Global snack and candy giant Mondelez International is pivoting its focus to healthier chocolate. Reporting on the fourth quarter of 2023, Mondelez, which owns brands like Oreo, Cadbury and Ritz, said it recorded a strong quarter, with a 14.4% growth in net revenue year over year, with a healthy performance across the globe, according to a Tuesday (Jan. 30) press release. Mondelez has focused on core categories like chocolate, biscuits and baked snacks for its direct-to-consumer (D2C) sales, which offer att ...

财务数据和关键指标变化 - 2023年全年有机净收入增长14.7%,达到46.6亿美元 [10][13] - 2023年全年调整后毛利增长18.8%,达到22亿美元 [11][14] - 2023年全年调整后每股收益增长19%,达到3.30美元 [16][48] - 2023年全年自由现金流达到36亿美元 [49] 各条业务线数据和关键指标变化 - 巧克力业务全年增长14.5%,第四季度增长11.2% [36][37] - 饼干业务全年增长11.9%,第四季度增长5.5% [36] - 口香糖和糖果业务全年增长超过28%,第四季度增长20% [37] 各个市场数据和关键指标变化 - 新兴市场全年增长20.4%,第四季度增长14.9% [35] - 发达市场全年增长11.1%,第四季度增长6.6% [35] - 欧洲全年增长14.5%,第四季度增长11.6% [39] - 北美全年增长9.5%,第四季度增长1.9% [40] - 拉丁美洲全年增长34.8%,第四季度增长28.6% [45] - 亚太中东非洲全年增长11.7%,第四季度增长7.9% [43] 公司战略和发展方向及行业竞争 - 公司将继续专注于巧克力、饼干和烘焙类休闲食品三大核心品类,预计将占到90%的收入 [18] - 公司将继续加大在品牌、能力和人才方面的投资,以推动可持续增长 [15] - 公司完成了Clif Bar和Ricolino的整合,并出售了发达市场口香糖业务 [19] - 公司在可持续发展方面取得进展,80%的可可豆采购来自可可生命计划,97%的包装设计为可回收 [20][21][22] 管理层对经营环境和未来前景的评论 - 公司预计2024年将面临持续的通胀压力,特别是在欧洲市场 [51] - 公司对2024年的业绩保持信心,预计将实现高单位数的有机收入和利润增长 [27][50] - 公司将继续大幅增加品牌投资,以推动消费者和客户的忠诚度 [15] - 公司认为,强大的品牌、执行力和人才将支撑其实现长期可持续增长 [25][28] 问答环节重要的提问和回答 问题1 **Andrew Lazar 提问** 询问公司各主要市场的表现情况,以及2024年的预期 [56][57] **Dirk Van De Put 回答** - 公司整体业务表现强劲,各地区和品类均有良好增长 [58][59][60] - 2024年公司预计将实现高于算法的有机收入增长,但欧洲市场的客户谈判存在不确定性 [65] 问题2 **Ken Goldman 提问** 询问2024年EPS指引的具体构成和依据 [82][83] **Luca Zaramella 回答** - 公司将大部分剥离业务的影响进行抵消,预计2024年EPS将实现高单位数增长 [83][84] - 增长来源包括良好的量增势头、持续的价格执行、成本管控和生产效率提升等 [84][85] 问题3 **David Palmer 提问** 询问分销网络扩张对公司收入增长的贡献 [117][118] **Dirk Van De Put 回答** - 在中国、印度和巴西等重点新兴市场,分销网络扩张可带来约50%的有机收入增长 [116] - 公司在这些市场仍有大量的分销网络扩张空间,未来几年将是公司重要的增长动力 [117]

Mondelez (MDLZ) came out with quarterly earnings of $0.84 per share, beating the Zacks Consensus Estimate of $0.78 per share. This compares to earnings of $0.73 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 7.69%. A quarter ago, it was expected that this maker of Oreo cookies, Cadbury chocolate and Trident gum would post earnings of $0.78 per share when it actually produced earnings of $0.82, delivering a surprise of 5.13%.O ...

