Mondelez International, Inc. (NASDAQ:MDLZ) is included among the 15 Best Wide Moat Dividend Stocks to Invest in. TD Cowen Raises Mondelez (MDLZ) Target While North America Volumes Remain Weak On February 4, TD Cowen lifted its price target on Mondelez International, Inc. (NASDAQ:MDLZ) to $65 from $62 and maintained a Buy rating. The firm noted that management’s early outlook for 2026 came in below consensus, with organic growth projected at 0%–2%. That range reflects the risk that competitors could cut c ...

（企业官网、公众号） 亿滋国际董事会主席兼首席执行官冯朴德表示："2025年的整体环境充满变数和挑战，我们实现了稳健 的净销售额增长，创造了强劲的现金流，并向股东提供了可观的回报。" 近日，亿滋国际发布2025年第四季度及全年业绩。当中显示，2025年第四季度，亿滋国际净销售额 104.96亿美元，同比增长9.3%；有机净销售额提升5.1％。此外，根据2025年第四季度报告，巧克力净 销售额为38亿美元，增长17.4％；饼干和烘焙零食净销售额为47亿美元，增长3.2％。分地区看，针对 2025年第四季度报告净销售额情况，北美地区28亿美元，下降0.6％；拉丁美洲地区13亿美元，增长 7.9％；欧洲地区44亿美元，增长17.3％；亚洲、中东和非洲地区21亿美元，增长8.9％。 2025年全年，亿滋国际净销售额385.37亿美元，同比增长5.8%；有机净销售额提升4.3％。 ...

在当下的休闲食品赛道，无论是外资巨头还是本土品牌，都倍感压力。 当地时间2月3日，奥利奥母公司亿滋国际交出了一份增收不增利的年度成绩单。2025财年，亿滋国际实现净收入385.37亿美元，同比增长5.8%；净收益为 24.51亿美元，同比下滑46.8%。导致亿滋国际2025财年利润缩水的关键是原材料可可的价格持续处于高位。 "过去两周，可可价格的下跌幅度超出所有人的预期。这在短期内可能会带来一些压力，主要是因为行业内的大型企业2026年的可可采购成本大多锁定在高 于当前市场价的水平，这可能会引发一些超出预期的竞争反应。"冯朴德在财报电话会上进一步说，当前可可价格已回归到与历史平均水平更为接近的区 间，预计2027财年巧克力业务的利润率会显著提升。 3日，另一家休闲食品赛道的巨头百事集团也披露了2025财年业绩报告，营收同比增长2.25%，净利润同比下滑13.97%。为了提振业绩，百事集团发起降价 攻势，发布了一则关于部分零食产品降价近15%的公告。 近年来，价格策略似乎成为国际快消巨头的"杀手锏"，前有可口可乐在中国市场的涨价，后有原材料可可价格上涨带来的巧克力涨价，亿滋国际近两年也持 续通过涨价来磨平成本压 ...

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, 2025 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) (State or other ju ...

Key Takeaways Mondelez posted Q4 revenues of $10.5B and adjusted EPS of 72 cents, beating consensus estimates. MDLZ benefited from pricing-led organic growth, with emerging market revenues up 13.2% year over year.Higher cocoa costs pressured margins, but pricing actions and productivity gains lifted operating income.Mondelez International, Inc. (MDLZ) posted fourth-quarter 2025 results, wherein revenues and adjusted earnings per share increased and surpassed the respective Zacks Consensus Estimate. Manageme ...

北京商报讯（记者 郭秀娟 王悦彤） 2月4日，北京商报记者获悉，近日，亿滋国际发布2025年第四季度 及全年业绩。2025年第四季度，亿滋国际实现净收入104.96亿美元，同比增长9.3%。2025年全年，亿滋 国际实现净收入385.37亿美元，同比增长5.8%。 ...

