Trick Or Trade Candy Stock Performance

Trick Or Trade Candy Stock Performance

Saxo Stories
Saxo Be Invested

Saxo Group

Summary:  Every year, candy is bought in bulk to supply hungry trick-or-treaters and petrifying parties during Halloween. This spooky season, Saxo has analyzed candy companies and shared their performances over the last five years in a creepy campaign.


As October comes to a close, “Spooky Season” is well and truly underway. The Halloween period is a treat for horror film producers, pumpkin farmers and, perhaps most of all, candy companies.

Every year, candy is bought in bulk to supply hungry trick-or-treaters and petrifying parties, and many companies even release special Halloween-themed treats.

With this in mind, we analysed which candy companies are thriving in market performance over the last five years.

 Trick or Trade-Popular candy stocks performance Saxo

Only Hershey Company has registered positive returns in the past year, registering a sweet 17.2% return. Tootsie Roll Industries placed second in the year to date. As for Mondelez International, the company that produces classic confectionaries such as Sour Patch Kids and Oreos, has had a -11% return so far in 2022.

Hain Celestial Group Inc has suffered a spooky year so far with a -61.1% return. The company, which mainly focuses on natural foods and own brands such as ParmCrisps, Thinsters, and Garden of Eatin', also finished bottom for their returns in the last year (-58.7%) and returns over the last five years (-59.2%).

When looking at the last year, Hershey Co once again topped the list with a total return of 31% and they also lead the way in the last three years too (54%).

Tootsie Roll and Tootsie Pops producers, Tootsie Roll Inds has enjoyed a strong showing over the last 12 months with a return of 18.4%. Meanwhile, Swiss chocolatiers Chocoladefabriken Lindt, who are famous for their Lindor brand and their seasonal confectioneries, have enjoyed a tasty last three years with returns of 32.3%.

Japanese company Ezaki Glico Co., Ltd. has had a frightening last three years and was ranked as the worst-performing candy company in this period, showing returns of -41.1%. The food processing company based in Nishiyodogawa Ward, Osaka, Japan, works with products such as confectionery, dairy, ice cream and even baby formulas. Their sweeter products include Japanese snacks Pretz and Pocky.

Hershey Co See Returns of 133.2% in the Last Five Years

Hershey Co, who owns the licence to produce KitKat bars in the US, have given stakeholders a big break, as they topped candy companies’ performance over the last five years too with a huge return of 133.2%, and they were followed by Chocoladefabriken Lindt who had strong returns of their own.

Swiss company Nestlé, which produces chocolate such as the Aero and The Lion Bar, has seen roaring returns of 44% over the last five years. Cocoa processor and chocolate manufacturer Barry Callebaut had slightly lower returns of 32% in the same time frame. The Belgian-Swiss company owns brands such as American Almond, Bensdorp, and Mona Lisa.

Colorado-based Rocky Mountain Chocolate Factory a slightly sour last five years with returns of -41.8%. Traded as “RMCF”, the company went public in 1985 and operates in the United States, Philippines, Panama, and South Korea.

Candy Portfolio vs MSCI World

Interestingly, Saxo’s candy portfolio has outperformed the MSCI World Index in the year to date and the last 12 months. However, this has not been the case when looking further back. The MSCI World Index (which can be traded via select exchange traded funds) showed returns of 15.9% over the last three years and an even more impressive 31.8% return when looking at the last five years.

Quarterly Outlook

01 /

  • Fixed Income Outlook: Bonds Hit Reset. A New Equilibrium Emerges

    Quarterly Outlook

    Fixed Income Outlook: Bonds Hit Reset. A New Equilibrium Emerges

    Althea Spinozzi

    Head of Fixed Income Strategy

  • Equity Outlook: Will lower rates lift all boats in equities?

    Quarterly Outlook

    Equity Outlook: Will lower rates lift all boats in equities?

    Peter Garnry

    Chief Investment Strategist

    After a period of historically high equity index concentration driven by the 'Magnificent Seven' sto...
  • FX Outlook: USD in limbo amid political and policy jitters

    Quarterly Outlook

    FX Outlook: USD in limbo amid political and policy jitters

    Charu Chanana

    Chief Investment Strategist

    As we enter the final quarter of 2024, currency markets are set for heightened turbulence due to US ...
  • Macro Outlook: The US rate cut cycle has begun

    Quarterly Outlook

    Macro Outlook: The US rate cut cycle has begun

    Peter Garnry

    Chief Investment Strategist

    The Fed started the US rate cut cycle in Q3 and in this macro outlook we will explore how the rate c...
  • Commodity Outlook: Gold and silver continue to shine bright

