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 ...

Core Insights - Mondelez International reported Q2 earnings of 73 cents per share, exceeding analyst expectations of 68 cents per share [1] - The company achieved quarterly sales of $8.984 billion, surpassing the analyst consensus estimate of $8.831 billion [1] Financial Performance - The company experienced accelerated top-line growth in Q2 2025, driven by strong pricing execution in the chocolate segment and robust growth across most geographies [2] - Mondelez International affirmed a projected decline of 10% in FY2025 adjusted EPS on a constant currency basis [2] Stock Performance - Following the earnings announcement, Mondelez International shares fell by 4.8%, trading at $66.38 [3] - Analysts adjusted their price targets for Mondelez International after the earnings report [3] Analyst Ratings - Stifel analyst Matthew Smith maintained a Buy rating and raised the price target from $73 to $76 [8] - Piper Sandler analyst Michael Lavery maintained a Neutral rating and increased the price target from $66 to $67 [8] - Bernstein analyst Alexia Howard maintained an Outperform rating and raised the price target from $79 to $88 [8]

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].

分组1 - Mondelez (NASDAQ: MDLZ) reported its Q2 2025 results, which led to a 2% decline in after-market trading, indicating a negative market reaction [1] - The company is facing challenges in increasing its volume market share, which is a significant concern for its growth prospects [1]

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。 ...