Core Insights - Mondelez International, Inc. is a global leader in the snack industry, operating in over 150 countries with iconic brands like Oreo, Cadbury, and Trident [1] - The company is set to release its quarterly earnings on October 28, 2025 [1] Financial Performance - Analysts expect Mondelez to report earnings per share (EPS) of $0.724, with projected revenue of $9.74 billion, representing a 5.9% increase driven by strong performance in core chocolate and biscuit brands [2] - Despite revenue growth, Mondelez's profits may face pressure due to rising input costs, particularly higher cocoa prices, with a consensus estimate for EPS reflecting a 26.3% decline compared to the same quarter last year [3] Strategic Initiatives - Mondelez is implementing a new generative AI tool to reduce marketing content production costs by 30% to 50%, enhancing operational efficiency [4][6] - The upcoming earnings report could significantly influence Mondelez's stock price, with potential upward movement if actual earnings surpass expectations, or a decline if they fall short [5]

Core Insights - Mondelez International, the parent company of Oreo, is significantly reducing marketing costs through investment in artificial intelligence, indicating a shift in the consumer goods industry towards new technologies to reshape advertising production [1] - The company has developed a generative AI tool in collaboration with Publicis Groupe and Accenture, which is expected to cut marketing content production costs by 30% to 50% [1][2] - The AI tool is already being utilized for social media content in the U.S. and Germany, with plans for broader application in major e-commerce platforms and future advertising campaigns [1][2] Group 1: AI Implementation and Cost Reduction - The AI tool has demonstrated cost efficiency in actual business applications, significantly lowering the production costs of marketing content compared to traditional methods [2] - For instance, the cost of an eight-second video for "Lacta" chocolate was reduced to a fraction of the traditional animation costs, which can reach hundreds of thousands of dollars [2] - The tool is set to enhance product displays for Oreo on major e-commerce platforms in the U.S. and will soon support marketing efforts in Brazil and the U.K. [2] Group 2: Competitive Landscape and Caution - Competitors like Kraft Heinz and Coca-Cola are also exploring AI in advertising, with Coca-Cola having previously launched an AI-generated holiday ad that sparked discussions about authenticity [3] - Mondelez International is adopting a cautious approach by avoiding the use of lifelike human images in AI-generated content and ensuring all AI outputs undergo human review [3] - The company has established clear guidelines to ensure brand safety, prohibiting AI content that promotes unhealthy eating habits or uses manipulative language [3]

Core Insights - Mondelez International, Inc. is expected to report revenue growth of 5.9% year-over-year, reaching $9.74 billion for Q3 2025 [1][9] - However, the company's earnings per share are projected to decline by 26.3% year-over-year, remaining at 73 cents [2][9] Revenue Performance - The growth in revenue is attributed to strong performance in chocolate and biscuit categories, supported by effective pricing actions and brand execution [3][4] - The company anticipates a 3.8% revenue growth in the biscuit category for the third quarter [3] - Organic revenue growth is expected to be 4.6% for Q3, driven by a 7.4% increase in pricing [4] Cost and Profitability Challenges - Mondelez faces challenges from elevated input costs, particularly high cocoa prices, and an unfavorable product mix, which may impact profitability [5] - Higher operating expenses are also contributing to the pressure on margins [5] Earnings Prediction Model - The Zacks model indicates that Mondelez does not have a strong likelihood of beating earnings expectations this quarter, with a Zacks Rank of 4 (Sell) and an Earnings ESP of -2.50% [6]

Core Insights - Mondelez is implementing a new generative AI tool aimed at reducing marketing content production costs by 30% to 50% according to a senior executive [1] Company Summary - Mondelez is leveraging generative AI technology to enhance operational efficiency in marketing [1]

Core Insights - Mondelez (MDLZ) is expected to report quarterly earnings of $0.73 per share, reflecting a decline of 26.3% year-over-year, while revenues are forecasted to reach $9.74 billion, indicating a 5.9% increase compared to the previous year [1] - Analysts have revised the consensus EPS estimate downward by 0.5% over the past 30 days, indicating a collective reassessment of projections [1][2] Revenue Estimates - North America revenue is projected at $2.77 billion, showing a year-over-year decline of 1.8% [4] - Europe revenue is expected to reach $3.67 billion, reflecting a year-over-year increase of 10.5% [4] - AMEA revenue is estimated at $2.04 billion, indicating a 10.4% increase from the prior year [4] - Latin America revenue is forecasted at $1.25 billion, representing a 4% increase year-over-year [5] Operating Income Estimates - AMEA Non-GAAP operating income is projected at $298.89 million, down from $348.00 million in the same quarter last year [5] - Europe Non-GAAP operating income is estimated at $500.65 million, compared to $761.00 million a year ago [6] - North America Non-GAAP operating income is expected to be $491.07 million, down from $593.00 million in the previous year [6] - Latin America Non-GAAP operating income is forecasted at $125.54 million, compared to $142.00 million in the same quarter last year [7] Stock Performance - Mondelez shares have decreased by 3.8% over the past month, contrasting with a 0.2% increase in the Zacks S&P 500 composite [7] - The company holds a Zacks Rank 4 (Sell), indicating expectations of underperformance relative to the overall market in the near term [7]

