Every material Form 8-K Hershey Company (The) filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Hershey reported third-quarter 2026 net sales of $3,275.5 million, up 3.0%, and reported net income of $580.8 million, or $2.88 per diluted share, up 111.8%. The company raised its 2026 adjusted EPS growth outlook to 36% to 38.5% from 32.5% to 35%, which includes about $0.22 from tariff refunds received in Q3 2026.
Q3 2026 adjusted EPS was $2.64, up 103.1%, versus reported EPS of $2.88 and $1.36 a year earlier
2026 adjusted EPS growth outlook raised to 36% to 38.5%; reported EPS growth outlook raised to 84% to 90%
2026 net sales growth outlook is about 5%, and organic net sales growth outlook is about 3%
North America Salty Snacks segment income fell 17.9% to $47.4 million in Q3 2026; International segment loss was $30.0 million
Hershey appointed Dave Hulays, currently Senior Vice President, Finance, as Senior Vice President and Chief Financial Officer, effective September 2, 2026, replacing Steven Voskuil, who will stay on as Senior Vice President, Strategic Projects until he retires in the first quarter of 2027. The filing describes a change in the company's principal financial officer and sets out Hulays's compensation, but it does not report any financial results.
Hulays has been with Hershey since March 2012 and served as Senior Vice President, Finance since May 2025.
Hulays's offer letter provides a base salary of $725,000 and a target long-term incentive of $2 million.
Hulays's target 2026 annual incentive is 85% of base salary until his appointment date and 100% thereafter.
Voskuil remains with the company as Senior Vice President, Strategic Projects until his retirement in the first quarter of 2027.
Hershey reported second-quarter 2026 net sales of $2,787.3 million, up 6.6%, and reported net income of $457.7 million, or $2.26 per diluted share, versus $0.31 a year earlier. The company narrowed its 2026 outlook: adjusted EPS growth is now expected at 32.5% to 35%, up from 30% to 35%, and net sales growth at 4.5% to 5%. For shareholders, sales and profit both rose, and the low end of the adjusted EPS and net sales ranges moved higher.
Q2 2026 net sales of $2,787.3 million, up 6.6%; organic constant currency net sales up 3.6%
Q2 reported EPS of $2.26 versus $0.31 in Q2 2025; adjusted EPS of $1.90, up 57.0%
2026 adjusted EPS growth outlook now 32.5% to 35% (prior 30% to 35%); reported EPS growth 82% to 89% (prior 79% to 89%)
North America Salty Snacks segment income fell 5.9% to $62.6 million; International segment posted a $5.1 million loss
Hershey's board appointed Joe Park, executive vice president and chief digital and information officer at State Farm, as a director effective June 29, 2026. The board determined he is independent under NYSE standards and he will sit on the Audit and Finance and Risk Management Committees.
Board appointment approved June 3, 2026, on the recommendation of the Governance Committee; effective June 29, 2026
Park has over 20 years of experience in digital transformation and technology strategy, including senior roles at Yum! Brands and Walmart
Park will join the Audit and Finance and Risk Management Committees and receive standard non-employee director compensation
Hershey said Mitchell Arends will become Senior Vice President and Chief Supply Chain Officer effective June 22, 2026, succeeding Jason Reiman, who is retiring after a 30-year career with the company. Reiman steps down from his current role on June 22, 2026, and will stay on as Senior Vice President, Supply Chain Modernization through the transition, which the press release says runs through April 2027. The change is a planned leadership transition in a function that oversees manufacturing, procurement, logistics and planning.
Mitchell Arends joins from UTZ Brands, where he was Executive Vice President and Chief Integrated Supply Chain Officer over a $1.5 billion business
Arends previously served as Chief Supply Chain Officer of North America at Kraft Heinz, responsible for a $22 billion supply chain
Reiman steps down from his current role on June 22, 2026 and remains with the company through April 2027 to support the transition
Hershey's 8-K filing and press release are dated May 28, 2026
Hershey reported first-quarter 2026 net sales of $3,104.2 million, up 10.6%, and reported net income of $435.1 million, or $2.13 per diluted share, up 93.6%. The company reaffirmed its 2026 net sales, organic net sales, reported EPS and adjusted EPS growth outlook, which matters to shareholders because the headline sales and profit measures improved while guidance was held steady rather than raised.
Net sales of $3,104.2 million, up 10.6%; organic, constant currency net sales up 7.9%
Adjusted EPS of $2.35, up 12.4% from the prior year period; reported EPS of $2.13 versus $1.10
2026 adjusted EPS growth outlook of 30% to 35% and net sales growth of 4% to 5% reaffirmed
North America Salty Snacks segment income fell 18.1% to $34.3 million, with segment margin down 530 basis points
Hershey said Andrew Archambault, its President, US, will leave the company effective May 1, 2026. The company has begun a search for his replacement, and the filing gives no reason for the departure or any details on a successor.
Andrew Archambault, President, US, will leave the company effective May 1, 2026.
The company has begun a search for his replacement.
The filing does not state a reason for the departure or name an interim successor.
Hershey reaffirmed its 2026 full-year guidance for net sales, organic sales and earnings per share in a March 31, 2026 press release. The company also said it will outline its strategic priorities and financial framework at a 2026 Investor Day held that day at the New York Stock Exchange, with a webcast starting at 12:00 p.m. ET. The filing reports no new quarterly results, and the reaffirmed guidance leaves the outlook unchanged.
Net sales growth guidance for 2026 is 4% to 5%, including an approximate 150 basis point benefit from the 2025 acquisition of LesserEvil, LLC.
Organic net sales growth guidance is 2.5% to 3.5%.
Reported EPS growth guidance is 79% to 89%; adjusted EPS growth guidance is 30% to 35%.
Investor Day webcast begins at 12:00 p.m. ET on March 31, 2026; management will discuss the financial outlook and strategic plans.
Hershey reported fourth-quarter 2025 net sales of $3,091.0 million, up 7.0%, but reported net income fell 59.9% to $320.0 million and adjusted EPS fell 36.4% to $1.71. For full-year 2025, net sales rose 4.4% to $11,692.6 million while adjusted EPS fell 32.7% to $6.31. The company expects 2026 net sales growth of 4% to 5% and adjusted EPS of $8.20 to $8.52, which would be an increase of 30% to 35%.
Q4 2025 net sales $3,091.0 million, up 7.0%; reported operating profit $444.9 million, down 52.6%
Q4 2025 reported net income $320.0 million, or $1.57 per diluted share, down 59.9%
Full-year 2025 reported net income $883.3 million, or $4.34 per diluted share, down 60.3%
2026 outlook: reported EPS $7.77 to $8.19; adjusted EPS $8.20 to $8.52
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