CNBC, citing the latest Consumer Price Index data, reported that U.S. candy and chewing gum prices rose 7.7% year-over-year in September, while sugar and sweets categories increased by 5.5%. The report noted that disrupted cocoa supplies from West Africa and tightening sugar supplies have driven up costs, and falling commodity prices have not yet translated to shelf prices. Hershey lowered its organic sales growth outlook for 2026 from 3%-3.5% to 3%; Jefferies stated this implies roughly flat organic growth in the fourth quarter and cut its price target for Hershey to $170.