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Mondelez International (MDLZ) investor relations material
Mondelez International Barclays 18th Annual Global Consumer Staples Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Barclays 18th Annual Global Consumer Staples Conference 2025 summary3 Sep, 2025
Strategic overview and market trends
Long-term strategy remains valid despite recent volatility; short-term tactics will be adjusted for 2025–2026 to address economic headwinds and cocoa cost pressures.
Snacking slowdown in the U.S. is attributed mainly to consumer economic circumstances, not structural changes in categories.
Expectation to return to strategic growth algorithm by 2026, with ongoing monitoring of consumer behavior.
Financial performance and guidance
Reaffirmed full-year organic sales growth guidance of about 5% despite headwinds from U.S. retailer destocking and hot weather in Europe.
U.S. retailer destocking is largely behind, but high stock levels in Europe may impact Q3 revenues.
Elasticities in Europe have increased to 0.6–0.7, higher than anticipated, but strong brand activations are expected to support performance during key seasons.
Consumer behavior and pricing
Consumers are maintaining flat spending, prioritizing essentials, and becoming more price-sensitive, leading to lower purchase frequency and quantity in non-essential categories.
Promotional strategies are shifting to larger, event-driven campaigns to drive impulse purchases.
Channel and pack size optimization are key to adapting to evolving consumer preferences.
How is Mondelez mitigating long-term cocoa supply risk?
How does Mondelez adapt to US consumer spending shifts?
M&A vs. share buybacks: current capital priority?
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Next Mondelez International earnings date
Q3 202528 Oct, 2025
Next Mondelez International earnings date
Q3 202528 Oct, 2025
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Frequently asked questions
Leading Snack Producers
Mondelez International is an American multinational confectionery, food, and beverage conglomerate. Established in 2012 following a spin-off from Kraft Foods, Mondelez operates in over 150 countries and owns a plethora of iconic brands. With a vast portfolio of snacks and treats, the company is positioned as a global leader in the snack industry. The company is headquartered in Chicago, Illinois, and is listed on the Nasdaq.
The Spin-Off
Mondelez International's roots trace back to the foundation of many legacy companies, but its most immediate predecessor is Kraft Foods. The name "Mondelez" is derived from two words: "monde" from the Latin word for "world," and "delez" as an expression of "delicious." In 2012, in a strategic move to separate its global snack business from its North American grocery operations, Kraft Foods Inc. spun off its North American grocery business into a new company, Kraft Foods Group, and renamed the remaining global snacks business Mondelez International. This decision aimed to enable each entity to focus more keenly on their respective markets.
The Brands
Mondelez International is a global powerhouse in the snack industry, boasting a portfolio of iconic brands. Among its most recognizable brands are the chocolate producers Cadbury, LU, Milka, and Toblerone and the well-known Oreo cookie. Beyond these, Mondelez also owns Nabisco, the name behind classics like Ritz crackers and Chips Ahoy! cookies. Trident, one of the world's leading chewing gum brands, and Tang, a popular powdered beverage, further demonstrate the company's diverse portfolio. This is merely a snapshot of Mondelez’s brands, and their ownership of companies goes much further than what has been mentioned above.
A Global Market
Mondelez International has an expansive global presence, operating in over 150 countries. As one of the world's leading snack companies, its products can be found on shelves in nearly all corners of the world. This is however not something unique for the industry Mondelez is active in, and some of their main publicly traded competitors include names like Nestle, PepsiCo, Unilever, and other similar companies.
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