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Re: jbog post# 8086

Tuesday, 02/18/2014 12:41:24 PM

Tuesday, February 18, 2014 12:41:24 PM

Post# of 30557
MDLZ slides from CAGNY presentation today (46 pages):

http://ir.mondelezinternational.com/common/download/download.cfm?companyid=AMDA-1A8CT3&fileid=726479&filekey=f6aeef3e-70cd-4423-a11d-c7022fa2de0c&filename=CAGNY%202014.pdf

Key message: There’s a strong correlation between global GDP and consumption of packaged snack foods, particularly biscuits (cookies) and chocolate. In 2013, emerging markets comprised 40% of MDLZ's overall sales, growing 9% YoY.

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