(the "Company") (A joint stock company incorporated in the People's Republic of China with limited liability) WARNING The Stock Exchange of Hong Kong Limited and the Securities and Futures Commission take no responsibility for the contents of this Post Hearing Information Pack, make no representation as to its accuracy or completeness and expressly disclaim any liability whatsoever for any loss howsoever arising from or in reliance upon the whole or any part of the contents of this Post Hearing Information ...

Core Viewpoint - PesoRama Inc. has received final approval from the TSX Venture Exchange for its equity financing, which was previously announced in two tranches in November 2025 [1]. Group 1: Equity Financing Details - The final acceptance by TSXV pertains to equity financings announced on November 21, 2025, and November 28, 2025 [1]. - The company clarified that each Unit issued under the equity financing consists of one common share and one-half of one common share purchase warrant, correcting previous statements [6]. - The cash commission paid under the first tranche was $193,700, and a total of 979,960 non-transferrable finder warrants were issued, which also corrects earlier figures [6]. Group 2: Company Overview - PesoRama operates as a value dollar store retailer in Mexico under the JOI DOLLAR PLUS brand, having launched in 2019 [4]. - The company targets high-density, high-traffic locations and currently operates 29 stores offering a variety of merchandise, including household goods, pet supplies, and snack foods [4].

Core Insights - Hershey reported $3.18 billion in revenue for Q3 2025, a year-over-year increase of 6.5% and a surprise of +1.79% over the Zacks Consensus Estimate of $3.13 billion [1] - The EPS for the quarter was $1.30, compared to $2.34 a year ago, with a surprise of +19.27% over the consensus estimate of $1.09 [1] Revenue Performance - North America net sales reached $2.94 billion, exceeding the estimated $2.91 billion, reflecting a +6.1% change year-over-year [4] - International net sales were $244.8 million, surpassing the estimated $218.66 million, marking a +12.1% increase compared to the previous year [4] - North America Confectionery net sales were $2.62 billion, slightly above the estimated $2.59 billion, with a +5.6% year-over-year change [4] - North America Salty Snacks net sales amounted to $321.02 million, exceeding the estimated $313.19 million, representing a +10% increase year-over-year [4] Segment Income - North America Confectionery segment income was $571.48 million, above the estimated $556.94 million [4] - Unallocated corporate expenses showed a loss of $193.13 million, better than the average estimate of $-230.9 million [4] - North America Salty Snacks segment income was $57.75 million, slightly below the estimated $58.92 million [4] Stock Performance - Hershey's shares have returned -7.2% over the past month, while the Zacks S&P 500 composite has increased by +3.6% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

Core Viewpoint - Mondelez International, Inc. (NASDAQ:MDLZ) is considered a top pick for retirement portfolios despite a downgrade in price target and sales growth projections by Evercore ISI [1][2]. Group 1: Sales Growth and Projections - Evercore ISI has reduced its projection for third-quarter consolidated organic sales to 3.5%, down from a consensus expectation of 4.5% [2]. - The expectation for organic sales growth in 2025 has been lowered from 5% to 4.4% [2]. - Increasing price elasticity across Europe is identified as a key factor contributing to slower sales growth [1]. Group 2: Stock Performance and Valuation - Analysts warn that short-term sales risks could lead to a 5–10% decline in Mondelez's stock, positioning it at the lower end of its 10-year price-to-earnings range of 18x [2]. - Despite immediate concerns, Mondelez is still viewed as a solid long-term growth story at a reasonable price [3]. Group 3: Company Overview - Mondelez International, Inc. is a Chicago-based international firm specializing in confectionery, cuisine, drinks, and snacks [3].

