Cecile Beliot-Zind

Mondelēz International: effective PPA & disciplined execution pay off as MDLZ beats both top and bottom-line consensus with broad-based growth across all markets In the words of MDLZ CEO the key drivers of outperformance: - accelerate our core business and strategically reshaping our portfolio (Evrith...) - executing with excellence across categories, markets, and brands - reinvesting behind brands - driving distribution - expanding our capabilities - maintaining cost discipline 𝐐𝟑 𝐅𝐘𝟐𝟎𝟐𝟒 • NR: $ 9,204m • OSG: +5.4%; Volume: +0.3%, Price/ mix: +5.1% • GM%: 32.6%; -610 bps vs Q3 FY23 • Adj. OP%: 20.9%; +270 bps vs Q3 FY23 • Beats analysts’ consensus for revenue and EPS 𝐑𝐞𝐬𝐮𝐥𝐭𝐬 𝐛𝐲 𝐑𝐞𝐠𝐢𝐨𝐧𝐬 • Latin America: $1,204m NR; OSG: +2%; Vol: -3.9%, Price/ mix: +5.9% • Asia, Middle East, & Africa: $1,851m NR; OSG: 5.8%; Vol: +0.7%, Price/ mix: +5.1% • Europe: $3,323m NR; OSG: +8.1%; Vol: +0.5%, Price/ mix: +7.6% • North America: $2,826m NR; OSG: +3.7%; Vol: +1.7%, Price/ mix: +2.0% 𝐑𝐞𝐬𝐮𝐥𝐭𝐬 𝐛𝐲 𝐌𝐚𝐫𝐤𝐞𝐭 𝐓𝐲𝐩𝐞𝐬: • Emerging Markets: $ 3,530m NR; OSG: +4.9%; Vol: -1.0%, Price/ mix: +5.9% • Developed Markets: $ 5,674m NR; OSG: +5.6%; Vol: +1.0%, Price/ mix: +4.6% Fiscal 2024 Outlook – Reaffirms • Organic Net Revenue growth: to be at the upper end of 3-5% • Adjusted EPS growth: high single-digit on a constant currency basis based 𝗧𝗼 𝗴𝗲𝘁 𝗮𝗹𝗹 𝗼𝘂𝗿 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀, 𝗳𝗼𝗹𝗹𝗼𝘄 𝘂𝘀 & 𝘀𝘂𝗯𝘀𝗰𝗿𝗶𝗯𝗲 𝘁𝗼 𝗼𝘂𝗿 𝗙𝗠𝗖𝗚 𝗖𝗘𝗢 𝗜𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗻𝗲𝘄𝘀𝗹𝗲𝘁𝘁𝗲𝗿: https://lnkd.in/ea4gy65y 𝗔𝗯𝗼𝘂𝘁 𝘂𝘀: Frederic Fernandez & Associates FF&A solves the most complex strategic problems of the world's largest FMCG companies across Corporate Strategy, Organic Growth, Digital RTM (eCommerce, DTC, EB2B), and M&A. 14 out of the world's 20 largest FMCG companies are repeat Clients (more on FF&A website: https://lnkd.in/dc6jY4Qp) #fmcg #cpg

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📈🌱 Financial strength meets sustainable impact and shared value: Bel's H1 2024 success story   Our financial performance in the first half of 2024 speaks volumes: 2.5% organic growth, €122 million recurring operating income, and a robust €572 million in cash and equivalents. These figures underscore our financial resilience in a complex economic landscape.   But our success isn't just about numbers. Our transition to a mission-led company by law and the launch of our first employee shareholding program “#We Share” demonstrate our commitment to sustainable practices and shared value creation. These initiatives are integral to our business model, not just add-ons.   This dual focus on profitability and responsibility is the cornerstone of Bel's success. It's not an either/or proposition - it's a virtuous cycle that drives our growth and impact. Looking forward to building on this momentum in H2 2024!   #ForAllForGood #FinancialResults #MissionLedCompany #EmployeeOwnership

