CHICAGO, Feb. 02, 2024 (GLOBE NEWSWIRE) -- Mondelēz International, Inc. (NASDAQ:MDLZ) today announced the appointment of Brian McNamara to the Company's Board of Directors, effective Feb. 1. McNamara has served as Chief Executive Officer of Haleon plc, formerly GSK Consumer Healthcare, since May 2022. Previously, he led GSK's Consumer Healthcare business. "We are pleased to welcome Brian to our Board. His breadth and depth of expertise in all aspects of consumer products leadership – including supply chain, ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-K (Mark one) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 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 52-228437 ...

公司业绩 - Mondelez International, Inc. (MDLZ)在2023年第四季度交付了强劲的业绩，收入和利润同比增长，并超过了Zacks Consensus Estimate[1] - MDLZ的强劲业绩反映了公司的类别、品牌和地理位置的实力，所有地区的收入和利润增长稳固[2] - 调整后的每股收益为84美分，同比增长23.5%，超过了Zacks Consensus Estimate[3] 营收增长 - 净营收同比增长7.1%至93.14亿美元，略高于Zacks Consensus Estimate[4] - 有利的定价行动促进了有机净营收增长，但受不利的销量/产品组合影响[5] - 新兴市场的营收同比增长7.8%，主要得益于巴西、中国、印度、墨西哥和西安第斯等国家[6] - 发达市场的营收同比增长6.7%，主要得益于美国和欧洲的强劲增长[7] 财务状况 - 调整后的毛利润增加了5.31亿美元，毛利率扩大至38%[9] - MDLZ在过去12个月的经营活动中提供了47.14亿美元的净现金流，调整后的自由现金流为36.02亿美元[12] - 公司在报告季度向股东返还了15亿美元的现金股利和股份回购[13] 未来展望 - Mondelez预计2024年有机净营收增长在3-5%的上限范围内，预计在各个市场看到更高的定价[14] - 公司预计2024年调整后每股收益将以高个位数增长，货币波动可能会对净营收和调整后每股收益产生影响[15] - 公司预计2024年通货膨胀率将以高个位数增长，由于可可和糖价上涨以及劳动力成本增加[16]

The ad welcomes viewers to a world where the twist of an OREO cookie plays a crucial role in the some of the most famous (and infamous) decisions, from the dawn of time to modern day. The delicious twist decides pivotal things like whether the Trojan Horse enters the city of Troy, if aliens really visited earth and more. "I am so excited that the OREO brand is returning to the Big Game in a big way with a campaign that cements our brand's cultural relevance and playful identity," said Michelle Deignan, Vice ...

Dr Pepper app Mondelez reported a rise in sales in the final quarter but cautioned consumers are starting to rein back spending after hefty price hikes. Profit margins have been rising steadily through 2023 at the Toblerone and Cadbury group helped by higher prices. Volumes though are starting to reflect those rises, said analysts with North American volumes down 5.5 percentage points in the fourth quarter owing to weaker biscuit sales and stock rotation. Product prices in the region rose 7.4 points, helpin ...

Cadbury owner Mondelez reported a rise in sales in the final quarter but cautioned consumers are starting to rein back spending after hefty price hikes. Profit margins have been rising steadily through 2023 at the Toblerone and Ritz Crackers group helped by it pushing through higher prices. Revenues in Europe in Europe rose by 11.6% in the final three months led by volumes increasing by 3.3 percentage points but prices were by 8.3pp. Over the year, however, European revenue was up 14.5% suggesting some slow ...

Mondelez (MDLZ) reported $9.31 billion in revenue for the quarter ended December 2023, representing a year- over-year increase of 7.1%. EPS of $0.84 for the same period compares to $0.73 a year ago. The reported revenue compares to the Zacks Consensus Estimate of $9.3 billion, representing a surprise of +0.15%. The company delivered an EPS surprise of +7.69%, with the consensus EPS estimate being $0.78. While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and h ...

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% ...