A man eating a chocolate bar. Antonio_Diaz/iStock via Getty Images As an analyst, there is nothing more exciting than covering businesses that I view to be of the utmost quality. As far as I'm concerned, that's the name of the game as a dividend growth investor. When considering prospective investments, there are a few characteristics that I seek: 1. Reliable earnings growth. Depending on the industry, I tend to like to see earnings grow in at least 70% to 80% of years. This is because, all else equal, grow ...

会议主要讨论的核心内容 - 公司在过去几年中通过改变组织架构、激励机制、重点关注消费者、优化营销和分销等措施实现了良好的业绩增长 [6][7][8] - 公司的核心品类如巧克力、饼干和休闲食品具有良好的长期增长前景,消费者对零食的需求持续增长 [24][25][26][27][28][29][30][31][32] - 公司正在积极拓展新兴市场的分销渠道,如印度、中国、巴西等市场的传统渠道和现代渠道,以提升品牌渗透率和销量 [34][35][36][37][38][39][40] - 公司正在优化在发达市场的分销渠道,如美国的便利店和欧洲的折扣店,以提升在这些渠道的覆盖率 [42][43][44] - 原材料成本特别是可可价格的大幅上涨给公司的利润带来压力,公司正在采取多种措施来应对,包括灵活的采购策略、成本优化和适当的定价调整 [48][49][50][51][52][53][54][55][56][57] 问答环节重要的提问和回答 问题1 **Steve Powers 提问** 公司在美国饼干品类的表现不及预期,主要原因是什么,公司将采取哪些措施来应对? [13][14][15][16][17][18][19] **Dirk Van de Put 回答** - 美国消费者的购买行为发生变化,开始更多选择折扣渠道和促销产品,对价格更加敏感 - 公司将通过短期的促销活动和推出更多适合不同价位的产品包装来应对,预计到第四季度和明年会看到效果 [19][20] 问题2 **Steve Powers 提问** 公司在新兴市场的分销网络拓展目标是什么,具体措施是什么? [33][34][35][36][37][38][39][40] **Luca Zaramella 回答** - 公司计划到2030年在新兴市场新增3百万家门店,主要集中在印度、中国、巴西等高潜力市场 - 公司不仅注重分销网点的拓展,也重视同店销售的提升,通过丰富产品组合、优化价格体系等措施来实现 - 公司在一些新兴市场如巴西仍有很大的分销网络优化空间,未来将继续推进 问题3 **Steve Powers 提问** 公司对可可价格的走势和应对措施有何看法? [47][48][49][50][51][52][53][54][55][56][57] **Luca Zaramella 回答** - 可可价格近期波动较大,但公司认为当前价格水平已经偏高,未来有望回落至更合理水平 - 公司采取了较长期的套期保值头寸,能够较好地规避价格波动风险 - 公司未来将更多采用期权等灵活工具来管理可可成本,同时也会通过成本优化、适当定价等措施来保护利润

Mondelez International, Inc. (NASDAQ:MDLZ) Deutsche Bank Global Consumer Conference Call June 4, 2024 11:15 AM ET Company Participants Dirk Van de Put - Chairman & Chief Executive Officer Luca Zaramella - Chief Financial Officer Conference Call Participants Steve Powers - Deutsche Bank Steve Powers All right. Thanks, everybody. Welcome back. I'm Steve Powers. I'm the Head of Deutsche Bank's U.S. Consumer Packaged Goods Franchise and I am thrilled to welcome back Mondelez to our conference. With us today are ...

SINGAPORE, May 28, 2024 (GLOBE NEWSWIRE) -- Mondelēz International, Inc. (NASDAQ:MDLZ) today announced the inauguration of its Regional Biscuit and Baked Snacks Lab and Innovation Kitchen in Singapore, reaffirming its commitment to innovation and product development across Southeast Asia and Australia, New Zealand and Japan. This new facility was officially opened today by Mr Chan Ih-Ming, Executive Vice President, Singapore Economic Development Board. The Lab and Innovation Kitchen will serve as a strategi ...

文章核心观点 - 蒙德利兹国际公司宣布派发2024年第二季度常规股息,每股0.425美元[1][2] - 蒙德利兹国际公司是一家全球性的零食公司,2023年净收入约为360亿美元,在全球150多个国家拥有众多知名零食品牌[3] - 蒙德利兹国际公司是标准普尔500指数、纳斯达克100指数和道琼斯可持续发展指数的成员[3] 公司概况 - 蒙德利兹国际公司是一家全球性的零食公司,在全球150多个国家运营[3] - 公司2023年净收入约为360亿美元[3] - 公司旗下拥有Oreo、Ritz、LU、Clif Bar、Tate's Bake Shop等知名零食品牌,以及Cadbury Dairy Milk、Milka和Toblerone等知名巧克力品牌[3] - 公司是标准普尔500指数、纳斯达克100指数和道琼斯可持续发展指数的成员[3] 股息信息 - 公司董事会宣布派发2024年第二季度常规股息,每股0.425美元[1][2] - 该股息将于2024年7月12日支付给2024年6月28日登记在册的股东[2]

Star Wars™ OREO饼干特别版合作 - OREO品牌与Lucasfilm合作推出了特别版Star Wars™ OREO饼干，分为暗面和光明面两种包装，每种包装内含有代表不同力量的红色或蓝色奶油[1][2] - Star Wars™ OREO饼干上印有对应暗面和光明面角色的浮雕，如达斯·维达、达斯·摩尔等暗面角色，以及卢克·天行者、尤达、莱娅公主等光明面角色，共有20个角色[2] - Star Wars™ OREO饼干包装艺术由插画家Greg Hildebrandt手绘，向这一系列致敬[3]

WASHINGTON, May 15, 2024 (GLOBE NEWSWIRE) -- Today, CLIF BAR re-launched its Loop the Lincoln 5K event for Organic Week 2024, which aims to help advance important organic food and farming initiatives by bringing together policy leaders and organic industry influencers. As a leader in sustainability practices, including a 20-year commitment to organic, CLIF BAR welcomed Congressional staffers and industry representatives to this active event for walkers and runners. Scott Jurek, champion ultramarathoner and ...

Did you analyze how Mondelez (MDLZ) fared in its international operations for the quarter ending March 2024? Given the widespread global presence of this maker of Oreo cookies, Cadbury chocolate and Trident gum, scrutinizing the trends in international revenues becomes imperative to assess its financial strength and future growth possibilities. In the current global economy, which is more interconnected than ever, a company's success in penetrating international markets is crucial for its financial health a ...

From the company that created OREO Gluten Free Chocolate Sandwich Cookies, Mondelēz launches first ever Chips Ahoy! Gluten Free cookie EAST HANOVER, N.J., May 6, 2024 /PRNewswire/ -- The rumors are true! Chips Ahoy! cookies are going where they have never gone before – gluten free! Launching this May, the Chips Ahoy! brand is unveiling its first-ever certified Gluten Free chocolate chip cookie. This highly anticipated new product will allow everyone to experience the irresistible taste that has made Chips A ...

The creative elements are inspired by interviews with real CLIF BAR lovers, who said that while they rely on CLIF to fuel them to engage in activities they love, in the end what matters most is the passion to "get out there and try." The new advertisements feature a variety of world-renowned CLIF Athletes including Frances Tiafoe, Sophia Smith and Breanna Stewart who all bring their talents and energy to their respective sports, along with everyday people who showcase how they turn personal passions into ac ...