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Company Research2 Apr 2024
The Consumer Goods Sector: Housing the World's Most Known Brands
Explore the giants of the consumer goods sector, where iconic brands familiar in daily life are predominantly owned by a few key industry players.
Mondelez International
Mondelez International (MDLZ) investor relations material
Mondelez International Consumer Analyst Group of New York Conference (CAGNY) 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Consumer Analyst Group of New York Conference (CAGNY) 2026 summary17 Feb, 2026
Strategic growth focus and market positioning
Emphasis on core snacking categories—chocolate, biscuits, baked snacks—targeting 90% of net revenues by 2026, up from 59% in 2012 and 80% currently.
Maintains global leadership in biscuits (17% share), strong positions in chocolate (12.4%), cakes/pastries (3.9%), and snack bars (8.6%).
Core snacking categories are growing 1.4x faster than other food categories, with a projected 5% value CAGR and a long-term organic net revenue growth target of 3–5%.
About 40% of 2025 revenues come from high-growth emerging markets, with a 13.4% CAGR over five years.
Iconic brands and a connected culture drive consumer loyalty and consistent long-term growth.
Strategic overview and growth model
Structurally stronger organization with a proven growth model, balancing top-line, investments, and bottom-line performance.
Diversified global footprint, with emerging markets as a key engine of double-digit growth and developed markets contributing steady gains.
Top-tier capabilities, local-first operating model, and engaged culture accelerate execution and performance.
North America: Growth initiatives and consumer trends
North America delivered ~4% CAGR over five years, with $11B in 2025 net revenue; U.S. biscuits are 63% of revenue and hold a 42% market share.
Six key consumer trends addressed: flat basket sizes, price sensitivity, channel shifts, premiumization, health focus, and on-the-go snacking.
Growth actions include expanding affordable and premium offerings, better-for-you snacks, and leveraging under-indexed channels.
Investing in supply chain upgrades to increase capacity, flexibility, and margins, with benefits expected by early 2027.
Committed to improving performance through consumer-centric offerings, increased media investment, and long-term supply chain programs.
Quantify 2026 cocoa cost impact on EPS
Detail EM RTM expansion targets by 2030
Timeline for NA supply chain program benefits
Address flat NA biscuit basket sizes
Detail short-term cocoa price decline response
Emerging markets: scale in priority markets
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Next Mondelez International earnings date
Q1 202628 Apr, 2026
Mondelez International
Next Mondelez International earnings date
Q1 202628 Apr, 2026
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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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