This story was originally published on Food Dive. To receive daily news and insights, subscribe to our free daily Food Dive newsletter. Mondelēz International is appointing current CFO Luca Zaramella to a newly created chief operating officer position, potentially setting up the long-time company executive to one day take over the top role at the Oreo maker. Zaramella will oversee the company’s commercial operations in its four geographical regions as well as the corporate sales, marketing and supply chai ...

CHICAGO, Jan. 29, 2026 (GLOBE NEWSWIRE) -- Mondelēz International (Nasdaq: MDLZ) today announced the appointment of Luca Zaramella to the role of Chief Operating Officer and Chief Financial Officer. In addition to his CFO responsibilities, as COO, he will have responsibility for the company’s commercial operations in its four geographical regions as well as the corporate sales, marketing and supply chain functions. Zaramella’s appointment will be effective Feb. 1, and he will continue to report directly to ...

Key Takeaways Mondelez is expected to deliver Q4 revenues of $10.3B, up 7.4%, with EPS of 70 cents.Mondelez is adjusting pricing, pack sizes and promotions to better match affordability and steady demand.MDLZ expects easing inflation and supply-chain efficiencies to support stronger fourth-quarter profits.Mondelez International, Inc. (MDLZ) is likely to witness top and bottom-line growth when it reports fourth-quarter 2025 earnings on Feb. 3. The Zacks Consensus Estimate for revenues is pegged at $10.3 bill ...

CHICAGO, Jan. 27, 2026 (GLOBE NEWSWIRE) -- Mondelēz International, Inc. (Nasdaq: MDLZ) announced that Dirk Van de Put, Chairman & CEO, and Luca Zaramella, EVP & Chief Financial Officer will present at the annual Consumer Analyst Group of New York (CAGNY) Conference on February 17 at 2:00 p.m. ET. A listen-only webcast will be provided at www.mondelezinternational.com and a replay of the event will also be available on the company's website. About Mondelēz International Mondelēz International, Inc. (Nasdaq: ...

Group 1 - Mondelez International, Inc. is included in the Dividend Contenders List, highlighting its status as a reliable dividend-paying stock [1] - JPMorgan has lowered its price target for Mondelez to $69 from $71 but maintains an Overweight rating, anticipating earnings momentum to improve in the second half of 2026 despite initial challenges [2] - The company faces significant pressure from cocoa prices, with warnings that "unprecedented cocoa cost inflation" could reduce adjusted EPS by up to 15% in 2025 [3] Group 2 - Mondelez is adapting its strategy to cater to increasingly price-conscious consumers, which may help it maintain stability in a challenging economic environment [4] - The stock is considered defensive, with a low beta of 0.04, a dividend yield of 3.4%, and a total debt-to-equity ratio of 68.9%, indicating financial stability [5] - As one of the largest snack companies globally, Mondelez operates in the consumer staples sector, where demand for food tends to remain steady even during economic downturns [6]

Core Insights - Mondelēz International has launched applications for the 2026 class of CoLab Tech, a global R&D tech accelerator program aimed at collaborating with entrepreneurs in snack-forward technologies [1][6] - The program focuses on advancing innovation in supply chain resilience, consumer wellness, operational efficiencies, and sustainable packaging [1][8] Group 1: Program Details - The CoLab Tech curriculum is designed to foster collaboration with innovators to enhance Mondelēz's capabilities and impact [2][5] - Applications are open from January 22 to March 31 for start-ups with a minimum viable product and at least five employees, with a preference for diverse and minority board members [6][8] Group 2: Focus Areas - Climate Resilience: Technologies aimed at protecting ingredient supply chains, particularly in cocoa and wheat, through efficient fermentation and sustainable agricultural practices [9] - Breakthrough Performance Technologies: Innovations that improve energy efficiency, develop sustainable materials, and streamline operational processes [9] - Next-Generation Ingredients: Solutions that meet consumer demand for functional snacks with indulgent taste, including increased fiber and protein content [9] - Delightful Product and Packaging: Technologies that enhance sensory experiences, extend shelf life, and provide non-plastic packaging solutions [9] Group 3: Company Overview - Mondelēz International reported net revenues of approximately $36.4 billion in 2024 and is recognized for its iconic brands such as Oreo, Ritz, and Toblerone [10]

