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亿滋国际Mondelez International (MDLZ)2025年第三季度业绩报告(英文版)(32页).pdf

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1、Q3 2025RESULTSOctober 28,2025FORWARD-LOOKING STATEMENTSThis presentation and accompanying prepared remarks contain forward-looking statements.All statements other than statements of historical fact are“forward-looking statements”for purposes of federal and state securities laws.Words,and variations

2、of words,such as“will,”“may,”“expect,”“would,”“could,”“might,”“intend,”“plan,”“believe,”“likely,”“estimate,”“anticipate,”“objective,”“predict,”“project,”“drive,”“seek,”“aim,”“target,”“remain,”“potential,”“commitment,”“outlook,”“continue,”“goal”or any other similar words are intended to identify our

3、forward-looking statements.Although we believe that the expectations reflected in any of our forward-looking statements are reasonable,actual results or outcomes could differ materially from those projected or assumed in any of our forward-looking statements.Our future financial condition and result

4、s of operations,as well as any forward-looking statements,are subject to change and to inherent risks and uncertainties,many of which are beyond our control,which could cause our actual results to differ materially from those indicated in these forward-looking statements.We disclaim and do not under

5、take any obligation to update or revise any forward-looking statement in this presentation and accompanying prepared remarks except as required by applicable law or regulation.In addition,historical,current and forward-looking sustainability-related statements may be based on standards for measuring

6、 progress that are still developing,internal controls and processes that continue to evolve,and assumptions that are subject to change in the future.For important information on forward-looking statements,please see our earnings release for Q3 2025 on our investor website at https:/ FINANCIAL MEASUR

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- **第三季度业绩**:有机净收入增长3.4%,主要由定价执行推动,部分被销量/组合下降抵消。 - **市场份额表现强劲**:在发达市场和新兴市场均实现稳健的市场份额增长。 - **自由现金流**:截至2025年9月30日,自由现金流为12亿美元,资本回报显著。 - **2025年展望**:预计有机净收入增长4%以上,每股收益下降约15%。 - **2026年预期**:预计2026年每股收益将实现算法增长。 - **巧克力增长**:由于可可价格推动,巧克力增长强劲,饼干增长受美国消费疲软影响。 - **成本**:利润下降主要由于可可输入成本,部分被成本效率所抵消。 - **自由现金流和资本回报**:2025年自由现金流为123.6亿美元,股东资本回报超过30亿美元。
财报显示,2025年第三季度,Mondelez International的有机净收入增长3.4%,主要得益于定价执行,部分被销量/组合下降所抵消,包括欧洲热浪消费拖累。请问Mondelez International在应对欧洲热浪消费下降方面采取了哪些措施? 财报显示,2025年第三季度,Mondelez International的调整后每股收益下降24.2%,主要原因是可可豆成本上涨。请问Mondelez International在应对可可豆成本上涨方面采取了哪些措施? 财报显示,2025年第三季度,Mondelez International的调整后经营利润下降33.5%,主要原因是可可豆成本上涨。请问Mondelez International在应对经营利润下降方面采取了哪些措施?
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