Mondalez预测2026年的收入增长率将稳定到2%,低于2025年的4.3%,原因是美国需求疲软和通胀驱动的贸易下降。 Mondelez forecasts flat to 2% revenue growth in 2026, down from 4.3% in 2025, due to weak U.S. demand and inflation-driven trading down.

Mondelez International预计2026年有机收入增长率将稳定在2%, 低于2025年的4.3%, 原因是消费者需求疲软, Mondelez International expects flat to 2% organic revenue growth in 2026, down from 4.3% in 2025, due to weak consumer demand, particularly in the U.S., where shoppers are trading down amid inflation. 尽管第四季度收入增长了9.3%,达到105亿美元,但由于价格上涨无法维持需求,产量下降了4.8%。 Despite a 9.3% revenue rise in the fourth quarter to $10.5 billion, volumes fell 4.8%, driven by price increases that failed to sustain demand. 该公司调整后的收入为每股72美分,比预期少了72美分,但报告之后股票下跌了4.8%。 The company’s adjusted earnings of 72 cents per share beat expectations, but shares fell 4.8% after the report. 2024年大幅上涨的可可价格已下降，但蒙德莱兹2026年仍面临更高的采购成本，限制了即时节省。 Cocoa prices, which surged in 2024, have dropped, but Mondelez is locked into higher procurement costs for 2026, limiting immediate savings. 该公司预测利润增长率将稳定在5%,低于分析师预测,并计划在特定市场进一步调整价格,反映百事可乐公司最近的减价。 The company projects flat to 5% adjusted profit growth, below analyst forecasts, and plans further price adjustments in select markets, mirroring PepsiCo’s recent price cuts.