Mondelēz International vs The Hershey Company

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.

Mondelez VPs Break Down Marketing-Sales Divide

In a Brave Commerce podcast episode, Mindy Shaltry (VP of omnichannel marketing & activation at Mondelēz U.S.) and Wes Saraceni (VP of consumer experience U.S. at Mondelēz International) discuss aligning marketing and sales to build seamless shopper journeys. Hosts Rachel Tipograph and Sarah Hofstetter explore how breaking organizational silos, reshaping the traditional funnel, and focusing on the "missing middle" can create more connected consumer experiences across the path to purchase. The conversation highlights leadership lessons from stepping into unfamiliar roles and what large organizations can learn from smaller brands about connecting every stage of the consumer journey.

• Mindy Shaltry is VP of omnichannel marketing & activation at Mondelēz U.S.
• Wes Saraceni is VP of consumer experience U.S. at Mondelēz International.
• The conversation took place on the Brave Commerce podcast hosted by Rachel Tipograph and Sarah Hofstetter.

The Hershey Company Names Dave Hulays Chief Financial Officer

The Hershey Company announced the appointment of Dave Hulays as Chief Financial Officer, effective September 2, 2026. This executive leadership change is a significant corporate announcement.

Hershey's Taps Katseye for Gen Z Candy Launch

Hershey's is partnering with K-pop girl group Katseye to launch its new Creme Bars, available in Affogato and Salted Caramel flavors. The campaign, which features Katseye performing their song 'Pinky Up' on a crowded subway, aims to position the candy as the season's must-have item for Gen Z. Katrina Vatter, senior brand manager at The Hershey Company, said the goal is to make the product 'the it item that everybody's going to be talking about.' The Creme Bars are Hershey's biggest product launch this year and will hit shelves this fall. The partnership marks a continued effort by Hershey's to reach younger consumers through pop culture and celebrity endorsements, leveraging Katseye's established Gen Z appeal to drive buzz and engagement.

• Hershey's is launching new Creme Bars in Affogato and Salted Caramel flavors.
• The campaign features a partnership with girl group Katseye.
• The ad shows Katseye performing 'Pinky Up' on a crowded subway.

Reese’s Oreo Celebrates Anniversary with Lindsay Lohan Ad

Hershey is marking the one-year anniversary of Reese’s Oreo — the peanut-butter-and-cookie collaboration — with a nostalgic campaign starring Lindsay Lohan and Amy Sedaris. The spot, created in partnership with Juxtapose Studio, is directed by Patricia Arquette in her commercial directing debut and positions Lohan as a “twin whisperer” nodding to The Parent Trap. Reese’s Oreo has generated over $188 million in sales since launch and has been made a permanent part of the Reese’s portfolio. The campaign emphasizes celebrity-led creative and social-first measurement, according to The Hershey Company and Juxtapose Studio executives.

• Reese’s Oreo has generated over $188 million in sales since launch.
• Hershey is marking the one-year anniversary of Reese’s Oreo with a new campaign starring Lindsay Lohan and Amy Sedaris.
• The spot is directed by actress Patricia Arquette in her commercial directing debut and was created in partnership with Juxtapose Studio.