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It was energizing to attend the eighth edition of #VivaTech, last week in Paris. In a panel at the #CMO Summit, I joined Aude Gandon, CMO, #Nestlé, and Cristina Diezhandino, CMO, #Diageo. We discussed how to build businesses that positively impact the world and our communities, and looked at how leaders can implement #sustainability into their products, practices, and operations – whilst enhancing value creation . In the past decade, two significant changes have taken place which will fundamentally reshape consumer businesses. The first is the rapid advancement of #AI. The second is a shift in consumer expectations of brands when it comes to climate considerations. Increasingly, people—across generations and geographies—demand that brands offer products which can be manufactured sustainably. Both these changes can support one another and to me, there are three clear ways AI can help: -Deriving a more comprehensive, data-driven understanding of what drives customer demand when it comes to sustainability -Enhancing the design processes for formulating and packaging products -Facilitating quicker and more sustainable product innovation through Large Language Models (#LLMs) Thank you #VivaTech for having me and thank you Sam Glynne, for your expert moderation! #GoodBusiness #valuecreation #emergingtech #innovation #wearereckitt

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This #EarthWeek and every day, Colgate-Palmolive remains unwavering in its commitment to drive social impact, help millions of homes and preserve our environment. This commitment is vital to our purpose to reimagine a healthier future for all people, their pets and our planet. As we celebrate Earth Week, I am proud to highlight some of our achievements that contribute to a more sustainable future and foster change in our communities: - Pioneering a first-of-its-kind recyclable toothpaste tube. Recently Stina Inc. announced that 90% of toothpaste tubes in the US now have designs compatible with the color HDPE bottle stream, a critical design milestone in the US on the journey to recyclability for plastic squeeze tubes. - Colgate-Palmolive has 36 TRUE certifications for zero waste in 21 countries across five continents. - Through our Bright Smiles, Bright Futures initiative, we've reached 1.7 billion children and their families in over 100 countries since 1991. - Hill's Pet Nutrition's work with NBCUniversal Local’s Clear the Shelters has helped facilitate over one million pet adoptions since its inception in 2015. These milestones reflect our ongoing journey towards reimagining a healthier world. Learn more about our commitment to the environment: https://lnkd.in/e3hsPhXA #Sustainability #EarthDay2024 

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📢 Join us in the journey towards Net-Zero! 🌍 The Consumer Goods Forum hosted the first in a series of Commodity Masterclasses, focusing on the decarbonisation of dairy. This session, hosted by Danone, and recorded by our Global Regenerative Agriculture Director, Sarah Lockwood, showcased invaluable insights and case studies on how we can achieve Net-Zero in the dairy industry. If you're interested in learning more about the innovative approaches to decarbonisation in the dairy sector, this is a must-watch! 📽️ https://lnkd.in/emckyxtM Let's connect, learn, and collaborate towards a Net-Zero future. #Sustainability #NetZero #Decarbonisation #RegenerativeAgriculture #ConsumerGoodsForum #Danone #ClimateAction

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Cut Meat Consumption to Save the Climate, Say French Groups 🥩🌏 In late February 2024, Climate Action Network France (the French affiliate of Climate Action Network International) and the French Society of Nutrition released a comprehensive study on diets associated with lower greenhouse gas emissions. Based on their modeling, they issued recommendations aimed at reconciling nutrition and climate concerns, mainly focusing on reducing the consumption of meat products. 🍖 Univadis France interviewed Nicole Darmon, PhD, a research director at the French National Research Institute for Agriculture, Food, and Environment and a coauthor of the recommendations. #FoodTransition #PositiveImpact #Flexitarian

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Pernod Ricard is proud of setting industry benchmarks for responsible marketing and communications, to keep young audiences safe. Safety and responsibility have always been our number one priority when it comes to marketing and communications. That’s why we’ve fully embedded the Digital Guiding Principles (DGPs) by the International Alliance for Responsible Drinking (IARD) into all key digital media platforms around the globe. The purpose of these principles is simple: to prevent underage audiences from encountering alcohol marketing while promoting moderation and responsibility for other audiences. This year, around 150 dedicated team members across more than 50 markets worked together to help IARD exceed its 2024 target of 95% compliance. As proud members of IARD, we've incorporated the five key DGP safeguards into all digital marketing activities. These include:  1️⃣ Age-affirmation tools to verify legal purchase age (LPA).  2️⃣ Forward advice notices discouraging sharing with underage audiences.  3️⃣ Responsible drinking messages promoting moderation.  4️⃣ Transparency notices confirming official brand ownership.  5️⃣ User-generated content (UGC) policies ensuring content aligns with responsible drinking standards. Olivier Fages Daren Ong #pernodricard #responsiblemarketing #responsiblecommunications #DGPs

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Yes, fellow P&G alumni, join me on Sept. 10 at 9 AM EST to discuss some of the latest AI/Analytics developments and what lies ahead.

