Wall Street analysts expect Mondelez (MDLZ) to post quarterly earnings of $0.68 per share in its upcoming report, which indicates a year-over-year decline of 20.9%. Revenues are expected to be $8.88 billion, up 6.4% from the year-ago quarter.Over the last 30 days, there has been a downward revision of 0.2% in the consensus EPS estimate for the quarter, leading to its current level. This signifies the covering analysts' collective reconsideration of their initial forecasts over the course of this timeframe.P ...

CHICAGO, July 14, 2025 (GLOBE NEWSWIRE) -- Mondelēz International, Inc. (Nasdaq: MDLZ) will release its second quarter 2025 financial results on Tuesday, July 29, 2025 at 4:05 p.m. ET and will host a conference call at 5:00 p.m. ET that day.Investors and analysts may participate via phone by calling 800-225-9448 from the United States and 203-518-9708 from other locations. To ensure timely access, participants should dial in approximately 10 minutes before the call starts. A listen-only webcast will be prov ...

Core Point - Mondelēz Global LLC has announced a voluntary recall of specific RITZ Peanut Butter Cracker Sandwiches due to potential mislabeling that could pose a risk to individuals with peanut allergies [1][5]. Product Recall Details - The recall affects four carton sizes: 8-pack, 20-pack, and 40-pack of RITZ Peanut Butter Cracker Sandwiches, as well as the 20-pack RITZ Filled Cracker Sandwich Variety Pack [1][2]. - The affected products may be incorrectly labeled as Cheese variety, while they actually contain Peanut Butter [1][5]. - All outer cartons are correctly labeled and include an allergen advisory statement indicating the presence of peanuts [2]. Specific Product Information - The recalled products include: - 11.4 oz. RITZ Peanut Butter Cracker Sandwiches (8 Count) with Best When Used By Dates of NOV 25 and JAN 26 [3]. - 27.6 oz. RITZ Peanut Butter Cracker Sandwiches (20 Count) with Best When Used By Dates of NOV 25 and JAN 26 [3]. - 55.2 oz. RITZ Peanut Butter Cracker Sandwiches (40 Count) with Best When Used By Dates of NOV 25 and JAN 26 [3]. - 27.3 oz. RITZ Filled Cracker Sandwich 20-Count Variety Pack with Best When Used By Dates of NOV 25 [3]. Consumer Guidance - Consumers with peanut allergies are advised not to consume the affected products and to discard them [6]. - Mondelēz Global LLC has set up a consumer hotline for further information regarding the recall [6]. Company Overview - Mondelēz International, Inc. reported net revenues of approximately $36.4 billion in 2024 and operates in over 150 countries with a portfolio of iconic brands [7].

Core Viewpoint - The article discusses the balance between globalization and localization in supply chain management, emphasizing the importance of local innovation while leveraging global resources [3][4]. Group 1: Globalization and Localization - The relationship between globalization and localization requires a better balance, focusing on local consumer needs while utilizing global advantages [3]. - The company has achieved over 90% localization in packaging materials and raw materials in China, with 100% localization in biscuit production technology [3][4]. Group 2: Product Development Trends - The snack industry shows distinct market characteristics, with Chinese consumers preferring less sweet products due to health concerns, leading to the development of thinner, less sweet Oreo products [5]. - Local product development can inspire interest in other markets, showcasing a trend towards healthier snacks globally [5]. Group 3: Supply Chain Maturity and Challenges - The AMEA region faces varying supply chain maturity levels, with a need for patience in improving factory standards [6]. - The collaborative environment in China, supported by government and suppliers, is unique and not easily replicated elsewhere, highlighting the need for patience in global expansion [6][7]. Group 4: Talent Development and Leadership - The company employs two methodologies for talent development: "hunting" for specialized skills and "farming" for building foundational capabilities [9][10]. - Female leadership is emphasized, with a focus on establishing a unique leadership style and overcoming feelings of inadequacy [11]. Group 5: Lighthouse Factories and AI Integration - The Suzhou factory is recognized as a global lighthouse factory, showcasing advancements in employee engagement and technology integration [12][13]. - Future AI applications are expected to enhance decision-making processes and optimize supply chain efficiency [14][15]. Group 6: Future Supply Chain Challenges - Key challenges include building a flexible supply chain, ensuring sustainability, and engaging the new generation of workers [16]. - Recommendations for supply chain professionals include focusing on loss reduction, maintaining a broad perspective while addressing specific issues, and fostering collaboration [17][18][19].

