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COCOA: A "SUPER" EL NIÑO JUST FORMED, SWOLLEN SHOOT IS EATING WEST AFRICA'S TREES, AND FUNDS ARE THE MOST SHORT IN YEARS. THEY ARE SHORT STRAIGHT INTO THE SUPPLY SHOCK.
Cocoa prices crashed -62% in a year to ~$3,130/MT – Is this a buying opportunity for chocolate stocks (HSY, MDLZ, etc.) or still too risky?
How do we feel about snack and food companies right now (HSY, HRL)?
What is going on with Hershey (HSY)? They are down over 13% since May
Apple today is a good example why the markets are so hard.
Possible Hershey Squirts and Tendies
$HSY Hershey warns it won't be able to fully meet demand for Halloween candy
Recession risk: Consumer has ‘deteriorated faster than we’ve ever seen,’ strategist says
Hershey (HSY) Dividend Stock - There’s a smile in every Hershey Dividend!
My first successful option trade, bought it 2 days ago for $5. HSY call
VG, Marcus, Coinbase, Acorns + Company Fidelity sponsored accounts - am I spread too thin?
$GOEV & The Walmart Partnership - As real as Waltonville!
$GOEV & The Walmart Partnership - As real as Waltonville!
UPDATE: $GOEV & The Walmart Partnership - As real as Waltonville! Short Sellers can't contain the price anymore
$GOEV & The Walmart Partnership - As real as Waltonville!
Thinking about picking up some HSY (Hershey) calls in anticipation of this month, good idea, bad idea? or should I was until closer to earnings?
In case you didn't notice, $HSY has a high chance of being bought out by Buffett
The HERSHEY Highway🚀$HSY🚀 CHOCOLATE RAIN 🚀$HSY🚀 MOVIE THEATER PLAY🍿🚀
Mentions
Invest it in: PCG, CRAK, BWET, HONA, TSCO, AVGO, HSY
HSY if chocolate prices spike, maybe Nestle also
i think HSY is mispriced from first glance and zero research. I think people think Hershey's may be going down because of Mr Beast. Mr Beast is a loser, his candy isn't good, and i think Hershey's will win
buy some HSY...halloween coming up then xmas...
Todays play was to buy DUK, HSY, ECO, and UPS as its ex div date, bought some cheap now they printing, sell later and still collect those juicy divs
My HSY position thanks you
People will still be eating chocolate even after the AI bubble bursts and the world economy craters. Calls on HSY.
Someone notice Hershey HSY. It didnt response well with previous bull run, now might be it turns.
These HSY puts have been printing. My best trade in years.
HSY probably continues to be a great short. Still waiting on SBUX to work as well. Commodity stagflation is fully underway. Not sure how I’ve been wrong on SBUX.
This is all a distraction from the real market destroying catalyst. The 12-ton kitkat heist. This will actually topple the American economy, think about all of the happiness eviscerated from Americans daily lives without this chocolate coated wafer. People won't be thinking straight. I'm talking wars, famines, lootings, stabbings. My position: HSY 500cs. Soon you will be buying your oil directly from Hershey. NFA
Down 7% between two stocks only, HSY and INTU. I was up 26% YTD and 35% yoy. Now 19% YTD and 27% YOY.
Sector rotation happened Friday to blue chips. KO, HSY, CCEP etc. retail loses again
HSY…. This stock is very un-correlated to the S&P 500 and works as a great counterbalance to high beta portfolios! I love me some Hershey
Did you all not realize HSY was a lock leading up to Valentines day??? Cocoa shortage, rotation into staples, unimaginative boyfriends
Sounds like my PEP and HSY trades
There’s an inflection point where Lilly’s GLP-1 is so good that you can eat all the McDonald’s you want and be fine. Is this priced in? $HSY? $KO? Fatty boombatty calls?
My HSY stock going up significantly looks like a sign of rotation to value. Some sectors have been down for a while and people thinking tech is over valued taking some gains now isn’t un heard of. Chocolate prices are still high and weight loss drugs remain strong.
Why is HSY taking off pre earnings and should I be holding or selling lmao
These do not exist. If you rarely have to roll either you are way OTM or it's something extremely and ridiculously safe (like ETF on investment grade bond), neither of them will net you any money after slippage and commission. One exception is like the guy above and sell calls on high dividend stocks (KO, HSY), but since dividend is already factored in option price, you are just collecting dividends that are less tax efficient.