Core Insights - PesoRama Inc. is set to open two new stores in Mexico, expanding its footprint in the dollar store market [1][4] - The new locations are strategically positioned in high-traffic areas to enhance accessibility for consumers [4] Store Details - Store 29 is located in Roma Norte, covering 6,340 square feet, and is expected to open in November 2025 [2] - Store 30 will be situated approximately 1 km from Zócalo in downtown Mexico City, with a size of 6,620 square feet, also targeting a November 2025 opening [3] Company Overview - PesoRama operates under the JOi Dollar Plus brand and has been active since 2019, focusing on high-density, high-traffic locations in Mexico [7] - The company currently has 28 stores, with the upcoming openings bringing the total to 30, offering a variety of merchandise including household goods, pet supplies, and snack items [7]

Core Insights - Hershey reported $2.61 billion in revenue for the quarter ended June 2025, a year-over-year increase of 26% [1] - The EPS for the same period was $1.21, compared to $1.27 a year ago, indicating a slight decline [1] - The revenue exceeded the Zacks Consensus Estimate of $2.55 billion by 2.62%, while the EPS surprised by 19.8% against the consensus estimate of $1.01 [1] Revenue Performance - North America net sales reached $2.4 billion, surpassing the five-analyst average estimate of $2.32 billion, with a year-over-year change of 28.4% [4] - International net sales were $213.73 million, slightly below the estimated $227.95 million, but still reflecting a 4.4% increase year-over-year [4] - North America Confectionery net sales were $2.09 billion, exceeding the average estimate of $2.02 billion, with a year-over-year change of 32% [4] - North America Salty Snacks net sales were $315.52 million, above the average estimate of $306.06 million, showing an 8.8% year-over-year increase [4] Segment Income - North America Confectionery segment income was $503.93 million, compared to the average estimate of $470.57 million [4] - Unallocated corporate expenses showed a loss of $179.65 million, better than the estimated loss of $220.51 million [4] - North America Salty Snacks segment income was $66.48 million, exceeding the average estimate of $55.67 million [4] Stock Performance - Hershey shares returned +5.9% over the past month, outperforming the Zacks S&P 500 composite's +3.4% change [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]

Core Insights - Unilever ranks sixth in global snacks sales and is the leader in the ice cream category, holding 20% of retail value sales worldwide [2] - A demerger of Unilever's ice cream business is planned by the end of the 2025 financial year, which will impact the group's overall earnings figures starting in 2024 [2] Company Profile Overview - The "Unilever Group in Snacks" company profile provides a strategic analysis of the company's performance in the snacks industry, including regional and category shares, brand portfolio, new product developments, market strategies, competitive challenges, and future prospects [3] - The report covers various product categories including Confectionery, Ice Cream, Savoury Snacks, Sweet Biscuits, Snack Bars, and Fruit Snacks, along with market sizes, company shares, brand shares, and distribution data [4] Market Insights - The report aims to provide a detailed understanding of the snacks market, identify growth sectors, and analyze factors driving change [7] - It includes five-year forecasts to assess the predicted development of the market, focusing on competitive positioning and exposure to future growth [7]

Core Insights - Hershey reported $2.81 billion in revenue for Q1 2025, a year-over-year decline of 13.8% [1] - The EPS for the same period was $2.09, down from $3.07 a year ago, with a surprise of +7.73% compared to the consensus estimate of $1.94 [1] Revenue Performance - International net sales were $227.48 million, exceeding the average estimate of $224.36 million, but reflecting a year-over-year decline of 15.9% [4] - North America net sales reached $2.58 billion, slightly above the average estimate of $2.57 billion, with a year-over-year decline of 13.6% [4] - North America Confectionery sales were $2.30 billion, matching the average estimate, but down 15% year-over-year [4] - North America Salty Snacks reported $277.80 million, surpassing the average estimate of $272.06 million, showing a year-over-year increase of 1% [4] Segment Income - North America Confectionery segment income was $696.37 million, above the average estimate of $684.23 million [4] - Unallocated corporate expenses showed a loss of $158.84 million, better than the average estimate of -$194.85 million [4] - North America Salty Snacks segment income was $41.85 million, slightly above the average estimate of $41.35 million [4] Stock Performance - Hershey's shares returned +2% over the past month, outperforming the Zacks S&P 500 composite, which declined by -0.7% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market [3]