Industry Overview - The Zacks Food-Miscellaneous industry is experiencing challenges due to persistent inflation affecting consumer spending and a shift towards private-label products [1][4] - Rising input costs and operational expenses are squeezing profit margins across the sector [1][5] - The industry includes a variety of food and packaged food items, with sales primarily through wholesalers, distributors, and retail channels [3] Major Trends - The market landscape is tough, with consumers increasingly opting for lower-cost alternatives, impacting sales volumes for leading food brands [4] - Companies are adopting strategies focused on value marketing, promotional campaigns, and expanding affordable product lines to meet changing consumer demands [4] - Cost pressures are significant, with elevated prices for raw materials, labor, and transportation affecting profitability [5] Strategic Initiatives - Food companies are focusing on cost efficiency, product innovation, and portfolio diversification to navigate current pressures [2][6] - Established brands are leveraging customer loyalty and innovation to maintain market position and adapt to consumer preferences [6] - Companies are modernizing production capabilities and diversifying product offerings to ensure future growth [6] Industry Performance - The Zacks Food-Miscellaneous industry ranks 187, placing it in the bottom 24% of over 250 Zacks industries, indicating dull near-term prospects [7][8] - The industry's consensus earnings estimate has declined by 3.1% since April 2025, reflecting decreasing confidence in earnings growth potential [8] Comparative Analysis - Over the past year, the industry has underperformed the S&P 500, declining by 6.9% compared to the S&P 500's growth of 12.5% [9] - The industry is currently trading at a forward P/E of 15.85X, lower than the S&P 500's 22.43X and the sector's 17.39X [12] Company Highlights - Mondelez International is focusing on core categories and strategic portfolio reshaping, with a current EPS estimate of $3.02 [15][16] - Sysco Corporation is enhancing capabilities through its "Recipe for Growth" framework, with an EPS estimate of $4.38 [19][20] - McCormick & Company is leveraging innovation and brand marketing, with a current EPS estimate of $3.02 [23][24] - Celsius Holdings is rapidly growing in the beverage sector with a focus on health-conscious products, though its EPS estimate has declined to 81 cents [27][29]

Core Insights - The appointment of Zhu Lei, former General Manager of Kraft Heinz China, to lead the frozen cake team at Mondelēz China is seen as a strategic move to strengthen the company's frozen cake business in the region [2][3] - Zhu Lei's extensive experience in the fast-moving consumer goods (FMCG) sector, including roles at AB InBev, Bain Capital, and Boston Consulting Group, positions him well to drive innovation and digital transformation in Mondelēz's product offerings [2] - The integration of the strategic development department into Zhu Lei's management indicates Mondelēz's intention to elevate frozen cakes from a peripheral business to a core growth area, capitalizing on the higher profit margins and growth potential compared to biscuits [2] Company Developments - In 2022, Mondelēz collaborated with Enxi Village to launch the Oreo Cheesecake and invested 32 million yuan in a production line for "Oreo Cloud Cake" at its Beijing factory [3] - The company plans to increase its stake in Enxi Village to 72% in 2024, enhancing supply chain control and indicating a commitment to expanding its presence in the frozen baking sector [3] - The competitive landscape for frozen cakes remains challenging, with traditional baking brands and emerging trendy dessert shops vying for market share, necessitating effective channel management and digital strategies from Zhu Lei to maintain Mondelēz's leading position [3]

For those looking to find strong Consumer Staples stocks, it is prudent to search for companies in the group that are outperforming their peers. Is Mondelez (MDLZ) one of those stocks right now? By taking a look at the stock's year-to-date performance in comparison to its Consumer Staples peers, we might be able to answer that question.Mondelez is a member of our Consumer Staples group, which includes 178 different companies and currently sits at #15 in the Zacks Sector Rank. The Zacks Sector Rank gauges th ...

