潜水简报:
- Mondelez，奥利奥制造商,Triscuits,乳房巧克力和三叉戟胶，与一年前同期相比，第三季度收入增长2.1％至65.3亿美元。仅在北美单独，销售额增长1.3％至17.5亿美元，是它的标志focus on snacks may be helping the companyin what is a challenging environment for CPG manufacturers. The company posted aprofit of $992 million during the period.
- 公司高管注意到了宿醉6月恶意软件事件lingered into the third quarter. Chief Financial Officer Brian Gladden said thecompany expects 1% organic net revenue growth given the larger-than-expected impact from the malware problem.
- 总体而言，Mondelez表示，长期前景是公司的改善。“我们鼓励我们看到过去几个季度逆行的宏观趋势变得更加有利，”首席执行官Irene Rosenfeld，他们在11月20日踩下，告诉华尔街日报。
潜入洞察力：
Mondelez今年一直在繁忙创新，并推出了véa薄脆饼干和贝尔维塔早餐饼干等新品牌。它还推出了一堆新的奥利奥味道 - 果冻甜甜圈，烟花，椰子，盐渍焦糖，华夫饼和糖浆和密西西比泥馅饼 - 并宣布整个线路Triscuit snack crackers was Non-GMO Project Verified.这些和其他“电力品牌”的持续实力以浓厚的零食，越来越受消费者越来越受欢迎的趋势，帮助推高了第三季度的收入。
根据寻求alpha转录物分析师问,several questions during Monday's earnings call about lagging performance by the company's North America unit and about what Rosenfeld expects going forward. North American sales nudged up slightly to 1.3% for the quarter, although the company posted stronger sales in its Latin America and Europe operations.
Rosenfeld acknowledged the only region performing below expectations was North America, but there was some positive growth in the third quarter and progress was being made in addressing challenges, including recovery from the malware incident. The U.S. has been struggling as consumers turn away from center-of-the-store items in favor of products of healthier, fresher and organic products. That has been difficult for big CPG companies such asCampbell Soup和一般米尔斯, despite efforts by both firms to acquire or develop brands that meet these changing consumer preferences.
Mondelez is facing some big executive changes in the near future. Rosenfeld is stepping down and new CEO Dirk Van de Put is coming on board next month. Van de Put, a native of Belgium, has most recently been CEO of Canadian-based McCain Foods, but also has workedat Danone, Coca-Cola and Mars.Mondelez还宣布上周Glen Walter will be the next president of its North American business。
Mondelez专注于它的努力building an e-commerce snacks business。食品制造商也追求了健康倡议，如reducing sodium and saturated fat in its snacks。Rosenfeld said during the Monday earnings call that the company's e-commerce efforts were showing especially strong progress, reinforcing its belief in strong growth in that area.
"In fact, our U.S. e-commerce net revenues have grown more than 70% year-to-date and our China e-commerce business grew at twice the growth rate of the online market," she said.
Mondelez appears to be setting itself on a more stable path — featuring new initiatives and incoming seasoned personnel — designed to spark continuing growth in the coming months and years. Still, Van de Put promises to have a challenging road ahead as consumer preferences continue to change and big companies like Mondelez need to find ways to quickly respond.
