Product Innovation - Hershey and Mondelez are combining Reese's peanut butter cup and Oreo cookie [1] - The combination is in response to consumer demand [1]

Core Viewpoint - Mondelez International (MDLZ) experienced a significant stock decline of 6.61% on July 31, closing at $65.1 per share, with a total market capitalization of $84.236 billion [1][2] Financial Performance - As of June 30, 2025, Mondelez reported total revenue of $18.297 billion, reflecting a year-over-year growth of 3.77% [1] - The company's net profit attributable to shareholders was $1.043 billion, which represents a substantial decrease of 48.19% compared to the previous year [1] Analyst Ratings - On July 30, Sanford C. Bernstein & Co., LLC raised Mondelez's target price to $88, with a current rating of "Outperform" [2] Company Overview - Mondelez operates in over 150 countries, providing snacks and is recognized as a leader in the snack industry with iconic brands such as Oreo, Cadbury Dairy Milk, Milka, and Toblerone [2] - The company is the largest snack company globally, with a net revenue of approximately $28.7 billion in 2021, ranking first in the cookie segment and second in chocolate [2] - Mondelez employs around 80,000 people across its global factories, offices, R&D facilities, and distribution activities [2]

Hershey and Mondelez are combining two of their top-selling products—the Reese’s peanut butter cup and the Oreo cookie—in a sugary marriage they say consumers have been begging for https://t.co/NfurOcOQMX https://t.co/UzKs4JZQZP ...

Mondelez International MDLZ reported better-than-expected earnings for the second quarter on Tuesday. The company posted quarterly earnings of 73 cents per share which beat the analyst consensus estimate of 68 cents per share. The company reported quarterly sales of $8.984 billion which beat the analyst consensus estimate of $8.831 billion. "We posted accelerated top-line growth in Q2 2025 underpinned by strong pricing execution in our chocolate business and robust growth across the vast majority of our geo ...

Group 1 - Consumers in the US are becoming more cautious about spending, even on small treats like Oreo cookies, leading to a decline in revenue and sales volumes for Mondelez during the second quarter [1][2] - Mondelez's North American sales fell by 3.5% year over year in the second quarter, attributed to consumer anxiety regarding personal finances, job expectations, and inflation [2] - Many customers are opting for smaller packs of cookies that are more expensive per unit, contributing to a decrease in the overall volume of snacks sold in the US [2][9] Group 2 - The threat of tariffs has influenced shopping behavior, with companies like Conagra and Walmart planning to pass on some costs to consumers, potentially resulting in higher prices [7] - Tariffs may have also led to reduced availability of Mondelez products on retail shelves, as stores adjusted their purchasing strategies in anticipation of tariff impacts [8] - Despite the overall slowdown in food consumption and snacking, some consumers are still willing to spend on dining out, indicating a complex consumer behavior landscape [10]

Core Insights - Mondelez International (MDLZ) experienced a stock price decline of 5.04% on July 30, closing at $66.2 per share with a trading volume of $308 million and a total market capitalization of $85.659 billion [1][2]. Financial Performance - For the fiscal year ending June 30, 2025, Mondelez reported total revenue of $18.297 billion, reflecting a year-over-year growth of 3.77% [1]. - The company's net profit attributable to shareholders was $1.043 billion, which represents a significant decrease of 48.19% compared to the previous year [1]. Share Buyback Activity - As of July 29, Mondelez has executed a cumulative share repurchase amounting to $1.653 billion for the second quarter of 2025 [2]. Company Overview - Mondelez International operates in over 150 countries, providing snacks and is recognized as a leader in the snack industry with iconic global and local brands such as Oreo, Cadbury Dairy Milk, Milka, and Toblerone [2]. - The company ranks first globally in the biscuit category and second in chocolate, with rapid growth in the baked snacks segment [2]. - Mondelez employs approximately 80,000 people across its global factories, offices, R&D facilities, and distribution activities [2].

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Core Insights - The collaboration between OREO® and REESE'S brands aims to meet consumer demand for innovative snacking experiences by combining their iconic flavors [2][4] - The new products include the OREO® REESE'S Cookie and the REESE'S OREO® Cup, both designed to appeal to fans of both brands [3][4] Product Details - The OREO® REESE'S Cookie features OREO® chocolate sandwich cookies filled with REESE'S peanut buttery crème and OREO cookie crumbs [3] - The REESE'S OREO® Cup combines milk chocolate and white crème peanut butter cups with OREO® cookie crumbs, representing a significant collaboration between the two brands [4] Availability - Both products will be available for presale starting August 18, 2025, with nationwide rollout planned for September 2025 [5][6] - The OREO® REESE'S Cookies will return to shelves as part of the OREO brand's portfolio in January 2026 [6] Company Background - The Hershey Company, which owns the REESE'S brand, generates over $11.2 billion in annual revenues and operates in approximately 70 countries [8] - OREO® is a leading cookie brand, selling over 60 billion cookies annually, with more than 20 billion sold in the U.S. [10]

伯恩斯坦将亿滋国际目标价从79美元上调至88美元。 ...

伯恩斯坦将 亿滋国际目标价从79美元上调至88美元。 ...