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By boosting good health or reducing negative health impact, the better for you snacks options have really caught on - the market value is set to reach USD 53 bn by 2033! Read here about the evolving trends in this segment and how major brands like Mars, Nestlé, Mondelez, and Ferrero are adapting to meet consumer demand for healthier options. #SnackSmart #HealthyChoices

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Check out my latest special article on the exciting world of dairy alternatives. From plant-based milks to innovative technology options, discover how these products are transforming our diets and promoting sustainability 💡🧬🥛🌍🌱

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Having put sustainability at the heart of our business for decades, we have learned from experience that to make progress on the big, complex issues we’re all facing, we need to act with greater focus. As Unilever looks to the future, we believe we have an opportunity to define a new, third era for sustainable business leadership. The first era – over a decade ago – was predominantly about ringing the alarm and setting long-term ambitions. The second was about further embedding and integrating sustainability across business and value chains. The third, to us, is all about accelerating delivery, with greater impact, by making sustainability progress integral to business performance. It’s something the world needs, and something stakeholders – from investors to consumers – expect. As a result, we’ve spent many months thinking about how we evolve our approach. And it comes down to three key shifts we intend to take. - To be more focused in allocating our resources towards our biggest sustainability priorities across climate, nature, plastics and livelihoods – for which we recently updated our public commitments, and which are fully embedded in our Growth Action Plan. - To be more urgent in driving actions towards our long-term ambitions. - To be more systemic in our advocacy to address the enablers and blockers of progress outside of our direct control. Our updated commitments are very stretching, but they are also intentionally and, unashamedly, realistic. We are determined that Unilever will deliver against them, just as we are determined to perform against our financial goals. We want to set sustainability ambitions which are credible, which we believe we can deliver against, and which have real positive impact. At Unilever we want to do fewer things and with greater impact. Our refreshed sustainability agenda – with more focus, urgency and systemic change – is no exception: https://lnkd.in/eUPwXPEx

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NO ONE IS ‘THINKING BIG’ AT NESTLE Nestlé is overhauling its business to drill down on its top-growing brands, spin off its underperforming water unit, and cut $2.8 billion in costs by 2027. The measures were announced by Nestlé’s CEO of 80 days, Laurent Freixe. His goal is to “accelerate Nestlé” and make growth the center of its investments in the upcoming years. Freixe, who has been with the consumer giant for nearly 40 years, emphasized a “less is more” approach for the Swiss company—from its innovation focus to where it invests. The company owns 31 brands with “billionaire” status, as they bring in annual sales of over 1 billion Swiss Francs. The CEO predicted that pet care and snack businesses will also have great potential in coming years, as will the health and wellness category, which caters to longevity and weight-loss nutrition needs. Nestlé has insisted that it can complement the boom in slimming drugs with health supplements, creating dedicated products for people consuming weight-shedding medication. Nestlé has many strengths in its wide-ranging portfolio across 188 countries, including Nespresso, Maggi, KitKat, and Purina. I believe most of what Freixe wants to do makes sense for the company. However, Freixe is making a mistake by not divesting the Frozen Pizza and other frozen products in the portfolio. Freixe must make a big move by acquiring The Hershey Company or Mondelēz International. An acquisition of Mondelez would probably be blocked but acquiring Hershey’s is possible. Freixe is also making a mistake by not expanding focus on the Pet category in North America. At a minimum, Nestlé should assess acquiring Freshpet and The Farmer's Dog. However, a BIG idea is for Nestlé to acquire Chewy. I think this offers Nestlé incredible opportunities. This would be a game changer for Nestlé. Nestlé must invest more in India, its fastest growing market. I strongly advise Nestlé’s Board of Directors to name a co-CEO to help Freixe take advantage of the opportunities in India. I recommend that Suresh Narayanan be named co-CEO. Suresh is brilliant. He will add tremendous value to Nestlé not just in India, but across their global operations. The Achilles Heel of Nestlé is their suboptimal supply chain and logistics which is leading to increased costs and lost market share. The purpose of a supply chain is to do one thing - enable growth. Nestlé must invest in technology (especially all things digital), automation, AI, and most of all, collaboration across brands. I encourage Freixe to hire a Chief Supply Chain Officer from outside the company; Dave Clark would be a great resource for Freixe to speak with. Freixe should also hire a Chief Operations Officer from outside the company. Nestlé does not have the right executive team to run their supply chain and operations. Finally, I encourage Freixe to form a partnership with Palantir Technologies, ThroughPut.ai and 345 Global. I wish Mr. Freixe, the best.

