皇冠曲奇和奥利奥也卖不动了？ 3月6日，印尼食品巨头迈大集团中国区发布公告，总经理朱忆菁因"个人原因"辞职。此时距离她2025年3月3日高调空降，仅过去一年零三天。 她的职务将由迈大集团董事会成员Henry Atmadja暂时接管。这位曾在亿滋中国执掌市场与销售大权五年多的女高管，用一场近乎"闪电战"式的人事更 迭，为外资快消品牌在华的转型阵痛写下了最新注脚。 无独有偶，据食品内参报道，就在朱忆菁离开迈大之前，其老东家亿滋中国正进行一场深刻的销售渠道变革，将原新零售发展部拆分为独立的"零食店业 务部"和"全国重点客户部"。原总监徐进已离职，现任销售运作负责人、前玛氏高管曾步宇将暂代全国重点客户部职责。 两起看似独立的人事与架构变动，实则指向同一个命题：当传统大卖场流量枯竭、量贩零食店野蛮生长、高端礼赠市场遇冷，曾经叱咤风云的外资零食巨 头，正在经历一场前所未有的"中年危机"。 亿滋旧部难解迈大困局 朱忆菁的履历堪称光鲜。2019年加入亿滋中国后，她在此后五年多时间里执掌这家零食巨头在华的市场与销售大权。亿滋旗下奥利奥、趣多多、太平梳打 等品牌，在中国饼干市场长期占据主导地位。 根据欧睿国际数据，2014年至2 ...

It has been about a month since the last earnings report for Mondelez (MDLZ) . Shares have lost about 1.2% in that time frame, underperforming the S&P 500.Will the recent negative trend continue leading up to its next earnings release, or is Mondelez due for a breakout? Well, first let's take a quick look at its latest earnings report in order to get a better handle on the recent catalysts for Mondelez International, Inc. before we dive into how investors and analysts have reacted as of late.Mondelez's Q4 E ...

Core Insights - The rising asking prices for acquisition targets are making it challenging for companies like Mondelēz International to complete deals, as the food industry experiences a heightened demand for growth through M&A [1][3] - Food companies are increasingly engaging in M&A to incorporate higher-growth and trendier brands, which is driving up overall valuations in the market [2][5] Company Strategy - Mondelēz has been actively pursuing acquisitions since 2017, completing approximately a dozen deals to strengthen its position in the snacking and premium offerings sectors, including brands like Tate's Bake Shop and Clif Bar [3][4] - The company is particularly focused on expanding its cakes and pastries business and premium chocolate category, maintaining a "wish list" of about 40 potential M&A targets each year [4][5] - Mondelēz emphasizes that acquisitions must provide a unique competitive advantage or significantly enhance growth rates to be considered worthwhile [5] Market Trends - The overall volume of acquisitions in the food and beverage sector has slowed to a more normal level in 2025, following a record year, yet the aggregate deal value increased to $61.5 billion, marking a 16.3% rise from the previous year [5] - Higher costs are prompting firms to concentrate on more strategic investments, with many companies indicating that acquisitions will remain a key tool for generating growth [6]

Core Insights - Mondelez International, Inc. is navigating a volatile cost environment while balancing pricing discipline and volume protection, raising questions about the sustainability of organic sales growth in 2026 [1][5] Financial Performance - Organic net revenues increased by 4.3% for the full year 2025, with a notable acceleration to 5.1% in Q4, primarily driven by higher net pricing due to cocoa inflation [2][10] - Volume and mix declined by 3.7% for the year and 4.8% in Q4, influenced by elasticity in chocolate, revenue growth management actions, and soft U.S. biscuit consumption [2][10] 2026 Outlook - For 2026, organic net revenues are projected to be flat to an increase of 2%, reflecting ongoing softness in category growth and selective price investments [3][10] - The company plans substantial reinvestment to improve volume trends, expand distribution, and strengthen brand presence, despite a challenging consumer backdrop [4] Strategic Focus - The ability of Mondelez to sustain organic sales momentum in 2026 will depend on effectively balancing pricing, reinvestment, and volume recovery [5][9] - The company is expected to focus on stabilizing demand while navigating a cautious consumer environment, marking 2026 as a transition year [9]

