The Investor
17 Feb 2026, 20:19
Mondelēz International (NASDAQ: MDLZ) outlined plans to reaccelerate profitable growth and reinforce its structurally stronger portfolio at the 2026 CAGNY Conference.
CEO Dirk Van de Put and CFO Luca Zaramella highlighted confidence in the company’s long-term growth algorithm of 3–5% organic net revenue growth, high-single-digit adjusted EPS growth and more than $3 billion in annual free cash flow. Despite pressure from elevated cocoa input costs in 2025, the company reported solid top-line growth and strong cash generation.
Strategically, Mondelēz is increasing focus on its core categories—chocolate, biscuits and baked snacks—which now account for about 80% of net revenues, with a path toward 90% over time. In Developed Markets, priorities include improving U.S. biscuits execution and restoring consumption growth in European chocolate, alongside structural actions to enhance cocoa supply resilience.
In Emerging Markets, the company is leveraging a local-first operating model and route-to-market capabilities to drive volume-led growth across key markets such as China, India, Brazil and Mexico.
Management emphasized disciplined capital allocation, continued brand reinvestment and bolt-on M&A to support long-term value creation while maintaining balance sheet flexibility.
Globe Newswire
CEO Dirk Van de Put and CFO Luca Zaramella highlighted confidence in the company’s long-term growth algorithm of 3–5% organic net revenue growth, high-single-digit adjusted EPS growth and more than $3 billion in annual free cash flow. Despite pressure from elevated cocoa input costs in 2025, the company reported solid top-line growth and strong cash generation.
Strategically, Mondelēz is increasing focus on its core categories—chocolate, biscuits and baked snacks—which now account for about 80% of net revenues, with a path toward 90% over time. In Developed Markets, priorities include improving U.S. biscuits execution and restoring consumption growth in European chocolate, alongside structural actions to enhance cocoa supply resilience.
In Emerging Markets, the company is leveraging a local-first operating model and route-to-market capabilities to drive volume-led growth across key markets such as China, India, Brazil and Mexico.
Management emphasized disciplined capital allocation, continued brand reinvestment and bolt-on M&A to support long-term value creation while maintaining balance sheet flexibility.
Globe Newswire