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💫 Discover the Essentials: What You Need to Know About Japanese Food💫 Japanese cuisine is renowned for its emphasis on fresh ingredients, delicate flavors, and aesthetic presentation. Here’s a comprehensive overview of its fundamentals: Essential Ingredients •Rice (ご飯, Gohan) : The staple of Japanese meals, often steamed and served plain. Short-grain varieties like Japonica are preferred for their sticky texture. Central to almost every meal; considered a symbol of nourishment and prosperity. •Soy Sauce : (醤油, Shoyu) A salty, fermented condiment made from soybeans, wheat, salt, and water. It adds depth and umami to dishes. Used as a seasoning and dipping sauce; a key component in many dishes and sauces. •Miso (味噌) : A fermented soybean paste used in soups, marinades, and dressings. Varieties include white (shiro), red (aka), and mixed (awase) miso. Essential in Japanese soups (miso soup) and a versatile ingredient in both savory and sweet dishes. •Seaweed (海苔, Nori; 昆布, Kombu; わかめ, Wakame) : Various types of seaweed used in different forms—nori sheets for sushi, kombu for broths, and wakame in soups. Adds umami and essential nutrients, integral to dishes like sushi and miso soup. •Dashi (出汁) : A foundational broth made from kombu (kelp) and katsuobushi (dried bonito flakes), or other variations. Forms the base of many soups and sauces, providing a subtle umami flavor. •Wasabi (山葵) : A spicy green condiment often served with sushi and sashimi. Fresh wasabi is more pungent than the imitation paste commonly used outside Japan. Adds heat and depth to sushi and sashimi; its pungency complements the flavors of raw fish.   At TBM we offers a tailored solutions to navigate the complexities of Japanese food and beverage sector. “Are you ready to dive into Japanese cuisine? Share your favorite Japanese dish or any questions you have about Japanese food in the comments below! Follow us on https://lnkd.in/gSN2_GdG for more culinary insights and tag a friend who loves exploring new cuisines.  Don’t forget to follow our web page as well to make sure you don’t miss any of our publication : https://lnkd.in/gBvu7WVS #DigitalMarketing #JapaneseFood #JapaneseCuisine #MarketResearch #MarketingStrategy #FoodAndBeverage #ContentCreation #ConsumerPreferences #TokyoBridgeMarketing 

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Given the climatic, economic and social challenges we are facing, it has never been more important to reduce greenhouse gas emissions, and optimise the use of water and natural resources while adopting responsible practices. At Lesaffre, the commitment to Corporate Social Responsibility ( #CSR) has been at the core of our business for more than 170 years. Today, more than ever, we are dedicated to our Corporate Social Responsibility, by our commitment to #transition toward industrial models that are more respectful of the planet, and by striving to promote fairness, diversity and well-being within communities. In line with our mission, Working together to better nourish and protect the planet, our spheres of activity mainly revolve around the following three pillars: taking #care of men and women, producing #sustainably and maintaining responsible relationships, respecting our #environment. With this Extra Financial Performance Report ( #EFPR), we want to talk about our progress in accordance with all the levers of influence and action plans that we have defined, and are proud to present our successes and progress to you. Our EFPR 👉 https://bit.ly/3R3cIyi #workingatLesaffre

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🌾 On this #WorldSoilDay, Mars Petcare is proud to announce multiple partnerships to support farmers moving to regenerative agriculture. With Cargill Agreena BIOSPHERES Horta S.r.l. Soil Capital ADM, we are helping transition 20,900 hectares of wheat and maize crops in the UK, Hungary and Poland to regenerative agriculture practices by 2028. 🌱 95% of the world’s food (including the ingredients in pet food) comes from soil. Healthy soil is therefore critical for growing nutritious crops and building a sustainable future for our pet food supply chain. 🥰 These efforts will help secure a sustainable supply of high-quality ingredients for pet food so we can best serve pets, pet parents and our planet. #ProudlyMars #BetterWorldForPets

