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Sep 30, 2025
Mondelez Q3 2025 Earnings Report
Mondelez reported solid top-line growth despite record-high cocoa cost inflation.
Key Takeaways
Mondelez International delivered 5.9% revenue growth in Q3 2025, supported by higher pricing. However, profits declined significantly due to inflationary pressures and unfavorable product mix.
Organic Net Revenue grew by 3.4%, driven by pricing.
Adjusted EPS declined to $0.73 amid higher input costs.
Operating income dropped by over 35% on a GAAP basis.
Net income for the quarter was $743 million, down from $853 million last year.
Revenue by Geographic Location
Forward Guidance
Mondelez expects full-year 2025 Organic Net Revenue growth of 4%+ and Adjusted EPS to decline ~15% on a constant currency basis.
Positive Outlook
- Expecting organic net revenue growth of 4% or more.
- Free Cash Flow forecast remains $3B+ for FY25.
- Recent moderation in cocoa prices observed.
- Signs of a strong cocoa crop this fall.
- Increased investments expected to drive future volume improvements.
Challenges Ahead
- Adjusted EPS expected to decline ~15% YoY on constant currency basis.
- Persistent inflationary pressures in raw materials and transport.
- Challenging market conditions expected to continue in some regions.
- Unfavorable volume/mix trends impacting margins.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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