Core Insights - Bunzl PLC (BZLFY) currently presents a better value opportunity compared to Mondelez (MDLZ) based on various financial metrics and rankings [1][3][7] Valuation Metrics - Bunzl PLC has a forward P/E ratio of 12.78, significantly lower than Mondelez's forward P/E of 20.59, indicating that Bunzl may be undervalued [5] - The PEG ratio for Bunzl is 1.18, while Mondelez has a PEG ratio of 4.72, suggesting that Bunzl offers better growth potential relative to its price [5] - Bunzl's P/B ratio stands at 2.83 compared to Mondelez's P/B of 3.08, further supporting the argument that Bunzl is more attractively valued [6] Earnings Estimates - Bunzl holds a Zacks Rank of 2 (Buy), indicating positive earnings estimate revisions, while Mondelez has a Zacks Rank of 3 (Hold), suggesting a less favorable outlook [3][7] - The stronger estimate revision activity for Bunzl indicates an improving earnings outlook compared to Mondelez [7]

北京商报讯（记者 郭秀娟 实习记者 王悦彤） 8月1日，北京商报记者获悉，近日亿滋国际发布2025年第 二季度财报。财报显示，第二季度净营收达到89.84亿美元，相较去年同期的83.43亿美元，同比增长 7.7%。季度营业利润由去年同期的8.54亿美元增至11.72亿美元，同比增长37.2%。归属公司的净利润从 6.01亿美元增至6.41亿美元，同比增长6.7%。 董事长兼首席执行官 Dirk Van de Put 表示："得益于巧克力业务强劲的定价执行力以及绝大多数地区的 强劲增长，我们在2025年第二季度实现了加速的营收增长。凭借我们产品类别的韧性、我们领先的全球 布局以及我们强大的品牌和能力，我们仍然有信心在充满挑战的环境中兑现承诺。我们灵活且经验丰富 的团队将继续专注于执行我们的战略增长议程，同时继续为消费者带来愉悦和价值。" ...

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]

7月31日，亿滋国际(MDLZ)开盘下跌6.61%，截至21:30，报65.1美元/股，成交14.53亿美元，总市值 842.36亿美元。 财务数据显示，截至2025年06月30日，亿滋国际收入总额182.97亿美元，同比增长3.77%；归母净利润 10.43亿美元，同比减少48.19%。 7月30日，亿滋国际获Sanford C. Bernstein & Co., LLC上调目标价至88美元，最新评级Outperform。 大事提醒： 资料显示，亿滋国际公司(纳斯达克股票代码:MDLZ)为全球150多个国家的人们提供零食。该公司正在 引领零食的未来,他们拥有标志性的全球和本地品牌,如奥利奥,吉百利牛奶,米尔卡和Toblerone巧克力。 该公司是全球最大的零食公司之一,2021年全球净收入约为287亿美元。在饼干(饼干和薄脆饼干)方面排 名全球第一,在巧克力方面排名第二,并且在烘焙零食方面迅速发展。 他们在80多个国家开展业务,并在全球的工厂,办事处,研发设施和分销活动中拥有约80,000名员工。 本文源自：金融界 作者：行情君 ...

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]

资料显示，亿滋国际公司(纳斯达克股票代码:MDLZ)为全球150多个国家的人们提供零食。该公司正在 引领零食的未来,他们拥有标志性的全球和本地品牌,如奥利奥,吉百利牛奶,米尔卡和Toblerone巧克力。 该公司是全球最大的零食公司之一,2021年全球净收入约为287亿美元。在饼干(饼干和薄脆饼干)方面排 名全球第一,在巧克力方面排名第二,并且在烘焙零食方面迅速发展。 他们在80多个国家开展业务,并在全球的工厂,办事处,研发设施和分销活动中拥有约80,000名员工。 7月30日，亿滋国际(MDLZ)盘中下跌5.04%，截至22:26，报66.2美元/股，成交3.08亿美元，总市值 856.59亿美元。 财务数据显示，截至2025年06月30日，亿滋国际收入总额182.97亿美元，同比增长3.77%；归母净利润 10.43亿美元，同比减少48.19%。 大事提醒： 7月29日，亿滋国际2025年二季度累计回购金额16.53亿美元。 本文源自：金融界 作者：行情君 ...

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We've seen the comments and DMs. You've twisted, you've dipped and you've combined the two flavors on social media. The devoted brand fans have been asking for this flavor mashup – mixing and stacking the two flavors together in all kinds of creative and delicious ways. Always committed to delivering bold, exciting snacking experiences, the OREO® brand and REESE'S brand knew this request was simply too good to ignore. "This collaboration redefines what it means to be a snacking leader by tapping into exactl ...