EAST HANOVER, N.J., Nov. 28, 2025 (GLOBE NEWSWIRE) -- Mondelēz Global LLC announced today a voluntary recall of 70 cases of RITZ Peanut Butter Cracker Sandwiches and sold in the following U.S. states: New York, New Jersey, Pennsylvania, Georgia, Arkansas, Missouri, Oklahoma, and Alabama. This recall is limited to 1 SKU and 2 Code Dates previously recalled in July. This action is not an expansion of that prior recall and is being conducted out of an abundance of caution. The affected cartons include individu ...

EAST HANOVER, N.J., Nov. 28, 2025 (GLOBE NEWSWIRE) -- Mondelēz Global LLC announced today a voluntary recall of 70 cases of RITZ Peanut Butter Cracker Sandwiches and sold in the following U.S. states: New York, New Jersey, Pennsylvania, Georgia, Arkansas, Missouri, Oklahoma, and Alabama. This recall is limited to 1 SKU and 2 Code Dates previously recalled in July. This action is not an expansion of that prior recall and is being conducted out of an abundance of caution. The affected cartons include individu ...

Cocoa futures just slid to their lowest level in almost two years, and the timing couldn't be more delicious as investors are staring down another inflation-heavy holiday season. As winter mugs come out and gifting shelves fill up, the sudden collapse in cocoa prices arrives as a rare margin tailwind for chocolate manufacturers that have spent the past year battling soaring ingredient costs and price-sensitive consumers.Track HSY stock here.The question now hanging over Wall Street: will cheaper beans final ...

Key Takeaways Mondelez delivered a strong Q3 but cut guidance due to emerging quarterly headwinds.MDLZ cited U.S. retailer destocking and softer European chocolate demand as key pressures. Tariff uncertainty and hotter weather added caution even as Mondelez pursues pricing and channel shifts.Mondelez International, Inc. (MDLZ) turned in a solid third quarter of 2025, delivering better-than-expected revenues and earnings. However, the company struck a more cautious tone for the near term. Management explaine ...

Mondelez International is looking to expand a biscuit factory in Poland and make the site its largest in the country. The Oreo maker is investing 620m zlotys ($169m) at its facility in Płońsk in central Poland. The project, scheduled to be completed next year, is expected to increase production capacity by 30% and generate 180 additional jobs. At present, the plant employs about 700 people. Operations in Płońsk began in 1976 with three production lines. The site has since grown into a biscuit hub for Mo ...

核心观点 - 怀旧情感和节日情怀正成为影响全球零食消费者选择的关键因素，品牌通过复活经典产品、进行微创新以及利用节日营销来建立情感联结并驱动增长 [5][6][13][31][32][39][40] 怀旧情感驱动的消费趋势 - 全球消费者，尤其是亚太市场，倾向于通过童年钟爱的零食唤醒美好记忆并与亲友分享，中国有86%的消费者乐于分享童年零食 [6][8] - 怀旧已从少数人情怀转变为主流消费动机，具有强大商业潜力，康师傅、农夫山泉、乐百氏等品牌通过复活经典产品成功激活市场 [12][13] - 糖果行业同样普遍，玛氏箭牌通过小红书平台推出钢琴键礼盒装白箭口香糖，成功唤醒老消费者情感并吸引Z世代年轻群体 [14][15][17] - 单纯复刻老产品风险高，需在保留产品“灵魂”的同时进行创新以适应现代健康观念和口味偏好 [17][18] 经典产品的创新与升级策略 - 新品淘汰率高，约78%的新品在一年内退市，食品饮料新品存活率仅15%，促使品牌转向对经典爆款进行“再升级”和“微创新” [21][22] - 策略在“熟悉”与“新奇”间找到平衡，依托经典产品的市场知名度和消费者基础降低教育成本，并通过创新满足新需求 [22][24] - 口力品牌为酸小虫等经典产品添加真实果汁成分升级配方，并推出1元及2元装小包装降低尝新门槛，覆盖性价比和新鲜感需求 [24] - 好丽友将果滋果心软糖造型从球形改为花瓣造型，满足年轻人拍照社交需求，X-it品牌在清润糖基础上推出新口味以巩固市场 [26][28][30] 节日情怀的营销价值 - 节日情怀在零食消费中扮演核心角色，零食不仅是享受，更是文化仪式和情感礼赠载体，尤其在节日期间增强感情联结 [31][32][34] - 节日点成为品牌创新和发力关键战场，口力推出圣诞袜限定软糖，徐福记将酥心糖工艺层数从64层提升至128层并加强新年互动活动 [35][37] - 情感化营销可提升品牌忠诚度，相关消费者忠诚度高出普通消费者30%以上，节日营销将购买行为转化为难忘体验 [39][37]

