Mondelēz International’s flagship OREO brand will roll out its first-ever Marvel-themed limited-edition cookies nationwide on February 2. The MARVEL OREO Stuf of Legends Cookies feature four special-edition packs (three available at launch) with 32 unique embossments spanning the Avengers, Spider-Man, X-Men and Fantastic Four—marking the largest single drop of cookie designs in OREO history. A color-changing crème (gray to blue) innovation adds an interactive twist, while a cross-brand digital promotion invites fans to guide delivery trucks via QR code for a chance to win up to $1,400 in prizes. With presales beginning January 26 and full retail rollout on February 2, the campaign leverages illustrations by Marvel artist Todd Nauck and promises to drive foot traffic, increase social media engagement and extend OREO’s cultural footprint among 18–34-year-olds.

Mondelēz International reported 2024 net revenues of approximately $36.4 billion, with the OREO brand accounting for over 20 billion units sold in the U.S. alone. The company maintains a quarterly dividend yielding in line with peer packaged-foods firms, underpinned by free cash flow generation of roughly $5 billion last year. However, recent margin pressure—driven by elevated input and logistics costs—has resulted in a decline in operating margins toward the mid-20% range, below management’s long-term target. Analyst consensus forecasts only modest margin recovery through 2026, suggesting limited upside for the stock relative to the broader consumer staples sector despite a reasonable valuation multiple near 18 times forward earnings.