Core Insights - Mondelēz International has launched applications for the 2026 class of CoLab Tech, a global R&D tech accelerator program aimed at collaborating with entrepreneurs to develop snack-forward technologies with high commercialization potential [1][6] - The program focuses on advancing Mondelēz's innovation agenda, emphasizing supply chain resilience, consumer wellness, operational efficiencies, and sustainable packaging [1][5] Group 1: Program Details - The CoLab Tech program is designed to connect Mondelēz with innovators to enhance capabilities and share expertise, ultimately making a significant impact on the snack industry [2][5] - Applications are open from January 22 to March 31 for start-ups that have a minimum viable product and at least five employees, with a preference for those with diverse and minority board members [6][7] Group 2: Focus Areas - The program's priorities include: - Climate Resilience: Technologies that protect ingredient supply chains, particularly in cocoa and wheat, through efficient fermentation and sustainable agricultural practices [8] - Breakthrough Performance Technologies: Innovations that improve energy efficiency, develop sustainable materials, and enhance R&D processes [8] - Next-Generation Ingredients: Solutions that meet consumer demand for functional snacks with indulgent flavors, such as increased fiber and protein content [8] - Delightful Product and Packaging: Technologies that enhance taste and texture, extend shelf life, and provide non-plastic packaging solutions [8] Group 3: Company Overview - Mondelēz International reported net revenues of approximately $36.4 billion in 2024 and operates in over 150 countries, offering iconic brands like Oreo, Ritz, and Toblerone [9]

The OREO brand launches Marvel-inspired cookie packs featuring the Avengers, Spider-Man, X-Men and Fantastic Four, debuting February 2. EAST HANOVER, N.J., Jan. 21, 2026 /PRNewswire/ -- For generations, the OREO brand has created playful moments of connection to bring AMERICA'S FAVORITE COOKIE® to snackers. Now, it's carrying that same spirit of joy and togetherness to another dedicated fanbase as it launches the MARVEL OREO Stuf of Legends Cookies at retailers nationwide on February 2. Continue Reading Spe ...

Core Viewpoint - The article discusses the expertise of Vladimir Dimitrov, a former strategy consultant specializing in brand and intangible asset valuation, highlighting his experience with major global brands in technology, telecom, and banking sectors [1]. Group 1: Professional Background - Vladimir Dimitrov has a background in strategy consulting, focusing on brand and intangible asset valuation [1]. - He has worked with some of the largest global brands, particularly in the technology, telecom, and banking sectors [1]. - Dimitrov is a graduate of the London School of Economics and seeks reasonably priced businesses with sustainable long-term competitive advantages [1].

Core Insights - The rise of GLP-1 drugs is not just altering dietary habits but fundamentally reshaping the food and beverage industry, leading to a significant decline in consumer spending on traditional snacks and meals [1][3][28] Consumer Behavior Changes - Grocery budgets have decreased by 5.3% to 8.2% in six months, with higher-income households cutting spending by up to 8.6%, particularly impacting the snack aisle [2] - 66% of GLP-1 users have reduced their snacking frequency, with significant changes in taste and appetite reported by 85% of users [4][5] - The medications suppress hunger cravings, leading to a permanent demand destruction in traditional food categories [3][5] Industry Impact - KPMG forecasts a $48 billion annual reduction in food and beverage spending through 2034, indicating a long-term shift rather than a temporary dip [3] - Traditional food industry strategies, which rely on consumer cravings, are becoming obsolete as appetite suppression alters consumer behavior [4][5] Market Fragmentation - By 2030, 35% of U.S. households will include a GLP-1 user, leading to a bifurcated market where one segment seeks nutrient-dense options and the other continues traditional snacking [16][29] - The demand for protein snacks is projected to grow significantly, with the market expected to expand from $4.92 billion to $10.83 billion by 2035 [18] Company Performance - Companies like PepsiCo and Mondelez International are experiencing declines in snack volumes, with PepsiCo reporting five consecutive quarters of declining savory snack volume [9][10] - Hershey has acknowledged a significant year-over-year decline in net sales for salty snacks, indicating broader structural concerns in the industry [10] Strategic Adaptation - Leading companies are pivoting towards healthier, protein-rich products, with Nestlé launching a line of frozen meals designed for GLP-1 users [22] - Venture capital is increasingly flowing into health-focused food innovations, reflecting a shift towards nutrient-dense consumption rather than traditional snacking [25][26] Future Outlook - The companies that will thrive are those that adapt to the new consumer landscape shaped by GLP-1 drugs, focusing on intentional consumption rather than impulse-driven purchases [28][29]