KO has been very good to me on one end. I don’t hold shares but have run bullish short strangles for the last year. I always keep a higher delta puts. I also usually leg into the calls when the stock pops. HSY can also work but for the most part just covered calls. On the other end TLN is kinda like playing with fire but only have had to roll a few time over the last year. Usually can sell a decent sized call on their pops.
Hey loser get in, we are pumping chocolate stocks today. HSY to 7 billion by end of year.
When you HSY reaches 6 months of your work income there is no reason to keep using a HYSA. Anything above 6 moths would earn more if invested. Many use growth index funds. However many also like dividend funds. For example 100K invested in QQQI a tax efficient fund yielding 13% payed Putin monthly installments. So if you don't reinvest the dividends from QQQI you get $1000 for as long as you hold the shares of QQQI. So after 20years of holding QQQI you would still get $1000 a month. A cash emergency fund is nice but if you loose your jobe you would be basically out of cat after about 6 months. Now it takes longer to build up a dividned income stream but once you have it it is unbeatable if you cannot work for any reason. I only learned about dividend when I was 05. I converted excess growth in my taxable account to dividends and I now get 5K a month and retired at age 55. all my expense are covered buy my dividned income from my taxable acount. my 401k was full of growth and is not begin moved into a roth and invested for dividends. When done I will have tax free income for life.
https://youtube.com/shorts/CpTyEa-P9V0 $HSY >>> $SLV
Wtf is that claw in the reflection next to HSY and ABNB??
The fact that you just named GIS, MDLZ, PG, and KHC which is basically a huge chunk of the consumer staple sector shows you have no idea what you’re talking about. Not just these companies but PEP and HSY too. This is not an individual company issue but a sector wide issue. We have a weak consumer and high costs which is ultimately having an effect on spending and profit margins for all these companies. High costs and weak consumers has caused these companies earnings to slowdown or decline which has caused the stock prices to depreciate. It’s the same with the healthcare sector too. Really the only that has been performing extremely well is tech which has been due to the AI bubble. The AI bubble has caused companies to overspend trying to establish some type of AI infrastructure within the company and throw money at tech companies to create that. As a result tech earnings have skyrocketed and so have their stock prices. These skyrockets in tech stocks have caused the market to move higher and higher. Tech basically moves the entire market right now because they are so highly valued and have an enormous market caps. It’s why 35% of the total S&P 500 is tech and that 35% is only 8 companies out the other 492 that make up the entire index.
Puts on $HSY since I cant buy Mars calls
Is anyone else addicted to HSY options. It’s insane how cheap the options for how much it moves.
HSY down 3% on Halloween. Damn they really selling the news.
loading up on PEP , K , HSY, and **MDLZ for when they give them back**
HSY going down wiping out 3 months of gains. Is this a time to buy for a rebound or wait this earnings out???
To say my theory doesn't work is a bit much. Look how rising cacao prices affected HSY and MDLZ last year, both of which just recently started to recover once the prices started to come down. SBUK is trading at all time lows, no one is buying their coffee so why would it fall more. BROS on the other hand may be frothy, since it has been a great growth play. To say "BROS fell on no news," when there is in fact news that folks may not be aware of, may be short sighted. I'm not here to discourage the play, I'm just adding input for more discerning readers.
No growth. Rising costs with unionized employees vs FedEx and Amazon. Dividend costs money. There is no bull case other than. “It should go back to a higher price”. It’s not Google with a legal battle and AI comp and self-driving where Google could lose, but most thought it’d win. Or HSY where there’s uncertainty around cocoa coats. It’s down because Amazon dropped them and will never return and it has no other real growth and rising costs.
Sold my COST shares and put all the funds into AVDV, AVUV, QQQ, and VOO. Costco immediately goes on my Buy? watchlist. If it dips below 40 p/e, I'm opening a starter position. If it gets close to 30, I'm backing up the truck. I sold because I just don't see how it's a market-beating stock over the next decade at current valuations. I got 26% returns per year for 5.25 years of holding, easily thumped the market. Happy to take those gains not to cash but to broad-market ETFs. Also closed my short-term HSY play in my fun money allocation. I tried to bottom feed and ultimately made some money (4.7%) but trailed QQQ (13.4%) and SPY (14.8%). My fun money allocation has grown too large so I re-allocated those HSY funds to my retirement money and put it all into the same 4 broad-market ETFs.
