Mondelez International announced its second-quarter results for 2025, reporting a 7.7% increase in net revenues driven by a 5.6% rise in organic net revenues, despite a 1.5% decline in volume/mix. The diluted earnings per share (EPS) rose by 8.9% to $0.49, while adjusted EPS decreased by 14.5% on a constant currency basis. The company generated $1.4 billion in cash from operating activities and $0.8 billion in free cash flow during the year-to-date period. Additionally, Mondelez returned $2.9 billion to shareholders in the first half of 2025 and declared a 6% increase in its quarterly dividend to $0.50 per share, payable on October 14, 2025.
The financial highlights indicate an increase in operating income by $318 million, with an operating income margin of 13.0%. However, gross profit margin decreased to 32.7% due to rising raw material and transportation costs. The company anticipates organic net revenue growth of approximately 5% for the year, with adjusted EPS expected to decline by about 10% on a constant currency basis, largely due to cocoa cost inflation. The outlook reflects ongoing volatility in the market, influenced by geopolitical and commodity price uncertainties.
linkJul 29, 2025 16:10:57
Mondelēz International, Inc. reported its first quarter 2025 results, revealing a slight increase in net revenues by 0.2% to $9.313 billion, with organic net revenue growth of 3.1%. However, the company faced challenges, including a 3.5% decline in volume/mix and a significant decrease in diluted earnings per share (EPS), which fell 70.2% to $0.31. Adjusted EPS also declined by 18.3% on a constant currency basis, largely due to increased costs related to raw materials and transportation, as well as lower operating income margins. The company returned $2.1 billion to shareholders through dividends and share repurchases during the quarter.
The decline in gross profit and operating income was attributed to unfavorable changes in commodity prices and higher operational costs. The gross profit margin decreased to 26.1%, and operating income dropped 75.1% to $680 million. Despite these challenges, Mondelēz International indicated that its pricing and share performance remained strong, with confidence in its strategic agenda to drive shareholder value. The company is also maintaining its outlook for organic net revenue growth of approximately 5% for the year.
linkApr 29, 2025 16:09:14
Mondelēz International has reported a 4.3% increase in organic net revenue and a 5.1% rise in adjusted gross profit dollars for 2024. The company's expansion into the cakes and pastries category, with a current market share position of #3 globally, presents significant growth opportunities as it focuses on core areas like chocolate and biscuits, supported by a robust portfolio of iconic brands.
However, the company faces challenges due to record cocoa input cost inflation, which may impact margins despite the reported growth. The presentation at the CAGNY Conference emphasized the need for continued adaptation in navigating these costs while aiming to maintain market leadership across its established brands.
linkFeb 18, 2025 16:06:22
Mondelēz International reported a 1.2% increase in net revenues for FY 2024, totaling approximately $36 billion. The company experienced organic net revenue growth of 4.3%, driven by higher pricing, although this was partially offset by a decline in volume/mix. Gross profit also rose by 3.6%, with a gross profit margin of 39.1%. The company returned $4.7 billion to shareholders in cash dividends and share repurchases, indicating a commitment to shareholder value. Adjusted EPS increased by 13% on a constant currency basis to $3.36, reflecting strong operating gains and lower interest expenses.
On the downside, diluted EPS declined by 5.5% to $3.42, primarily due to lapping prior-year gains and higher intangible asset impairment charges. The operating income margin improved to 17.4%, but the company faced challenges such as unfavorable currency impacts and higher raw material costs. Additionally, the volume/mix was down by 1.0%, indicating potential issues in demand or sales volume. The company noted that cocoa cost inflation would impact future earnings, projecting a decline in Adjusted EPS for FY 2025.
linkFeb 04, 2025 16:12:13
Mondelēz International, Inc. reported a net earnings figure of $4.9 billion for the nine months ending September 30, 2024, reflecting a diluted earnings per share (EPS) of $2.80. The effective tax rate for this period was noted at 26.0%, showcasing a slight improvement from the previous year. Additionally, the company highlighted various costs associated with acquisitions and legal matters, indicating a structured approach towards managing operational expenses and investments.
Conversely, the company faced challenges with a significant loss on equity method investments, amounting to $669 million, which negatively impacted overall earnings. The report also revealed a decrease in reported operating income compared to the same period last year, alongside notable marketable securities losses. These factors may raise concerns among investors regarding the company's financial stability and investment performance.
linkJan 15, 2025 16:07:46
Mondelēz International has announced the appointment of Volker Kuhn as the new Executive Vice President and President for Europe, effective April 1, 2025. Kuhn will replace Vinzenz Gruber, who is retiring on the same date. Kuhn brings extensive experience from his previous roles at Reckitt and Procter & Gamble, where he contributed to significant growth and transformation initiatives. His background in consumer packaged goods and leadership in various markets is expected to enhance Mondelēz's operations in Europe.
On the other hand, the company is bidding farewell to Vinzenz Gruber, whose leadership has been instrumental in advancing key brands such as Cadbury and Oreo in Europe. While Gruber's retirement marks a transition, it also raises questions about the continuity of the strategies he implemented. The company acknowledges his contributions to commercial and operational excellence but will need to ensure a smooth transition to maintain momentum in the European market.
linkDec 03, 2024 09:15:01
Mondelēz International reported a 1.9% increase in net revenues for Q3 2024, driven by a strong organic revenue growth of 5.4%. The company's commitment to enhancing its brand portfolio and expanding its market presence, particularly through a new partnership with Evirth in China, reflects a positive outlook for future growth. Additionally, the adjusted earnings per share rose 28.6% on a constant currency basis, indicating strong operational performance despite some challenges in certain markets.
However, the company faced a decline in diluted earnings per share by 12.5% to $0.63, primarily due to unfavorable market conditions and increased costs associated with its recent divestiture of the gum business. Gross profit also took a hit, decreasing by $495 million, which impacted the gross profit margin significantly. Overall, while there are promising signs of growth and strategic partnerships, the financial results highlight ongoing challenges that need to be addressed.
linkOct 29, 2024 16:07:41
Mondelēz International reported a 1.9% decrease in net revenues for Q2 2024, but achieved 2.5% organic growth. Diluted EPS fell 34.8%, while adjusted EPS rose 25%. The company generated $2.1 billion in cash from operations, maintaining a stable free cash flow. They announced an 11% dividend increase and are launching an ERP program for efficiency. However, challenges include unfavorable currency impacts and the divestiture of their gum business.
linkJul 30, 2024 16:07:54
Mondelēz International reported a 1.4% increase in net revenues with strong pricing execution, leading to a 4.2% growth in Organic Net Revenue. Diluted EPS was down 31.6%, but Adjusted EPS increased by 16.3% on a constant currency basis. Operating income and gross profit saw significant boosts, while the company returned $1.1 billion to shareholders. The outlook for 2024 includes an expected Organic Net Revenue growth of 3 to 5%, high single-digit Adjusted EPS growth, and a Free Cash Flow target of over $3.5 billion.
linkApr 30, 2024 16:07:24
Mondelēz International showcases advancements in North American operations at CAGNY conference, emphasizing growth in core categories like chocolate and biscuits. Transformation of North American business into a sustainable growth engine is highlighted, with a focus on revenue growth management, digital investments, and consumer marketing. The company aims to strengthen consumer loyalty and drive long-term growth through strategic investments and operational improvements, positioning itself as a leading snacking company with iconic global brands.
linkFeb 20, 2024 09:09:51