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Mondelez International(MDLZ) - 2023 Q1 - Earnings Call Transcript
2023-04-28 01:22
Mondelez International, Inc. (NASDAQ:MDLZ) Q1 2023 Earnings Conference Call April 27, 2023 5:00 PM ET Company Participants Shep Dunlap - Vice President, Investor Relations Dirk Van de Put - Chairman and Chief Executive Officer Luca Zaramella - Executive Vice President, Chief Financial Officer Conference Call Participants Andrew Lazar - Barclays Ken Goldman - JPMorgan Bryan Spillane - Bank of America David Palmer - Evercore ISI Alexia Howard - Bernstein Jason English - Goldman Sachs Michael Lavery - Piper Sa ...
Mondelez International(MDLZ) - 2023 Q1 - Earnings Call Presentation
2023-04-27 20:49
Q1 2023 RESULTS FORWARD-LOOKING STATEMENTS This presentation contains forward-looking statements. All statements other than statements of historical fact are “forward-looking st ...
Mondelez International(MDLZ) - 2023 Q1 - Quarterly Report
2023-04-26 16:00
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 March 31, 2023 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 (State or other juri ...
Mondelez International, Inc. (MDLZ) Presents at 2023 CAGNY Conference (Transcript)
2023-02-25 20:13
Summary of Mondelez International, Inc. 2023 CAGNY Conference Call Company Overview - **Company**: Mondelez International, Inc. (NASDAQ:MDLZ) - **Date**: February 21, 2023 - **Participants**: Dirk Van de Put (Chairman and CEO), Luca Zaramella (CFO), Martin Renaud (Chief Marketing and Sales Officer) Core Industry and Company Focus - **Industry**: Snack Food Industry - **Core Categories**: Chocolate, Biscuits, Baked Snacks - **Strategic Priorities**: Sustainable growth strategy, focus on high-growth categories, marketing and sales excellence, portfolio reshaping through M&A Key Points and Arguments 1. **Sustainable Growth Strategy**: Mondelez has updated its growth strategy since 2018, focusing on high-growth categories and reshaping its portfolio through M&A [2][3] 2. **Financial Performance**: The company has achieved strong organic net revenue growth, with a healthy mix of volume and price, and has consistently delivered over $3 billion in free cash flow annually [4][6] 3. **Shareholder Returns**: Over the past four years, Mondelez has returned more than $17 billion to shareholders, with a total shareholder return of over 16%, outperforming the peer average of about 11% [4][6] 4. **Market Position**: Mondelez holds a 2 global position in chocolate (13% market share) and a 1 position in biscuits (17% market share) [7][8] 5. **Consumer Trends**: Research indicates that 75% of consumers prioritize snacks in their grocery budget, with 60% expecting to spend the same or more on cookies and chocolate [6][7] 6. **Geographic Growth**: More than one-third of revenues come from emerging markets, which are growing nearly 11%, and all geographic regions are growing at or above the company's top-line algorithm [9][14] 7. **Sustainability Initiatives**: Mondelez has committed $1 billion to its Cocoa Life program to improve cocoa sourcing and sustainability, alongside efforts to reduce carbon emissions and packaging waste [12][13] Additional Important Insights 1. **Marketing and Sales Transformation**: The company has modernized its marketing approach, focusing on digital media and personalized advertising, resulting in a 7-point increase in product superiority ratings since 2019 [30][32] 2. **Acquisition Strategy**: Since 2018, Mondelez has made nine strategic acquisitions, adding nearly $3 billion in revenue, with a focus on chocolate and biscuits [43][45] 3. **Employee Engagement**: Mondelez has made significant strides in diversity and inclusion, with 42% of leadership roles held by women and a 79% employee engagement index [10][11] 4. **Future Outlook**: The company remains confident in its growth trajectory, driven by strong brand loyalty, effective marketing strategies, and a commitment to sustainability [15][52] Conclusion Mondelez International is well-positioned for future growth, leveraging its strong market positions in chocolate and biscuits, a robust acquisition strategy, and a commitment to sustainability and consumer engagement. The company aims to continue delivering substantial growth and shareholder value in the coming years.
Mondelez International(MDLZ) - 2022 Q4 - Annual Report
2023-02-02 16:00
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-K (Mark one) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 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(MDLZ) - 2022 Q4 - Earnings Call Transcript
2023-02-01 01:53
Mondelez International, Inc. (NASDAQ:MDLZ) Q4 2022 Earnings Conference Call January 31, 2023 5:00 PM ET Company Participants Shep Dunlap - Vice President of Investor Relations Dirk Van de Put - Chairman and Chief Executive Officer Luca Zaramella - Executive Vice President and Chief Financial Officer Conference Call Participants Andrew Lazar - Barclays Bank PLC Kenneth Goldman - JPMorgan Chase & Co. Christopher Growe - Stifel, Nicolaus & Company, Inc. Jason English - Goldman Sachs Group, Inc. Alexia Howard - ...
Mondelez International(MDLZ) - 2022 Q4 - Earnings Call Presentation
2023-01-31 21:57
Q4 2022 RESULTS January 31, 2023 Billion in revenues FORWARD-LOOKING STATEMENTS ...
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 ...