Did Mondelez’s Recycled Marabou Wrapper Just Shift LyondellBasell’s (LYB) Circular Plastics Narrative?

Simply Wall St.07-21 10:22

In July 2026, LyondellBasell announced that Mondelez International is using new Marabou chocolate bar packaging made with LyondellBasell CirculenRevive polymers, incorporating 75% recycled content via...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2653223196?lang=en_US&edition=fundamental","thumbnail":"https://images.simplywall.st/asset/industry/2021000-choice1-main-header/1585186559642","is_english":true,"pubTime":"2026-07-21 10:22","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2653223196","market":"hk","top_or_hot":-1,"title":"Did Mondelez’s Recycled Marabou Wrapper Just Shift LyondellBasell’s (LYB) Circular Plastics Narrative?","media":"Simply Wall St.","content":"<div>\n<p>In July 2026, LyondellBasell announced that Mondelez International is using new Marabou chocolate bar packaging made with LyondellBasell CirculenRevive polymers, incorporating 75% recycled content via...</p>\n\n<a href=\"https://simplywall.st/stocks/us/materials/nyse-lyb/lyondellbasell-industries/news/did-mondelezs-recycled-marabou-wrapper-just-shift-lyondellba\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Did Mondelez’s Recycled Marabou Wrapper Just Shift LyondellBasell’s (LYB) Circular Plastics Narrative?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDid Mondelez’s Recycled Marabou Wrapper Just Shift LyondellBasell’s (LYB) Circular Plastics Narrative?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-07-21 10:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/materials/nyse-lyb/lyondellbasell-industries/news/did-mondelezs-recycled-marabou-wrapper-just-shift-lyondellba><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In July 2026, LyondellBasell announced that Mondelez International is using new Marabou chocolate bar packaging made with LyondellBasell CirculenRevive polymers, incorporating 75% recycled content via...</p>\n\n<a href=\"https://simplywall.st/stocks/us/materials/nyse-lyb/lyondellbasell-industries/news/did-mondelezs-recycled-marabou-wrapper-just-shift-lyondellba\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1201861165.SGD","symbol_name":"Natixis Harris Associates Global Equity PA SGD","start_time":0,"source_url":"https://simplywall.st/stocks/us/materials/nyse-lyb/lyondellbasell-industries/news/did-mondelezs-recycled-marabou-wrapper-just-shift-lyondellba","article_id":"2653223196","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/2021000-choice1-main-header/1585186559642"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/materials/nyse-lyb/lyondellbasell-industries/news/did-mondelezs-recycled-marabou-wrapper-just-shift-lyondellba","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2653223196","pubTimestamp":1784600530,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"In July 2026, LyondellBasell announced that Mondelez International is using new Marabou chocolate bar packaging made with LyondellBasell CirculenRevive polymers, incorporating 75% recycled content via an ISCC PLUS-certified mass balance approach in partnership with Amcor, Taghleef Industries and others.\nThis collaboration converts hard-to-recycle mixed plastic waste into food-grade flexible packaging, aligning with tightening European recycling rules and positioning LyondellBasell as a key...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU1201861165.SGD":"Natixis Harris Associates Global Equity PA SGD","LU0738911758.USD":"Blackrock Global Equity Income A6 USD","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU0545039389.USD":"BGF GLOBAL EQUITY INCOME \"A2\" ACC","LU0648000940.SGD":"Natixis Harris Associates Global Equity RA SGD","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0225771236.USD":"SCHRODER ISF GLOBAL EQUITY YIELD \"A\" (USD) INC MF","BK4090":"商品化工","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF","BK4585":"ETF&股票定投概念","LU0130518102.USD":"HARRIS ASSOCIATES GLOBAL EQUITY \"R\" INC","IE000M9KFDE8.USD":"NEUBERGER BERMAN US LARGE CAP VALUE \"A\" (USD) ACC","LU0477156797.USD":"HARRIS ASSOCIATES GLOBAL EQUITY \"RE\" (USD) ACC","LU0225284248.USD":"SCHRODER ISF GLOBAL EQUITY YIELD \"A\" ACC","LU0985481810.HKD":"SCHRODER ISF GLOBAL EQUITY YIELD \"A\" (HKD) INC M","AIPO":"Defiance AI and Power Infrastructure ETF","VTHR":"Vanguard Russell 3000 ETF","BK4505":"高瓴资本持仓","LYB":"利安德巴塞尔","BK4212":"包装食品与肉类","MDLZ":"亿滋","BK4559":"巴菲特持仓","QTOC":"Innovator Growth Accelerated Plus ETF - October","LU0949170772.SGD":"Blackrock Global Equity Income A6 SGD-H","BK4588":"碎股","ARTY":"ISHARES FUTURE AI & TECH ETF","LU1003077747.HKD":"BGF GLOBAL EQUITY INCOME \"A6\" (HKDHDG) INC","LU0553294199.USD":"BGF GLOBAL EQUITY INCOME \"A5G\" (USD) INC","FTXG":"First Trust Nasdaq Food & Beverage ETF","AGIX":"通用人工智能 ETF-AGIX","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","LU0661504455.SGD":"Blackrock Global Equity Income A5 SGD-H"},"translate_title":"亿滋的回收 Marabou 包装纸是否改变了利安德巴塞尔 (LYB) 循环塑料的说法？","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"QTOC":0.82,"FTXG":0.6,"AIPO":0.9,"ARTY":0.82,"MDLZ":1.5,"LYB":1.5,"CHAT":0.82,"VTHR":0.82,"AGIX":0.82},"content_text":"In July 2026, LyondellBasell announced that Mondelez International is using new Marabou chocolate bar packaging made with LyondellBasell CirculenRevive polymers, incorporating 75% recycled content via an ISCC PLUS-certified mass balance approach in partnership with Amcor, Taghleef Industries and others. This collaboration converts hard-to-recycle mixed plastic waste into food-grade flexible packaging, aligning with tightening European recycling rules and positioning LyondellBasell as a key circular materials supplier to global consumer brands. We’ll now examine how this advancement in circular polymers for food-grade packaging could reshape LyondellBasell’s investment narrative around recycling and regulation. The best AI stocks today may lie beyond giants like Nvidia and Microsoft. Find the next big opportunity with these 17 smaller AI-focused companies with strong growth potential through early-stage innovation in machine learning, automation, and data intelligence that could fund your retirement.AdvertisementLyondellBasell Industries Investment Narrative RecapTo own LyondellBasell, you need to believe that a cyclical, currently unprofitable petrochemical producer can steadily reposition toward higher value, circular polymers while managing heavy capital needs and regulatory pressure. The Mondelez packaging news supports the circular-transition story but does not materially change the near term picture where the key catalyst is execution on recycling initiatives and major projects, and the biggest risk remains industry overcapacity and weak margins in a prolonged downturn. Among recent developments, the Q1 2026 results stand out alongside this announcement. Revenue of US$7,197 million and net income of US$123 million highlight how tight profitability remains, even as the company invests in recycling and maintains a US$0.69 quarterly dividend. Together with the Mondelez partnership, this mix of thin earnings, capital returns, and sustainability investment frames how sensitive the story is to both chemical cycle conditions and project delivery. Yet even with growing circular wins, investors should be aware of how prolonged petrochemical overcapacity could... Read the full narrative on LyondellBasell Industries (it's free!)LyondellBasell Industries' narrative projects $31.2 billion revenue and $1.8 billion earnings by 2029. This requires 1.1% yearly revenue growth and about a $2.6 billion earnings increase from -$799.0 million today.Uncover how LyondellBasell Industries' forecasts yield a $75.82 fair value, a 25% upside to its current price.Exploring Other PerspectivesLYB 1-Year Stock Price Chart While consensus focuses on cyclical risks and slow growth, some analysts were expecting revenue to reach about US$36.3 billion and earnings US$3.8 billion, far more optimistic about how partnerships like Mondelez and progress on circular projects might eventually reshape those risks and rewards.Explore 8 other fair value estimates on LyondellBasell Industries - why the stock might be worth 21% less than the current price!Decide For YourselfDisagree with existing narratives? Extraordinary investment returns rarely come from following the herd, so go with your instincts.A great starting point for your LyondellBasell Industries research is our analysis highlighting 3 key rewards and 2 important warning signs that could impact your investment decision.Our free LyondellBasell Industries research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate LyondellBasell Industries' overall financial health at a glance.Contemplating Other Strategies?Our top stock finds are flying under the radar-for now. Get in early:Rare earth metals are the new gold rush. Find out which 29 stocks are leading the charge.The future of work is here. Discover the 33 top robotics and automation stocks leading the charge in AI-driven automation and industrial transformation.Capitalize on the AI infrastructure supercycle with our selection of the 54 best 'picks and shovels' of the AI gold rush converting record-breaking demand into massive cash flow.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"isLaohu8Offline":false,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.46.0","shortVersion":"4.46.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2653223196","isCrawlerRequest":true}