RITZ® Crackers Delivers a Salty Slice of Paradise in Its Big Game Comeback

Rhea-AI Summary

Mondelēz International (Nasdaq: MDLZ) returns RITZ® Crackers to the Big Game with a :30 commercial titled "RITZ Island", airing in the 3rd quarter and starring Jon Hamm, Bowen Yang and Scarlett Johansson.

The integrated 360° campaign includes a strengthened in-store presence and limited-edition football-shaped crackers to support game-day distribution. 2024 net revenues were approximately $36.4 billion.

News Market Reaction

+1.33%

6 alerts

+1.33% News Effect

+$1.01B Valuation Impact

$76.74B Market Cap

1.3x Rel. Volume

On the day this news was published, MDLZ gained 1.33%, reflecting a mild positive market reaction. Our momentum scanner triggered 6 alerts that day, indicating moderate trading interest and price volatility. This price movement added approximately $1.01B to the company's valuation, bringing the market cap to $76.74B at that time.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

Net revenues: $36.4 billion Q3 2025 net revenues: $9,744 million Q3 2025 operating income: $744 million +5 more

8 metrics

Net revenues $36.4 billion 2024 net revenues cited for MDLZ

Q3 2025 net revenues $9,744 million Quarter ended Sept 30, 2025

Q3 2025 operating income $744 million Down from $1,153 million prior-year quarter

Q3 2025 diluted EPS $0.57 Down from $0.63 in prior-year quarter

9M 2025 net revenues $28,041 million Nine months year-to-date 2025

9M 2025 net earnings $1,786 million Down from $2,866 million in prior-year period

Operating cash flow $2,117 million Nine months 2025, down from $3,451 million

Short-term borrowings $2,645 million Increased from $71 million in prior period

Market Reality Check

Price: $60.31 Vol: Volume 16,415,892 is 1.38...

normal vol

$60.31 Last Close

Volume Volume 16,415,892 is 1.38x the 20-day average of 11,853,104, indicating elevated interest ahead of the Big Game spot. normal

Technical Shares at 58.69 are trading below the 200-day MA of 62.01, and about 17.51% under the 52-week high of 71.15.

Peers on Argus

MDLZ is up 0.38% with higher volume, while peers show mixed moves: HSY +0.34%, D...

MDLZ is up 0.38% with higher volume, while peers show mixed moves: HSY +0.34%, DEO +0.21%, CL +1.48%, BUD -0.59%, MO -0.22%. The pattern points to a stock-specific branding catalyst rather than a unified sector rotation.

Common Catalyst Several consumer names (MDLZ, HSY, BUD) released brand-focused campaigns tied to major events, but price moves remain company-specific rather than a broad confectionery rally.

Historical Context

5 past events · Latest: Jan 29 (Positive)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Jan 29	Executive appointment	Positive	+2.0%	Luca Zaramella elevated to EVP, COO and CFO with expanded oversight.
Jan 27	Conference presentation	Neutral	-2.2%	Announcement of upcoming CAGNY Conference presentation and webcast access.
Jan 22	Innovation program	Positive	+1.4%	Launch of CoLab Tech 2026 R&D accelerator for snack-centric innovations.
Jan 21	Brand collaboration	Positive	-1.1%	Limited-time MARVEL OREO Stuf of Legends cookies and promotional sweepstakes.
Jan 21	Correction notice	Neutral	-1.1%	Correction release clarifying details on MARVEL OREO collaboration launch.

Pattern Detected

Recent brand and corporate announcements have produced mixed reactions, with some positive branding or strategic updates sold off and others bid up, suggesting investors respond selectively to news quality and timing.

Recent Company History

Over the past weeks, MDLZ has issued a series of corporate and brand updates. Leadership changes were highlighted when Luca Zaramella was named EVP, COO and CFO, which coincided with a +2.02% move. Investor events like the upcoming CAGNY presentation on Feb 17, 2026 saw a -2.19% reaction. Innovation and brand activity included the CoLab Tech 2026 accelerator and MARVEL OREO limited-time cookies, with price moves ranging from about +1.42% to -1.1%. Today’s RITZ Big Game campaign fits into this ongoing emphasis on branded snacking experiences and collaborations.

Market Pulse Summary

This announcement showcases MDLZ’s use of high-profile RITZ advertising during the Big Game to deepe...

Analysis

This announcement showcases MDLZ’s use of high-profile RITZ advertising during the Big Game to deepen brand engagement, complementing earlier innovation efforts and collaborations. With $36.4 billion in 2024 net revenues, the company emphasizes culture-driven snacking while recent filings highlight both revenue growth and margin pressure. Investors may watch how such campaigns support volumes and mix against a backdrop of lower operating income, reduced operating cash flow and higher borrowings in recent quarters.

