CHICAGO, July 11, 2024 (GLOBE NEWSWIRE) -- Mondelēz International, Inc. (NASDAQ:MDLZ) will release its second quarter 2024 financial results on Tuesday, July 30, 2024 at 4:05 p.m. ET and will host a conference call at 5:00 p.m. ET that day. Investors and analysts may participate via phone by calling (800) 245-3047 from the United States and (203) 518-9765 from other locations. To ensure timely access, participants should dial in approximately 10 minutes before the call starts. A listen-only webcast will be ...

 Limited-Edition Snapple Fruit Flavor Mix Hitting Shelves This SummerEAST HANOVER, N.J., July 9, 2024 /PRNewswire/ -- The SOUR PATCH KIDS brand is igniting taste buds this summer with an exciting partnership with Snapple®, the iconic beverage brand that delivers fun and flavorful teas and juice drinks. Together, the brands are introducing one of the boldest flavor mash ups yet, SOUR PATCH KIDS Snapple fruit-flavored mix candy. The limited-time offering is arriving in stores nationwide now in three tantalizi ...

文章核心观点 - 公司在当前宏观环境下仍有良好的增长前景 [1][6][7][9] - 公司通过调整产品包装规格来维持价格亲民度,有助于在通胀环境下保持销售增长 [6] - 公司一季度面临的一些临时性销量下滑因素将不会持续,有利于未来几个季度的收入增长 [7][8] - 公司中长期通过拓展新兴市场分销网络和潜在的并购活动,有望进一步支撑收入增长 [9] - 公司通过价格成本管控、成本节约等措施,有望在原料价格波动中维持利润率增长 [10][11][12][13][14] 收入分析与展望 - 公司近年来受益于价格上涨和产品需求韧性,收入保持良好增长 [3][4] - 一季度收入增长得益于年初的价格上调以及去年下半年涨价的延续影响 [4] - 巧克力和口香糖糖果品类的强劲表现也支撑了收入增长 [4] - 但饼干品类在美国市场的疲软、墨西哥的临时性生产放缓以及欧洲市场的客户谈判影响了销量 [4] - 公司通过调整产品包装规格来维持价格亲民度,有助于在通胀环境下保持销售增长 [6] - 一季度面临的一些临时性销量下滑因素将不会持续,有利于未来几个季度的收入增长 [7][8] - 公司中长期通过拓展新兴市场分销网络和潜在的并购活动,有望进一步支撑收入增长 [9] 利润率分析与展望 - 一季度利润率受益于价格上调以及生产成本下降 [10] - 可可价格上涨是影响公司和行业的一大因素,但公司已经对2024年和2025年部分时间进行了套期保值 [11] - 如果可可价格在今年下半年出现预期的大幅下调,将为2025年下半年及2026年的利润率带来显著支撑 [11] - 公司在价格成本管控、成本节约等方面的措施,也有助于维持利润率增长 [12][13][14] 估值与结论 - 公司当前估值低于历史平均水平,且具有较高的股息收益率 [15][16][17][22] - 如果可可价格如预期在未来几个季度出现大幅下调,有利于公司估值的重新定价 [16][17] - 即使可可价格下调时间推迟,公司中长期的盈利增长和股息收益也能为投资者带来不错的回报 [17][20][21][22]

文章核心观点 - 蒙代利兹国际公司是一家拥有88亿美元市值的全球性糖果和休闲食品巨头,在全球拥有约90,000名员工[1] - 公司业务分布在欧洲(35%收入)、美洲(31%)、亚洲中东非洲(20%)和拉丁美洲(14%)等四大地区,其中发达市场占61%收入[2] - 公司主要产品包括饼干和烘焙零食(49%收入)、巧克力(30%)、口香糖和糖果(12%)、饮料(3%)以及奶酪和杂货(6%)[2] - 公司拥有卡夫、奥利奥和利兹等多个销售额超过10亿美元的知名品牌[3] - 消费者对零食品牌忠诚度高,88%的消费者每天都有零食消费习惯,公司在饼干和巧克力领域占据全球领先地位[4] 财务表现 - 公司过去10年收入从342亿美元增长到360亿美元,年复合增长率为0.6%,但同期每股收益从1.28美元增长到3.62美元,年复合增长率达12.2%[12][13] - 公司净利润率从2014年的约6.5%提升至如今的13.3%,股票回购力度也大幅提升[14] - 分析机构预计未来3年公司每股收益将以年均9%的速度增长[15][16] 财务状况 - 公司资产负债率为0.6,利息覆盖率超过13,财务状况良好[19] - 过去5年平均净资产收益率为14.4%,净利润率为13.3%,盈利能力较强[20] 估值分析 - 公司当前市盈率为21倍,低于过去5年平均水平,股息收益率为2.6%,高于过去5年平均水平[22] - 根据股息折现模型,公司合理价值为73.96美元,与摩根士丹利和标普的目标价73美元和72美元较为接近[25][27][28] - 综合来看,公司股价存在10%左右的上升空间[29]

