通心粉和奶酪制造商卡夫亨氏以及饮料巨头可口可乐都已在广告领域试水AI技术。例如，可口可乐在 2024年就曾投放过由AI创作的假日广告，但其中由计算机生成的人物形象因被部分消费者认为"缺乏真 实情感"而引发了讨论。 AI应用已落地，降本效果显著 亿滋国际的AI工具已在实际业务中展现出成本效益。例如，该工具为"妙卡"巧克力制作的一段八秒视 频，展示了巧克力波浪般地覆盖在威化上，并能根据不同的目标消费者生成不同背景。Jon Halvorson指 出，传统动画制作的成本通常"高达数十万美元"，而使用这套AI工具的成本则"小了几个数量级"。 除了已经应用的社交媒体内容，亿滋国际的推广计划正在迅速铺开。该工具即将用于提升奥利奥在美国 主要电商平台的产品展示，并很快将支持"Lacta"巧克力和奥利奥在巴西的营销，以及吉百利在英国的 推广。Jon Halvorson补充说，如果该工具未来能制作更复杂的视频，节省的成本还将进一步增加。 竞争日益激烈，同行纷纷入局 在利用AI重塑营销方面，亿滋国际的竞争对手也已开始尝试将AI用于广告制作。 奥利奥的母公司亿滋国际正通过投资人工智能，大幅削减营销成本，这标志着消费品行业在应对利润压 ...

Key Takeaways Mondelez is expected to post 5.9% revenue growth in Q3, reaching $9.74 billion.Chocolate and biscuit strength plus pricing actions are driving top-line momentum.Higher cocoa costs and product mix challenges may weigh on margins.Mondelez International, Inc. ((MDLZ) is likely to register top-line growth when it reports third-quarter 2025 earnings on Oct. 28. The Zacks Consensus Estimate for revenues is pegged at $9.74 billion, indicating growth of 5.9% from the prior-year quarter. However, the c ...

Core Insights - Mondelez is implementing a new generative AI tool aimed at reducing marketing content production costs by 30% to 50% according to a senior executive [1] Company Summary - Mondelez is leveraging generative AI technology to enhance operational efficiency in marketing [1]

Core Insights - Mondelez (MDLZ) is expected to report quarterly earnings of $0.73 per share, reflecting a decline of 26.3% year-over-year, while revenues are forecasted to reach $9.74 billion, indicating a 5.9% increase compared to the previous year [1] - Analysts have revised the consensus EPS estimate downward by 0.5% over the past 30 days, indicating a collective reassessment of projections [1][2] Revenue Estimates - North America revenue is projected at $2.77 billion, showing a year-over-year decline of 1.8% [4] - Europe revenue is expected to reach $3.67 billion, reflecting a year-over-year increase of 10.5% [4] - AMEA revenue is estimated at $2.04 billion, indicating a 10.4% increase from the prior year [4] - Latin America revenue is forecasted at $1.25 billion, representing a 4% increase year-over-year [5] Operating Income Estimates - AMEA Non-GAAP operating income is projected at $298.89 million, down from $348.00 million in the same quarter last year [5] - Europe Non-GAAP operating income is estimated at $500.65 million, compared to $761.00 million a year ago [6] - North America Non-GAAP operating income is expected to be $491.07 million, down from $593.00 million in the previous year [6] - Latin America Non-GAAP operating income is forecasted at $125.54 million, compared to $142.00 million in the same quarter last year [7] Stock Performance - Mondelez shares have decreased by 3.8% over the past month, contrasting with a 0.2% increase in the Zacks S&P 500 composite [7] - The company holds a Zacks Rank 4 (Sell), indicating expectations of underperformance relative to the overall market in the near term [7]

Accessibility StatementSkip Navigation CHIPS AHOY! COOKIES builds on its collaboration with Stranger Things ahead of the fifth and final season EAST HANOVER, N.J., Oct. 21, 2025 /PRNewswire/ -- This October, the CHIPS AHOY! Brand is joining forces with Stranger Things in a deliciously eerie way, letting both cookie and show enthusiasts experience the brands IRL. On Saturday, October 25, just days before Halloween, fans in New York City and Atlanta can get a taste of the Upside Down with a pop-up experience ...