Planning to sell my HSY position and re-allocate the funds equally to VOO, QQQ, AVUV, and AVDV this morning. Also [still contemplating](https://www.reddit.com/r/stocks/comments/1n77xig/comment/nca7baw/?context=3&utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button) taking a starter position in Warby Parker (WRB).
Calls on HSY, fat kids won’t give up their chocolate in the recession
UNH, UPS, CAT, HSY have the highest probabilities expected. Could also be some bullshit energy or insurance again though.
How does HSY genuinely move like a meme stock. There is no way cocoa prices fluctuate that much right?
We’ve had 2 bad prints and nothing has happened. Companies you say are stupidly overvalued beat earnings every call and raise guidance. The real overvaluation is paying 20-30x for the old school companies like PG or HSY who haven’t grown in years. Thats where the overvaluation is .
Have an old pre Covid account that has $HSY< $F< $KHC. (stocks) Really would be nice if something popped
You know what's interesting about HSY? Revenue is struggling. You would think fat Americans are inelastic to their chocolate and snack fix. But there's a limit to how much inflation, high cocoa prices they can push onto customers perhaps.
For HSY - margins have tightened due to increasing commodity costs (cocoa and sugar), and those costs have increased due to a bad crop in Ghana and other regions. Prices are now falling, and sugar is well on its way back to normal levels. They have also implemented further measures to cut costs, and are well positioned to benefit from the normalisation of commodity prices. For LULU - concerns mainly centred around falling US earnings, but if you check their latest earnings, they more than made up for it by increased sales internationally. Note as well that the US consumer remains slightly constrained, if this is resolved, then LULU will recover those sales, and if not then they are growing internationally regardless. For UNH - massively defensive position in American society. The company’s cash flow is fantastic and the balance sheet is even better (very little debt). Most ratios are at multi-year lows. For FI, I haven’t done a lot of research yet, and no position opened, but the next one to check for me. Hopefully that is in-depth enough?
It’s always solid advice. My current strategy is to find and check out distressed companies and make an investment in the ones I believe have a good chance of a recovery (HSY, LULU, UNH, FI etc). I think it would be good to have a large portion in the S&P as a backstop too, at least we cover all bases that way?
Thanks! My current setup is to identify companies that are slightly distressed at the moment and investing for their recovery - HSY, LULU, UNH, FI etc.
You are talking about switching to cpg companies (PG, etc) in a time where those companies havent done that well. PEP has turned up a bit after the last earnings, but before that was down about a third off the high. HSY is still down nearly 40% from the 2023 high. GIS is down about 33% in a straight line since the 2024 high. SJM is now negative over the last 5 years. The consumer staples ETF is still green for the year, but is underperforming and probably would be underperforming a lot worse Evif it was purely staples brands and didn't include staples retailers (WMT/COST are top two holdings) and some other odds/ends. Eventually that underperformance will likely end but I don't know that that's next week or next month or a few months from now. You also have a lot of defensive stocks like GIS that have some genuine issues - brands going stale, tastes changing, bad management (SJM already writing off much of the Hostess purchase from 2-3 years ago) etc. Perhaps more of them break up like Kellogg but not all of these names have things that can be spun off that will attract buyers.
I have lost 50% in HSY so no.
Consumer staples $GIS $KHC $PEP $KO $HSY $MDLZ
Google, Berk.B, Pep, Lowe’s, EL, HSY
HRL and TSN might be good picks. Meat prices are expected to rise a lot. Meat is hard to cut out, chocolate is not. I would wait on HSY to hit $125-$130.
HSY has big issues with cocoa prices. Up 4 times due to crop failures. Risky and uncontrollable.
