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🏢 官网IRThe Hershey Company IRCodex · 实盘不做把握 8/10
北京时间·🕒 发布 21:13:00(美东 09:13)时区推断·⟳ 抓取 21:14:33·⚡ 决策 07-29 21:15:17 +44s·89.9 天前

好时发布 REESE'S OREO 一周年营销活动并回顾首年零售销售表现

这是一条品牌周年营销稿,核心内容是明星广告活动和既有产品首年销售回顾,不是新增订单、指引上修或渠道扩张。

📄 原文The Hershey Company IR↗ 原文
REESE'S OREO® Celebrates One Year of Turning a Fan Favorite into One of Candy's Biggest Innovations
Anniversary Campaign Starring Lindsay Lohan and Amy Sedaris, Directed by Patricia Arquette, Marks a Milestone for the F…
不做 好时(HSY.US)
品牌周年营销和既有销售回顾,不是新增订单或指引上修;相对公司收入基数不足以形成短线交易 edge。
不做 Mondelez International(MDLZ.US)
只是 OREO 联名产品的合作方背景,未披露对 Mondelez 的新增收入、分成或利润贡献,不做。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)

研究档案

🔎 新鲜度:最早出现 2026-07-29 · 扩散 low · price-in 风险 high ↗

关键理由

  • 这是一条品牌周年营销稿,核心内容是明星广告活动和既有产品首年销售回顾,不是新增订单、指引上修或渠道扩张。
  • 文中披露 REESE'S OREO 上市以来零售销售超过1.88亿美元,但相对好时约117亿美元年收入、Mondelez约385亿美元年收入,且属于过去一年累计销售而非新的短周期增量。
  • 产品已上市一年且成为永久产品的信息偏确认性,无法形成对好时或 Mondelez 的可回测短线重定价边界。

主要风险

  • 若公司后续在财报中单独上修该产品带来的收入或利润指引,可作为新事件重新评估。

原文全文

展开原文 · 8,389 字
REESE'S OREO® Celebrates One Year of Turning a Fan Favorite into One of Candy's Biggest Innovations

Anniversary Campaign Starring Lindsay Lohan and Amy Sedaris, Directed by Patricia Arquette, Marks a Milestone for the Fan-Inspired Snack Collaboration HERSHEY, Pa., July 29, 2026 /PRNewswire/ --...

Anniversary Campaign Starring Lindsay Lohan and Amy Sedaris, Directed by Patricia Arquette, Marks a Milestone for the Fan-Inspired Snack Collaboration
HERSHEY, Pa. , July 29, 2026 /PRNewswire/ -- One year after introducing the REESE'S OREO ® Cup, which brought together America's #1 Candy and #1 Cookie, the Reese's brand is celebrating with a new campaign featuring Lindsay Lohan, Amy Sedaris and Director Patricia Arquette. The treat exceeded expectations from launch and quickly became one of the most successful innovations in the candy category in the last decade.

