

P&G 유기적 매출 성장

+3% YoY

코스트코 회원 갱신율

93%

사모라벨 침투율

21%

近期催化剂

◆P&G·KO·PEP·WMT Q1 실적 (2026.04)◆미국 3월 PCE 물가 발표◆Nielsen 소비 트렌드 Q1 리포트

AI 分析

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企业信息

总部

Hershey, Pennsylvania, USA

成立时间

1894

员工人数

20,000+

官网

thehersheycompany.com

行业概况 — 필수소비재

行业新闻