Makes the candy and snacks filling checkout aisles across the US—think Reese's, Kit Kat, and SkinnyPop—plus pantry staples like baking ingredients and syrups.
Core profit comes from North America Confectionery, with gross margins around 38% and net margins near 12% on roughly USD 11.69B annual revenue—recurring, everyday purchases.
Iconic brands like Reese's and Kit Kat create strong shelf loyalty, but Mars and Mondelez compete fiercely, and rising cocoa costs are squeezing margins—moat eroding.
Buy (sector percentile 81) — value C, growth A, profitability B+, momentum C-, revisions B. Updated daily, sector-relative, identical for every user.
Key events, in time order
Q2 earnings call transcript released, offering detailed management commentary on results and outlook
Board declared quarterly dividends of $1.452 on common and $1.320 on Class B stock.
Q2 adj EPS $1.90 beat, revenue $2.79B +6.6% YoY, raises FY sales and EPS guidance.
Trust cashed out ~$5.2M at $169.44-$177.64/share on July 13-14
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