Core Insights - Mondelēz International reported a 5.8% increase in net revenues for FY'25, driven by a 4.3% organic net revenue growth, despite a volume/mix decline of 3.7% [1][8] - The diluted EPS for FY'25 decreased by 44.7% to $1.89, while the adjusted EPS was $2.92, down 14.6% on a constant currency basis [1][4] - The company generated $4.5 billion in cash from operating activities and returned $4.9 billion to shareholders [1][8] Financial Performance - FY'25 net revenues reached approximately $38.5 billion, with organic net revenue growth attributed to higher net pricing, partially offset by unfavorable volume/mix [3][8] - Gross profit for FY'25 decreased by $3.3 billion, with a gross profit margin decline of 1,070 basis points to 28.4% due to unfavorable commodity and foreign currency impacts [4][8] - Operating income fell by $2.8 billion, resulting in an operating income margin of 9.2%, down 820 basis points [4][8] Regional Performance - In Q4 2025, net revenues in Latin America increased by 7.9%, while North America saw a slight decline of 0.6% [3] - For the full year, Latin America reported a 0.5% decrease in net revenues, while Europe experienced a 12.9% increase [3] 2026 Outlook - The company anticipates organic net revenue growth for 2026 to be flat to 2%, with adjusted EPS growth expected to be flat to 5% on a constant currency basis [7] - Free cash flow for 2026 is projected to be approximately $3 billion, with currency translation expected to positively impact net revenue growth by about 2% [7][8] Strategic Focus - The CEO emphasized the company's commitment to sustainable, profitable growth through improved volumes, brand investments, and cost savings [2] - The company aims to leverage its scale, iconic brands, and supply chain strength to create long-term shareholder value [2]

"The Big Game is the moment where culture, entertainment, and sports collide on the biggest stage," said Steven Saenen, Category President, Savory Snacking. "We continue to evolve RITZ Crackers into a modern, culture-shaping brand built for today's shared moments. Our Big Game creative anchors in what people love about our product - its deliciously salty and buttery flavor - and uses humor, heart, and signature saltiness to show how RITZ brings everyone together, even the saltiest, inviting a new generation ...

Mondelez International, Inc. (NASDAQ:MDLZ) will release earnings results for its fourth quarter, after the closing bell on Tuesday, Feb. 3.Analysts expect the Chicago, Illinois-based company to report quarterly earnings at 70 cents per share, up from 65 cents per share in the year-ago period. The consensus estimate for Mondelez's quarterly revenue is $10.29 billion, versus $9.6 billion a year earlier, according to data from Benzinga Pro.On Jan. 29, Mondelez International named Luca Zaramella as COO and CFO. ...

Mondelez International, Inc. (NASDAQ:MDLZ) will release earnings results for its fourth quarter, after the closing bell on Tuesday, Feb. 3.Analysts expect the Chicago, Illinois-based company to report quarterly earnings at 70 cents per share, up from 65 cents per share in the year-ago period. The consensus estimate for Mondelez's quarterly revenue is $10.29 billion, versus $9.6 billion a year earlier, according to data from Benzinga Pro.On Jan. 29, Mondelez International named Luca Zaramella as COO and CFO. ...

Core Insights - The Fidelity MSCI Consumer Staples Index ETF (FSTA) and the First Trust Nasdaq Food & Beverage ETF (FTXG) both focus on the defensive side of the U.S. stock market but differ in their investment approach and sector focus [1] Cost & Size Comparison - FTXG has an expense ratio of 0.60%, while FSTA has a significantly lower expense ratio of 0.08% [2] - As of January 29, 2026, FTXG reported a 1-year return of -1.54%, compared to FSTA's 4.29% [2] - FTXG offers a higher dividend yield of 2.94% versus FSTA's 2.24% [2] - FTXG has assets under management (AUM) of $16.7 million, while FSTA has a much larger AUM of $1.3 billion [2] Performance & Risk Comparison - Over the past five years, FTXG experienced a maximum drawdown of -21.68%, while FSTA had a lower maximum drawdown of -16.57% [4] - An investment of $1,000 in FTXG would have grown to $907, whereas the same investment in FSTA would have grown to $1,311 over five years [4] Portfolio Composition - FSTA aims to replicate the MSCI USA IMI Consumer Staples 25/50 Index and includes 96 holdings, providing broad diversification within consumer staples [5] - The top three holdings in FSTA—Costco Wholesale, Walmart, and Procter & Gamble—constitute nearly 37% of its assets [5] - FTXG targets the Nasdaq US Smart Food & Beverage Index and is more concentrated with only 30 holdings [6] - The top three stocks in FTXG—Archer-Daniels-Midland, PepsiCo, and Mondelez International—account for over 23% of its assets [6] Investment Implications - Consumer staples stocks are generally considered safer investments, less impacted by economic fluctuations, making ETFs like FSTA and FTXG appealing for stability [7] - FSTA's broader approach includes a wider range of consumer staples, while FTXG's focus on food and beverage may yield higher returns due to its targeted strategy [8][9]

