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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: DTB   😊 😞
Number: of 15056 
Subject: Re: HSY getting hammered
Date: 03/04/2024 1:27 PM
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I think a major fear is that the GLP-1 drugs will slow down consumer snacking. That is hard for me to believe, but I will wait for a solid bottom before buying.



I would love to hear a quantitative analysis of how GLP-1 drugs could be a threat to the likes of Hershey, Coca-Cola, Pepsi, etc. But like you, I am skeptical - it is very hard for me to believe this will be an issue for any significant volume of sales.

dtb
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