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Dec 31, 2025
Mondelez Q4 2025 Earnings Report
Mondelez delivered solid top-line growth in Q4 2025, though profitability declined due to cost pressures.
Key Takeaways
Mondelez reported strong Q4 2025 revenue growth driven by pricing and organic expansion, but higher input costs and unfavorable volume mix weighed on earnings and margins.
Net revenues grew at a high-single-digit rate driven by pricing
Organic net revenue growth remained positive despite volume declines
Profitability was pressured by higher commodity and input costs
Adjusted earnings improved versus prior year on a constant currency basis
Revenue by Geographic Location
Forward Guidance
For 2026, Mondelez expects modest organic revenue and adjusted earnings growth amid a volatile macro environment.
Positive Outlook
- Expected stabilization in input and commodity costs
- Continued pricing discipline across key markets
- Focus on productivity and cost savings initiatives
- Strong brand portfolio supports long-term growth
- Healthy free cash flow outlook
Challenges Ahead
- Persistent volume pressure in certain markets
- Ongoing macroeconomic and geopolitical uncertainty
- Commodity price volatility, especially cocoa
- Foreign exchange headwinds
- Consumer demand sensitivity to pricing actions
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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