Core Insights - Mondelez International, Inc. is expected to report a significant decline in adjusted profit for Q3, with an anticipated EPS of $0.73, down 26.3% year-over-year from $0.99 [2] - The company has a mixed earnings surprise history, having surpassed bottom-line estimates three times in the past four quarters but missing once [2] - For the full fiscal year 2025, adjusted EPS is projected to be $3.02, a decrease of 10.1% from $3.36 in 2024, with a rebound expected in fiscal 2026 to $3.31, reflecting a 9.6% year-over-year increase [3] Stock Performance - Mondelez's stock has declined 14.3% over the past 52 weeks, underperforming compared to the Consumer Staples Select Sector SPDR Fund's 4.6% decline and the S&P 500 Index's 13.5% gain [4] - Following the release of better-than-expected Q2 results, Mondelez's stock dropped 6.6% in the subsequent trading session and continued to show negative momentum for five more sessions [5] Revenue and Market Performance - The company reported a notable 7.7% year-over-year revenue growth, reaching nearly $9 billion, which was 1.2% above market expectations, driven by strong performance in Europe, Asia, the Middle East, and Africa [5] - However, sales in North American and Latin American markets have been on a downward trend [5] Cost Pressures - Rising raw material costs have contributed to a 12% year-over-year drop in adjusted EPS to $0.73, although this figure exceeded consensus estimates by 7.4% [6] - The company's outlook remains dim due to pressures from increasing cocoa prices, despite solid performance in Q2 [6]

Core Insights - The holiday season significantly influences snacking choices, with traditions and childhood memories playing a crucial role in consumer behavior [1][5][7] - The State of Snacking report, developed with The Harris Poll, highlights the global impact of cultural celebrations on snacking habits, particularly in Asian cultures [2][5] Company Overview - Mondelēz International, Inc. reported net revenues of approximately $36.4 billion for 2024, positioning itself as a leader in the snacking industry with a diverse portfolio of iconic brands [4] Consumer Behavior - A strong connection exists between snacking and cherished childhood experiences, with 76% of consumers recalling fond memories of sharing snacks with parents [5] - 78% of global consumers enjoy sharing their favorite childhood snacks, with particularly high rates in the Philippines, Indonesia, China, and India [5] - 73% of consumers believe certain snacks have been passed down through generations, especially in Indonesia, India, and the Philippines [5]

Core Insights - Mondelez International, Inc. (NASDAQ:MDLZ) is recognized as one of the best food dividend stocks to buy according to analysts [1] - The company has a strong portfolio of popular snack products, including Oreos, Cadbury chocolate, and Sour Patch Kids, contributing to its significant market presence [2] Dividend Performance - Over the past five years, Mondelez has increased its dividend by more than 10% annually and has repurchased billions of dollars' worth of shares, reducing the total stock by approximately 15% since 2018 [3] - In July, Mondelez raised its quarterly dividend to $0.50 per share, marking the 12th consecutive year of dividend increases, with a current dividend yield of 3.19% as of October 5 [4]

Core Viewpoint - Mondelēz International, Inc. is set to release its third quarter 2025 financial results on October 28, 2025, followed by a conference call for investors and analysts [1]. Company Information - Mondelēz International operates in over 150 countries and reported net revenues of approximately $36.4 billion in 2024 [4]. - The company is recognized for its iconic brands, including Oreo, Ritz, LU, Clif Bar, Tate's Bake Shop, Cadbury Dairy Milk, Milka, and Toblerone [4]. - Mondelēz International is a member of the Dow Jones Best-in-Class North America and World Indices, previously known as the Dow Jones Sustainability Indices [4]. Conference Call Details - The conference call will take place on October 28, 2025, at 5:00 p.m. ET, with a phone participation option available for investors and analysts [2]. - A replay of the conference call will be accessible until November 04, 2025, with specific access codes provided for both the live call and the rebroadcast [3].

Core Insights - Mondelez International is a global leader in the snack food industry with a strong brand portfolio including Oreo, Cadbury, and Toblerone, operating in over 150 countries [1][6] - Berenberg Bank has set a price target of $70 for Mondelez, indicating a potential price increase of approximately 10.81% from its current trading price of $63.17, reflecting confidence in the company's market position [2][6] - The company has a dividend yield of 3.2%, which is attractive to income-focused investors, and is experiencing robust top-line growth, particularly in emerging markets and the chocolate segment [3][6] Financial Performance - Mondelez anticipates a 5% sales growth for the year, driven by resilient demand and market share gains, with potential normalization of cocoa prices supporting this growth [4] - The current stock price is $63.17, reflecting a 1.12% increase, with a market capitalization of approximately $81.74 billion [4] - Over the past year, Mondelez's stock has shown volatility, reaching a high of $72.70 and a low of $53.95, with a trading volume of 6,258,629 shares on the day [5]