In this article @CC.1 JJSF MDLZ HSY Dried cocoa beans at the Somos Cacao farm and production facility in Ragonvalia, Norte de Santader department, Colombia, on Friday, March 22, 2024. Ferley Ospina | Bloomberg | Getty Images There's pricing pressure taking hold of a specific corner of global agriculture — and it's bittersweet. Prices of cocoa have more than tripled over the last year, creating a big headache for candy makers and other food companies that use the ingredient to make chocolate. In recent years ...

Mondelez International (MDLZ) , a prominent leader in the global snacks industry, has been focused on driving growth by concentrating on its core chocolate and biscuit categories. The latest example is the company’s collaboration with Lotus Bakeries, aimed at expanding the Biscoff brand in India and developing co- branded chocolate products in Europe. Inside the Headlines By teaming up with Lotus Bakeries, Mondelez will employ its extensive distribution network and local market presence to manufacture, mark ...

Mondelēz to manufacture, market, distribute and sell Lotus Biscoff® brand in India, significantly expanding its presence in the Indian cookie market Companies to develop co-branded chocolate innovations combining Biscoff® with Cadbury, Milka and other key brands in Europe, with option to expand globally CHICAGO and LEMBEKE, Belgium, June 13, 2024 (GLOBE NEWSWIRE) -- Mondelēz International (NASDAQ:MDLZ) and Lotus Bakeries (Euronext: LOTB) today announced a strategic partnership to expand and grow the Lotus B ...

文章核心观点 - 孟德里茨国际与乐天烘焙达成战略合作,共同拓展印度饼干市场,并在欧洲开发结合卡夫和美素力等品牌的巧克力新品[1][2][3][4] - 通过此次合作,孟德里茨将利用其广泛的分销网络和当地市场影响力,在印度制造、营销、分销和销售Biscoff®饼干[2] - 两家公司还将合作开发和销售联合品牌巧克力产品,预计2025年初在英国推出卡夫和Biscoff®联合产品,在欧洲推出美素力和Biscoff®联合产品[3][4] 公司概况 孟德里茨国际 - 2023年净收入约为360亿美元,是全球领先的零食公司,旗下拥有奥利奥、丽兹、LU、Clif Bar和Tate's Bake Shop等知名品牌[5] - 是标准普尔500指数、纳斯达克100指数和道琼斯可持续发展指数的成员公司[5] 乐天烘焙 - 1932年成立,在全球休闲和天然零食领域拥有Lotus®、Biscoff®、nākd®、TREK®、BEAR®等品牌[6] - 总部位于比利时,在欧洲、美洲、亚洲和澳大利亚设有23个销售机构,并在约50个国家与商业合作伙伴合作[6] - 2023年实现收入10.63亿欧元,员工约3000人,股票在布鲁塞尔证券交易所上市[6]

Developed for users ages 13 and older, the SOUR PATCH KIDS Tycoon Experience encourages fans to engage in mischief to rebuild four fruit-themed versions of Mischief Mountain inspired by the brand's fruit-flavored candies. Fans who engage in the most mischief will be awarded free, limited SOUR PATCH KIDS-themed digital fashion items. Additional 'phygital' rewards such as SOUR PATCH KIDS brand merchandise and candy coupons will be rewarded to select fans through third-party partners to create awareness for th ...

CHICAGO, June 07, 2024 (GLOBE NEWSWIRE) -- Mondelēz International, Inc. (NASDAQ:MDLZ) today announced that Luca Zaramella, Chief Financial Officer, will present at the 4th Annual Evercore ISI Consumer & Retail Conference, on Thursday, June 13, 2024, at 10:15 a.m. ET. A listen-only webcast will be provided at www.mondelezinternational.com/investors and a replay of the event will also be available on the company's website. About Mondelēz International Mondelēz International, Inc. (NASDAQ:MDLZ) empowers people ...