财务数据和关键指标变化 - 2023年全年有机净收入增长14.7%,达到46.6亿美元 [10][13] - 2023年全年调整后毛利增长18.8%,达到22亿美元 [11][14] - 2023年全年调整后每股收益增长19%,达到3.30美元 [16][48] - 2023年全年自由现金流达到36亿美元 [49] 各条业务线数据和关键指标变化 - 巧克力业务全年增长14.5%,第四季度增长11.2% [36][37] - 饼干业务全年增长11.9%,第四季度增长5.5% [36] - 口香糖和糖果业务全年增长超过28%,第四季度增长20% [37] 各个市场数据和关键指标变化 - 新兴市场全年增长20.4%,第四季度增长14.9% [35] - 发达市场全年增长11.1%,第四季度增长6.6% [35] - 欧洲全年增长14.5%,第四季度增长11.6% [39] - 北美全年增长9.5%,第四季度增长1.9% [40] - 拉丁美洲全年增长34.8%,第四季度增长28.6% [45] - 亚太中东非洲全年增长11.7%,第四季度增长7.9% [43] 公司战略和发展方向及行业竞争 - 公司将继续专注于巧克力、饼干和烘焙类休闲食品三大核心品类,预计将占到90%的收入 [18] - 公司将继续加大在品牌、能力和人才方面的投资,以推动可持续增长 [15] - 公司完成了Clif Bar和Ricolino的整合,并出售了发达市场口香糖业务 [19] - 公司在可持续发展方面取得进展,80%的可可豆采购来自可可生命计划,97%的包装设计为可回收 [20][21][22] 管理层对经营环境和未来前景的评论 - 公司预计2024年将面临持续的通胀压力,特别是在欧洲市场 [51] - 公司对2024年的业绩保持信心,预计将实现高单位数的有机收入和利润增长 [27][50] - 公司将继续大幅增加品牌投资,以推动消费者和客户的忠诚度 [15] - 公司认为,强大的品牌、执行力和人才将支撑其实现长期可持续增长 [25][28] 问答环节重要的提问和回答 问题1 **Andrew Lazar 提问** 询问公司各主要市场的表现情况,以及2024年的预期 [56][57] **Dirk Van De Put 回答** - 公司整体业务表现强劲,各地区和品类均有良好增长 [58][59][60] - 2024年公司预计将实现高于算法的有机收入增长,但欧洲市场的客户谈判存在不确定性 [65] 问题2 **Ken Goldman 提问** 询问2024年EPS指引的具体构成和依据 [82][83] **Luca Zaramella 回答** - 公司将大部分剥离业务的影响进行抵消,预计2024年EPS将实现高单位数增长 [83][84] - 增长来源包括良好的量增势头、持续的价格执行、成本管控和生产效率提升等 [84][85] 问题3 **David Palmer 提问** 询问分销网络扩张对公司收入增长的贡献 [117][118] **Dirk Van De Put 回答** - 在中国、印度和巴西等重点新兴市场,分销网络扩张可带来约50%的有机收入增长 [116] - 公司在这些市场仍有大量的分销网络扩张空间,未来几年将是公司重要的增长动力 [117]

Mondelez (MDLZ) came out with quarterly earnings of $0.84 per share, beating the Zacks Consensus Estimate of $0.78 per share. This compares to earnings of $0.73 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 7.69%. A quarter ago, it was expected that this maker of Oreo cookies, Cadbury chocolate and Trident gum would post earnings of $0.78 per share when it actually produced earnings of $0.82, delivering a surprise of 5.13%.O ...

Global snacks giant Mondelez International Inc. late Tuesday called for slower growth this year, hedging that its outlook comes amid “greater-than-usual volatility as a result of geopolitical uncertainty.”Mondelez MDLZ, +0.82% said it expects net revenue growth between 3% and 5% for 2024; the maker of Oreos, Ritz crackers and other popular snack and candy brands grew slightly more than 14% last year. Mondelez earned $950 million, or 70 cents a share, in the fourth quarter, compared with $585 million, or 42 ...