    Quarterly Outlook

    Commodity Outlook: Gold and silver continue to shine bright

    Ole Hansen

    Head of Commodity Strategy

  • FX: Risk-on currencies to surge against havens

    Quarterly Outlook

    FX: Risk-on currencies to surge against havens

    Charu Chanana

    Chief Investment Strategist

    Explore the outlook for USD, AUD, NZD, and EM carry trades as risk-on currencies are set to outperfo...
  • Equities: Are we blowing bubbles again

    Quarterly Outlook

    Equities: Are we blowing bubbles again

    Peter Garnry

    Chief Investment Strategist

    Explore key trends and opportunities in European equities and electrification theme as market dynami...
  • Macro: Sandcastle economics

    Quarterly Outlook

    Macro: Sandcastle economics

    Peter Garnry

    Chief Investment Strategist

    Explore the "two-lane economy," European equities, energy commodities, and the impact of US fiscal p...
  • Bonds: What to do until inflation stabilises

    Quarterly Outlook

    Bonds: What to do until inflation stabilises

    Althea Spinozzi

    Head of Fixed Income Strategy

    Discover strategies for managing bonds as US and European yields remain rangebound due to uncertain ...
  • Commodities: Energy and grains in focus as metals pause

    Quarterly Outlook

    Commodities: Energy and grains in focus as metals pause

    Ole Hansen

    Head of Commodity Strategy

    Energy and grains to shine as metals pause. Discover key trends and market drivers for commodities i...

Disclaimer

The Saxo Bank Group entities each provide execution-only service and access to Analysis permitting a person to view and/or use content available on or via the website. This content is not intended to and does not change or expand on the execution-only service. Such access and use are at all times subject to (i) The Terms of Use; (ii) Full Disclaimer; (iii) The Risk Warning; (iv) the Rules of Engagement and (v) Notices applying to Saxo News & Research and/or its content in addition (where relevant) to the terms governing the use of hyperlinks on the website of a member of the Saxo Bank Group by which access to Saxo News & Research is gained. Such content is therefore provided as no more than information. In particular no advice is intended to be provided or to be relied on as provided nor endorsed by any Saxo Bank Group entity; nor is it to be construed as solicitation or an incentive provided to subscribe for or sell or purchase any financial instrument. All trading or investments you make must be pursuant to your own unprompted and informed self-directed decision. As such no Saxo Bank Group entity will have or be liable for any losses that you may sustain as a result of any investment decision made in reliance on information which is available on Saxo News & Research or as a result of the use of the Saxo News & Research. Orders given and trades effected are deemed intended to be given or effected for the account of the customer with the Saxo Bank Group entity operating in the jurisdiction in which the customer resides and/or with whom the customer opened and maintains his/her trading account. Saxo News & Research does not contain (and should not be construed as containing) financial, investment, tax or trading advice or advice of any sort offered, recommended or endorsed by Saxo Bank Group and should not be construed as a record of our trading prices, or as an offer, incentive or solicitation for the subscription, sale or purchase in any financial instrument. To the extent that any content is construed as investment research, you must note and accept that the content was not intended to and has not been prepared in accordance with legal requirements designed to promote the independence of investment research and as such, would be considered as a marketing communication under relevant laws.

Please read our disclaimers:
- Notification on Non-Independent Investment Research (https://www.home.saxo/legal/niird/notification)
- Full disclaimer (https://www.home.saxo/en-gb/legal/disclaimer/saxo-disclaimer)

Saxo
40 Bank Street, 26th floor
E14 5DA
London
United Kingdom

Contact Saxo

Select region

United Kingdom
United Kingdom

Trade Responsibly
All trading carries risk. To help you understand the risks involved we have put together a series of Key Information Documents (KIDs) highlighting the risks and rewards related to each product. Read more
Additional Key Information Documents are available in our trading platform.

Saxo is a registered Trading Name of Saxo Capital Markets UK Ltd (‘Saxo’). Saxo is authorised and regulated by the Financial Conduct Authority, Firm Reference Number 551422. Registered address: 26th Floor, 40 Bank Street, Canary Wharf, London E14 5DA. Company number 7413871. Registered in England & Wales.

This website, including the information and materials contained in it, are not directed at, or intended for distribution to or use by, any person or entity who is a citizen or resident of or located in the United States, Belgium or any other jurisdiction where such distribution, publication, availability or use would be contrary to applicable law or regulation.

It is important that you understand that with investments, your capital is at risk. Past performance is not a guide to future performance. It is your responsibility to ensure that you make an informed decision about whether or not to invest with us. If you are still unsure if investing is right for you, please seek independent advice. Saxo assumes no liability for any loss sustained from trading in accordance with a recommendation.

Apple, iPad and iPhone are trademarks of Apple Inc., registered in the U.S. and other countries. App Store is a service mark of Apple Inc. Android is a trademark of Google Inc.

©   since 1992