Core Insights - Mondelez International, Inc. faced significant cocoa cost inflation in Q2 2025, but its pricing power was crucial in driving organic net revenues up by 5.6%, with a 7.1 percentage point contribution from pricing despite a 1.5% decline in volume/mix [1][10] - The adjusted gross profit margin contracted by 680 basis points year-over-year to 33.7% due to increased raw material and transportation costs, as well as an unfavorable product mix [2][10] - Mondelez is implementing another round of pricing increases across its portfolio in North America and emerging markets to combat sustained cocoa inflation [3][10] Pricing and Cost Management - The company is seeing relief in cocoa butter prices, which have decreased to about half of last year's peak levels, although cocoa bean prices remain historically high [4] - Management anticipates that favorable crop conditions in West Africa will lead to easing cocoa prices into 2026, despite low industry stock levels [4][5] - Mondelez's global presence and brand portfolio are aiding in offsetting higher cocoa costs through pricing strategies, although margins remain under pressure [5] Stock Performance and Valuation - Mondelez shares have declined by 9.2% over the past month, underperforming the industry and broader Consumer Staples sector [6] - The stock currently trades at a forward 12-month P/E ratio of 19.02, which is above the industry average of 15.59 and the sector's 17.19, indicating market expectations of business stability [11] - Recent upward revisions in the Zacks Consensus Estimate for earnings reflect positive sentiment, with estimates increasing to $3.03 per share for the current fiscal year and $3.35 for the next fiscal year [14]

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]

Core Insights - Mondelez International reported a net revenue of $8.984 billion for Q2 2025, a 7.7% increase from $8.343 billion in the same period last year [1] - The operating profit for the quarter rose to $1.172 billion, up 37.2% from $0.854 billion year-over-year [1] - The net profit attributable to the company increased from $0.601 billion to $0.641 billion, reflecting a 6.7% growth [1] Company Performance - The strong revenue growth in Q2 2025 was attributed to robust pricing execution in the chocolate business and strong growth across most regions [1] - The company maintains confidence in delivering on its commitments despite challenging market conditions, supported by its resilient product categories and strong global presence [1] - The experienced and flexible team is focused on executing the strategic growth agenda while continuing to provide value and enjoyment to consumers [1]

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 ...

Analyst's Disclosure:I/we have a beneficial long position in the shares of PEP either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any inv ...