$MDLZ

Mondelez International leads five companies with September 30 ex-date dividends, paying $664 million. Monolithic Power Systems offers the highest per-share dividend at $2.00. AGNC Investment pays first on October 9, Lineage last on October 21.

Diageo and Mondelēz executives discussed strategies to boost travel retail sales at TFWA World Exhibition. Diageo's Andrew Cowan cited low liquor fixture penetration (230M of 2.3B passengers) and Mondelēz's Joost Rosmuller noted 8% confectionery penetration. Both emphasized collaboration, experiential retail, and pre-trip engagement to drive growth, with Diageo's Heathrow Don Julio launch as a success example.

Mondelēz International (MDLZ) launched Toblerone Diamond Truffles with Biscoff globally, expanding its partnership with Lotus Bakeries. The move aligns with its strategy of premiumization and cross-brand innovation. Q2 2026 showed 4.1% net revenue growth and 42.6% gross margins, but also 2.7% decline in adjusted operating income due to cost pressures.

India is intensifying food safety raids, suspending operations of local eateries and branded restaurants, while proposing stricter front-of-pack warning labels. This has impacted global consumer giants like PepsiCo, Coca-Cola, Mondelez, Nestle, and Diageo. The Food Safety and Standards Authority of India (FSSAI) has cancelled nearly 8,000 food business licenses in the last three years, with one in five samples tested found to be unsafe or improperly labeled.

Mondelēz International, owner of Cadbury and Oreo, allegedly lobbied U.S. and EU officials to delay the EU Deforestation Regulation (EUDR), according to Global Witness. The EUDR requires companies to prove their forest products, including cocoa, are deforestation-free. Mondelēz reportedly spent 1.2-1.5 million euros on EU lobbying in 2023. The company denies undermining the regulation, stating it supports deforestation-free supply chains.

India proposes regulations to restrict sales of high-fat, high-sugar foods within 50 meters of schools, aiming to combat childhood obesity. This could impact multinational companies like PepsiCo, Coca-Cola, Mondelez, and Nestle, which already face proposed warning label rules. The Food Safety and Standards Authority of India expects minimal business impact, suggesting shop owners can sell non-HFSS foods. Maharashtra state has stricter enforcement, banning HFSS products in nearby shops.

Mondelez International (MDLZ) launched Toblerone Diamond Truffles with Biscoff globally, pairing Toblerone milk chocolate with Biscoff spread. The collaboration aims to reinforce the company's focus on premium, indulgent products. Analysts project 2.8% yearly revenue growth, with earnings increasing from $3.5b to $4.7b by 2029. The success of such launches is crucial for meeting these targets and maintaining margin improvements.

Mondelēz International promoted Zakaria Dahkoun to chief procurement officer, effective August 1. Dahkoun replaces Thomas Gaengler, who joined Barry Callebaut. The company's EVP and COO, Luca Zaramella, noted cocoa market stabilization, citing oversupply. Mondelēz plans a major Oreo brand overhaul in 2027.

Mondelez International opened a $22M facility in Malaysia to produce chocolate crumb locally, cutting supply-chain lead time by two months. The move reduces costs and supports growth in Southeast Asia, where the company produces 100M Cadbury bars annually. Mondelez also exports crumb to Pakistan to address supply disruptions.

Mondelez International, a major cocoa buyer, lobbied the EU for changes and delays to deforestation rules, spending €1.2M-€1.5M. Global Witness claims the company met with officials to influence the EU Deforestation Regulation (EUDR), set to take effect in late 2026. Mondelez denies contradicting sustainability commitments, citing investments in traceability and farmer support.