Core Insights - RITZ brand is hosting the RITZ Salty Club Giveaway, providing fans a chance to win tickets to the sold-out residency "No Me Quiero Ir de Aquí" in Puerto Rico [2][5] - The initiative aims to modernize the brand's image and connect with consumers in innovative ways, as evidenced by its collaboration with cultural icon Bad Bunny [3][4] Company Overview - Mondelēz International, the parent company of RITZ, reported net revenues of approximately $36.4 billion for 2024, positioning itself as a leader in the global snacking market [8] - The company offers a diverse portfolio of iconic brands, including OREO, RITZ, and CADBURY, and is a member of major stock indices such as the S&P 500 and Nasdaq 100 [8] Event Details - The RITZ Salty Club experience will feature a salty-themed photo booth and exclusive merchandise, enhancing the concert experience for attendees [4] - Fans can enter the giveaway for a chance to win tickets for the residency dates on August 8 or 9, with 30 winners receiving pairs of tickets along with travel and accommodation covered by RITZ [5]

Core Insights - Mondelez International is accelerating its strategic adjustments in the Chinese market, implementing organizational changes effective July 1, 2025, to enhance its omnichannel capabilities [1][2] - The restructuring involves integrating the e-commerce team into the sales department, indicating a shift from "channel separation" to "integrated operations" to address the fragmented consumer market [1][2] E-commerce Strategy - The adjustment aims to reduce internal complexity and focus on strategic priorities, with the e-commerce team now reporting directly to the sales vice president [1][2] - The e-commerce business has seen rapid growth, particularly in the O2O (online-to-offline) sector, with brands like Oreo and Trident performing well on platforms such as Meituan and JD Daojia [2] Strategic Development Optimization - In addition to e-commerce adjustments, Mondelez China is optimizing its strategic development functions, merging them under the management of the frozen cake business leader, indicating a tighter integration of strategic planning and business execution [2][3] - This restructuring is viewed as a significant reference model for the fast-moving consumer goods (FMCG) industry, promoting a comprehensive omnichannel strategy [3] Operational Efficiency - By returning the e-commerce business to the sales system, the company aims to achieve efficient resource allocation between online and offline channels, fostering synergies in emerging areas like O2O retail [3] - The new operational model aligns with consumer habits of shopping anytime and anywhere, potentially driving digital transformation among traditional distributors [3]

Core Insights - Mondelez International (MDLZ) is facing significant challenges due to record cocoa inflation, impacting gross profit despite a 3.1% increase in organic revenues in Q1 2025 driven by strong pricing in its chocolate portfolio [1][8] - The company has implemented a multipronged mitigation strategy focusing on pricing, revenue growth management, and strategic pack architecture, which has shown minimal disruption and maintained consumer loyalty to core brands [2][5] - There are concerns regarding Mondelez's ability to sustain profitability amid prolonged commodity inflation, with a 3.5% decline in volume mix attributed to pricing elasticity and planned pack downsizing [3][4] Financial Performance - In Q1 2025, Mondelez reported a 3.1% organic revenue growth, primarily from pricing gains in its chocolate segment, but experienced a decline in gross profit and adjusted earnings per share due to soaring cocoa prices [1][8] - Operating income in developed markets, particularly North America, was negatively affected by cocoa cost pressures and soft consumer demand, while Europe saw pricing success but still faced operating income erosion [3][4] Future Outlook - Mondelez is positioned to manage cocoa volatility effectively, with strong pricing strategies, cost controls, and resilient brands supporting its margin strategy [5] - The company anticipates benefiting from improved leverage as cocoa markets stabilize, allowing for reinvestment in long-term growth [5] Stock Performance - Mondelez shares have increased by 13.4% over the past six months, outperforming the industry and broader Consumer Staples sector [6] - The stock is currently trading at a forward P/E ratio of 20.95, above the industry average of 15.72, indicating market expectations of business stability [13] Earnings Estimates - The Zacks Consensus Estimate for Mondelez's earnings has been revised upward, with current fiscal year estimates at $3.02 per share and next fiscal year at $3.33 per share, reflecting positive sentiment [16]