Mondelez International (MDLZ) 4th Annual Evercore ISI Consumer and Retail Conference summary

Strategic priorities and growth outlook

• Focus remains on accelerating volume and earnings growth, leveraging strong brand investments and global snacking leadership.

• Vision 2030 aims to accelerate and focus growth, targeting higher performance within the existing strategic framework.

• Four core categories—chocolate, biscuits, cakes and pastries, and snack bars—are prioritized for synergy and expansion.

• M&A activity and portfolio reshaping are key levers for unlocking brand potential and market opportunities.

Regional performance and initiatives

• U.S. market faces a temporary slowdown, with plans for new promotions, price repositioning, and entry-level packs to regain share, especially for price-sensitive consumers.

• North America benefits from improved supply chain stability, high gross margins, and successful acquisitions like Tate's, Give & Go, and Clif.

• Europe shows resilience despite commodity-driven price increases, with a focus on price-pack architecture and promotional strategies to protect volume.

• Emerging markets drive growth through distribution expansion, innovation, and portfolio depth, with strong performance in China, India, Brazil, and Mexico.

Supply chain and operational improvements

• Manufacturing network has been streamlined, increasing flexibility and capacity, especially for key brands.

• Investments continue in automation and distribution to improve productivity and cost savings.

• North America now operates with the highest gross margin, fueling reinvestment in growth initiatives.