earnings
confidence high
sentiment negative
materiality 0.80
Mondelēz Q3 organic revenue +3.4% but adjusted EPS -24.2% on cocoa inflation; guidance updated
Mondelez International, Inc.
2025-Q3 EPS reported
$1.37
revenue$28,041,000,000
- Net revenues $9.74B (+5.9% reported, +3.4% organic); volume/mix -4.6%, pricing +8.0%.
- Diluted EPS $0.57 (-9.5% YoY); adjusted EPS $0.73 (-24.2% constant currency).
- Adjusted gross margin fell 1,010 bps to 30.4% due to record-high cocoa costs.
- North America organic net revenue -0.3%; Europe +5.1%, AMEA +5.3%.
- FY 2025 organic net revenue and adjusted EPS outlook updated (specifics not disclosed).