Mondelez International reported full year 2025 results on February 3, 2026, showing net revenues increased 5.8 percent with organic net revenues up 4.3 percent. However, diluted earnings per share declined 44.7 percent to $1.89, while adjusted EPS fell 14.6 percent on a constant currency basis. The company attributed profitability pressures to unprecedented cocoa cost inflation. Free cash flow was $3.2 billion, and the company returned $4.9 billion to shareholders. At the CAGNY conference on February 23, 2026, management reaffirmed long-term financial targets including 3 to 5 percent organic revenue growth and a forward free cash flow target of roughly $4 billion or more. The company outlined strategic priorities including U.S. biscuit initiatives and volume-led growth plans in emerging markets. Analysts set a consensus price target of $67.75 with a moderate buy recommendation.
Read full analysisMondelez International reported full year 2025 results on February 3, 2026, showing net revenues increased 5.8 percent with organic net revenues up 4.3 percent. However, diluted earnings per share declined 44.7 percent to $1.89, while adjusted EPS fell 14.6 percent on a constant currency basis. The company attributed profitability pressures to unprecedented cocoa cost inflation. Free cash flow was $3.2 billion, and the company returned $4.9 billion to shareholders. At the CAGNY conference on February 23, 2026, management reaffirmed long-term financial targets including 3 to 5 percent organic revenue growth and a forward free cash flow target of roughly $4 billion or more. The company outlined strategic priorities including U.S. biscuit initiatives and volume-led growth plans in emerging markets. Analysts set a consensus price target of $67.75 with a moderate buy recommendation.
Mondelez International is a global snack and confectionery giant, owning brands like Oreo, Cadbury, and Toblerone across chocolate, biscuits, and baked snacks. Its heavy exposure to cocoa as a key input cost makes it particularly sensitive to commodity price swings — a theme management addressed directly at this week's CAGNY conference, outlining five corrective actions for European chocolate while reaffirming long-term growth targets.