Mondelez International(MDLZ)

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Mondelez International(MDLZ) - 2022 Q3 - Earnings Call Transcript
2022-11-02 01:14
Mondelēz International, Inc. (NASDAQ:MDLZ) Q3 2022 Earnings Conference Call November 1, 2022 5:00 PM ET Company Participants Shep Dunlap - VP, IR Dirk Van de Put - Chairman & CEO Luca Zaramella - EVP & CFO Conference Call Participants Bryan Spillane - Bank of America Ken Goldman - JPMorgan Andrew Lazar - Barclays Robert Moskow - Credit Suisse Chris Growe - Stifel Robert Dickerson - Jefferies Pamela Kaufman - Morgan Stanley John Baumgartner - Mizuho Securities Operator Good day, and welcome to the Mondel ...
Mondelez International(MDLZ) - 2022 Q3 - Quarterly Report
2022-10-31 16:00
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 1-16483 Mondelēz International, Inc. (Exact name of registrant as specified in its charter) Virginia 52-228437 ...
Mondelez International, Inc. (MDLZ) Barclays Consumer Staples Conference Transcript
2022-09-07 20:56
Mondelez International, Inc. (NASDAQ:MDLZ) Barclays Consumer Staples Conference September 7, 2022 12:45 PM ET Company Participants Dirk Van de Put - Chairman & CEO Luca Zaramella - EVP & CFO Conference Call Participants Andrew Lazar - Barclays Bank Andrew Lazar Let's all find our seats. We will commence with our next 5 star chat. So welcome back, everybody, to our fireside chat with Mondelez International. With me today are Chairman and CEO, Dirk Van de Put; and CFO, Luca Zaramella. Welcome, gentlemen, and ...
Mondelez International(MDLZ) - 2022 Q2 - Earnings Call Transcript
2022-07-27 01:50
Mondelez International, Inc.. (NASDAQ:MDLZ) Q2 2022 Earnings Conference Call July 26, 2022 5:00 PM ET Company Participants Shep Dunlap - VP, IR Dirk Van de Put - Chairman & CEO Luca Zaramella - EVP & CFO Conference Call Participants Bryan Spillane - Bank of America Merrill Lynch Andrew Lazar - Barclays Bank Christopher Growe - Stifel, Nicolaus & Company Alexia Howard - Sanford C. Bernstein & Co. David Palmer - Evercore ISI Jason English - Goldman Sachs Group Operator Good day, and welcome to the Mondelez In ...
Mondelez International(MDLZ) - 2022 Q2 - Quarterly Report
2022-07-25 16:00
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 1-16483 Mondelēz International, Inc. (Exact name of registrant as specified in its charter) Virginia 52-2284372 (St ...
Mondelez International, Inc. (MDLZ) CEO Dirk Van de Put Presents at Deutsche Bank Global Consumer Conference
2022-06-14 18:33
Mondelez International, Inc. (NASDAQ:MDLZ) Deutsche Bank Global Consumer Conference June 14, 2022 6:00 AM ET Company Participants Dirk Van de Put - Chairman and Chief Executive Officer Vince Gruber - Executive Vice President and President, Mondelez Europe Luca Zaramella - Chief Financial Officer Conference Call Participants Stephen Powers - Head of US Consumer Packaged Goods Research, Deutsche Bank Stephen Powers Well, thank you all. For the next session, we welcome Mondelez to the stage. Joining us today a ...
Mondelez International, Inc. (MDLZ) CEO Dirk Van de Put Presents at 2022 Bernstein Strategic Decisions Conference
2022-06-01 17:29
Key Takeaways Company and Industry * **Company**: Mondelez International, Inc. (NASDAQ: MDLZ) * **Industry**: Food and Beverage, Snack Manufacturing Core Views and Arguments * **Top Line Growth**: Mondelez has achieved a 4.7% average organic sales growth since 2019, with biscuits and chocolate contributing significantly to this growth. * **Portfolio Strategy**: Mondelez aims to increase its presence in biscuits and chocolate, targeting a 90% to 10% split between these categories and the rest of the portfolio. * **Acquisitions**: Mondelez focuses on bolt-on acquisitions in biscuits, chocolate, and baked snacks, prioritizing health and wellness, premium, and digitally oriented models. * **Disposal**: Mondelez is exploring the disposal of its developed market Gum and Halls business, representing approximately $1 billion in revenue. * **Cost Inflation**: Mondelez expects double-digit inflation in 2022 and similar levels in 2023, driven primarily by energy costs and commodity prices. * **Pricing**: Mondelez plans to pass on the absolute amount of inflation into its P&L through pricing actions, with a focus on maintaining volume growth. * **Sustainability**: Mondelez has elevated sustainability as a key pillar of its strategy, focusing on reducing carbon footprint, improving supply chain sustainability, and enhancing human rights. Other Important Points * **Incentive System**: Mondelez's incentive system focuses on gross profit, market share, and volume growth, with a decentralized approach to compensation. * **Advertising and Consumer Spend**: Mondelez continues to invest in advertising and consumer spend, aiming to improve brand engagement and return on investment. * **Baked Snacks**: Mondelez sees significant growth opportunities in baked snacks, leveraging its existing manufacturing and distribution capabilities. * **HFSS Regulations**: Mondelez is adapting to the High Fat, Sugar, and Salt (HFSS) regulations in the UK, focusing on reformulating products and exploring new categories. * **Sweeteners**: Mondelez is investing in natural sweeteners and alternative sweetening technologies to reduce sugar content in its products. * **Free Cash Flow**: Mondelez expects free cash flow to improve over time, driven by working capital optimization and synergies from acquisitions. * **Savory Snacks**: Mondelez is exploring opportunities in savory snacks, particularly in countries like China where there is a growing demand for better nutrition.
Mondelez International(MDLZ) - 2022 Q1 - Earnings Call Transcript
2022-04-26 23:01
Mondelez International, Inc. (NASDAQ:MDLZ) Q1 2022 Earnings Conference Call April 26, 2022 5:00 PM ET Company Participants Shep Dunlap - Vice President, Investor Relations Dirk Van de Put - Chairman & Chief Executive Officer Luca Zaramella - Chief Financial Officer Conference Call Participants John Baumgartner - Mizuho Securities Ken Goldman - JPMorgan Andrew Lazar - Barclays Bryan Spillane - Bank of America Chris Growe - Stifel Jason English - Goldman Sachs Michael Lavery - Piper Sandler Alexia Howard - Be ...