Global snacks giant Mondelez International Inc. late Tuesday called for slower growth this year, hedging that its outlook comes amid “greater-than-usual volatility as a result of geopolitical uncertainty.”Mondelez MDLZ, +0.82% said it expects net revenue growth between 3% and 5% for 2024; the maker of Oreos, Ritz crackers and other popular snack and candy brands grew slightly more than 14% last year. Mondelez earned $950 million, or 70 cents a share, in the fourth quarter, compared with $585 million, or 42 ...

Mondelez International, Inc. (MDLZ) is likely to register top- and bottom-line growth when it reports fourth-quarter 2023 earnings on Jan 30. The Zacks Consensus Estimate for revenues is pegged at $9.3 billion, suggesting a rise of almost 7% from the prior-year quarter’s reported figure. The consensus mark for 2023 revenues is pegged at almost $36 billion, suggesting growth of 14.3% from the year-ago period’s reported figure.The Zacks Consensus Estimate for quarterly earnings has moved up by a penny to 78 c ...

营收表现 - Mondelez的营收稳定在每年约260亿美元左右，但在2021年开始增长，过去四个季度的营收超过了350亿美元，增长速度远超通货膨胀率[3] - Mondelez的毛利润同比增长20%，发展中市场的营收增长幅度更高，显示未来销售增长的机会[4] - Mondelez的净收入在2022财年下降至27.17亿美元，但最近的季度报告显示，净收入同比增长近一倍，从2022年前九个月的21.42亿美元增长到2023年同期的40.18亿美元[4] 财务状况 - Mondelez最近的季度报告显示，自由现金流为24亿美元，过去一年增长了5亿美元[5] - MDLZ目前的市盈率约为22.4倍，与过去五年的平均值相符，股价在过去五年中提供了74%的稳健回报[6] - Mondelez过去五年的股息增长率平均为11%每年，目前的股息支付比率略低于50%，显示未来有足够的空间继续增长股息[8] 股票表现 - Mondelez近年来回购了大量股票，截至最近季度报告，总股数减少了约23%，公司还授权了新的60亿美元股票回购计划[9] - Mondelez虽然未有大幅股价增长，但过去三年表现出强劲的营收增长，股息也有稳健增长，对于寻求稳定股票并提供一定保护的投资者来说，可能是一个吸引人的选择[10]

Mondelez财报预测 - Mondelez预计在即将发布的财报中每股收益为0.77美元，同比增长5.5%[1] - 分析师们对Mondelez季度盈利预期进行了下调，过去30天下调了0.8%[2] Mondelez地理收入预测 - 分析师的集体评估显示，Mondelez在北美地区的地理收入预计为28.4亿美元，同比增长1.1%[6] - 欧洲地区的地理收入预计将达到35.1亿美元，同比增长9.2%[7] - 分析师预计拉丁美洲地区的地理收入将达到12.9亿美元，同比增长26.9%[9] Mondelez非GAAP操作收入预测 - 预计Mondelez的非GAAP操作收入-拉丁美洲将达到1.404亿美元，较去年同期的1.08亿美元有所增长[13]

Mondelez (MDLZ) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended December 2023. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The earnings report, which is expected to be released on January 30, 2024, might help the stock move higher if these key numbers are better than e ...

OREO品牌合作与新品发布 - OREO品牌与Space Perspective合作，将一名幸运粉丝送往太空边缘[1] - OREO品牌发布了新的星系灵感限量版饼干，鼓励粉丝在新的一年中玩得开心[2] - OREO Space Dunk饼干预售开始，每个饼干都有蓝色和粉色的“宇宙奶油”层，带有爆炸感的糖果，以及五种不同的星系浮雕[3]

Professional quarterback, Trevor Lawrence, teams up with the brand to upgrade fans' game day experiences with delicious recipes and watch party must-havesEAST HANOVER, N.J., Jan. 22, 2024 /PRNewswire/ -- RITZ, America's favorite butter cracker, is rushing into football and blitzing the postseason with the help of brand partner and professional quarterback, Trevor Lawrence. A blitz can ruin a play, but when the RITZ brand blitzes a party, it makes everything better. Today through the Big Game in February, th ...