Core Insights - Mondelēz International has appointed Luca Zaramella as Chief Operating Officer and Chief Financial Officer, effective February 1, 2026 [1][2] - Zaramella will oversee the company's commercial operations across four geographical regions, as well as corporate sales, marketing, and supply chain functions [1] - The company is currently searching for a successor for the CFO position and will announce it at a later date [1] Company Overview - Mondelēz International reported net revenues of approximately $36.4 billion for 2024, positioning itself as a leader in the snacking industry [3] - The company operates in over 150 countries and features iconic brands such as Oreo, Ritz, and Cadbury Dairy Milk [3] - Mondelēz is recognized as a member of the Dow Jones Best-in-Class North America and World Indices [3] Leadership Insights - Dirk Van de Put, the Chair and CEO, expressed confidence in Zaramella's ability to enhance operational excellence and accelerate performance amid a dynamic environment [2] - Zaramella has been with Mondelēz since 2018 as CFO, contributing to the development of the company's strategic growth framework and financial algorithm [2] - He has extensive experience in various senior roles across Latin America, Europe, and North America [2][3]

Key Takeaways Mondelez is expected to deliver Q4 revenues of $10.3B, up 7.4%, with EPS of 70 cents.Mondelez is adjusting pricing, pack sizes and promotions to better match affordability and steady demand.MDLZ expects easing inflation and supply-chain efficiencies to support stronger fourth-quarter profits.Mondelez International, Inc. (MDLZ) is likely to witness top and bottom-line growth when it reports fourth-quarter 2025 earnings on Feb. 3. The Zacks Consensus Estimate for revenues is pegged at $10.3 bill ...

Group 1 - Mondelēz International, Inc. will present at the annual Consumer Analyst Group of New York (CAGNY) Conference on February 17 at 2:00 p.m. ET [1] - The presentation will be led by Dirk Van de Put, Chairman & CEO, and Luca Zaramella, EVP & Chief Financial Officer [1] - A listen-only webcast will be available on the company's website, along with a replay of the event [1] Group 2 - Mondelēz International reported net revenues of approximately $36.4 billion for 2024 [2] - The company operates in over 150 countries and offers iconic brands such as Oreo, Ritz, and Cadbury Dairy Milk [2] - Mondelēz International is recognized as a member of the Dow Jones Best-in-Class North America and World Indices [2]

Core Insights - Mondelēz International has launched applications for the 2026 class of CoLab Tech, a global R&D tech accelerator program aimed at collaborating with entrepreneurs to develop snack-forward technologies with high commercialization potential [1][6] - The program focuses on advancing Mondelēz's innovation agenda, emphasizing supply chain resilience, consumer wellness, operational efficiencies, and sustainable packaging [1][5] Group 1: Program Details - The CoLab Tech program is designed to connect Mondelēz with innovators to enhance capabilities and share expertise, ultimately making a significant impact on the snack industry [2][5] - Applications are open from January 22 to March 31 for start-ups that have a minimum viable product and at least five employees, with a preference for those with diverse and minority board members [6][7] Group 2: Focus Areas - The program's priorities include: - Climate Resilience: Technologies that protect ingredient supply chains, particularly in cocoa and wheat, through efficient fermentation and sustainable agricultural practices [8] - Breakthrough Performance Technologies: Innovations that improve energy efficiency, develop sustainable materials, and enhance R&D processes [8] - Next-Generation Ingredients: Solutions that meet consumer demand for functional snacks with indulgent flavors, such as increased fiber and protein content [8] - Delightful Product and Packaging: Technologies that enhance taste and texture, extend shelf life, and provide non-plastic packaging solutions [8] Group 3: Company Overview - Mondelēz International reported net revenues of approximately $36.4 billion in 2024 and operates in over 150 countries, offering iconic brands like Oreo, Ritz, and Toblerone [9]

Core Concept - The OREO brand is launching a new collaboration with Marvel, introducing MARVEL OREO Stuf of Legends Cookies featuring popular characters from the Marvel universe, set to debut on February 2, 2026 [1][3][4]. Product Details - The collaboration includes four collectible special-edition packs, with three packs available at launch and a fourth pack that is part of an interactive storyline involving Marvel villains [2][4][6]. - The cookies will feature a record-breaking 32 unique embossments, showcasing characters from the Avengers, Spider-Man, X-Men, and Fantastic Four [3][4]. - A unique innovation in this product is a color-changing creme that shifts from gray to blue, adding an interactive element to the experience [5]. Marketing Strategy - The collaboration aims to engage Marvel superfans by blending storytelling with the cookie experience, encouraging fans to participate in the narrative [4][6]. - Fans can interact with the promotion by guiding delivery trucks for the elusive fourth pack through a digital platform, which includes voting on routes and scanning for dangers [7][8]. - The promotional campaign includes a sweepstakes offering prizes such as a $1,400 check and a $500 Disney.com gift card, enhancing consumer engagement [7]. Sales and Availability - Special-edition packs will be available for presale starting January 26, 2026, with a nationwide retail launch on February 2, 2026, for a limited time [9]. - The OREO brand has a significant market presence, selling over 60 billion cookies annually, with more than 20 billion sold in the U.S. [11]. Company Background - OREO is a brand under Mondelz International, which reported net revenues of approximately $36.4 billion in 2024, emphasizing its leadership in the snacking industry [12].