The MMs provide liquidity in the market (because there isn't always someone else ready to be your counterparty), yes there are MMS for etfs, when they sell you your calls they hedge by taking the opposite position (because maybe they don't believe the underlying is going to go down), so that no matter what happens they just profit off the bid-ask spread. In fact they prefer an underlying as liquid as SPY over an illiquid underlying like ULTA for instance. They can hedge by using regular equities OR derivatives (options and/or futures). If they are Market Making an underlying as illiquid as say HSY for eg. they will "charge" a bigger spread. In general an illiquid underlying pretty much just means that there aren't as many MMs making markets in it (yes over even how many actual traders are in it), that's how important they are. They tend to be banks or firms that specialize in it.
Representative Marjorie Taylor Greene also recently made the following trade(s): * Purchased $1,001 – $15,000 in shares of UnitedHealth Group (NYSE:UNH) on 5/16/2025. * Purchased $1,001 – $15,000 in shares of Impinj (NASDAQ:PI) on 5/14/2025. * Purchased $1,001 – $15,000 in shares of Corning (NYSE:GLW) on 5/14/2025. * Purchased $1,001 – $15,000 in shares of Cardinal Health (NYSE:CAH) on 5/14/2025. * Purchased $1,001 – $15,000 in shares of Chevron (NYSE:CVX) on 5/14/2025. * Purchased $15,001 – $50,000 in shares of UnitedHealth Group (NYSE:UNH) on 5/14/2025. * Purchased $1,001 – $15,000 in shares of Blackstone (NYSE:BX) on 5/14/2025. * Purchased $1,001 – $15,000 in shares of ServiceNow (NYSE:NOW) on 5/14/2025. * Purchased $1,001 – $15,000 in shares of Hershey (NYSE:HSY) on 5/14/2025. * Purchased $1,001 – $15,000 in shares of Tesla (NASDAQ:TSLA) on 5/14/2025. The new insider trading queen is on the move!
Well, back in 2020-early 2021 I made a lot of money with Bitcoin, ETH, etc, and then late 21 early 22 I got too aggressive with crypto related stocks and got crushed. Early 23 I put the remaining money into stocks that I thought were pretty solid. For a few months things were looking pretty good and then by mid '23 the wheels started falling off. Some of my positions were ADBE, MNST (which has pleasantly recovered but I've sold a decent amount of that position at a loss), GIS, and the real stinker was HSY. I'm holding a bit of MNST still but the rest of those I've sold off at big losses and now I've been trying to recover. The major holdings I have right now are SMH, QQQ, and MGK, and then I've got about 50 or so stocks that I've been DCA'ing very small amounts. And for those stocks that I'm dca'ing I've been trying to sell those at opportune times and swap over to more QQQ when it makes sense to do so.
This is the answer. It's called "averaging in", and it will 1) prevent you from losing your $$ and your mind 2) will mold your psychology of investing over time, where you don't lose your shit during a market correction., and 3) Control your emotions and 4) Learn about delayed gratification. The delay can be 18-24 months (really.)..... You really hit your stride when you don't lose your shit, and go on the offensive and make an opportunity out of the market correction.... Like when everyone was talking about 'green energy' and that fossil fuels were dead/EVs will rule, all during an oil glut/pandemic. Oil prices tanked. my shares of Exxon (XOM) and Chevron (CVX) lost 60% of their value. What did I do? Not only did I NOT sell, I bought as much XOM in the mid $50s per share as I could, giving me the safest 10% dividend yield on the planet. I've since doubled my $$ in my XOM position. I still own every single share of XOM/CVX, and been deploying the dividends to other undervalued companies. Last year my dividends went to British American Tobacco (BTI) and Amazon (AMZN). This year it's Hershey (HSY) and GOOG. Rinse and repeat. I can't time the market, but I know when it's time to buy an undervalued, high quality company. Just don't sell (unless the fundamentals change).... If you dont know how to find quality and when it's on sale, you'll do fine w/ index investing. Just don't panic, and keep socking $$ away. "Quality First, Valuation Second, Monitor Always".....
Up 6% YTD because I had puts against my core position, HSY. Down 10% from peak in March.
Hearing noises outside of my bedroom window. u/rare-ish_bird I'm leaving my worthless $HSY puts to you. Take good care of them in their final days.
The only positions in my portfolio (\~50 positions) that are green are 2 homebuilders (NVR and MTH) and HSY. I have more positions down >10% than I have that are green lol.
