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Mondelez International, Inc. (MDLZ) Q3 2024 Earnings Call Transcript Summary

Mondelez International, Inc. (MDLZ) Q3 2024 Earnings Call Transcript Summary

億滋國際公司(Mondelez International, Inc.) 2024年第三季度業績會通話記錄摘要
富途資訊 ·  10/30 08:29  · 電話會議

The following is a summary of the Mondelez International, Inc. (MDLZ) Q3 2024 Earnings Call Transcript:

以下是億滋國際公司(MDLZ)2024年第三季度業績會議呼叫交易摘要:

Financial Performance:

金融業績:

  • Mondelez reported strong top line growth with Q3 organic net revenue growth of 5.4%, driven by strong pricing execution and positive volume mix.

  • Adjusted gross profit dollar growth was 11.2%, enabling continued business investments.

  • Adjusted EPS grew by 28.6% this quarter.

  • Free cash flow remained robust, generating $2.5 billion year-to-date.

  • 億滋報告了強勁的營業收入增長,第三季度有機淨營業收入增長5.4%,得益於良好的定價執行和積極的銷量組合。

  • 調整後的毛利潤增長11.2%,支持持續的業務投資。

  • 本季度調整後的每股收益增長了28.6%。

  • 自由現金流保持強勁,截至目前爲止創造了25億美元。

Business Progress:

業務進展:

  • Mondelez expanded in the fast-growing cakes and pastries category by acquiring a majority stake in Evirth, a leader in this segment in China.

  • Launched innovative marketing campaigns including a cross-promotion with Coca-Cola, featuring limited edition products.

  • Strengthened presence and distribution in key emerging markets, particularly in Brazil, where the convenience channel is growing.

  • 億滋通過收購中國這一領域的領軍企業Evirth,進一步擴大了快速增長的蛋糕和糕點類別。

  • 推出了創新營銷活動,包括與可口可樂的跨界合作,推出限量版產品。

  • 加強在關鍵新興市場的存在和分銷,尤其是在巴西,方便渠道正在增長。

Opportunities:

機會:

  • Developed and emerging markets showed solid revenue growth with a healthy volume mix, indicating strong consumer uptake in core snacking categories.

  • Strategic acquisitions like Evirth in China to tap into the burgeoning cakes and pastries market.

  • Collaborative initiatives such as the cross-promotion with Coca-Cola enhance brand visibility and leverage.

  • 發達市場和新興市場顯示出穩健的營業收入增長,健康的成交量組合,表明核心零食類別中消費者的強勁接受度。

  • 戰略性收購,例如在中國的Evirth,以進入蓬勃發展的蛋糕和糕點市場。

  • 與可口可樂的跨界合作等合作舉措,提升品牌知名度併發揮優勢。

Risks:

風險:

  • Potential upticks in elasticity due to pricing adjustments in certain markets, possibly impacting volume sales.

  • Economic conditions in China remain challenging, despite signs of consumer optimism.

  • 由於某些市場的定價調整可能影響銷量,彈性可能出現上升。

  • 中國的經濟狀況仍然具有挑戰性,儘管有消費者樂觀的跡象。

Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.

提示:如需更全面的詳情,請參閱投資人關係網站。本文僅供投資者參考,不作任何指引或建議。

譯文內容由第三人軟體翻譯。


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