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Jun 30, 2025
Mondelez Q2 2025 Earnings Report
Mondelez reported strong top-line growth in Q2 2025, supported by pricing strength in chocolate and geographic breadth.
Key Takeaways
Mondelez delivered solid revenue growth and increased EPS despite volume pressure and cost inflation. Net income rose, driven by favorable derivative impacts and fewer shares outstanding.
Net revenue rose to $8.984 billion, a 7.7% increase YoY.
Organic net revenue grew 5.6%, driven by 7.1 percentage points of pricing growth.
GAAP EPS was $0.49, while Adjusted EPS was $0.73.
Net income rose to $641 million despite a decrease in adjusted earnings.
Revenue by Geographic Location
Forward Guidance
For 2025, Mondelez expects ~5% organic net revenue growth and ~10% decline in adjusted EPS (constant currency), primarily due to cocoa cost inflation.
Positive Outlook
- Maintained 2025 organic revenue growth guidance at ~5%
- Expecting $3+ billion in free cash flow
- No expected currency translation impact on FY25 EPS
- Strong pricing actions across categories
- Disciplined cost control and productivity gains
Challenges Ahead
- Adjusted EPS expected to decline ~10% due to cocoa cost inflation
- Unfavorable volume/mix impact
- Continued headwinds from input cost inflation
- Negative impact from ERP system implementation costs
- Higher interest and other expenses pressuring margins
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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