Mondelez International, Inc. (MDLZ) is likely to register top- and bottom-line growth when it reports fourth-quarter 2023 earnings on Jan 30. The Zacks Consensus Estimate for revenues is pegged at $9.3 billion, suggesting a rise of almost 7% from the prior-year quarter’s reported figure. The consensus mark for 2023 revenues is pegged at almost $36 billion, suggesting growth of 14.3% from the year-ago period’s reported figure.The Zacks Consensus Estimate for quarterly earnings has moved up by a penny to 78 c ...

营收表现 - Mondelez的营收稳定在每年约260亿美元左右，但在2021年开始增长，过去四个季度的营收超过了350亿美元，增长速度远超通货膨胀率[3] - Mondelez的毛利润同比增长20%，发展中市场的营收增长幅度更高，显示未来销售增长的机会[4] - Mondelez的净收入在2022财年下降至27.17亿美元，但最近的季度报告显示，净收入同比增长近一倍，从2022年前九个月的21.42亿美元增长到2023年同期的40.18亿美元[4] 财务状况 - Mondelez最近的季度报告显示，自由现金流为24亿美元，过去一年增长了5亿美元[5] - MDLZ目前的市盈率约为22.4倍，与过去五年的平均值相符，股价在过去五年中提供了74%的稳健回报[6] - Mondelez过去五年的股息增长率平均为11%每年，目前的股息支付比率略低于50%，显示未来有足够的空间继续增长股息[8] 股票表现 - Mondelez近年来回购了大量股票，截至最近季度报告，总股数减少了约23%，公司还授权了新的60亿美元股票回购计划[9] - Mondelez虽然未有大幅股价增长，但过去三年表现出强劲的营收增长，股息也有稳健增长，对于寻求稳定股票并提供一定保护的投资者来说，可能是一个吸引人的选择[10]

Mondelez财报预测 - Mondelez预计在即将发布的财报中每股收益为0.77美元，同比增长5.5%[1] - 分析师们对Mondelez季度盈利预期进行了下调，过去30天下调了0.8%[2] Mondelez地理收入预测 - 分析师的集体评估显示，Mondelez在北美地区的地理收入预计为28.4亿美元，同比增长1.1%[6] - 欧洲地区的地理收入预计将达到35.1亿美元，同比增长9.2%[7] - 分析师预计拉丁美洲地区的地理收入将达到12.9亿美元，同比增长26.9%[9] Mondelez非GAAP操作收入预测 - 预计Mondelez的非GAAP操作收入-拉丁美洲将达到1.404亿美元，较去年同期的1.08亿美元有所增长[13]

Mondelez (MDLZ) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended December 2023. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The earnings report, which is expected to be released on January 30, 2024, might help the stock move higher if these key numbers are better than e ...

OREO品牌合作与新品发布 - OREO品牌与Space Perspective合作，将一名幸运粉丝送往太空边缘[1] - OREO品牌发布了新的星系灵感限量版饼干，鼓励粉丝在新的一年中玩得开心[2] - OREO Space Dunk饼干预售开始，每个饼干都有蓝色和粉色的“宇宙奶油”层，带有爆炸感的糖果，以及五种不同的星系浮雕[3]

Professional quarterback, Trevor Lawrence, teams up with the brand to upgrade fans' game day experiences with delicious recipes and watch party must-havesEAST HANOVER, N.J., Jan. 22, 2024 /PRNewswire/ -- RITZ, America's favorite butter cracker, is rushing into football and blitzing the postseason with the help of brand partner and professional quarterback, Trevor Lawrence. A blitz can ruin a play, but when the RITZ brand blitzes a party, it makes everything better. Today through the Big Game in February, th ...

CHICAGO, Jan. 16, 2024 (GLOBE NEWSWIRE) -- Mondelēz International, Inc. (NASDAQ:MDLZ) will release its fourth quarter 2023 financial results on Tuesday, January 30, 2024 at 4:05 p.m. ET and will host a conference call at 5:00 p.m. ET that day. Investors and analysts may participate via phone by calling (800) 225-9448 from the United States and (203) 518-9708 from other locations. To ensure timely access, participants should dial in approximately 10 minutes before the call starts. A listen-only webcast will ...