Mondelēz International公司表示，由于消费者对经济形势的担忧加剧，美国民众购买Oreo饼干和其他零食的意愿下降。公司首席执行官Dirk Van de Put指出，消费者在个人财务、就业预期和通货膨胀方面存在不确定性，因此倾向于将支出更多地集中在必需品上。这导致美国第二季度Mondelēz公司的销售额和销量均出现下滑，尤其是北美地区的销售额同比下降了3.5%。此外，关税的影响以及部分零售商为抵消成本而减少非关税商品（如零食）的采购，也对零食销量造成了影响。尽管如此，部分消费者仍在餐厅用餐等方面保持支出，但整体而言，食品消费和零食市场的放缓趋势明显。

📊 消费者信心下降导致零食销量下滑：Mondelēz International公司报告称，美国消费者因对经济前景的担忧，包括个人财务、就业预期和通货膨胀，正在减少对Oreo饼干等非必需零食的购买。这种消费者焦虑情绪促使他们更倾向于购买必需品。

📉 销售额与销量双双下滑，尤其在北美地区：该公司在第二季度财报中显示，美国市场的营收和销售量均出现下降。其中，北美地区的销售额同比下降了3.5%，表明消费者对零食类产品的需求普遍减弱。

🛍️ 购买行为改变，偏好小包装产品：为了应对成本压力，许多美国消费者选择购买更小包装的饼干，尽管这些小包装产品的单位价格可能更高。这种消费模式的转变直接导致了美国零食销售量的整体下降。

⚖️ 关税与成本压力影响市场：美国计划中的关税以及不断上涨的原材料成本（如可可）给食品制造商带来了压力。Mondelēz表示将采取“手术刀式”的提价策略，而关税也可能导致部分零售商减少货架上的Mondelēz产品，或在采购其他非关税商品时更为谨慎，以抵消潜在成本。

📈 整体食品消费放缓，零食市场面临挑战：CEO Dirk Van de Put指出，目前存在食品消费和零食市场的整体放缓趋势。尽管消费者在某些领域（如餐厅用餐）仍愿意支出，但整体上对零食等非必需品的消费意愿有所减弱。

Americans are buying fewer Oreo cookies and other snacks, Mondelez said Tuesday.Shoppers' worries about the economy are a major reason.Some stores also likely held off on buying snacks in order to load up on tariff-affected goods.

Americans are getting more cautious about spending on even small treats like Oreo cookies.

Mondelez, the company that makes Oreos and Chips Ahoy, said that revenue and sales volumes in the US fell during the company's second quarter. The continued threat of tariffs and the state of the economy were major reasons shoppers cut back, CEO Dirk Van de Put said.

"There's a lot of consumer anxiety," Van de Put said on a call after the company reported results Tuesday.

Shoppers face an "uncertain outlook as it relates to their personal finances, job expectations, inflation, so they tend to focus more on essential items," he said.

Many customers are buying smaller packs of cookies that cost more per unit than bigger family-sized packages, Van de Put said. That's leading to a decline in the volume of snacks sold in the US.

Mondelez's North American sales fell 3.5% year over year during the second quarter.

Consumers in the US have some reasons to watch their spending.

Companies from Conagra to Walmart have said they plan to pass along some of the costs of the Trump administration's planned tariffs to customers, which could lead to higher prices at stores. Mondelez, for its part, said it plans to take a "surgical" approach to raising prices amid rising cocoa costs.

Tariffs also may have led to fewer Mondelez products on shelves at retailers, Van de Put said on Tuesday's call. He said that while some stores stocked up on items that were set to be hit with tariffs over the last few months, they sought to offset those costs by holding off on purchases of non-tariffed goods such as snacks.

"Tariffs were coming," Van de Put said. "They probably wanted to import more from the countries that were going to be affected."

Some shoppers are also still feeling the pressure from years of high post-pandemic inflation. Many food makers raised snack prices as input costs rose, but have seen consumers pull back their spending in the last year or so.

"There's an overall slowdown in food consumption and also in snacking," Van de Put said. said.

Other evidence suggests that consumers are still willing to spend on food in certain settings. Recent research by Bank of America suggests that many diners are still spending on meals at restaurants — even as they tell pollsters that they are cutting back on eating out to save money.