Mondelez International Inc at Morgan Stanley Global Consumer Conference (Virtual) Transcript

Jan 23, 2024

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Dec 03, 2020 / 08:00PM GMT
Dara Warren Mohsenian - Morgan Stanley, Research Division - MD

Good afternoon, everyone. I'm Dara Mohsenian, Morgan Stanley's food, household products and beverage analyst. I'm very pleased to welcome Mondelez to Morgan Stanley's Global Consumer and Retail Conference.

Before we get started, I do have to note some disclosures. Please see the Morgan Stanley website at www.morganstanley.com/researchdisclosures for important disclosures. And if you have any questions, you can reach out to your Morgan Stanley representative.

So with that out of the way, Mondelez clearly has had a lot of success the last few years at reaccelerating market share and organic top line growth back to the 4% range, with strategic changes under what's still a relatively new management team. And those share gains have actually accelerated during COVID, offset a bit by some category weakness in areas like gum. So certainly, an interesting time to have the management team here with us.

And joining us today, we have

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