The only green in my portfolio, amongst 50ish positions, is 2 homebuilders (NVR and MTH) and HSY. That's it. That's the list.
Hershey (HSY) is buying LesserEvil, the "maker of organic, delectable snacks that combine bold flavors with better-for-you ingredients."
Consumer staples like HSY or KHC
# Consumer Staples * **Winners:** **HSY** (+3.37%) provided some resilience. * **Losers:** **CL** (-7.15%) and **PEP** (-3.79%) faced notable pressure. * **Trend:** Defensive stocks showed weakness this week.
I just had a Reese's cup with 18 wrappers on it. That's all the DD I need, they're wasting resources like crazy and their margins are gonna take a hit. HSY puts
Fuck I should have sold these HSY calls, thought we would hit 200 probably was just a momentary flight to safety 
All i know is hershey $HSY is going back to its ATH while everything else is tanking
Blame it all on tariffs if you like, but it's no surprise the stocks falling the most are either speculative momentum shitcos or Big Tech (associated with AI hype). P/E ratios don't mean much when companies are spending a bunch on capex and share-based compensation. Reasonably valued pharma and consumer staples stocks like JNJ and HSY are green.
HSY, PEP, BF.B, PG, DG are some good green examples from my port.
of course HSY is up 3% best stock ever
Lol I have HSY puts It’s +2% while nearly everything else is red Pure fucking comedy
Great points all over, appreciate you taking the time. Was looking at HSY too but agree that it may need a bit more of a dip
Consumer staples such as GIS, HSY, MDLZ, PEP, KHC all have been over sold (back in early Feb) and under valued for their financials in the last 2 years. Net margins were decent (above 10%) and with steady revenues YoY. They’ve been neglected and dump because people were chasing high returns such as tech stocks. Now that tech is being dumped, investors are jumping back in because they were undervalued last month. Right now, I wouldn’t jump in, but would wait for a dip first. I’m mainly looking at HSY as cocoa prices are going back down. Spendings are definitely going to be lower this yea on consumer staples but all other sectors as well. I believe these were already priced in during the companies last earnings calls when their CEO provided a neutral/slight declining outlook for 2025. Prices dropped even after beating their quarterly earnings. People won’t cut much money on food, but rather they’ll cut first on unnecessary subscriptions costs such as YouTube premium, Netflix, Disney plus, Adobe cloud and more.
Gentlemen in light of this SPY pump I’d like to report my HSY Puts are now itm 🍻
My dad must be happy, he has all his retirement in HSY and WM
HSY is a sleeper call holders dream
It’s such trash HSY is moving up at the same rate SPY is moving down Like wtf is this shit How in the fuck is Hershey a fucken hedge
Alright HSY what the fuck Go down god dammit
Me: SPY is definitely going to tank again… Also me: I know, I’ll buy HSY puts! And also me: 
People won't be able to afford their GLP-1 meds in a recession so HSY makes a comeback.
My HSY buys which cratered earlier this year, are back to green.
HSY & TR are the plays i guess
Domestic products that are vertically integrated within the US seem to be a strong hedge right now. HSY and KO both up in the face of tariffs.
apparent rotation into HSY 
so in a recession i should buy stocks in things i need as a consumer.. smokes, cereal, mac and cheese, cheap desert, booze, cheap broker long PM, GIS, KHC, HSY, STZ, RH
I will say this… yes it can be a powerful tool. Made a lot of money off of buying quality names that went -20% below their 200DMA, like $HSY, $KMB, $KO, and more. However, it did not work for $WBA, $HELE, and currently sideways / down for $ZBH So, it’s all luck 🍀
HSY OXY STZ a few other tickers for ya 👍🏻
Glad I bought HSY sub $150. Everyone seems panicked while I just casually go up $30 a share this past month
someone recommended HSY (Hershys) last week. I thank them for that..
Possible but HSY beat earning expectations for Q4. So its a good company anyways. They also were down due to coca prices and not because of their business itself or competition. So I believe in the stock.
I sold all my HSY for a small profit when it spiked to $200 on the Mondelez buyout offer. I don’t think this rally will last and we may see $140s again.
calls on HSY
Anyone snorting I mean shorting cocoa futures? Calls on HSY?