Core Insights - Mondelēz International reported a net revenue increase of 7.7% in Q2 2025, with organic net revenue growth of 5.6% driven by strong pricing execution in the chocolate segment and growth across most geographies [1][2][5] - The diluted EPS rose by 8.9% to $0.49, while adjusted EPS decreased by 14.5% on a constant currency basis to $0.73 [1][4][14] - The company returned $2.9 billion to shareholders in the first half of 2025 and announced a 6% increase in the quarterly dividend [1][14] Financial Performance - **Net Revenue**: Q2 2025 net revenues reached $8.984 billion, a 7.7% increase compared to the previous year, with organic growth of 5.6% [3][19] - **Operating Income**: Operating income for Q2 2025 was $1.172 billion, reflecting a 37.2% increase year-over-year, while adjusted operating income decreased by 14.0% [4][14] - **Gross Profit**: Gross profit was $2.937 billion, up 5.0%, but the gross profit margin decreased to 32.7% [4][14] Regional Performance - **Latin America**: Reported net revenues of $1.194 billion, a decrease of 3.1% year-over-year, with organic growth of 5.4% [3] - **Asia, Middle East & Africa**: Revenues increased by 14.7% to $1.821 billion, with organic growth of 8.6% [3] - **Europe**: Revenues rose by 18.7% to $3.412 billion, with organic growth of 12.5% [3] - **North America**: Revenues decreased by 3.5% to $2.557 billion, with organic growth declining by 3.4% [3] Cash Flow and Capital Return - The company generated $1.4 billion in cash from operating activities year-to-date and reported free cash flow of $0.8 billion [1][14] - A quarterly cash dividend of $0.50 per share was declared, marking a 6% increase [1][14] 2025 Outlook - The company maintains an organic net revenue growth target of approximately 5% for 2025, with adjusted EPS expected to decline by about 10% on a constant currency basis due to cocoa cost inflation [7][8] - Free cash flow for 2025 is projected to exceed $3 billion [7]

Core Viewpoint - Analysts expect Mondelez (MDLZ) to report quarterly earnings of $0.68 per share, reflecting a year-over-year decline of 20.9%, with revenues projected at $8.88 billion, an increase of 6.4% from the previous year [1] Earnings Projections - There has been a downward revision of 0.2% in the consensus EPS estimate over the last 30 days, indicating a collective reassessment by analysts [1][2] Revenue Estimates by Geography - North America revenue is estimated at $2.59 billion, a decrease of 2.3% year-over-year [4] - Europe revenue is projected at $3.38 billion, an increase of 17.6% year-over-year [4] - AMEA revenue is expected to reach $1.71 billion, reflecting a year-over-year increase of 7.6% [4] - Latin America revenue is forecasted at $1.19 billion, indicating a decline of 3.5% year-over-year [5] Operating Income Estimates - Non-GAAP Operating Income for AMEA is estimated at $238.28 million, down from $292.00 million year-over-year [5] - Non-GAAP Operating Income for Europe is projected at $447.35 million, compared to $558.00 million from the previous year [5] - Non-GAAP Operating Income for North America is expected to be $491.50 million, down from $579.00 million year-over-year [6] - Non-GAAP Operating Income for Latin America is forecasted at $129.84 million, a decrease from $164.00 million year-over-year [6] Stock Performance - Mondelez shares have returned +4.3% over the past month, compared to a +5.7% change in the Zacks S&P 500 composite [6]

Core Insights - The collaboration between CHIPS AHOY! and Stranger Things represents a significant cultural moment, merging two beloved brands to create an engaging experience for fans of both the cookies and the show [3] Product Launch - The CHIPS AHOY! x Stranger Things Limited-Edition Cookie features a chocolatey base, fudge chips, and a unique red strawberry-flavored filling, marking the brand's first fruit-flavored filling [1] - The cookies will be available for pre-order starting August 11, with a retail price beginning at $5.79, and will be sold in traditional trays and 2-count portion packs [5] Marketing and Engagement - An immersive augmented-reality game will be launched on August 11, allowing fans to find hidden CHIPS AHOY! cookies within the game, with in-game achievements offering chances to win exclusive prizes [2] - The packaging of the cookies incorporates design elements from Stranger Things and features a glow-in-the-dark aspect, enhancing the overall consumer experience [1] Cultural Impact - Stranger Things has become one of Netflix's most popular shows since its debut in July 2016, with its fourth season achieving over 140.7 million views globally [3][7] - The series has garnered over 70 awards and has significantly influenced pop culture, including reviving interest in 1980s nostalgia [7] Upcoming Content - The fifth and final season of Stranger Things is set to premiere with episodes released on November 26, December 25, and December 31, 2023 [4]

Core Insights - Mondelēz International, Inc. will release its second quarter 2025 financial results on July 29, 2025, at 4:05 p.m. ET, followed by a conference call at 5:00 p.m. ET [1] - The company reported net revenues of approximately $36.4 billion for the year 2024, highlighting its position as a leader in the snacking industry with a diverse portfolio of iconic brands [4] Financial Results Announcement - The financial results will be disclosed on July 29, 2025, at 4:05 p.m. ET [1] - A conference call will be held at 5:00 p.m. ET on the same day for investors and analysts [1] Participation Details - Investors and analysts can join the conference call by dialing 800-225-9448 from the U.S. or 203-518-9708 from other locations, with a recommendation to call in 10 minutes early [2] - A listen-only webcast will be available on the company's website [2] Replay Information - A replay of the conference call will be accessible until August 5, 2025, using the same phone numbers as the live call, with the access code MDLZQ225 [3] - An archive of the webcast will also be available on the company's website [3] Company Overview - Mondelēz International operates in over 150 countries, focusing on empowering people to snack right [4] - The company boasts a portfolio of well-known brands, including Oreo, Ritz, Clif Bar, and Cadbury Dairy Milk, among others [4] - Mondelēz is recognized as a member of the Dow Jones Best-in-Class North America and World Indices [4]

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]