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MDLZEarnings AnalysisSource checkedSource link原始来源August 5, 2026by InvestLog AI

MDLZ earnings call: demand, analyst Q&AMondelez International, Inc. (MDLZ) 电话会要点:需求、分析师问答

Management remarks

Call period: 2026 Q2 · 2026-07-28

  • Demand and orders: Dirk Van de Put: I would say at this moment, what is really driving the strong top line that we have which was 4.4%, and then also strong volume in Q2.
  • Analyst Q&A

  • Analyst David Palmer asked: And then to what degree is that, are you spending money advertising on some of your increases allocated to that? Management Dirk Van de Put answered: I think it is going a little bit too deep if we have to sort of separate out how much we are doing in innovation. But in a typical thinking about innovation, I think you are performing well as a company, and we are at that level even slightly below with that 10% of your net revenue is from innovations that were launched in the last 3 years. And we are there, slightly above So that is typically what we are aiming at. We would like to see that go up going forward. To potentially more like 15% But that is sort of the benchmark that we have in mind.
  • 管理层陈述

    电话会期间:2026 Q2 · 2026-07-28

  • 需求与订单:迪克·范·德·帕特:我认为,目前真正推动我们实现4.4%的强劲营收增长以及第二季度强劲销量增长的因素正是这些。
  • 分析师问答

  • 分析师大卫·帕尔默提问:贵司部分增长投入是否用于广告宣传?管理师德克·范·德·普特回应:若要拆分创新相关投入的具体金额,细节过于复杂。通常而言,贵司表现优异,过去三年推出的创新产品占其净收入的10%,我们的占比略高于该水平,这是我们的目标,未来希望提升至约15%,这是我们设定的基准。
  • This earnings research was prepared from company results, regulatory filings, financial statements, and earnings-call transcripts or official replays. It is for informational purposes only and does not constitute investment advice.这篇财报研究基于公司业绩公告、监管文件、财务报表,以及财报电话会议记录或官方回放整理。内容仅供参考,不构成投资建议。