亿滋国际(MDLZ)
搜索文档
Don't Overlook Mondelez (MDLZ) International Revenue Trends While Assessing the Stock
Zacks Investment Research· 2024-05-06 22:01
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 an ...
AMERICA'S #1 CHOCOLATE CHIP COOKIE GETS FIRST GLUTEN FREE VERSION! CHIPS AHOY! BRAND DEBUTS GLUTEN FREE COOKIE
Prnewswire· 2024-05-06 22:00
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 ...
CLIF BAR Launches "The Most Important Ingredient is You" Integrated Ad Campaign
Prnewswire· 2024-05-06 21:00
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 a ...
Mondelez (MDLZ) Q1 Earnings Top Estimates, Organic Sales Grow
Zacks Investment Research· 2024-05-01 23:51
Mondelez International, Inc. (MDLZ) began 2024 on a strong note, with the first-quarter top and bottom lines rising year over year and surpassing the respective Zacks Consensus Estimate.Robust top-line results, earnings and free cash flow generation can be attributed to effective pricing strategies, efficient cost management and impressive momentum in emerging markets. Despite encountering a challenging and dynamic operating environment, management remained focused on executing the long-term growth strategy ...
Mondelez Sees US Snack Volume Decline Amid ‘Mixed' Consumer Confidence
PYMNTS· 2024-05-01 10:52
Consumer confidence in the United States is mixed, with many shoppers looking for deals when it comes to chocolate, biscuits and baked snacks.That finding contrasts with consumer confidence in Europe, which is stable, and in emerging markets, where it is strong, consumer packaged goods (CPG) company Mondelez International said in a presentation released Tuesday (April 30) in conjunction with the firm’s quarterly earnings call.Mondelez, whose brands include Cadbury chocolate, Oreo cookies and CLIF baked snac ...
Compared to Estimates, Mondelez (MDLZ) Q1 Earnings: A Look at Key Metrics
Zacks Investment Research· 2024-05-01 09:31
For the quarter ended March 2024, Mondelez (MDLZ) reported revenue of $9.29 billion, up 1.4% over the same period last year. EPS came in at $0.95, compared to $0.89 in the year-ago quarter.The reported revenue represents a surprise of +1.56% over the Zacks Consensus Estimate of $9.15 billion. With the consensus EPS estimate being $0.88, the EPS surprise was +7.95%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next ...
Mondelez International(MDLZ) - 2024 Q1 - Earnings Call Transcript
2024-05-01 09:23
财务数据和关键指标变化 - 公司在第一季度实现了稳健的利润交付 [8] - 公司实现了超过10亿欧元的强劲自由现金流 [32] - 公司调整后每股收益同比增长超过60% [31] 各条业务线数据和关键指标变化 - 饼干和烘焙类零食业务增长0.6% [24] - 巧克力业务增长5.8% [25] - 口香糖和糖果业务增长12.9% [25] 各个市场数据和关键指标变化 - 新兴市场销售增长8.3%,保持强劲增长 [23] - 发达市场销售增长1.4%,欧洲表现良好 [23] - 北美市场销售增长1.3%,但整体量销下降 [27] - 拉丁美洲销售增长7.1%,但阿根廷受通胀影响 [29] - 亚太中东非洲销售增长5.9%,中国和印度表现强劲 [28] 公司战略和发展方向及行业竞争 - 公司继续专注于巧克力、饼干和烘焙类零食等核心品类,预计到2030年这些品类将占总收入的90% [12] - 公司持续投资于品牌和能力建设,推动分销渠道拓展,发挥近期收购资产的协同效应 [9][12][13] - 公司在可持续发展方面取得进展,获得了科学碳目标倡议的净零路径认证 [13][14] 管理层对经营环境和未来前景的评论 - 尽管短期市场波动,但公司仍专注于推进长期增长战略 [9] - 公司对巧克力业务的长期前景保持信心,因为这是一个具有很高品牌忠诚度和较低私有品牌渗透率的优质品类 [15][16][18][19][20] - 公司认为当前创纪录的可可价格是由一系列偶发因素导致的,预计未来将会出现市场调整 [16][17][33][34] - 公司将继续保持灵活的定价策略,同时也会保护关键价格区间,尤其是新兴市场的低单价产品 [34][35] 问答环节重要的提问和回答 问题1 **Ken Goldman 提问** 如何保护在北美的市场份额,特别是针对低收入消费者和价格点的挑战 [39] **Dirk Van De Put 回答** 公司将增加TDP投放、更灵活的促销机制、推出特殊包装和多包装等措施来应对低收入消费者的价格敏感性 [40][41][42] 问题2 **Luca Zaramella 回答** 公司已经基本完成了在欧洲的定价谈判,仍有一个主要客户尚未完成,这将导致第二季度的一些额外干扰 [45][46] 公司对可可成本的上涨有较好的预期和应对措施,并将保持灵活的定价策略来平衡抵消通胀与维持销量的需求 [33][34][35] 问题3 **Rob Dickerson 提问** 公司对可可供给前景和定价策略的看法 [110][111][112] **Luca Zaramella 回答** 公司预计主产区的主作物将有所好转,可可价格有望调整,但公司也在考虑各种可能的情况并采取相应的应对措施 [111][112][113]
Mondelez (MDLZ) Beats Q1 Earnings and Revenue Estimates
Zacks Investment Research· 2024-05-01 06:20
Mondelez (MDLZ) came out with quarterly earnings of $0.95 per share, beating the Zacks Consensus Estimate of $0.88 per share. This compares to earnings of $0.89 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 7.95%. 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 $0.84, delivering a surprise of 7.69%.O ...
Mondelez International(MDLZ) - 2024 Q1 - Quarterly Report
2024-05-01 05:17
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 1-16483 Mondelēz International, Inc. (Exact name of registrant as specified in its charter) Virginia 52-2284372 (S ...
Mondelez International(MDLZ) - 2024 Q1 - Quarterly Results
2024-05-01 04:07
Exhibit 99.1 Contacts: Tracey Noe (Media) Shep Dunlap (Investors) 1-847-943-5678 1-847-943-5454 news@mdlz.com ir@mdlz.com Mondelēz International Reports Q1 2024 Results First Quarter Highlights • Net revenues increased +1.4% driven by Organic Net Revenue1 growth of +4.2% with underlying Volume/Mix of -2.1% • Diluted EPS was $1.04, down 31.6%; Adjusted EPS1 was $0.95, up +16.3% on a constant currency basis • Cash provided by operating activities was $1.3 billion, up $0.2 billion versus prior year; Free Cash ...