Key Terms

diluted eps, operating cash flow, schedule 13g, form 4, +4 more

8 terms

diluted eps financial

"diluted EPS declined to $0.57 from $0.63."

Diluted earnings per share (EPS) shows how much profit a company makes for each share of stock, assuming all possible shares from stock options or convertible securities are used. It provides a more conservative estimate than basic EPS, accounting for potential share increases that could dilute ownership. Investors use diluted EPS to get a clearer picture of a company's true profitability on a per-share basis.

operating cash flow financial

"Operating cash flow decreased to $2,117 million from $3,451 million"

Operating cash flow is the amount of money a company earns from its main business activities, like selling products or services. It shows how well the company can generate cash to pay bills, invest in growth, or return money to shareholders. This figure helps investors understand if the company’s core operations are healthy and sustainable.

schedule 13g regulatory

""[SCHEDULE 13G] Mondelez International, Inc. SEC Filing""

A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.

form 4 regulatory

""[Form 4] Mondelez International, Inc. Insider Trading Activity""

Form 4 is a official document that company insiders, such as executives or major shareholders, file with regulators whenever they buy or sell company shares. It provides transparency about how those with inside knowledge are trading, helping investors see if insiders are confident in the company's prospects or may be selling for personal reasons. This information can influence investor decisions by revealing insiders' perspectives on the company's value.

10-q regulatory

""[10-Q] Mondelez International, Inc. Quarterly Earnings Report""

A 10-Q is a company’s required quarterly filing with U.S. regulators that provides updated financial statements, management discussion of results, and disclosures about risks, legal matters and operational changes. Think of it as a quarterly report card and progress update that lets investors track recent performance, spot trends or warning signs between annual reports, and make informed buy/sell decisions based on the latest verified financial and business information.

8-k regulatory

""[8-K] Mondelez International, Inc. Reports Material Event""

An 8-K is a public report companies must file with the U.S. Securities and Exchange Commission to disclose major events or changes that shareholders should know about, such as leadership changes, mergers, financial surprises, or legal developments. It matters to investors because it acts like a breaking-news alert for a company’s health and prospects—providing timely facts that can affect stock value and investment decisions.

s-8 regulatory

""[S-8] Mondelez International, Inc. Employee Benefit Plan Registration""

A Form S-8 is a U.S. regulatory filing that gives a public company permission to register shares it will issue to employees, directors or consultants under stock-based compensation plans. Think of it as a formal “permission slip” that lets a company grant or sell stock for pay or bonuses; investors watch it because those shares can increase the number of shares outstanding and affect ownership, earnings per share and dilution.

economic hedge financial

"significant economic hedge losses within cost of sales."

A economic hedge is an action or investment designed to reduce the financial impact of broad economic changes—such as inflation, interest-rate moves, currency swings, or a drop in demand—on a portfolio or business. Think of it like buying insurance or carrying an umbrella: it may cost something up front but helps protect the value of investments and smooth returns when the economic weather turns unfavorable, making outcomes more predictable for investors.

AI-generated analysis. Not financial advice.

Self-proclaimed "salties" Jon Hamm and Bowen Yang team up with Scarlett Johansson in the RITZ^® brand's witty (and flavorful) new commercial.

EAST HANOVER, N.J., Feb. 3, 2026 /PRNewswire/ -- RITZ^® Crackers is back for the Big Game, expanding its salty universe with a new ad titled "RITZ Island" airing during the 3^rd quarter. Featuring a star-studded lineup of actor and producer Jon Hamm, comedic trailblazer Bowen Yang, and actor and producer Scarlett Johansson, RITZ^® Crackers brings everyone together for a celebration fit for football's biggest weekend.

"The Big Game is the moment where culture, entertainment, and sports collide on the biggest stage," said Steven Saenen, Category President, Savory Snacking. "We continue to evolve RITZ^® Crackers into a modern, culture-shaping brand built for today's shared moments. Our Big Game creative anchors in what people love about our product - its deliciously salty and buttery flavor - and uses humor, heart, and signature saltiness to show how RITZ^® brings everyone together, even the saltiest, inviting a new generation of snackers to join in."

INTRODUCING THE RITZ SALTY ISLAND

The :30 second commercial opens with Hamm and Yang perched in a treehouse overlooking partygoers who are enjoying RITZ^® Crackers on the beach. After exchanging a few salty remarks, the two contemplate joining the party to get a taste of delicious RITZ^® Crackers. In the blink of an eye, Johansson arrives on a jet ski and invites Hamm and Yang to come down to the beach. Soon enough, the trio of beachgoers ride into the party in style, savoring the salty, buttery-flavored goodness of RITZ^® Crackers. 

