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Sep 30
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.
Mondelez
Mondelez
Mondelez Revenue by Geographic Location
Revenue by Geographic Location
Latin America Revenue
CapyFin.comAMEA Revenue
CapyFin.comEurope Revenue
CapyFin.comNorth America Revenue
CapyFin.comEmerging Markets Revenue
CapyFin.comDeveloped Markets Revenue
CapyFin.com 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.
- Higher cocoa costs contributed to peak input cost pressures in Q3.
Revenue & Expenses
Visualization of income flow from segment revenue to net income