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We all know that we have to do more to reduce our impact on the environment. And key to this is collaboration. No one can do this alone – not farmers, not food processors or retailers. It’s crucial that to meet our climate goals, we need to work together.  Our FarmAhead™ Customer Partnership brings together farmers and retailers to trial new technologies and find new ways of collaborating to reduce emissions on farm. Today, we have announced a new project working together with Morrisons, Tesco, and Aldi to trial Bovaer®, a methane-reducing feed additive.   This initiative is testament to the power of collaboration and innovation in creating a sustainable future for dairy. Together with our farmer owners, we aim to understand and scale the benefits of feed additives like Bovaer® across the industry. We are extremely excited about this new collective way of working alongside our retail partners. However, rolling them out at scale will not be easy due to the cost involved, so it’s important we understand more about their usage potential and then work together with the industry, government and our partners to support farmers if we want to harness the opportunity they present in driving down emissions. I am proud of our colleagues across the business and our farmer owners for leading the way and once again showing what real collaboration means. It is only by working together that we will make a real difference. #StrongerPlanet #StrongerTogether #Innovation #CreateTheFutureOfDairy 

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How can brands lead the transition to net zero by 2050? This was the question at the heart of my opening keynote at the Future of Food and Beverage by Innovation Forum yesterday. It was a pleasure to be invited to open the conference and share learnings and challenges with colleagues across our global food system community, in a session expertly moderated by Ian Welsh.   I focused on three key areas:   ❗️Urgent and immediate action: We need to foster an urgent mindset, that meets the needs of the business, but also drastically reduces our impact on the planet in the short and medium term. ☁️ Emissions reduction in absolute terms: Science says we must cut our absolute emissions across our full value chain. But this isn’t about a race to the fastest or most impressive commitment; it should be a race to actual, absolute reductions. 🧠 Fostering a disruptive mindset: We need to re-think and innovate the way we make, produce and sell the products that we put into the market and prioritize the transformation, not renovation, of our current food system.   As Mars, our Net Zero Roadmap (https://lnkd.in/eyyyUcPb) shows that climate action in line with science can be both achievable and affordable. In our Petcare business alone, in the past year, we announced a new partnership with Soil Capital and our largest brand, Royal Canin, to help engage, train, and support farmers in their transition to using regenerative agriculture practice, and established a dedicated R&D climate reformulation team – who have already trained and engaged more than 1,000 R&D Associates and carried out numerous reformulations to lower GHG emissions in our recipes.     Moments like this are important in bringing us together to share ideas, collaborate, and encourage one another to keep pushing forward and commit to bold action, realized through innovation. Let's keep at it!   #ClimateAction #FutureOfFoodandBeverage #ProudlyMars #NetZeroRoadmap

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🧀 Danone, Michelin, the US startup DMC Biotechnologies, and Crédit Agricole Centre France have partnered to create the Biotech Open Platform. The new center will focus on precision fermentation, a technology pivotal for innovation in agri-food and materials with the potential to address the need for sustainable alternatives to animal and fossil-based products. Why is this important? 🔬 Precision Fermentation Innovation: This partnership aims to leverage precision fermentation to create high-quality, sustainable food and material ingredients, paving the way for significant advancements in biotechnology. 🌱 Sustainable Alternatives: By focusing on precision fermentation, the Biotech Open Platform seeks to develop sustainable alternatives to traditional animal and fossil-based products, supporting global sustainability goals. 📈 At Cibus Nexum, we recognize the immense potential of precision fermentation and other innovative technologies. Our services are designed to help brands and investors navigate and capitalize on these groundbreaking developments. Whether you're looking to optimize your production processes or invest in the next big thing in food tech, we're here to guide you every step of the way. 🔗 Read more about this exciting development in vegconomist - the vegan business magazine: #precisionfermentation #ingredients #foodmanufacturing #biotech #sustainability

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What might the next big thing in plant-based beverages be? Our unique, collaborative, data-driven foresight methodology is designed to help you create your future business in plant-based beverages. #plantbased #foresights #insights

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