Hershey (HSY) Invested Capital (2009 - 2026)
Hershey's (HSY) quarterly Invested Capital came in at $10.7 billion in Q2 2026, up 2.06% year-over-year from $10.5 billion in Q2 2025, and up 0.77% quarter-over-quarter from $10.6 billion in Q1 2026.
Analysis
Hershey (HSY) Invested Capital (2009 - 2026) Analysis & Trends
Hershey (HSY) has reported Invested Capital for 18 consecutive years, with $10.7 billion the latest figure, recorded in Q2 2026.
- On a quarterly basis, Invested Capital rose 2.06% year-over-year to $10.7 billion in Q2 2026; TTM through Jun 2026 was $10.7 billion, a 2.06% increase from a year earlier, with the FY2025 full-year figure at $10.5 billion, changed 0.23% from the prior year.
- Invested Capital was $10.7 billion for Q2 2026 at Hershey, up from $10.6 billion in the prior quarter.
- Over five years, Invested Capital peaked at $11.2 billion in Q1 2025 and troughed at $8.1 billion in Q4 2022.
- A 5-year average of $9.9 billion and a median of $10.5 billion in 2025 frame the typical range for Invested Capital.
- The widest YoY moves for Invested Capital: up 29.86% in 2022, down 7.24% in 2022.
- Over 5 years, Invested Capital stood at $8.1 billion in 2022, then grew by 15.29% to $9.3 billion in 2023, then advanced by 12.77% to $10.5 billion in 2024, then grew by 0.23% to $10.5 billion in 2025, then advanced by 1.27% to $10.7 billion in 2026.
- The last three Invested Capital figures came in at $10.7 billion (Q2 2026), $10.6 billion (Q1 2026), and $10.5 billion (Q4 2025), per Business Quant data.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Mondelez International | 78.21 Bn | 76.55 Bn | 3.99 Bn | 48.14 Bn |
| 2 | Hershey | 35.00 Bn | 34.21 Bn | 1.26 Bn | 10.68 Bn |
| 3 | Tootsie Roll Industries | 2.91 Bn | 2.77 Bn | 52.63 Mn | 960.60 Mn |
| 4 | Utz Brands | 2.05 Bn | 2.61 Bn | 96.20 Mn | 2.20 Bn |
| 5 | J&J Snack Foods | 1.57 Bn | 1.50 Bn | 151.02 Mn | 920.08 Mn |
| 6 | Sanfilippo John B & Son | 847.35 Mn | 846.20 Mn | 44.15 Mn | 457.37 Mn |
| 7 | Sow Good | 61.10 Mn | 61.10 Mn | - | -4.34 Mn |
| 8 | BranchOut Food | 58.35 Mn | 58.05 Mn | 96,825.00 | 6.56 Mn |
| 9 | Bridgford Foods | 54.91 Mn | 54.58 Mn | 10.86 Mn | 116.50 Mn |
| 10 | Rocky Mountain Chocolate Factory | 9.30 Mn | 8.69 Mn | 1.41 Mn | 10.72 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 28, 2026 | 10.68 Bn |
| Mar 29, 2026 | 10.60 Bn |
| Dec 31, 2025 | 10.54 Bn |
| Sep 28, 2025 | 10.46 Bn |
| Jun 29, 2025 | 10.46 Bn |
| Mar 30, 2025 | 11.21 Bn |
| Dec 31, 2024 | 10.52 Bn |
| Sep 29, 2024 | 10.69 Bn |
| Jun 30, 2024 | 10.75 Bn |
| Mar 31, 2024 | 10.78 Bn |
| Dec 31, 2023 | 9.33 Bn |
| Oct 1, 2023 | 9.70 Bn |
| Jul 2, 2023 | 9.51 Bn |
| Apr 2, 2023 | 8.92 Bn |
| Dec 31, 2022 | 8.09 Bn |
| Oct 2, 2022 | 8.76 Bn |
| Jul 3, 2022 | 8.81 Bn |
| Apr 3, 2022 | 8.75 Bn |
| Dec 31, 2021 | 8.72 Bn |
| Oct 3, 2021 | 7.46 Bn |