SCCM价值股票策略三季度表现 - 美国股市三季度持续上涨，标普500指数回报率为8.1%，罗素1000价值指数大涨5.3% [1] - SCCM价值股票策略三季度总回报率为6.9%（扣除费用前），净回报率为6.8%（扣除费用后） [1] - 策略年初至今总回报率为13.0%，同期罗素1000价值指数回报率为+11.7%，标普500指数回报率为+14.8% [1] 亿滋国际公司概况与市场表现 - 亿滋国际是一家制造和销售零食与饮料产品的公司 [2] - 截至2025年11月19日，公司股价报收56.08美元，市值为725.64亿美元 [2] - 公司股票一个月回报率为-9.50%，过去52周股价下跌12.95% [2] 亿滋国际股价下跌原因分析 - 在SCCM投资组合中，亿滋国际股价下跌6.6%，拖累了消费品板块的相对表现 [3] - 股价下跌主要由于可可期货价格上涨，市场对西非干旱天气导致作物减产的担忧重燃 [3] - 可可仍是公司关键的成本投入，公司正通过将供应基地从非洲扩展到东南亚来降低风险 [3] 亿滋国际市场关注度与分析师观点 - 亿滋国际未入选对冲基金最受欢迎的30支股票名单 [4] - 第二季度末，有49只对冲基金投资组合持有该公司股票，低于前一季度的52只 [4] - 有分析师将亿滋国际目标价下调至62美元，并维持中性评级 [4]

一句"扭一扭，舔一舔，泡一泡"历经时间的积淀走进千家万户——集大成者AI技术的赋能，正是品牌建 立可持续护城河的重要基底。 从消费者偏好到食品配方，从田间到门店货架，"无麸质金色奥利奥"与改良版趣多多经典配方等皆是穿 过亿滋国际数字化管道的"可能性"代表作品。值得注意的是，一份直观产品的落地，背后则是价值链的 多环节深化、企业内部流程的重塑转型，以及综合生态系统的全方位升级。 贯穿研发、生产、营销全价值链，亿滋AI"先手棋"成效初显 早在2022年便对外强调投资超10亿美元进行数字化转型，并计划在2030年实现20%的收入来自数字渠 道，尽管在业内看来，AI投资普遍具有复杂且周期性长的特点，但得益于下"先手棋"的果断与投入，亿 滋国际已通过一系列数据说明，其率先步入了拥抱AI时代的窗口期。 聚焦产品端口，将AI作为组织架构的关键能力，贯穿研发、供应链和营销的全价值链，亿滋国际近年 来在这条道路上不断前进。尽管这条路上的脚印有深有浅，但方向始终与企业数字化转型的目标一致。 AI助力下以消费者为中心的研发流程系价值链蜕变"源代码"之一。据亿滋介绍，AI工具的引入可有效提 升研发效率，降低研发成本，满足消费者的多样 ...

Mondelez International, Inc. (NASDAQ:MDLZ) is included among the 15 Best Passive Income Stocks to Buy Right Now. Mondelez (MDLZ) Target Lowered to $62 as Analyst Maintains Neutral Stance O⁠n November 10, DA Davidson’s Brian Hol‍land trimmed the fi⁠rm’s price target on‍ Mondelez International, Inc. (NASDAQ:MDLZ) to $6‍2‍ fr​om $6‌5 and maintained a Neutral stance on the stock⁠, as reported by The Fly. He noted in a research update that the company’s third-quarter r⁠esults and its forward outlook shaped th ...

公司财务表现 - 第三季度调整后毛利润按固定汇率计算下降7.96亿美元[1] - 调整后毛利率大幅收窄至30.4%，下降1010个基点[1] 成本压力与应对 - 利润下降主要由于原材料和运输成本上升以及不利的产品组合[2] - 可可成本在第三季度达到年度通胀峰值，但近期价格已开始缓和[2] - 公司采用覆盖策略以缓冲成本波动，并可能从可可价格持续下跌中受益[2] - 制造和间接费用方面的成本节约在第三季度帮助缓解了冲击[4] 定价策略与消费者反应 - 此前在欧洲等地约30%的涨价导致消费者价格敏感度上升[3] - 价格弹性上升至约0.7-0.8，高于典型的0.4-0.5[3] - 公司正通过调整包装尺寸和重置价格点，使产品对消费者而言更显合理[3] 市场与运营挑战 - 部分促销活动未达预期效果，零售商利润压力和消费者购物地点转变增加了压力[4] - 公司强调持续的生产力提升和效率增益对2026年至关重要[4][5] 股价与估值 - 公司股价在过去三个月下跌8.2%，表现逊于行业（下跌7.6%）、必需消费品板块（下跌5%）和标普500指数（上涨7.9%）[6] - 公司当前前瞻12个月市盈率为17.9倍，高于行业平均的14.66倍[10]