Mondelez International, Inc. (NASDAQ:MDLZ) Q4 2021 Earnings Conference Call January 27, 2022 5:00 PM ET Company Participants Shep Dunlap - VP, IR Dirk Van de Put - Chairman & CEO Luca Zaramella - EVP & CFO Conference Call Participants Kenneth Goldman - JPMorgan Chase & Co. Bryan Spillane – Bank of America Merrill Lynch Andrew Lazar - Barclays Bank Robert Moskow - Crédit Suisse Christopher Growe - Stifel, Nicolaus & Company David Palmer - Evercore ISI Jason English - Goldman Sachs Group Robert Dickerson - Je ...

Mondelez International, Inc. (NASDAQ:MDLZ) Q3 2021 Earnings Conference Call November 2, 2021 5:00 PM ET Company Participants Shep Dunlap – Vice President, Investor Relations Dirk Van De Put – Chairman & Chief Executive Officer Luca Zaramella – Chief Financial Officer Conference Call Participants Filippo Falorni – RBC Capital Markets Brian Spillane – Bank of America Chris Growe – Stifel Alexia Howard – Bernstein Jason English – Goldman Sachs Pamela Kaufman – Morgan Stanley Operator Good day and welcome to th ...

Summary of Mondelez International, Inc. Conference Call Company Overview - **Company**: Mondelez International, Inc. (NASDAQ:MDLZ) - **Date**: September 9, 2020 - **Participants**: Dirk Van De Put (Chairman and CEO), Luca Zaramella (CFO) Key Industry Insights - **Sales Growth**: Mondelez has experienced consistent sales growth, averaging over 4% for nine out of the last ten quarters, with the exception of Q2 2020 due to the pandemic [3][4] - **Market Share**: The company has gained substantial market share in the global biscuits and chocolate markets over the past three years [4] - **Emerging Markets**: Emerging markets have rebounded quickly post-pandemic, contributing positively to overall performance [5] Core Growth Strategies - **Strengthening Core Brands**: Focus on innovation, renovation, and investment in core brands has been a primary growth driver [6] - **Oreo Market Potential**: Oreo holds only 10% of the biscuit market in key regions like China and the U.S., indicating significant growth potential [7] - **Channel Expansion**: E-commerce and premium segments are identified as key areas for expansion [8] Financial Performance and Outlook - **Profitability**: Gross profit increased by 6% and EBIT by over 10% in the first half of the year, despite rising input costs [12] - **Inflationary Pressures**: Anticipated inflationary pressures, particularly in the U.S., will impact Q3 and Q4, but the company is confident in its pricing power and revenue growth management initiatives [11][14] - **Free Cash Flow**: Targeting over $3 billion in free cash flow, with a focus on capital allocation towards business investment, M&A, and dividends [16][19] M&A Strategy - **Recent Acquisitions**: The acquisitions of Give & Go and Chipita are aimed at expanding into the cakes and pastries segment, which is seen as a high-growth area [20][21] - **Market Position**: Post-acquisition, Mondelez expects to become the third-largest player in the cakes and pastries market, with significant revenue growth potential [25] Consumer Trends and Well-being Focus - **Changing Consumer Preferences**: The pandemic has shifted consumer behavior towards comfort and well-being, with increased demand for snacks [10] - **Healthier Product Offerings**: Mondelez aims to increase its portfolio of healthier products, targeting 20% of revenue from portion-controlled items by 2025 [39] Operational Challenges - **Labor Issues**: Ongoing strikes at U.S. manufacturing facilities have prompted the company to activate a business continuity plan to maintain production levels [31][32] - **Negotiation Goals**: The company is negotiating with unions to modernize contracts while ensuring competitive wages and benefits [33][34] Conclusion - **Long-term Growth Confidence**: Mondelez remains optimistic about its growth trajectory, with a focus on leveraging brand strength, expanding into new categories, and addressing consumer health trends [28][39]

Mondelez International, Inc. (NASDAQ:MDLZ) Q2 2021 Earnings Conference Call July 27, 2021 5:00 PM ET Company Participants Shep Dunlap - Vice President, Investor Relations Dirk Van de Put - Chairman & Chief Executive Officer Luca Zaramella - Chief Financial Officer & Executive Vice President Conference Call Participants Ken Goldman - JPMorgan Andrew Lazar - Barclays Nik Modi - RBC Capital Markets Bryan Spillane - Bank of America Robert Moskow - Credit Suisse Alexia Howard - Bernstein Chris Growe - Stifel Mic ...

Mondelez International, Inc. (NASDAQ:MDLZ) Jefferies Virtual Consumer Conference Transcript June 23, 2021 10:20 AM ET Company Participants Glen Walter - Executive Vice President and President, North America Shep Dunlap - Vice President, Investor Relations Conference Call Participants Rob Dickerson - Jefferies Rob Dickerson Welcome everyone to the Jefferies Consumer Conference. I’m Rob Dickerson, U.S. Food Analyst at Jefferies. We’re honored to have with us today from Mondelez, Glen Walter, Executive Vice Pr ...