"Who wouldn't want to escape to RITZ^® Island for a day?" said Jon Hamm. "Diving into this creative concept with RITZ^® Crackers has been a blast."

"RITZ^® Crackers are a star in their own right," said Bowen Yang. "Partnering with them has been an absolute joy—this is my first Big Game spot, and I couldn't ask for a better experience than visiting RITZ^® Island."

In the blink of an eye, Johansson arrives on a jet ski and invites Hamm and Yang to come down to the beach party. Soon enough, the trio of beachgoers ride into the party in style, savoring the salty, buttery-flavored goodness of RITZ^® Crackers together.

"Collaborating with RITZ^® Crackers on this Big Game commercial was such a thrill," said Scarlett Johansson. "The RITZ^® brand is having a lot of fun leaning into its salty side, and the energy of this spot totally reflects that. It's bold, playful and a little unexpected, and I loved getting to jump in and bring that spirit to life with Jon and Bowen."

"RITZ Island" was developed in collaboration with MARTIN*, Hungryman, Inc., and Publicis Production, with direction by Dan Opsal, renowned for his comedic commercials and sketches.

RITZ^® Crackers: The Ultimate Game Day MVP

RITZ^® Crackers are no stranger to the game day spread, and the world's biggest advertising stage is the perfect setting to lean into the brand's bold, salty humor. To mark the crackers' return to the Big Game, the RITZ^® Brand is executing an integrated effort with a 360° multichannel approach that reaches consumers at every touchpoint, including a strengthened in-store presence throughout the football season with the recent release of limited-edition football-shaped crackers.

For more information, visit RITZ^® Crackers at www.RITZCrackers.com and follow the brand on Facebook @RITZCrackers, Twitter/X @RITZCrackers, TikTok @theritzcrackerofficial or on Instagram @RITZcrackers to be among the first to know about future brand news.

About Mondelēz International
Mondelēz International, Inc. (Nasdaq: MDLZ) empowers people to snack right in over 150 countries around the world. With 2024 net revenues of approximately $36.4 billion, MDLZ is leading the future of snacking with iconic global and local brands such as OREO, RITZ, LU, CLIF BAR and TATE'S BAKE SHOP biscuits and baked snacks, as well as CADBURY DAIRY MILK, MILKA and TOBLERONE chocolate. Mondelēz International is a proud member of the Standard and Poor's 500, Nasdaq 100 and Dow Jones Sustainability Index. Visit www.mondelezinternational.com or follow the company on X at www.x.com/MDLZ.

Media Contact
Weber Shandwick RITZ Team
wswnycritz@webershandwick.com

View original content to download multimedia:https://www.prnewswire.com/news-releases/ritz-crackers-delivers-a-salty-slice-of-paradise-in-its-big-game-comeback-302677038.html

SOURCE Mondelēz International

FAQ

When will the RITZ "RITZ Island" Big Game commercial air and which stars appear in it (MDLZ)?

The commercial airs in the 3rd quarter of the Big Game and features Jon Hamm, Bowen Yang and Scarlett Johansson. According to the company, the :30 spot showcases the brand's salty, buttery flavor and cinematic beach-party concept to reach a broad game-day audience.

What is Mondelēz's (MDLZ) marketing approach for RITZ during the 2026 football season?

Mondelēz is executing a 360° multichannel campaign for RITZ that spans broadcast, digital and in-store promotions. According to the company, the effort includes enhanced retail presence and limited-edition football-shaped crackers timed to drive game-day trial and visibility.

How does the RITZ Big Game ad aim to position the brand for consumers (MDLZ)?

The ad positions RITZ as a modern, culture-shaping snack focused on shared moments and bold, salty humor. According to the company, creative emphasizes flavor and social occasions to invite a new generation of snackers to try the product.

Who produced and directed the RITZ "RITZ Island" commercial promoted by Mondelēz (MDLZ)?

The spot was developed with MARTIN*, Hungryman, Inc., and Publicis Production, directed by Dan Opsal. According to the company, these partners contributed comedic direction and production for the :30 Big Game creative.

Will RITZ offer special products tied to the Big Game promotion from Mondelēz (MDLZ)?

Yes, RITZ is releasing limited-edition football-shaped crackers as part of the Big Game campaign. According to the company, the product release supports a stronger in-store presence throughout the football season and game-day merchandising.

What scale of business does Mondelēz (MDLZ) report while promoting RITZ in this campaign?

Mondelēz reported 2024 net revenues of approximately $36.4 billion, underscoring its global snacking scale. According to the company, that scale supports large integrated campaigns and widespread retail distribution for brands like RITZ.