近期，部分消费者发视频吐槽春节遭遇"礼盒刺客"。有网友收到亲戚送的奥利奥"奥趣礼盒"，只有上半 部分装了饼干，下半部分被纸壳填充，竟然还出现两罐可乐，这在没拆开前显得很重。评论区网友质疑 这种礼盒存在过度包装，误导消费者。2月25日，华商网记者致电奥利奥官方客服，客服称：会有其他 的经销商购买产品后进行二次包装，正常官方礼盒不会有其他品牌产品。 ...

The last time I covered Mondelez International ( MDLZ ), I rated them a Buy thanks to the stock trading below their intrinsic value, offering a solid entry point for a powerhouse of theI've been researching companies in-depth for over a decade, from commodities like oil, natural gas, gold and copper to tech like Google or Nokia and many emerging market stocks, which I believe could help me provide useful content for readers. After writing my own blog for about 3 years, I decided to switch to a value investi ...

Core Insights - Woolworths reported a 16.4% increase in underlying profit for the first half of the fiscal year, driven by growth in its Australian Food unit and strategic price reductions to attract customers [1][2]. Financial Performance - The underlying net profit after tax for Woolworths reached A$859 million (approximately $606.28 million) for the 27 weeks ending January 4, up from A$739 million in the previous year, exceeding the Visible Alpha consensus estimate of A$813.5 million [2].

Core Insights - Krispy Kreme and OREO are expanding their partnership with a new limited-time doughnut collection that combines OREO cookies and Krispy Kreme doughnuts [1] Product Launch - The new Krispy Kreme x OREO Cookie Collection will be available starting February 24 at participating Krispy Kreme locations across the U.S. [1] - The collection features two new doughnuts along with a fan-favorite, the NEW Golden ORE [1]

Mondelez International, Inc. (NASDAQ:MDLZ) is one of the best sugar stocks to buy according to hedge funds. Mondelez International, Inc. (NASDAQ:MDLZ) announced on February 17 that it would highlight its commitment to long-term value creation at the 2026 Consumer Analyst Group of New York (CAGNY) Conference, supported by its portfolio of snack brands. It further stated that Mondelēz International will reaffirm its long-term growth algorithm of 3% to 5% organic net revenue growth, high-single-digit adjusted ...

Core Insights - The OREO brand is launching the MARVEL OREO Stuf of Doom Cookies featuring a new Masked Decadence flavor, set to hit shelves on March 2, 2026 [1][7] - This product is part of a collaborative marketing strategy with Marvel, enhancing brand engagement through interactive storytelling [5][6] Product Details - The MARVEL OREO Stuf of Doom Cookies include chocolate graham and toasted marshmallow-flavored creme, with an embossment of Doctor Doom's mask [3][4] - The cookies utilize innovative color-changing technology, where the black creme turns the tongue green when licked [3] - The packaging features Marvel Comic-style illustrations by artist Todd Nauck, adding a collectible aspect to the product [4] Marketing Strategy - The launch is positioned as an interactive experience, allowing fans to engage with the story and complete a collection of cookie packs [5] - A promotional event will take place on February 21 in Brooklyn, offering fans an exclusive first taste of the cookies and signed merchandise [6] - Special-edition packs will be available for presale starting February 23, with a nationwide retail launch on March 2 [7] Company Background - OREO is recognized as America's favorite cookie, with over 60 billion cookies sold annually, and more than 20 billion sold in the U.S. alone [8] - Mondelz International, the parent company, reported net revenues of approximately $38.5 billion in 2025, emphasizing its leadership in the global snacking market [11]