Core Insights - CHIPS AHOY! collaborates with Stranger Things to create a unique pop-up experience ahead of the show's final season, allowing fans to engage with both the brand and the series in an immersive way [1][3] Event Details - The pop-up event will take place on October 25, 2025, in New York City and Atlanta, featuring a CHIPS AHOY! COOKIE x Stranger Things Claw Machine that offers exclusive co-branded merchandise [2][3] - Participants can win prizes such as walkie talkies, retro jean jackets, and the limited-edition cookie, with additional chances to win for those in costume [2][3] Product Launch - The CHIPS AHOY! x Stranger Things Limited-Edition Cookie features a new chocolatey base, fudge chips, and a strawberry-flavored filling, packaged in glow-in-the-dark materials [4] - These cookies are positioned as ideal snacks for watching the final season of Stranger Things or for Halloween celebrations [4] Series Information - Stranger Things 5 will premiere in three volumes on Netflix, with the first four episodes releasing on November 26, followed by three episodes on Christmas and the finale on New Year's Eve [5] Company Background - Mondelz International, the parent company of CHIPS AHOY!, reported net revenues of approximately $36.4 billion in 2024 and is recognized for its diverse portfolio of snack brands [7]

Core Insights - Mondelez International, Inc. is expected to report a significant decline in adjusted profit for Q3, with an anticipated EPS of $0.73, down 26.3% year-over-year from $0.99 [2] - The company has a mixed earnings surprise history, having surpassed bottom-line estimates three times in the past four quarters but missing once [2] - For the full fiscal year 2025, adjusted EPS is projected to be $3.02, a decrease of 10.1% from $3.36 in 2024, with a rebound expected in fiscal 2026 to $3.31, reflecting a 9.6% year-over-year increase [3] Stock Performance - Mondelez's stock has declined 14.3% over the past 52 weeks, underperforming compared to the Consumer Staples Select Sector SPDR Fund's 4.6% decline and the S&P 500 Index's 13.5% gain [4] - Following the release of better-than-expected Q2 results, Mondelez's stock dropped 6.6% in the subsequent trading session and continued to show negative momentum for five more sessions [5] Revenue and Market Performance - The company reported a notable 7.7% year-over-year revenue growth, reaching nearly $9 billion, which was 1.2% above market expectations, driven by strong performance in Europe, Asia, the Middle East, and Africa [5] - However, sales in North American and Latin American markets have been on a downward trend [5] Cost Pressures - Rising raw material costs have contributed to a 12% year-over-year drop in adjusted EPS to $0.73, although this figure exceeded consensus estimates by 7.4% [6] - The company's outlook remains dim due to pressures from increasing cocoa prices, despite solid performance in Q2 [6]

Core Insights - The holiday season significantly influences snacking choices, with traditions and childhood memories playing a crucial role in consumer behavior [1][5][7] - The State of Snacking report, developed with The Harris Poll, highlights the global impact of cultural celebrations on snacking habits, particularly in Asian cultures [2][5] Company Overview - Mondelēz International, Inc. reported net revenues of approximately $36.4 billion for 2024, positioning itself as a leader in the snacking industry with a diverse portfolio of iconic brands [4] Consumer Behavior - A strong connection exists between snacking and cherished childhood experiences, with 76% of consumers recalling fond memories of sharing snacks with parents [5] - 78% of global consumers enjoy sharing their favorite childhood snacks, with particularly high rates in the Philippines, Indonesia, China, and India [5] - 73% of consumers believe certain snacks have been passed down through generations, especially in Indonesia, India, and the Philippines [5]

Core Insights - Mondelez International, Inc. (NASDAQ:MDLZ) is recognized as one of the best food dividend stocks to buy according to analysts [1] - The company has a strong portfolio of popular snack products, including Oreos, Cadbury chocolate, and Sour Patch Kids, contributing to its significant market presence [2] Dividend Performance - Over the past five years, Mondelez has increased its dividend by more than 10% annually and has repurchased billions of dollars' worth of shares, reducing the total stock by approximately 15% since 2018 [3] - In July, Mondelez raised its quarterly dividend to $0.50 per share, marking the 12th consecutive year of dividend increases, with a current dividend yield of 3.19% as of October 5 [4]

Core Viewpoint - Mondelēz International, Inc. is set to release its third quarter 2025 financial results on October 28, 2025, followed by a conference call for investors and analysts [1]. Company Information - Mondelēz International operates in over 150 countries and reported net revenues of approximately $36.4 billion in 2024 [4]. - The company is recognized for its iconic brands, including Oreo, Ritz, LU, Clif Bar, Tate's Bake Shop, Cadbury Dairy Milk, Milka, and Toblerone [4]. - Mondelēz International is a member of the Dow Jones Best-in-Class North America and World Indices, previously known as the Dow Jones Sustainability Indices [4]. Conference Call Details - The conference call will take place on October 28, 2025, at 5:00 p.m. ET, with a phone participation option available for investors and analysts [2]. - A replay of the conference call will be accessible until November 04, 2025, with specific access codes provided for both the live call and the rebroadcast [3].