Mondelēz International vs Nestlé

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.

Treasure AI Launches Agentic Marketing Products

At Agentic World 2026 in Miami (Oct 5-7), Treasure AI (formerly Treasure Data) unveiled agentic marketing products, including Digital Workers, governed AI teammates that operate 24/7 within marketing workflows, and Personalization Studio for real-time website personalization. The company also introduced Engagement-Based Pricing for email, shifting from cost-per-send to cost-per-click, and announced AI signals for its Intelligent CDP. Over 500 enterprise marketing leaders attended, with keynotes by CPO Rafa Flores and Daymond John. Treasure AI presented its 2026 Customer Awards, recognized for its Nestlé work, and emphasized AI safety with guardrails and human oversight in AI-driven workflows.

• Treasure AI launched Digital Worker, a governed AI teammate for marketing automation, and Personalization Studio for real-time website personalization.
• Treasure AI introduced Engagement-Based Pricing for email, shifting from cost-per-email to cost-per-click.
• Treasure AI announced AI signals for its Intelligent CDP.

Nestlé and NBA announce global multi-year partnership

Nestlé has announced a multi-year international partnership with the National Basketball Association (NBA). Starting January 2027, the Milo, Nescau, and Nesquik brands will serve as official NBA partners across 21 markets on four continents, with the Philippines joining in October 2027. This is described as Nestlé's largest international brand collaboration to date. The partnership includes youth programs like Jr. NBA/Jr. WNBA, NBA Basketball School, and NBA 3X, as well as activations at NBA events. Notably, the collaboration extends to retail with NBA-branded packaging, point-of-sale promotions, and sweepstakes. This fits Nestlé's strategy of consolidating its marketing efforts on fewer, larger platforms, reducing supported brands from over 400 in early 2024 to around 150 in 2026, while increasing marketing investments.

• Nestlé and NBA announce multi-year partnership starting January 2027.
• Partnership covers 21 markets, including Germany, France, UK, US, Brazil, Mexico, Indonesia, Australia; Philippines joins October 2027.
• Brands involved: Milo, Nescau, Nesquik.

Nestlé Confirms Annual Targets Ahead of Q3 Results

Nestlé has reaffirmed its full-year 2026 guidance ahead of its nine-month sales report on October 22. The consumer goods giant expects organic sales growth of 3-4%, an improvement in operating margin, and a free cash flow above CHF 9 billion. In Q2 2026, organic growth reached 3.7%, driven by 1.8% real internal growth and 1.9% pricing. The company anticipates a more moderate price evolution in the second half as prior increases lapse. The 'Fuel for Growth' program achieved CHF 1.7 billion in cumulative savings by H1, targeting CHF 2 billion for the year. Marketing spend increased to 8.9% of sales in H1, a 30 basis point rise, and is expected to be maintained. Regional performance varied: Americas grew 2.8%, Asia/Oceania/Africa 6.5%, Europe 1.5%, Nespresso 3.4%, and water/premium beverages 6.6%. Currency headwinds are expected to negatively impact reported sales by around 3% in 2026.

• Nestlé confirms 2026 guidance: 3-4% organic sales growth, improved operating margin, free cash flow above CHF 9 billion.
• Q2 2026 organic growth reached 3.7% (real internal growth 1.8%, pricing 1.9%).
• Marketing spend rose to 8.9% of sales in H1 2026 (30 basis points increase).