Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
 Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Post of the Week!
Search BRK.A
Shrewd'm.com Merry shrewd investors
Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Post of the Week!
Search BRK.A

Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A) ❤
Unthreaded | Threaded | Whole Thread (69) |
Author: tecmo ⎊  😊 😞
Number: of 15058 
Subject: Re: OT: Hershey
Date: 12/21/2023 10:18 AM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 10
Brands embedded in American brains.

IMO - this is at risk. The food brand market is changing and not in Hershey's favor. The risk isn't (yet) existential but IMO will be a strong head-wind going forward.


I don’t see large percentages of humans maintaining the discipline to avoid the types of products Hershey sells, over long periods of time.

It won't take "large percentages" to have an impact; even a marginal change in consumption habits will have a material impact.

Hershey might work out fine; but the bear case is worth understanding.

tecmo
...
Post New | Post Reply | Report Post | Recommend It!
Print the post
Unthreaded | Threaded | Whole Thread (69) |


Announcements
Berkshire Hathaway FAQ
Contact Shrewd'm
Contact the developer of these message boards.

Ticker or Board Name Author

Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Followed Shrewds