奥利奥制造商、美国食品巨擘亿滋(MDLZ.US)盘前跌4.5%。消息上，亿滋公布了稳健的第四季度业 绩，调整后每股收益（EPS）为0.72（同比增长11%），高于市场预期的 0.70；收入达105亿（同比增长 9%），超出预期2.07亿。管理层预计2026年的有机销售增长将持平至+2%，调整后的每股收益增长（以 固定汇率计算）将持平至+5%，均低于长期目标的3%-5%和高个位数增长。 | MDLZ 亿滋 | | | | --- | --- | --- | | 59.470 + +0.780 +1.33% | | 收盘价 02/03 16:00 美东 | | 56.790 + -2.680 -4.51% | | 盘前价 02/04 04:14 美东 | | 三 71 24 华 S 9 日 ♥ 白选 | | ● 快捷交易 | | 最高价 59.935 | 开盘价 58.055 | 成交量 1532.27万 | | 最低价 58.000 | 昨收价 58.690 | 成交额 9.09亿 | | 平均价 59.325 | 市福率 TM 31.47 | 总市值 767.38亿 (... | | 振 幅 3.30% | ...

Investment Rating - The report maintains an "Overweight" rating for the food and beverage industry [9] Core Insights - The report highlights a structural differentiation in consumer recovery across various segments, with high-end consumption showing signs of recovery while mid-range and mass-market segments lag behind [1] - Foreign brands are facing challenges due to weak demand and a trend towards "de-branding," which has led to overall performance pressure [1] - Companies achieving growth are primarily relying on their own brand strength and channel strategies [1] Alcoholic Beverages - The overseas spirits giants are experiencing performance pressure in China, with Pernod Ricard and Diageo reporting significant declines in sales [2][13] - Diageo's management remains cautious, expecting continued challenges in the market, particularly in the white liquor segment [2][14] - Rémy Cointreau's sales in China have stabilized, but internal performance shows structural differentiation [2][15] Dairy Products - Foreign brands in the dairy sector, particularly in milk beverages and nutritional products, are performing well due to strong brand management and product innovation [3][22] - The market for dairy products is expected to continue growing, especially in segments like low-temperature fresh milk and cheese [3][32] - The high import dependency in certain dairy categories presents opportunities for domestic alternatives [3][32] Soft Drinks - The soft drink industry is experiencing varied performance across segments, with carbonated drinks under pressure while energy drinks and sugar-free tea are expanding [4][33] - Coca-Cola and PepsiCo maintain high market shares in carbonated drinks but face increasing competition from local brands [4][33] - Monster's sales in China are growing rapidly, indicating a positive outlook for the energy drink segment [4][44] Beer - The beer market is under pressure due to weakened dining demand, with Budweiser experiencing a significant decline in sales [5] - Carlsberg has stabilized its performance through product adjustments, while Heineken benefits from partnerships with local brands [5] Snacks - The snack sector is seeing a weak recovery, with foreign brands struggling against local competitors [6] - Mondelez has managed to maintain steady growth in China through localized marketing strategies [6] Condiments - Foreign condiment brands are focusing on improving product value and adapting to changing consumer preferences [7] - The market is shifting towards value-oriented consumption, prompting companies to adjust their strategies [7]

Mondelez (MDLZ) reported $10.5 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 9.3%. EPS of $0.72 for the same period compares to $0.65 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $10.3 billion, representing a surprise of +1.86%. The company delivered an EPS surprise of +3.14%, with the consensus EPS estimate being $0.70.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Stree ...

来源：滚动播报 亿滋国际(Mondelez International)预测今年增长将放缓，该公司正在应对波动的可可价格。这家奥利奥 (Oreo)和吉百利(Cadbury)的所有者周二表示，过去几周可可价格的突然下跌可能会带来一些短期压力， 这取决于竞争对手的反应以及这些价格最终稳定在何处。首席执行官德克·范德普特(Dirk Van de Put)在 与分析师的电话会议上说："这或许会给我们带来一些意想不到的竞争反应。""因此，我们希望在业绩 预期中留出一些灵活性，因为我们不太清楚市场将如何演变。"该公司股价在盘后交易中下跌4.8%，至 56.63美元。截至周二收盘，该股在过去一年里上涨了3.6%。 ...