Mondelez International Inc - Class A NASDAQ:MDLZ Price, Chart, News & Insight

Mondelez Stock Edges Higher as Revenue Growth and Volume Improvement Offset Margin Pressure

Mondelez International (NASDAQ: MDLZ) shares rose 0.3% in Wednesday's premarket trading after the snack food giant reported solid second-quarter revenue growth, continued volume gains, and raised its organic sales outlook, reinforcing confidence in the resilience of its global brands despite ongoing cost pressures.

The company reported second-quarter net revenue of $9.36 billion, up 4.1% year over year, while organic net revenue increased 2.2%. Notably, volume and mix contributed 0.7 percentage points to growth, signaling improving consumer demand alongside continued pricing power. Emerging Markets remained a key growth driver, while North America also delivered solid performance.

Adjusted EPS came in at $0.73, down 2.7% on a constant-currency basis, as higher raw material costs, increased advertising spending, and elevated operating expenses weighed on profitability. Reported diluted EPS surged to $1.20, primarily reflecting favorable mark-to-market impacts on commodity and foreign currency derivatives and tax-related benefits rather than underlying operating improvements.

Management highlighted continued momentum across the business, citing strong execution in North America, resilient growth in Emerging Markets, and improving market share trends in Europe. The company also announced a 4% increase in its quarterly dividend and returned $1.5 billion to shareholders during the first half of 2026 through dividends and share repurchases.

Looking ahead, Mondelez raised its full-year outlook for organic net revenue growth to at least 2%, reflecting stronger-than-expected year-to-date performance, while maintaining its forecast for adjusted EPS growth of flat to 5% on a constant-currency basis and approximately $3 billion in free cash flow.

The modest premarket gain suggests investors welcomed the stronger revenue performance, positive volume growth, and improved sales outlook. Although higher commodity costs continued to pressure adjusted earnings, Mondelez's resilient demand, pricing power, and shareholder-friendly capital allocation reinforce confidence in the company's long-term growth strategy.

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Global Finance News 07-29-26

Mondelez International reported significant progress on its 2025 sustainability targets, highlighting advances in sustainable sourcing, emissions reduction, and packaging.

The company achieved near 100% cocoa sourcing through its Cocoa Life program, working with over 257,000 farmers to support more resilient and sustainable supply chains. It also reached around 60% of its 2030 greenhouse gas reduction target and about 75% of its recycled plastic content goal.

Mondelēz said it continues to invest in innovation across its cocoa supply chain, including predictive technologies, diversified sourcing, and partnerships such as the TogetherCocoa Foundation.

The update reflects the company’s broader strategy to integrate sustainability into long-term growth while improving environmental impact and supply chain resilience.
Globe Newswire

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WS Investor 04-16-26

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

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The Investor 02-17-26

Mondelēz International, Inc. (Nasdaq: MDLZ) announced that its Board of Directors has declared a regular quarterly dividend of $0.50 per share of Class A common stock.

The dividend will be payable on April 14, 2026, to shareholders of record as of the close of business on March 31, 2026.

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European Investor 02-12-26

Mondelēz International has opened applications for CoLab Tech 2026, its global R&D accelerator program supporting start-ups developing snack-focused technologies. The program targets innovations in climate resilience, next-generation ingredients, breakthrough performance technologies and sustainable packaging, with up to 10 start-ups to be selected.

Source: Mondelēz International press release, GlobeNewswire, January 22, 2026.

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The Investor 01-25-26

Mondelēz International announced a regular quarterly dividend of $0.50 per share of Class A common stock, payable on January 14, 2026, to shareholders of record as of December 31, 2025.

Source: Mondelēz International, GlobeNewswire

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WS Investor 12-14-25

Mondelēz International’s 2024 State of Snacking survey reveals that global consumers are increasingly focused on mindful snacking, emphasizing portion control and sensory enjoyment. Conducted with The Harris Poll across 12 countries, the survey shows that 96% of consumers engage in mindful snacking and 69% seek portion-controlled options. Most participants say they savor the taste, texture, and flavor of their snacks. Mondelēz notes that this shift reflects a desire to balance enjoyment with wellness and highlights its continued focus on meeting evolving consumer preferences through intentional and balanced snacking experiences.

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European Investor 06-18-25

Mondelēz Joins 100+ Accelerator to Boost Global Sustainable Innovation

On June 2, 2025, Mondelēz International (Nasdaq: MDLZ) announced its partnership with the 100+ Accelerator, joining forces with major global brands like AB InBev, Coca-Cola, Unilever, and others to support and scale sustainable innovation. The initiative supports startups tackling challenges in regenerative agriculture, circular packaging, and water efficiency. Mondelēz aims to drive long-term, impactful sustainability by contributing industry expertise and helping pilot real-world solutions. Applications for the accelerator’s seventh cohort are now open.

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WS News 06-02-25

The Board of Directors of Mondelēz International, Inc. (Nasdaq: MDLZ) today declared a regular quarterly dividend of $0.47 per share of Class A common stock. This dividend is payable on July 14, 2025, to shareholders of record as of the close of business on June 30, 2025.

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WS News 05-21-25

Mondelēz International Q1 2025 Earnings Summary

Mondelēz International reported Q1 2025 earnings with flat revenue growth and a sharp decline in profitability, largely impacted by soaring cocoa costs and mark-to-market losses.

Revenue Performance:

Net Revenues rose slightly by 0.2% YoY to $9.31B, driven by 3.1% organic growth, with price increases (+6.6 pp) offsetting volume/mix decline of -3.5 pp.

Latin America revenues dropped -8.8%, while Europe and AMEA grew by 5.4% and 3.4% respectively.

North America posted a -4.1% revenue decline.

Profitability:

Gross Profit fell by 48.8% YoY to $2.43B, with margins shrinking from 51.1% to 26.1%, primarily due to mark-to-market losses on commodities and currency derivatives.

Operating Income plunged 75.1% to $680M, while Adjusted Operating Income dropped 19.6% to $1.38B.

Diluted EPS fell sharply by 70.2% to $0.31.

Adjusted EPS was $0.74, down 18.3% on a constant currency basis.

Cash Flow & Capital Return:

Operating cash flow was $1.1B, with Free Cash Flow of $815M (down from $1.03B in Q1 2024).

Returned $2.1B to shareholders via buybacks and dividends.

2025 Outlook (non-GAAP):

Reaffirmed ~5% Organic Net Revenue growth.

Adjusted EPS expected to decline by ~10% due to cocoa inflation.

Forecasts $3B+ Free Cash Flow, with minimal FX impact expected on FY results.

The quarter reflects resilience in pricing power amid a volatile cost environment but also highlights pressure on margins from commodity inflation and derivative impacts.

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ME NEWS 04-30-25

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