Celebrating One Year of REESE'S OREO ®
To mark the occasion, the Reese's brand partnered with Lindsay Lohan, Amy Sedaris and Patricia Arquette on a new creative campaign inspired by the idea that some combinations are simply meant to be. The campaign serves as a playful tribute to the snack pairing that spent decades living in fans' imaginations before finally making its way to shelves.
"I love that I'm able to be a part of such a moment with REESE'S OREO ® ," said Lindsay Lohan. "Working on this campaign has been such a fun experience, and it's been amazing to see fans embrace this collaboration. Getting to share this moment and work with Amy and Patricia makes it even more special."
"I've had some wonderfully strange jobs in my life, but helping bring a decades-old snack legend to life with Lindsay and Patricia is definitely up there," said Amy Sedaris. "Somehow REESE'S OREO ® managed to turn nostalgia, friendship and peanut butter into a real job, and for that I'm grateful."
The story of REESE'S OREO ® started long before the product appeared on shelves. For years, fans of the brands imagined, discussed and created their own versions of a cookie-and-peanut-butter mashup online. When the Reese's and OREO ® brands officially teamed up, they answered one of the most persistent requests in snacking and delivered a collaboration many consumers believed was destined to happen.
Directed by Patricia Arquette with Creative Production led by Juxtapose Studio, the anniversary campaign celebrates the product's remarkable first year while recognizing the fans who spent years championing the pairing before it officially existed. The creative reinforces a simple truth at the heart of the REESE'S OREO ® story: some pairings feel destined from the start. You can view the spot on Instagram HERE and YouTube HERE .
A Fan Dream That Became a Business Success Story
What began as years of fan requests, online conversations and wish lists became a reality when The Hershey Company and Mondelēz officially launched REESE'S OREO ® Cup bringing together milk chocolate and white creme peanut butter cups with OREO ® cookie crumbs. One year later, Reese's is celebrating the consumers who helped turn a dream pairing into a sought-after snacking moment.
Since launching, REESE'S OREO ® has delivered over $188M in retail sales to date, transforming years of consumer demand into Reese's #1 innovation for 2025 that captured culture, energized retail partners and delivered exceptional business results.
Consumer response validated the power of the concept, with strong engagement, repeat purchase behavior, and product satisfaction demonstrating the long-term appeal of the pairing. Beyond delivering incremental sales, REESE'S OREO ® expanded the brand's reach by attracting new and younger consumers, helping introduce the next generation of fans to the Reese's brand.
"The best innovations become part of culture because they tap into something consumers already care about," said Melissa Blette, Senior Brand Manager at The Hershey Company. " REESE'S OREO ® was inspired by a conversation consumers had been having for years. Watching that enthusiasm continue one year later has reinforced the value of building products with consumers, not just for them."
FAQs
What is REESE'S OREO ® ?
REESE'S OREO ® combines milk chocolate and white creme peanut butter cups with OREO ® cookie crumbs, bringing together the iconic flavors of America's No. 1 candy and No. 1 cookie.
How did the collaboration between The Hershey Company and Mondelēz International come together?
REESE'S OREO ® was born from a shared vision between The Hershey Company and Mondelēz International to bring together two iconic brands in a way consumers had been requesting for years. By combining the flavors fans already loved, the companies created a product that has resonated with consumers and exceeded expectations since launch.
Why is the brand launching this campaign now?
The campaign celebrates the one-year anniversary of REESE'S OREO ® and the continued enthusiasm consumers have shown for the product. Fans asked for this mashup for years and, as Reese's #1 innovation for 2025, the campaign is a chance to celebrate the magic that comes from iconic combinations.
Who appears in the campaign?
The campaign stars Lindsay Lohan and Amy Sedaris and is directed by Patricia Arquette. Developed to celebrate the one-year anniversary of  REESE'S OREO ® the creative pays tribute to a snack pairing that consumers spent years dreaming about before it became reality, while celebrating the product's first year of success
How successful has REESE'S OREO ® been?
Since launch, REESE'S OREO ® has exceeded expectations, delivered exceptional business results, generated strong consumer engagement and attracted new and younger consumers to the brand.
Is REESE'S OREO ® a permanent product?
Yes. The REESE'S OREO ® Cup is a permanent addition to the Reese's portfolio.
Pricing is at the sole discretion of the retailer.
About The Hershey Company
The Hershey Company (NYSE: HSY) is an industry-leading snacks company with a purpose to make more moments of goodness and a vision to lead next generation snacking. Hershey brings together more than 20,000 employees worldwide to deliver delicious, high-quality products across more than 85 brands in approximately 65 countries, generating more than $11.7 billion in annual revenues.
Hershey brings its full portfolio to market as ONE Hershey, spanning confection, salty and functional snacking categories with beloved brands like Hershey's , Reese's , Kisses , KIT KAT®, Jolly Rancher , Twizzlers and Ice Breakers ; salty snacks including SkinnyPop , LesserEvil , Pirate's Booty and Dot's Homestyle Pretzels ; and a protein portfolio including ONE Brands and Fulfil .
For more than 130 years, Hershey has operated fairly, ethically and sustainably. Founder Milton Hershey established Milton Hershey School in 1909, and that legacy of purpose endures today through the company's commitment to helping children succeed through equitable access to education.
To learn more visit   www.thehersheycompany.com .
Follow:
https://x.com/hersheycompany
https://www.linkedin.com/company/the-hershey-company
http://www.facebook.com/hersheycompany
http://www.youtube.com/hersheycompany
http://www.instagram.com/hersheycompany
About   OREO ® Cookie
OREO ® is AMERICA'S FAVORITE COOKIE ® , available in more than 100 countries around the globe. Over 60 billion OREO ® cookies are sold each year with more than 20 billion of those cookies sold in the U.S. annually. An estimated 500 billion OREO ® cookies have been sold since the first OREO ® biscuit was developed in 1912. For more information, follow OREO ® on Facebook @OREOUnitedStates, Twitter/X @OREO, TikTok @OREO, or on Instagram @OREO.
About Mondelēz International
Mondelēz International, Inc. (Nasdaq: MDLZ ) empowers people to snack right in over 150 countries around the world. With 2025 net revenues of approximately $38.5 billion, MDLZ is leading the future of snacking with iconic global and local brands such as OREO, RITZ, LU, CLIF BAR and TATE'S BAKE SHOP biscuits and baked snacks, as well as CADBURY DAIRY MILK, MILKA and TOBERLONE chocolate. Mondelēz International is a proud member of the Dow Jones Best-in-Class North America and World Indices, formerly Dow Jones Sustainability Indices.
Visit www.mondelezinternational.com or follow the company on X at x.com/MDLZ .

SOURCE The Hershey Company

Alan Danzis, alan.danzis@mslgroup.com

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