L'Oréal vs Mondelēz International

Hightouch Names Matthew Lubeck General Manager EMEA

Hightouch, a leader in data and AI for marketing, has appointed Matthew Lubeck as General Manager for EMEA. Based in London, Lubeck will lead all go-to-market functions across the region as Hightouch drives adoption of agentic marketing. The company reports over 100% growth in each of the past two years and recently closed a $150 million Series D. Hightouch already has offices in London and Paris, native-speaking teams across multiple European markets, and a new team in Dubai. Lubeck brings 20 years of experience, having previously launched and led Amperity's EMEA business and held leadership roles at L'Oréal and Estée Lauder. Hightouch's platform supports EU data residency and runs inside customers' data warehouses, with clients including Accor, HelloFresh, Currys, and Telenor.

• Hightouch appoints Matthew Lubeck as General Manager EMEA, based in London.
• Lubeck previously launched and led EMEA business at Amperity.
• Hightouch reported over 100% growth in each of the past two years.

L'Oréal rolls out internal GPT to 90,000 employees

In a podcast interview, L'Oréal's DACH CIO Arooj Humayun detailed the company's three-stage plan for integrating generative AI across its 90,000 employees. The plan includes awareness building, training, and tool deployment. To ensure data privacy and compliance with stringent German regulations, L'Oréal developed its own internal platform, L'Oréal GPT, which runs on-premise and uses vetted large language models. This prevents any data from leaving the company. Additionally, they use a tool called CreateTech for image generation. The company is now moving towards AI agents, dubbed 'Companions', which can execute actions like booking travel. Usage is measured via anonymized prompt counts. The initiative aims to empower employees in various departments, including finance, HR, and marketing, to automate repetitive tasks.

• L'Oréal has 90,000 employees.
• L'Oréal developed its own internal AI platform called L'Oréal GPT.
• L'Oréal GPT runs on-premise and uses vetted large language models.

Omnicom Media Group Wins L'Oréal's €350M Media Account

The Omnicom Media Group has won the media pitch for L'Oréal's €350 million account. The dedicated agency for the cosmetics giant will be named Beauty Co-Lab. The new agency is set to launch in January 2027. This follows the recent announcement that Wavemaker, the incumbent, lost the account. The article provides details on the agency structure and confirms the name of the new entity, but the full details are behind a paywall.

Mondelēz International Announces Toblerone Diamond Truffles with Biscoff®, Uniting Two Global Icons in a Premium Chocolate Experience

Toblerone Diamond Truffles with Biscoff® combine smooth Toblerone milk chocolate, rich Biscoff® spread filling, and crunchy honey-almond nougat pieces in a distinctive diamond shape. Available in two formats: a 495g premium box exclusive to Costco across ten markets, and a 180g sharing box in select countries. Marks the first global retail partnership between Mondelēz International and Costco.

10-Q Financial Filing Analysis for Mondelēz International (2026-07-28)

For the second quarter ended June 30, 2026, Mondelēz International reported net revenues of $9.36 billion, an increase of 4.1% year-over-year (with Organic Net Revenue growing 2.2%), driven by carryover pricing and volume/mix gains across emerging markets. Operating income rose 66.0% to $1.95 billion, and net earnings attributable to Mondelēz reached $1.55 billion ($1.20 diluted EPS), substantially elevated by mark-to-market derivative gains of $827 million and lower pension settlement costs compared to the prior-year period. However, Adjusted Operating Income decreased 4.8% to $1.22 billion (and down 6.1% on constant currency) due to higher raw material input costs, pricing elasticity headwinds in Europe, and ERP transformation expenditures.

• Net revenues for Q2 2026 increased 4.1% to $9,355 million, with Organic Net Revenue rising 2.2% driven by 1.5 pp of pricing and 0.7 pp of volume/mix.
• Reported operating income reached $1,946 million (20.8% margin) up from $1,172 million, boosted by $827 million in mark-to-market derivative gains, while Adjusted Operating Income declined 4.8% to $1,222 million.
• Quarterly cash dividend was raised by 4% to $0.52 per share of Class A Common Stock, payable on October 14, 2026, with $6.5 billion remaining under the share repurchase program.