Summary
Mondelez International, Inc. reported net revenues of $38.5 billion for the fiscal year ended December 30, 2025, representing a 5.8% increase compared to the previous year. This growth was primarily driven by higher net pricing and the acquisition of Evirth, partially offset by unfavorable volume/mix and the lapping of a prior-year distributor agreement. Despite revenue growth, reported operating income and net earnings saw significant declines due to substantial mark-to-market losses on derivatives and increased operating costs, particularly for raw materials like cocoa. Adjusted EPS decreased by 12.8% (14.6% on a constant currency basis), reflecting these cost pressures and a less favorable operational performance year-over-year. The company continues to focus on its four strategic priorities: accelerating consumer-centric growth, driving operational excellence, building a winning growth culture, and scaling sustainable snacking. While the company navigates a challenging macroeconomic environment characterized by inflation and supply chain disruptions, it is also investing in its digital transformation and innovation capabilities. The company maintained its commitment to returning capital to shareholders through dividends and share repurchases, with $6.7 billion remaining under its current share repurchase authorization.
Financial Highlights
55 data points| Revenue | $38.54B |
| Cost of Revenue | $27.60B |
| Gross Profit | $10.94B |
| R&D Expenses | $400.00M |
| SG&A Expenses | $7.17B |
| Operating Income | $3.55B |
| Interest Expense | $599.00M |
| Net Income | $2.45B |
| EPS (Basic) | $1.89 |
| EPS (Diluted) | $1.89 |
| Shares Outstanding (Basic) | 1.29B |
| Shares Outstanding (Diluted) | 1.30B |
Key Highlights
- 1Net revenues grew 5.8% to $38.5 billion, driven by pricing and acquisitions, although organic net revenue growth was a more moderate 4.3% due to unfavorable volume/mix.
- 2Reported operating income and net earnings declined significantly due to higher input costs (especially cocoa), unfavorable volume/mix, and substantial mark-to-market losses on derivatives.
- 3Adjusted EPS decreased by 12.8% year-over-year, reflecting operational pressures and increased costs.
- 4The company continues to execute its strategy focused on consumer-centric growth, operational excellence, culture, and sustainability.
- 5Significant investments are being made in digital transformation and innovation to meet evolving consumer demands.
- 6Mondelez is actively returning capital to shareholders, having repurchased $2.3 billion of its common stock in 2025 and maintaining a $6.7 billion repurchase authorization.
- 7The company is managing its exposure to currency fluctuations and commodity price volatility through hedging and cost control measures.